Ardsley Advisory Partners as of Sept. 30, 2019
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 121 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fortress Trans Infrst Invs L | 7.6 | $34M | 2.2M | 15.17 | |
| Just Energy Group | 6.2 | $28M | 12M | 2.37 | |
| Biohaven Pharmaceutical Holding | 6.2 | $28M | 665k | 41.69 | |
| Enviva Partners Lp master ltd part | 5.3 | $23M | 731k | 32.06 | |
| Sunrun (RUN) | 4.8 | $21M | 1.3M | 16.71 | |
| Microsoft Corporation (MSFT) | 3.6 | $16M | 117k | 139.03 | |
| Sunopta (STKL) | 3.5 | $16M | 8.7M | 1.80 | |
| Marrone Bio Innovations | 3.3 | $15M | 12M | 1.25 | |
| Upland Software (UPLD) | 3.3 | $15M | 420k | 34.86 | |
| Atlantica Yield (AY) | 3.3 | $15M | 607k | 24.09 | |
| Walt Disney Company (DIS) | 3.1 | $14M | 106k | 130.30 | |
| Alibaba Group Holding (BABA) | 3.0 | $13M | 80k | 167.26 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.5 | $11M | 223k | 51.15 | |
| Zendesk | 2.5 | $11M | 155k | 72.87 | |
| General Electric Company | 2.4 | $11M | 1.3M | 8.67 | |
| First Solar (FSLR) | 2.3 | $10M | 175k | 58.01 | |
| Medifast (MED) | 2.2 | $9.8M | 95k | 103.58 | |
| Anaplan | 1.8 | $8.0M | 171k | 46.97 | |
| STAAR Surgical Company (STAA) | 1.7 | $7.7M | 300k | 25.78 | |
| Aquaventure Holdings | 1.6 | $6.9M | 357k | 19.44 | |
| Knowles (KN) | 1.3 | $5.9M | 291k | 20.34 | |
| Smartsheet (SMAR) | 1.3 | $5.9M | 165k | 36.00 | |
| Deutsche Bank Ag-registered (DB) | 1.3 | $5.6M | 750k | 7.50 | |
| Guardant Health (GH) | 1.1 | $5.1M | 80k | 63.82 | |
| NRG Energy (NRG) | 1.1 | $5.0M | 125k | 39.60 | |
| Cloudera | 1.1 | $4.8M | 541k | 8.87 | |
| Evoqua Water Technologies Corp | 1.0 | $4.6M | 271k | 17.00 | |
| Amyris (AMRSQ) | 0.9 | $3.9M | 824k | 4.76 | |
| Okta Inc cl a (OKTA) | 0.9 | $3.8M | 39k | 98.46 | |
| Clearway Energy Inc cl a (CWEN.A) | 0.8 | $3.7M | 214k | 17.35 | |
| Itron (ITRI) | 0.8 | $3.4M | 46k | 73.96 | |
| Iteris (ITI) | 0.7 | $3.2M | 565k | 5.75 | |
| VMware | 0.7 | $3.2M | 21k | 150.07 | |
| Centene Corporation (CNC) | 0.7 | $3.0M | 70k | 43.26 | |
| I.D. Systems | 0.6 | $2.8M | 512k | 5.47 | |
| Polarityte | 0.6 | $2.8M | 865k | 3.23 | |
| United Rentals (URI) | 0.6 | $2.5M | 20k | 124.65 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.5M | 85k | 28.99 | |
| Tpi Composites (TPIC) | 0.5 | $2.3M | 125k | 18.75 | |
| Zscaler Incorporated (ZS) | 0.5 | $2.1M | 45k | 47.27 | |
| Electronic Arts (EA) | 0.4 | $2.0M | 20k | 97.83 | |
| Sunnova Energy International (NOVA) | 0.4 | $1.9M | 181k | 10.75 | |
| Clearway Energy Inc cl c (CWEN) | 0.4 | $1.8M | 100k | 18.24 | |
| LivePerson (LPSN) | 0.4 | $1.7M | 48k | 35.71 | |
| Proofpoint | 0.3 | $1.5M | 12k | 129.08 | |
| Westport Innovations | 0.3 | $1.5M | 563k | 2.72 | |
| Palo Alto Networks (PANW) | 0.3 | $1.5M | 7.5k | 203.87 | |
| Abbott Laboratories (ABT) | 0.3 | $1.5M | 18k | 83.66 | |
| Xilinx | 0.3 | $1.4M | 15k | 96.00 | |
| Slack Technologies | 0.3 | $1.4M | 60k | 23.73 | |
| Global Wtr Res (GWRS) | 0.3 | $1.4M | 117k | 11.84 | |
| Cirrus Logic (CRUS) | 0.3 | $1.3M | 25k | 53.60 | |
| Paylocity Holding Corporation (PCTY) | 0.3 | $1.3M | 14k | 97.56 | |
| Coupa Software | 0.3 | $1.3M | 10k | 129.60 | |
| Becton, Dickinson and (BDX) | 0.3 | $1.3M | 5.0k | 253.00 | |
| Rumbleon Inc cl b | 0.3 | $1.2M | 432k | 2.89 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $1.2M | 4.0k | 296.75 | |
| Boston Scientific Corporation (BSX) | 0.3 | $1.2M | 29k | 40.70 | |
| Lumentum Hldgs (LITE) | 0.3 | $1.2M | 22k | 53.55 | |
| Zimmer Holdings (ZBH) | 0.2 | $1.1M | 8.0k | 137.25 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $1.1M | 50k | 22.24 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $1.1M | 10k | 107.00 | |
| Chart Industries (GTLS) | 0.2 | $935k | 15k | 62.33 | |
| Facebook Inc cl a (META) | 0.2 | $890k | 5.0k | 178.00 | |
| Medtronic (MDT) | 0.2 | $869k | 8.0k | 108.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $847k | 5.0k | 169.40 | |
| Cronos Group (CRON) | 0.2 | $829k | 92k | 9.04 | |
| salesforce (CRM) | 0.2 | $742k | 5.0k | 148.40 | |
| Avalara | 0.2 | $773k | 12k | 67.22 | |
| Hca Holdings (HCA) | 0.2 | $723k | 6.0k | 120.50 | |
| Cyberark Software (CYBR) | 0.2 | $699k | 7.0k | 99.86 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $731k | 600.00 | 1218.33 | |
| Bio-Rad Laboratories (BIO) | 0.1 | $665k | 2.0k | 332.50 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $676k | 7.5k | 90.13 | |
| Dell Technologies (DELL) | 0.1 | $674k | 13k | 51.85 | |
| Coherent | 0.1 | $615k | 4.0k | 153.75 | |
| STMicroelectronics (STM) | 0.1 | $580k | 30k | 19.33 | |
| Vertex Energy (VTNR) | 0.1 | $570k | 504k | 1.13 | |
| Servicenow (NOW) | 0.1 | $584k | 2.3k | 253.91 | |
| Pra Health Sciences | 0.1 | $595k | 6.0k | 99.17 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $583k | 10k | 58.30 | |
| Merck & Co (MRK) | 0.1 | $547k | 6.5k | 84.15 | |
| MKS Instruments (MKSI) | 0.1 | $554k | 6.0k | 92.33 | |
| Ciena Corporation (CIEN) | 0.1 | $549k | 14k | 39.21 | |
| Celsius Holdings (CELH) | 0.1 | $521k | 150k | 3.47 | |
| New Relic | 0.1 | $553k | 9.0k | 61.44 | |
| Azure Pwr Global (AZREF) | 0.1 | $538k | 45k | 12.01 | |
| Adma Biologics (ADMA) | 0.1 | $474k | 107k | 4.45 | |
| Baxter International (BAX) | 0.1 | $437k | 5.0k | 87.40 | |
| Eli Lilly & Co. (LLY) | 0.1 | $447k | 4.0k | 111.75 | |
| Inphi Corporation | 0.1 | $427k | 7.0k | 61.00 | |
| Cerus Corporation (CERS) | 0.1 | $412k | 80k | 5.15 | |
| Five9 (FIVN) | 0.1 | $403k | 7.5k | 53.73 | |
| Quotient | 0.1 | $389k | 50k | 7.78 | |
| Vistra Energy (VST) | 0.1 | $401k | 15k | 26.73 | |
| Sony Corporation (SONY) | 0.1 | $355k | 6.0k | 59.17 | |
| Clean Energy Fuels (CLNE) | 0.1 | $361k | 175k | 2.06 | |
| Tandem Diabetes Care (TNDM) | 0.1 | $354k | 6.0k | 59.00 | |
| Golar Lng (GLNG) | 0.1 | $325k | 25k | 13.00 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $301k | 20k | 15.05 | |
| Bloom Energy Corp (BE) | 0.1 | $325k | 100k | 3.25 | |
| Revolve Group Inc cl a (RVLV) | 0.1 | $304k | 13k | 23.38 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $248k | 47k | 5.27 | |
| Mammoth Energy Svcs (TUSK) | 0.1 | $248k | 100k | 2.48 | |
| Alexion Pharmaceuticals | 0.1 | $245k | 2.5k | 98.00 | |
| Hexo Corp | 0.1 | $238k | 60k | 3.97 | |
| Sientra | 0.0 | $194k | 30k | 6.47 | |
| Apollo Endosurgery | 0.0 | $165k | 50k | 3.29 | |
| Constellium Holdco B V cl a | 0.0 | $127k | 10k | 12.70 | |
| Hc2 Holdings | 0.0 | $118k | 50k | 2.36 | |
| Harrow Health (HROW) | 0.0 | $141k | 25k | 5.64 | |
| Greenlane Holdings Cl A Ord | 0.0 | $119k | 35k | 3.40 | |
| Spark Energy Inc-class A | 0.0 | $106k | 10k | 10.60 | |
| Cymabay Therapeutics | 0.0 | $102k | 20k | 5.10 | |
| Abeona Therapeutics | 0.0 | $68k | 30k | 2.27 | |
| Capstone Turbine | 0.0 | $77k | 150k | 0.51 | |
| Neptune Wellness Solutions I | 0.0 | $89k | 25k | 3.56 | |
| Nuvectra | 0.0 | $34k | 25k | 1.35 | |
| Correvio Pharma Corp | 0.0 | $25k | 13k | 2.00 | |
| Apricus Biosciences | 0.0 | $46k | 50k | 0.92 | |
| Actinium Pharmaceuticals | 0.0 | $17k | 75k | 0.23 |
