Ardsley Advisory Partners
Latest statistics and disclosures from Ardsley Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNDK, AMD, SEZL, WULF, BTSG, and represent 20.20% of Ardsley Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$49M), P (+$21M), PANW (+$15M), PRIM (+$13M), ONTO (+$12M), SNX (+$12M), ALGT (+$11M), ARM (+$10M), OSCR (+$10M), CBRS (+$8.7M).
- Started 60 new stock positions in GFS, USAR, BKR, JAZZ, CSGP, VECO, GLW, ORCL, SLB, TEAM.
- Reduced shares in these 10 stocks: SNDK (-$68M), AVGO (-$45M), SMTC (-$40M), , ANET (-$24M), AMZN (-$20M), NVDA (-$17M), , SEZL (-$15M), MOD (-$12M).
- Sold out of its positions in AEIS, ALB, AMPX, ADI, ATEX, AMAT, ANET, ARRY, BRBR, BSX.
- Ardsley Advisory Partners was a net seller of stock by $-83M.
- Ardsley Advisory Partners has $960M in assets under management (AUM), dropping by 22.42%.
- Central Index Key (CIK): 0000900529
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Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 136 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 5.9 | $57M | -54% | 25k | 2267.62 |
|
| Advanced Micro Devices (AMD) | 5.6 | $54M | +1062% | 93k | 580.91 |
|
| Sezzle (SEZL) | 3.8 | $37M | -28% | 215k | 171.63 |
|
| Terawulf (WULF) | 2.5 | $24M | -8% | 966k | 24.52 |
|
| Brightspring Health Svcs (BTSG) | 2.4 | $23M | -7% | 325k | 69.74 |
|
| eBay (EBAY) | 2.3 | $22M | +43% | 201k | 110.75 |
|
| Sunrun (RUN) | 2.2 | $21M | +40% | 1.6M | 13.38 |
|
| Everpure Cl A (P) | 2.2 | $21M | NEW | 263k | 78.55 |
|
| Viavi Solutions Inc equities (VIAV) | 1.9 | $19M | -2% | 390k | 47.75 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.7 | $17M | +161% | 47k | 353.70 |
|
| Shoals Technologies Group In Cl A (SHLS) | 1.7 | $17M | -26% | 1.7M | 9.90 |
|
| Amazon (AMZN) | 1.7 | $16M | -55% | 69k | 238.34 |
|
| United Therapeutics Corporation (UTHR) | 1.7 | $16M | -40% | 30k | 541.83 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.6 | $16M | -16% | 465k | 33.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $15M | +45% | 44k | 352.82 |
|
| Palo Alto Networks (PANW) | 1.5 | $15M | NEW | 43k | 340.42 |
|
| Twilio Cl A (TWLO) | 1.5 | $14M | +32% | 69k | 206.33 |
|
| Zoom Communications Cl A (ZM) | 1.4 | $14M | +49% | 158k | 86.31 |
|
| Primoris Services (PRIM) | 1.4 | $13M | NEW | 135k | 99.14 |
|
| Apple (AAPL) | 1.4 | $13M | +50% | 45k | 289.00 |
|
| Modine Manufacturing (MOD) | 1.3 | $12M | -50% | 45k | 267.02 |
|
| Onto Innovation (ONTO) | 1.2 | $12M | NEW | 32k | 378.45 |
|
| SYNNEX Corporation (SNX) | 1.2 | $12M | NEW | 44k | 267.34 |
|
| Brookdale Senior Living Call Option (BKD) | 1.2 | $11M | -26% | 690k | 16.09 |
|
| 4068594 Enphase Energy (ENPH) | 1.1 | $11M | +158% | 220k | 49.01 |
|
| Allegiant Travel Company (ALGT) | 1.1 | $11M | NEW | 90k | 117.60 |
|
| Okta Cl A (OKTA) | 1.1 | $10M | +5% | 77k | 136.45 |
|
| Equinix (EQIX) | 1.1 | $10M | -16% | 10k | 1042.39 |
|
| Hut 8 Corp (HUT) | 1.1 | $10M | -40% | 90k | 115.44 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.1 | $10M | 200k | 51.85 |
|
|
| Oscar Health Cl A (OSCR) | 1.0 | $10M | NEW | 350k | 28.52 |
|
| Bloom Energy Corp Com Cl A (BE) | 1.0 | $9.4M | +138% | 31k | 303.20 |
|
| Cipher Mining (CIFR) | 1.0 | $9.2M | -16% | 375k | 24.48 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.9 | $9.0M | 675k | 13.34 |
|
|
| Fuelcell Energy Com New (FCEL) | 0.9 | $8.9M | +444% | 245k | 36.29 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.9 | $8.7M | NEW | 39k | 222.00 |
|
| Lumentum Hldgs (LITE) | 0.9 | $8.5M | +61% | 10k | 852.51 |
|
| Remitly Global (RELY) | 0.9 | $8.4M | NEW | 375k | 22.41 |
|
| Devon Energy Corporation (DVN) | 0.9 | $8.3M | NEW | 200k | 41.30 |
|
| Broadcom (AVGO) | 0.8 | $7.9M | -84% | 21k | 377.49 |
|
| Alaska Air (ALK) | 0.8 | $7.8M | -9% | 150k | 52.20 |
|
| Corning Incorporated (GLW) | 0.8 | $7.7M | NEW | 30k | 255.41 |
|
| Fluor Corporation (FLR) | 0.8 | $7.5M | +72% | 143k | 52.39 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $7.5M | NEW | 15k | 496.73 |
|
| Veracyte (VCYT) | 0.8 | $7.3M | 125k | 58.73 |
|
|
| Semtech Corporation (SMTC) | 0.8 | $7.3M | -84% | 45k | 161.85 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.8 | $7.2M | NEW | 30k | 240.97 |
|
| Ferroglobe SHS (GSM) | 0.7 | $6.9M | NEW | 2.2M | 3.18 |
|
| Akamai Technologies (AKAM) | 0.7 | $6.6M | NEW | 56k | 118.21 |
|
| Oracle Corporation Call Option (ORCL) | 0.7 | $6.6M | NEW | 45k | 146.55 |
|
| Verizon Communications (VZ) | 0.7 | $6.6M | +19% | 155k | 42.38 |
|
| Box Cl A (BOX) | 0.7 | $6.4M | -28% | 240k | 26.54 |
|
| Microchip Technology (MCHP) | 0.7 | $6.3M | NEW | 70k | 90.50 |
|
| SLB Com Stk (SLB) | 0.7 | $6.3M | NEW | 135k | 46.49 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.6 | $6.2M | +10% | 525k | 11.81 |
|
| Camtek Ord (CAMT) | 0.6 | $6.0M | NEW | 37k | 163.12 |
|
| Mirion Technologies Com Cl A (MIR) | 0.6 | $5.8M | 325k | 17.93 |
|
|
| salesforce (CRM) | 0.6 | $5.6M | NEW | 36k | 156.66 |
|
| Guardian Metal Res Sponsored Ads (GMTL) | 0.6 | $5.6M | NEW | 400k | 14.01 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.5 | $5.1M | -25% | 75k | 68.65 |
|
| Applied Optoelectronics (AAOI) | 0.5 | $5.1M | NEW | 35k | 146.68 |
|
| Servicenow (NOW) | 0.5 | $5.1M | -39% | 52k | 99.28 |
|
| Adma Biologics (ADMA) | 0.5 | $5.0M | +41% | 600k | 8.37 |
|
| Clearway Energy CL C (CWEN) | 0.5 | $4.8M | 140k | 34.18 |
|
|
| Aeva Technologies Com New (AEVA) | 0.5 | $4.8M | NEW | 167k | 28.72 |
|
| Transalta Corp (TAC) | 0.5 | $4.8M | +25% | 345k | 13.83 |
|
| Impinj (PI) | 0.5 | $4.7M | +186% | 33k | 143.23 |
|
| BorgWarner (BWA) | 0.5 | $4.6M | NEW | 70k | 66.40 |
|
| Navan Cl A (NAVN) | 0.5 | $4.6M | NEW | 200k | 22.87 |
|
| Globalfoundries Ordinary Shares (GFS) | 0.5 | $4.5M | NEW | 55k | 82.41 |
|
| Flowserve Corporation (FLS) | 0.5 | $4.4M | NEW | 60k | 74.16 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.3M | NEW | 10k | 433.33 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $4.1M | -52% | 40k | 103.45 |
|
| Manhattan Associates (MANH) | 0.4 | $4.0M | NEW | 29k | 139.25 |
|
| Global E Online SHS (GLBE) | 0.4 | $3.9M | NEW | 113k | 34.73 |
|
| Bwx Technologies (BWXT) | 0.4 | $3.9M | -20% | 20k | 194.65 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $3.9M | NEW | 22k | 176.32 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $3.9M | +116% | 13k | 298.07 |
|
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.4 | $3.9M | -17% | 145k | 26.66 |
|
| Profound Med Corp Com New (PROF) | 0.4 | $3.8M | 575k | 6.65 |
|
|
| Williams Companies (WMB) | 0.4 | $3.7M | 50k | 74.34 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $3.7M | NEW | 33k | 114.12 |
|
| Western Digital (WDC) | 0.4 | $3.5M | NEW | 5.5k | 638.74 |
|
| Orion Marine (ORN) | 0.4 | $3.4M | 200k | 16.82 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $3.3M | NEW | 42k | 77.79 |
|
| Acuren Corporation (TIC) | 0.3 | $3.2M | +6% | 400k | 8.09 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.3 | $3.2M | +83% | 550k | 5.87 |
|
| Alamos Gold Com Cl A (AGI) | 0.3 | $3.2M | -40% | 105k | 30.34 |
|
| Cohu (COHU) | 0.3 | $3.1M | NEW | 42k | 73.91 |
|
| Flex Ord (FLEX) | 0.3 | $3.1M | NEW | 19k | 162.07 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.3 | $3.0M | NEW | 175k | 17.40 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $3.0M | NEW | 41k | 73.69 |
|
| Wolfspeed Common Stock (WOLF) | 0.3 | $2.9M | -57% | 60k | 48.25 |
|
| Veeco Instruments (VECO) | 0.3 | $2.8M | NEW | 37k | 75.80 |
|
| Aldeyra Therapeutics (ALDX) | 0.3 | $2.7M | +2% | 1.3M | 2.13 |
|
| KBR (KBR) | 0.3 | $2.6M | NEW | 75k | 34.53 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $2.4M | +66% | 125k | 19.15 |
|
| Pagaya Technologies Cl A New (PGY) | 0.2 | $2.3M | NEW | 125k | 18.29 |
|
| Tripadvisor (TRIP) | 0.2 | $2.3M | NEW | 166k | 13.71 |
|
| Hannon Armstrong (HASI) | 0.2 | $2.1M | 55k | 39.05 |
|
|
| Sentinelone Cl A (S) | 0.2 | $2.0M | +156% | 118k | 16.97 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $1.9M | -70% | 12k | 162.35 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $1.9M | NEW | 35k | 55.50 |
|
| Cognizant Technology Solutio Cl A Put Option (CTSH) | 0.2 | $1.9M | NEW | 50k | 38.73 |
|
| Energy Services of America (ESOA) | 0.2 | $1.9M | 100k | 19.34 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.2 | $1.9M | NEW | 7.0k | 274.13 |
|
| Axt (AXTI) | 0.2 | $1.8M | NEW | 25k | 71.36 |
|
| Cameco Corporation (CCJ) | 0.2 | $1.8M | -22% | 18k | 101.86 |
|
| Snap Cl A (SNAP) | 0.2 | $1.6M | +600% | 350k | 4.44 |
|
| Comstock Com Shs (LODE) | 0.2 | $1.5M | 350k | 4.16 |
|
|
| CoStar Put Option (CSGP) | 0.1 | $1.4M | NEW | 50k | 28.32 |
|
| Viant Technology Com Cl A (DSP) | 0.1 | $1.4M | NEW | 108k | 12.66 |
|
| Tc Energy Corp (TRP) | 0.1 | $1.3M | NEW | 20k | 66.29 |
|
| Ramaco Res Com Cl A (METC) | 0.1 | $1.3M | -37% | 100k | 13.23 |
|
| Denison Mines Corp (DNN) | 0.1 | $1.2M | -71% | 400k | 3.06 |
|
| Netskope Cl A (NTSK) | 0.1 | $1.2M | NEW | 110k | 10.94 |
|
| Opera Sponsored Ads (OPRA) | 0.1 | $1.2M | NEW | 60k | 19.83 |
|
| Equifax (EFX) | 0.1 | $1.1M | NEW | 7.0k | 158.72 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.1M | NEW | 25k | 43.76 |
|
| Magnite Ord (MGNI) | 0.1 | $1.1M | -59% | 58k | 18.98 |
|
| Himax Technologies Sponsored Adr Call Option (HIMX) | 0.1 | $1.1M | -55% | 70k | 15.34 |
|
| Complete Solaria (SPWR) | 0.1 | $973k | +47% | 1.4M | 0.69 |
|
| CommVault Systems (CVLT) | 0.1 | $865k | NEW | 6.1k | 141.73 |
|
| American Superconductor Corp Shs New (AMSC) | 0.1 | $830k | -20% | 20k | 41.51 |
|
| LSB Industries (LXU) | 0.1 | $811k | +200% | 75k | 10.81 |
|
| Korn Ferry Com New Put Option (KFY) | 0.1 | $666k | NEW | 10k | 66.58 |
|
| Itron (ITRI) | 0.1 | $649k | -50% | 7.5k | 86.53 |
|
| Niocorp Devs Com New (NB) | 0.1 | $603k | NEW | 125k | 4.82 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $464k | NEW | 100k | 4.64 |
|
| Fluence Energy Com Cl A (FLNC) | 0.0 | $395k | -89% | 20k | 19.77 |
|
| Tronox Holdings SHS (TROX) | 0.0 | $315k | NEW | 50k | 6.30 |
|
| Solaredge Technologies (SEDG) | 0.0 | $292k | NEW | 5.0k | 58.44 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $280k | -66% | 5.0k | 56.08 |
|
| Ivanhoe Electric (IE) | 0.0 | $240k | 25k | 9.61 |
|
|
| USA Rare Earth Inc A (USAR) | 0.0 | $216k | NEW | 10k | 21.62 |
|
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.0 | $166k | 475k | 0.35 |
|
Past Filings by Ardsley Advisory Partners
SEC 13F filings are viewable for Ardsley Advisory Partners going back to 2010
- Ardsley Advisory Partners 2026 Q2 filed July 13, 2026
- Ardsley Advisory Partners 2026 Q1 filed May 15, 2026
- Ardsley Advisory Partners 2025 Q4 filed Feb. 17, 2026
- Ardsley Advisory Partners 2025 Q3 filed Nov. 14, 2025
- Ardsley Advisory Partners 2025 Q2 filed Aug. 14, 2025
- Ardsley Advisory Partners 2025 Q1 filed May 15, 2025
- Ardsley Advisory Partners 2024 Q4 filed Feb. 14, 2025
- Ardsley Advisory Partners 2024 Q3 filed Nov. 14, 2024
- Ardsley Advisory Partners 2024 Q2 filed Aug. 14, 2024
- Ardsley Advisory Partners 2024 Q1 filed May 15, 2024
- Ardsley Advisory Partners 2023 Q3 filed Nov. 14, 2023
- Ardsley Advisory Partners 2023 Q2 filed Aug. 14, 2023
- Ardsley Advisory Partners 2023 Q1 filed May 15, 2023
- Ardsley Advisory Partners 2022 Q4 filed Feb. 14, 2023
- Ardsley Advisory Partners 2022 Q3 filed Nov. 14, 2022
- Ardsley Advisory Partners 2022 Q2 filed Aug. 15, 2022