Ardsley Advisory Partners as of Sept. 30, 2024
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 114 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunrun (RUN) | 4.9 | $30M | 1.7M | 18.06 | |
| Super Micro Computer | 4.5 | $27M | 66k | 416.33 | |
| Oscar Health Cl A (OSCR) | 3.8 | $23M | 1.1M | 21.21 | |
| Itron (ITRI) | 3.3 | $20M | 190k | 106.81 | |
| Sentinelone Cl A (S) | 2.9 | $18M | 740k | 23.92 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.8 | $17M | 501k | 33.96 | |
| Fluor Corporation (FLR) | 2.6 | $16M | 335k | 47.71 | |
| salesforce (CRM) | 2.6 | $16M | 58k | 273.71 | |
| Celestica (CLS) | 2.5 | $15M | 300k | 51.12 | |
| Broadcom (AVGO) | 2.4 | $15M | 85k | 172.50 | |
| Aspen Aerogels (ASPN) | 2.4 | $15M | 525k | 27.69 | |
| Microsoft Corporation (MSFT) | 2.2 | $13M | 31k | 428.65 | |
| Terawulf (WULF) | 2.1 | $13M | 2.8M | 4.68 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 2.0 | $12M | 1.6M | 7.87 | |
| Sunopta (STKL) | 1.8 | $11M | 1.7M | 6.38 | |
| Indivior Ord Call Option (INDV) | 1.7 | $11M | 1.1M | 9.75 | |
| Oracle Corporation (ORCL) | 1.7 | $10M | 60k | 169.28 | |
| Semtech Corporation (SMTC) | 1.7 | $10M | 220k | 45.66 | |
| Ferroglobe SHS (GSM) | 1.7 | $10M | 2.2M | 4.64 | |
| Marvell Technology (MRVL) | 1.6 | $9.5M | 132k | 72.12 | |
| First Solar (FSLR) | 1.6 | $9.5M | 38k | 249.44 | |
| Transalta Corp (TAC) | 1.5 | $9.3M | 900k | 10.37 | |
| Amazon (AMZN) | 1.5 | $9.3M | 50k | 185.59 | |
| NVIDIA Corporation (NVDA) | 1.5 | $9.0M | 74k | 121.55 | |
| Elanco Animal Health (ELAN) | 1.4 | $8.4M | 575k | 14.69 | |
| Surgery Partners (SGRY) | 1.4 | $8.2M | 255k | 32.24 | |
| Alamos Gold Com Cl A (AGI) | 1.3 | $8.0M | 400k | 19.94 | |
| Mirum Pharmaceuticals (MIRM) | 1.2 | $7.4M | 190k | 39.00 | |
| Palo Alto Networks (PANW) | 1.2 | $7.2M | 21k | 341.80 | |
| Corning Incorporated (GLW) | 1.1 | $6.8M | 152k | 45.15 | |
| Dynatrace Com New (DT) | 1.1 | $6.7M | 126k | 53.47 | |
| MasTec (MTZ) | 1.1 | $6.7M | 54k | 123.10 | |
| Draftkings Com Cl A (DKNG) | 1.1 | $6.7M | 170k | 39.20 | |
| Ameresco Cl A (AMRC) | 1.1 | $6.4M | 170k | 37.94 | |
| Ishares Silver Tr Ishares (SLV) | 1.1 | $6.4M | 225k | 28.42 | |
| Bellring Brands Common Stock (BRBR) | 1.0 | $6.4M | 105k | 60.72 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.0 | $6.4M | 353k | 18.02 | |
| Apple (AAPL) | 1.0 | $6.1M | 26k | 232.94 | |
| Dycom Industries (DY) | 1.0 | $5.9M | 30k | 197.10 | |
| Vistaoutdoor (VSTO) | 1.0 | $5.9M | 150k | 39.18 | |
| Illumina (ILMN) | 1.0 | $5.9M | 45k | 130.41 | |
| Hut 8 Corp (HUT) | 1.0 | $5.8M | 475k | 12.26 | |
| Te Connectivity Ord Shs (TEL) | 0.9 | $5.7M | 38k | 150.99 | |
| Iris Energy Ordinary Shares (IREN) | 0.9 | $5.3M | 625k | 8.42 | |
| Altus Power Com Cl A (AMPS) | 0.8 | $5.1M | 1.6M | 3.18 | |
| ON Semiconductor (ON) | 0.8 | $5.0M | 70k | 72.61 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $5.0M | 24k | 206.57 | |
| Ftai Aviation SHS (FTAI) | 0.8 | $4.8M | 36k | 132.90 | |
| Clean Energy Fuels (CLNE) | 0.8 | $4.7M | 1.5M | 3.11 | |
| Autodesk (ADSK) | 0.8 | $4.7M | 17k | 275.48 | |
| Cameco Corporation (CCJ) | 0.7 | $4.3M | 90k | 47.76 | |
| Onto Innovation (ONTO) | 0.7 | $4.1M | 20k | 207.56 | |
| Netflix (NFLX) | 0.6 | $3.9M | 5.5k | 709.27 | |
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.6 | $3.7M | 75k | 49.63 | |
| Procore Technologies (PCOR) | 0.6 | $3.7M | 60k | 61.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.6M | 22k | 167.19 | |
| Aehr Test Systems (AEHR) | 0.6 | $3.5M | 270k | 12.85 | |
| The Real Brokerage Com New (REAX) | 0.5 | $3.3M | 600k | 5.55 | |
| Advanced Energy Industries (AEIS) | 0.5 | $3.2M | 30k | 105.24 | |
| Global X Fds Global X Uranium (URA) | 0.5 | $2.9M | 100k | 28.61 | |
| Akamai Technologies Call Option (AKAM) | 0.5 | $2.8M | 28k | 100.95 | |
| Workday Cl A (WDAY) | 0.4 | $2.7M | 11k | 244.41 | |
| Aldeyra Therapeutics (ALDX) | 0.4 | $2.7M | 500k | 5.39 | |
| American Superconductor Corp Shs New (AMSC) | 0.4 | $2.4M | 100k | 23.60 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $2.3M | 22k | 105.26 | |
| Profound Med Corp Com New (PROF) | 0.4 | $2.2M | 275k | 7.96 | |
| Blackline (BL) | 0.4 | $2.2M | 39k | 55.14 | |
| Garmin SHS Put Option (GRMN) | 0.3 | $2.1M | 12k | 176.03 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.1M | 4.0k | 517.78 | |
| Lattice Semiconductor (LSCC) | 0.3 | $1.9M | 36k | 53.07 | |
| Paypal Holdings (PYPL) | 0.3 | $1.7M | 22k | 78.00 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.3 | $1.7M | 35k | 48.80 | |
| United Sts Nat Gas Unit Par Call Option (UNG) | 0.3 | $1.6M | 100k | 16.33 | |
| Camtek Ord Call Option (CAMT) | 0.3 | $1.6M | 20k | 79.85 | |
| Myr (MYRG) | 0.3 | $1.5M | 15k | 102.23 | |
| Flutter Entmt SHS (FLUT) | 0.2 | $1.4M | 6.0k | 234.98 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.4M | 35k | 39.79 | |
| Mirion Technologies Com Cl A (MIR) | 0.2 | $1.4M | 125k | 11.07 | |
| Ceva (CEVA) | 0.2 | $1.3M | 55k | 24.15 | |
| Micron Technology (MU) | 0.2 | $1.3M | 12k | 103.51 | |
| Digitalocean Hldgs (DOCN) | 0.2 | $1.2M | 31k | 40.39 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $1.2M | 20k | 61.08 | |
| Orion Marine (ORN) | 0.2 | $1.2M | 200k | 5.77 | |
| Box Cl A (BOX) | 0.2 | $1.1M | 35k | 32.73 | |
| Hubbell (HUBB) | 0.2 | $1.1M | 2.5k | 428.40 | |
| Nexgen Energy (NXE) | 0.2 | $1.1M | 162k | 6.52 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $971k | 55k | 17.65 | |
| Denison Mines Corp (DNN) | 0.2 | $915k | 500k | 1.83 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $898k | 160k | 5.61 | |
| Hannon Armstrong (HASI) | 0.1 | $870k | 25k | 34.47 | |
| Five9 (FIVN) | 0.1 | $862k | 30k | 28.73 | |
| Snowflake Cl A (SNOW) | 0.1 | $862k | 7.5k | 114.86 | |
| Veeco Instruments (VECO) | 0.1 | $828k | 25k | 33.13 | |
| Infinera Call Option | 0.1 | $803k | 119k | 6.75 | |
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $792k | 75k | 10.56 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 0.1 | $780k | 100k | 7.80 | |
| Zuora Com Cl A | 0.1 | $767k | 89k | 8.62 | |
| AES Corporation (AES) | 0.1 | $762k | 38k | 20.06 | |
| Ballard Pwr Sys (BLDP) | 0.1 | $720k | 400k | 1.80 | |
| MDU Resources (MDU) | 0.1 | $685k | 25k | 27.41 | |
| Calumet (CLMT) | 0.1 | $624k | 35k | 17.82 | |
| H&R Block Call Option (HRB) | 0.1 | $572k | 9.0k | 63.55 | |
| Nextera Energy Partners Com Unit Part In (XIFR) | 0.1 | $552k | 20k | 27.62 | |
| Aspen Technology | 0.1 | $478k | 2.0k | 238.82 | |
| Opal Fuels Class A Com (OPAL) | 0.1 | $456k | 125k | 3.65 | |
| Lam Research Corporation Put Option | 0.1 | $408k | 5.0k | 81.61 | |
| eBay (EBAY) | 0.1 | $391k | 6.0k | 65.11 | |
| Dominion Resources (D) | 0.0 | $286k | 5.0k | 57.79 | |
| Tesla Motors (TSLA) | 0.0 | $262k | 1.0k | 261.54 | |
| Sunnova Energy International (NOVAQ) | 0.0 | $241k | 25k | 9.62 | |
| Perpetua Resources (PPTA) | 0.0 | $234k | 25k | 9.35 | |
| Fluence Energy Com Cl A (FLNC) | 0.0 | $227k | 10k | 22.71 | |
| Emcore Corporation | 0.0 | $111k | 50k | 2.21 | |
| Spruce Power Holding Corp Com New (SPRU) | 0.0 | $38k | 14k | 2.84 |
