Ardsley Advisory Partners as of Dec. 31, 2024
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 115 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| salesforce (CRM) | 5.9 | $37M | 112k | 334.33 | |
| Fluor Corporation (FLR) | 4.7 | $30M | 605k | 49.32 | |
| Itron (ITRI) | 2.4 | $15M | 140k | 108.58 | |
| Oscar Health Cl A (OSCR) | 2.4 | $15M | 1.1M | 13.44 | |
| Indivior Ord (INDV) | 2.4 | $15M | 1.2M | 12.43 | |
| Terawulf (WULF) | 2.3 | $15M | 2.6M | 5.62 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $13M | 75k | 175.40 | |
| Microsoft Corporation (MSFT) | 2.0 | $13M | 30k | 421.50 | |
| Arista Networks Com Shs Put Option (ANET) | 1.9 | $12M | 108k | 110.53 | |
| Amazon (AMZN) | 1.8 | $12M | 53k | 219.39 | |
| Sunrun (RUN) | 1.8 | $12M | 1.2M | 9.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $11M | 60k | 190.44 | |
| Lumentum Hldgs (LITE) | 1.8 | $11M | 135k | 83.95 | |
| Sunopta (STKL) | 1.7 | $11M | 1.4M | 7.70 | |
| UnitedHealth (UNH) | 1.6 | $10M | 20k | 505.86 | |
| Camtek Ord (CAMT) | 1.6 | $10M | 125k | 80.77 | |
| Netflix (NFLX) | 1.6 | $9.8M | 11k | 891.32 | |
| Alamos Gold Com Cl A (AGI) | 1.5 | $9.7M | 525k | 18.44 | |
| Transalta Corp (TAC) | 1.5 | $9.5M | 675k | 14.14 | |
| First Solar (FSLR) | 1.4 | $9.0M | 51k | 176.24 | |
| Aldeyra Therapeutics (ALDX) | 1.4 | $8.7M | 1.8M | 4.99 | |
| Okta Cl A (OKTA) | 1.4 | $8.6M | 109k | 79.00 | |
| Corning Incorporated (GLW) | 1.4 | $8.6M | 180k | 47.52 | |
| Super Micro Computer Com New (SMCI) | 1.3 | $8.2M | 270k | 30.38 | |
| Fluence Energy Com Cl A (FLNC) | 1.3 | $8.2M | 515k | 15.88 | |
| Servicenow (NOW) | 1.3 | $8.1M | 7.6k | 1060.12 | |
| Bellring Brands Common Stock (BRBR) | 1.3 | $7.9M | 105k | 75.34 | |
| Mirum Pharmaceuticals (MIRM) | 1.2 | $7.9M | 190k | 41.35 | |
| Marvell Technology (MRVL) | 1.2 | $7.7M | 70k | 110.45 | |
| Semtech Corporation Put Option (SMTC) | 1.2 | $7.7M | 125k | 61.85 | |
| Snowflake Cl A (SNOW) | 1.2 | $7.6M | 49k | 154.41 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.0 | $6.6M | 300k | 22.04 | |
| Broadcom (AVGO) | 1.0 | $6.5M | 28k | 231.84 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 1.0 | $6.5M | 1.1M | 6.08 | |
| Intel Corporation (INTC) | 1.0 | $6.4M | 322k | 20.05 | |
| Sentinelone Cl A (S) | 1.0 | $6.4M | 290k | 22.20 | |
| Ferroglobe SHS (GSM) | 1.0 | $6.3M | 1.7M | 3.80 | |
| Micron Technology (MU) | 1.0 | $6.3M | 75k | 84.24 | |
| Paypal Holdings (PYPL) | 1.0 | $6.3M | 74k | 85.35 | |
| NVIDIA Corporation Put Option (NVDA) | 1.0 | $6.3M | 47k | 134.29 | |
| Lattice Semiconductor (LSCC) | 1.0 | $6.3M | 111k | 56.65 | |
| Ishares Tr China Lg-cap Etf Call Option (FXI) | 1.0 | $6.1M | 200k | 30.44 | |
| Elanco Animal Health (ELAN) | 1.0 | $6.1M | 500k | 12.11 | |
| Meta Platforms Cl A (META) | 0.9 | $5.9M | 10k | 585.51 | |
| AES Corporation (AES) | 0.9 | $5.8M | 450k | 12.87 | |
| Surgery Partners (SGRY) | 0.9 | $5.7M | 270k | 21.17 | |
| Clean Energy Fuels (CLNE) | 0.9 | $5.6M | 2.3M | 2.51 | |
| Teradyne (TER) | 0.9 | $5.6M | 45k | 125.92 | |
| Draftkings Com Cl A (DKNG) | 0.9 | $5.6M | 150k | 37.16 | |
| Celestica (CLS) | 0.9 | $5.5M | 60k | 92.30 | |
| Aspen Aerogels (ASPN) | 0.9 | $5.5M | 461k | 11.88 | |
| Te Connectivity Ord Shs (TEL) | 0.8 | $5.3M | 37k | 142.97 | |
| Fortinet Put Option (FTNT) | 0.8 | $5.2M | 55k | 94.48 | |
| Nextera Energy Partners Com Unit Part In (XIFR) | 0.8 | $5.2M | 290k | 17.80 | |
| Ftai Aviation SHS (FTAI) | 0.8 | $5.0M | 35k | 144.04 | |
| MasTec (MTZ) | 0.7 | $4.6M | 34k | 136.14 | |
| Iren Ordinary Shares (IREN) | 0.7 | $4.4M | 450k | 9.82 | |
| Onto Innovation (ONTO) | 0.7 | $4.4M | 26k | 166.67 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $4.4M | 22k | 197.78 | |
| AeroVironment (AVAV) | 0.7 | $4.2M | 28k | 153.89 | |
| Expedia Group Com New (EXPE) | 0.7 | $4.1M | 22k | 186.33 | |
| Cameco Corporation (CCJ) | 0.6 | $3.9M | 75k | 51.39 | |
| Chart Industries (GTLS) | 0.6 | $3.8M | 20k | 190.84 | |
| Mp Materials Corp Com Cl A (MP) | 0.6 | $3.6M | 230k | 15.60 | |
| Bill Com Holdings Ord (BILL) | 0.6 | $3.5M | 41k | 84.71 | |
| Atlassian Corporation Cl A (TEAM) | 0.5 | $3.2M | 13k | 243.38 | |
| Advanced Energy Industries (AEIS) | 0.5 | $2.9M | 25k | 115.63 | |
| Revelyst Com Shs | 0.5 | $2.9M | 150k | 19.23 | |
| Pure Storage Cl A (PSTG) | 0.4 | $2.8M | 45k | 61.43 | |
| MercadoLibre (MELI) | 0.4 | $2.7M | 1.6k | 1700.44 | |
| Credo Technology Group Holdi Ordinary Shares Put Option (CRDO) | 0.4 | $2.6M | 38k | 67.21 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $2.5M | 20k | 123.36 | |
| American Superconductor Corp Shs New (AMSC) | 0.4 | $2.5M | 100k | 24.63 | |
| 4068594 Enphase Energy (ENPH) | 0.4 | $2.4M | 35k | 68.68 | |
| Ambarella SHS (AMBA) | 0.4 | $2.4M | 33k | 72.74 | |
| Profound Med Corp Com New (PROF) | 0.4 | $2.2M | 295k | 7.51 | |
| Block Cl A (XYZ) | 0.4 | $2.2M | 26k | 84.99 | |
| Mirion Technologies Com Cl A (MIR) | 0.3 | $2.2M | 125k | 17.45 | |
| Cloudflare Cl A Com (NET) | 0.3 | $2.1M | 20k | 107.02 | |
| Ciena Corp Com New (CIEN) | 0.3 | $2.1M | 25k | 84.81 | |
| Cyberark Software SHS (CYBR) | 0.3 | $2.0M | 6.0k | 333.15 | |
| Procore Technologies (PCOR) | 0.3 | $1.9M | 25k | 74.93 | |
| Zscaler Incorporated (ZS) | 0.3 | $1.9M | 10k | 180.41 | |
| Palo Alto Networks Put Option (PANW) | 0.3 | $1.8M | 10k | 181.96 | |
| Denison Mines Corp (DNN) | 0.3 | $1.8M | 1.0M | 1.80 | |
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $1.8M | 80k | 22.21 | |
| At&t (T) | 0.3 | $1.7M | 75k | 22.77 | |
| Eaton Corp SHS (ETN) | 0.3 | $1.7M | 5.0k | 331.87 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.3 | $1.7M | 50k | 33.12 | |
| eBay (EBAY) | 0.3 | $1.6M | 27k | 61.95 | |
| Dynatrace Com New Call Option (DT) | 0.3 | $1.6M | 30k | 54.35 | |
| Western Digital (WDC) | 0.3 | $1.6M | 27k | 59.63 | |
| Globe Life Put Option (GL) | 0.2 | $1.6M | 14k | 111.52 | |
| Orion Marine (ORN) | 0.2 | $1.5M | 200k | 7.33 | |
| Viavi Solutions Inc equities (VIAV) | 0.2 | $1.4M | 143k | 10.10 | |
| Nexgen Energy (NXE) | 0.2 | $1.3M | 200k | 6.59 | |
| Toast Cl A (TOST) | 0.2 | $1.3M | 35k | 36.45 | |
| The Real Brokerage Com New (REAX) | 0.2 | $1.2M | 250k | 4.60 | |
| Calumet (CLMT) | 0.2 | $1.1M | 50k | 22.02 | |
| Tree Put Option (TREE) | 0.2 | $1.0M | 27k | 38.75 | |
| Ormat Technologies (ORA) | 0.2 | $1.0M | 15k | 67.72 | |
| Ncino (NCNO) | 0.2 | $1.0M | 30k | 33.58 | |
| Barnes & Noble Ed Com New (BNED) | 0.2 | $1.0M | 100k | 10.04 | |
| MDU Resources (MDU) | 0.1 | $901k | 50k | 18.02 | |
| Everus Constr Group (ECG) | 0.1 | $822k | 13k | 65.75 | |
| Hannon Armstrong (HASI) | 0.1 | $805k | 30k | 26.83 | |
| Riot Blockchain (RIOT) | 0.1 | $766k | 75k | 10.21 | |
| Compass Cl A (COMP) | 0.1 | $731k | 125k | 5.85 | |
| Powerfleet (AIOT) | 0.1 | $666k | 100k | 6.66 | |
| Opal Fuels Class A Com (OPAL) | 0.1 | $509k | 150k | 3.39 | |
| Asana Cl A (ASAN) | 0.1 | $507k | 25k | 20.27 | |
| Extreme Networks Put Option (EXTR) | 0.1 | $502k | 30k | 16.74 | |
| Altus Power Com Cl A (AMPS) | 0.1 | $326k | 80k | 4.07 | |
| Lyft Cl A Com Call Option (LYFT) | 0.1 | $323k | 25k | 12.90 | |
| Sunnova Energy International Call Option (NOVAQ) | 0.0 | $172k | 50k | 3.43 |
