Ardsley Advisory Partners as of March 31, 2025
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fluor Corporation Call Option (FLR) | 5.2 | $27M | 760k | 35.82 | |
| Broadcom (AVGO) | 5.2 | $27M | 162k | 167.43 | |
| Oracle Corporation (ORCL) | 4.0 | $21M | 150k | 139.81 | |
| Celestica (CLS) | 3.7 | $19M | 245k | 78.81 | |
| Alamos Gold Com Cl A (AGI) | 2.8 | $15M | 550k | 26.74 | |
| Super Micro Computer Com New (SMCI) | 2.6 | $14M | 397k | 34.20 | |
| Sunrun (RUN) | 2.5 | $13M | 2.2M | 5.86 | |
| Aldeyra Therapeutics Call Option (ALDX) | 2.4 | $12M | 2.2M | 5.75 | |
| Okta Cl A (OKTA) | 2.2 | $11M | 108k | 105.22 | |
| Te Connectivity Ord Shs (TEL) | 2.0 | $11M | 75k | 141.32 | |
| Ishares Tr Gl Clean Ene Etf Call Option (ICLN) | 2.0 | $10M | 900k | 11.42 | |
| MercadoLibre (MELI) | 1.9 | $10M | 5.2k | 1950.87 | |
| Terawulf (WULF) | 1.8 | $9.5M | 3.5M | 2.73 | |
| Freeport-mcmoran CL B (FCX) | 1.8 | $9.5M | 250k | 37.86 | |
| Xplr Infrastructure Com Unit Part In Call Option (XIFR) | 1.8 | $9.3M | 975k | 9.50 | |
| NVIDIA Corporation Call Option (NVDA) | 1.8 | $9.2M | 85k | 108.38 | |
| Lattice Semiconductor (LSCC) | 1.7 | $9.0M | 172k | 52.45 | |
| Amazon Call Option (AMZN) | 1.5 | $7.9M | 41k | 190.26 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.5 | $7.7M | 500k | 15.37 | |
| Bellring Brands Common Stock (BRBR) | 1.4 | $7.1M | 95k | 74.46 | |
| Micron Technology (MU) | 1.3 | $7.0M | 80k | 86.89 | |
| Ciena Corp Com New (CIEN) | 1.3 | $6.9M | 115k | 60.43 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.3 | $6.9M | 172k | 40.16 | |
| Netflix (NFLX) | 1.3 | $6.8M | 7.3k | 932.53 | |
| Ferroglobe SHS (GSM) | 1.3 | $6.7M | 1.8M | 3.71 | |
| Autodesk (ADSK) | 1.3 | $6.7M | 26k | 261.80 | |
| Ameresco Cl A (AMRC) | 1.3 | $6.6M | 550k | 12.08 | |
| Corning Incorporated (GLW) | 1.2 | $6.4M | 140k | 45.78 | |
| Arm Holdings Sponsored Ads (ARM) | 1.2 | $6.4M | 60k | 106.79 | |
| Microsoft Corporation Call Option (MSFT) | 1.2 | $6.3M | 17k | 375.39 | |
| Coherent Corp (COHR) | 1.2 | $6.1M | 95k | 64.94 | |
| salesforce (CRM) | 1.2 | $6.0M | 23k | 268.36 | |
| Indivior Ord (INDV) | 1.1 | $6.0M | 625k | 9.53 | |
| Adma Biologics (ADMA) | 1.1 | $6.0M | 300k | 19.84 | |
| Surgery Partners (SGRY) | 1.1 | $5.9M | 250k | 23.75 | |
| Sunopta (STKL) | 1.0 | $5.4M | 1.1M | 4.86 | |
| Mp Materials Corp Com Cl A (MP) | 1.0 | $5.4M | 220k | 24.41 | |
| Draftkings Com Cl A (DKNG) | 0.9 | $4.8M | 145k | 33.21 | |
| MasTec (MTZ) | 0.9 | $4.7M | 40k | 116.71 | |
| Ishares Silver Tr Ishares (SLV) | 0.9 | $4.6M | 150k | 30.96 | |
| Magnite Ord (MGNI) | 0.9 | $4.6M | 406k | 11.41 | |
| Oscar Health Cl A (OSCR) | 0.9 | $4.6M | 350k | 13.11 | |
| Atlassian Corporation Cl A (TEAM) | 0.9 | $4.5M | 21k | 212.21 | |
| Itron (ITRI) | 0.9 | $4.5M | 43k | 104.76 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.8 | $4.3M | 949k | 4.57 | |
| Cyberark Software SHS (CYBR) | 0.8 | $4.3M | 13k | 338.00 | |
| Silverback Therapeutics (SPRY) | 0.8 | $4.1M | 325k | 12.58 | |
| AES Corporation (AES) | 0.7 | $3.9M | 315k | 12.42 | |
| Pure Storage Cl A (PSTG) | 0.7 | $3.9M | 88k | 44.27 | |
| Shopify Cl A (SHOP) | 0.7 | $3.9M | 41k | 95.48 | |
| Sitime Corp (SITM) | 0.7 | $3.8M | 25k | 152.87 | |
| Quanta Services (PWR) | 0.7 | $3.8M | 15k | 254.18 | |
| Apple Put Option (AAPL) | 0.6 | $3.3M | 15k | 222.13 | |
| TTM Technologies (TTMI) | 0.6 | $3.2M | 157k | 20.51 | |
| Fabrinet SHS (FN) | 0.6 | $3.1M | 16k | 197.51 | |
| Cameco Corporation (CCJ) | 0.6 | $3.1M | 75k | 41.16 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.6 | $3.0M | 100k | 30.46 | |
| Advanced Energy Industries (AEIS) | 0.6 | $3.0M | 31k | 95.31 | |
| Core Scientific (CORZ) | 0.6 | $2.9M | 400k | 7.24 | |
| Compass Cl A (COMP) | 0.5 | $2.8M | 318k | 8.73 | |
| Digitalocean Hldgs Call Option (DOCN) | 0.5 | $2.8M | 83k | 33.39 | |
| Ceva (CEVA) | 0.5 | $2.7M | 107k | 25.61 | |
| Sentinelone Cl A (S) | 0.5 | $2.7M | 150k | 18.18 | |
| Roku Com Cl A (ROKU) | 0.5 | $2.7M | 38k | 70.44 | |
| Doximity Cl A Put Option (DOCS) | 0.5 | $2.6M | 45k | 58.03 | |
| Tripadvisor (TRIP) | 0.5 | $2.6M | 182k | 14.17 | |
| eBay (EBAY) | 0.5 | $2.6M | 38k | 67.73 | |
| Mirion Technologies Com Cl A (MIR) | 0.5 | $2.5M | 175k | 14.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.2M | 4.0k | 558.00 | |
| WNS HLDGS Com Shs (WNS) | 0.4 | $2.2M | 36k | 61.49 | |
| Chart Industries (GTLS) | 0.4 | $2.2M | 15k | 144.36 | |
| Paypal Holdings (PYPL) | 0.4 | $2.2M | 33k | 65.25 | |
| Primoris Services (PRIM) | 0.4 | $2.0M | 35k | 57.41 | |
| Vertex Cl A (VERX) | 0.4 | $2.0M | 57k | 35.01 | |
| First Solar (FSLR) | 0.4 | $1.9M | 15k | 126.43 | |
| Clean Energy Fuels Call Option (CLNE) | 0.4 | $1.9M | 1.2M | 1.55 | |
| Alpha & Omega Semiconductor SHS (AOSL) | 0.4 | $1.8M | 74k | 24.86 | |
| Profound Med Corp Com New (PROF) | 0.3 | $1.7M | 295k | 5.82 | |
| Clearway Energy CL C (CWEN) | 0.3 | $1.5M | 50k | 30.27 | |
| Amplitude Com Cl A (AMPL) | 0.3 | $1.4M | 135k | 10.19 | |
| Allegro Microsystems Ord (ALGM) | 0.3 | $1.3M | 53k | 25.13 | |
| Orion Marine (ORN) | 0.3 | $1.3M | 250k | 5.23 | |
| Denison Mines Corp (DNN) | 0.2 | $1.3M | 1.0M | 1.30 | |
| Transalta Corp (TAC) | 0.2 | $1.2M | 130k | 9.33 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.2M | 9.0k | 132.23 | |
| Chewy Cl A (CHWY) | 0.2 | $1.2M | 36k | 32.51 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.2 | $1.2M | 350k | 3.32 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 3.0k | 383.53 | |
| Global X Fds Global X Uranium (URA) | 0.2 | $1.1M | 50k | 22.90 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $1.1M | 4.0k | 282.56 | |
| Hannon Armstrong (HASI) | 0.2 | $1.0M | 35k | 29.24 | |
| Waste Management (WM) | 0.2 | $926k | 4.0k | 231.51 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $787k | 4.2k | 187.34 | |
| Box Cl A (BOX) | 0.1 | $741k | 24k | 30.86 | |
| Couchbase | 0.1 | $732k | 47k | 15.75 | |
| Fluence Energy Com Cl A (FLNC) | 0.1 | $728k | 150k | 4.85 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $720k | 32k | 22.51 | |
| Workday Cl A (WDAY) | 0.1 | $701k | 3.0k | 233.53 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $698k | 25k | 27.92 | |
| Myr (MYRG) | 0.1 | $566k | 5.0k | 113.09 | |
| Array Technologies Com Shs (ARRY) | 0.1 | $487k | 100k | 4.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $469k | 3.0k | 156.23 | |
| Applied Optoelectronics Call Option (AAOI) | 0.1 | $461k | 30k | 15.35 | |
| Fidelity National Information Services (FIS) | 0.1 | $373k | 5.0k | 74.68 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.1 | $372k | 65k | 5.76 | |
| Blackline Call Option (BL) | 0.1 | $363k | 7.5k | 48.42 | |
| XP Cl A Put Option (XP) | 0.0 | $206k | 15k | 13.75 | |
| Avidxchange Holdings (AVDX) | 0.0 | $127k | 15k | 8.48 | |
| Sunnova Energy International Call Option (NOVAQ) | 0.0 | $19k | 50k | 0.37 |
