Ardsley Advisory Partners as of June 30, 2025
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 128 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fluor Corporation (FLR) | 5.9 | $45M | 871k | 51.27 | |
| Marvell Technology Put Option (MRVL) | 4.6 | $35M | 448k | 77.40 | |
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 4.1 | $31M | 50k | 617.85 | |
| Microsoft Corporation (MSFT) | 3.2 | $24M | 49k | 497.25 | |
| NVIDIA Corporation (NVDA) | 3.1 | $24M | 151k | 157.64 | |
| Arista Networks Com Shs (ANET) | 2.9 | $22M | 218k | 102.31 | |
| Advanced Micro Devices Put Option (AMD) | 2.9 | $22M | 155k | 141.90 | |
| Oracle Corporation (ORCL) | 2.9 | $22M | 100k | 218.63 | |
| Arm Holdings Sponsored Ads (ARM) | 2.8 | $21M | 133k | 161.74 | |
| Broadcom (AVGO) | 2.8 | $21M | 77k | 275.65 | |
| Celestica (CLS) | 2.8 | $21M | 135k | 156.11 | |
| Amazon (AMZN) | 1.8 | $14M | 63k | 219.31 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.8 | $14M | 197k | 68.69 | |
| Bwx Technologies (BWXT) | 1.6 | $12M | 85k | 144.06 | |
| Humana (HUM) | 1.6 | $12M | 50k | 244.48 | |
| Servicenow (NOW) | 1.6 | $12M | 12k | 1028.08 | |
| Netflix (NFLX) | 1.5 | $11M | 8.5k | 1339.13 | |
| Hut 8 Corp Call Option (HUT) | 1.5 | $11M | 600k | 18.60 | |
| Indivior Ord (INDV) | 1.4 | $11M | 725k | 14.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $10M | 58k | 177.39 | |
| Te Connectivity Ord Shs (TEL) | 1.3 | $10M | 60k | 168.67 | |
| Mirion Technologies Com Cl A (MIR) | 1.3 | $10M | 463k | 21.53 | |
| Dave Class A Com New (DAVE) | 1.2 | $9.4M | 35k | 268.41 | |
| Core Scientific (CORZ) | 1.2 | $9.0M | 525k | 17.07 | |
| Ciena Corp Com New (CIEN) | 1.2 | $8.9M | 110k | 81.33 | |
| Magnite Ord (MGNI) | 1.2 | $8.9M | 370k | 24.12 | |
| Terawulf (WULF) | 1.1 | $8.5M | 2.0M | 4.38 | |
| Silverback Therapeutics (SPRY) | 1.1 | $8.3M | 475k | 17.45 | |
| Corning Incorporated (GLW) | 1.1 | $8.0M | 152k | 52.59 | |
| Aldeyra Therapeutics (ALDX) | 1.0 | $7.9M | 2.1M | 3.83 | |
| Coherent Corp (COHR) | 1.0 | $7.8M | 87k | 89.21 | |
| CVS Caremark Corporation (CVS) | 1.0 | $7.6M | 110k | 68.98 | |
| First Solar (FSLR) | 1.0 | $7.4M | 45k | 165.54 | |
| Cyberark Software SHS (CYBR) | 1.0 | $7.4M | 18k | 406.88 | |
| Genedx Holdings Corp Com Cl A (WGS) | 1.0 | $7.4M | 80k | 92.31 | |
| Ferroglobe SHS (GSM) | 1.0 | $7.4M | 2.0M | 3.67 | |
| Adma Biologics (ADMA) | 1.0 | $7.3M | 400k | 18.21 | |
| Meta Platforms Cl A (META) | 0.9 | $7.0M | 9.5k | 738.09 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.9 | $6.9M | 500k | 13.72 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $6.9M | 59k | 115.35 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.9 | $6.7M | 400k | 16.76 | |
| Surgery Partners (SGRY) | 0.9 | $6.7M | 300k | 22.23 | |
| Medtronic SHS (MDT) | 0.8 | $6.1M | 70k | 87.17 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.8 | $6.0M | 730k | 8.20 | |
| Sunopta (STKL) | 0.8 | $5.9M | 1.0M | 5.80 | |
| Remitly Global (RELY) | 0.7 | $5.6M | 300k | 18.77 | |
| Draftkings Com Cl A (DKNG) | 0.7 | $5.4M | 125k | 42.89 | |
| Ishares Tr Gl Clean Ene Etf Call Option (ICLN) | 0.7 | $5.2M | 400k | 13.11 | |
| Lattice Semiconductor (LSCC) | 0.7 | $5.2M | 107k | 48.99 | |
| Zscaler Incorporated (ZS) | 0.7 | $5.0M | 16k | 313.94 | |
| MercadoLibre (MELI) | 0.6 | $4.7M | 1.8k | 2613.63 | |
| Advanced Energy Industries (AEIS) | 0.6 | $4.6M | 35k | 132.50 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.6 | $4.6M | 60k | 77.18 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.6 | $4.4M | 994k | 4.47 | |
| Sunrun Call Option (RUN) | 0.5 | $4.2M | 508k | 8.18 | |
| Palo Alto Networks (PANW) | 0.5 | $4.0M | 20k | 204.64 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.5 | $4.0M | 130k | 30.52 | |
| Riot Blockchain (RIOT) | 0.5 | $3.7M | 325k | 11.30 | |
| Denison Mines Corp (DNN) | 0.5 | $3.6M | 2.0M | 1.82 | |
| Brightspring Health Svcs (BTSG) | 0.5 | $3.5M | 150k | 23.59 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.5 | $3.4M | 100k | 34.26 | |
| Flex Ord (FLEX) | 0.4 | $3.4M | 68k | 49.92 | |
| Box Cl A (BOX) | 0.4 | $3.3M | 98k | 34.17 | |
| Tripadvisor Call Option (TRIP) | 0.4 | $3.2M | 249k | 13.05 | |
| Nokia Corp Sponsored Adr (NOK) | 0.4 | $3.2M | 620k | 5.18 | |
| Mp Materials Corp Com Cl A (MP) | 0.4 | $3.2M | 95k | 33.39 | |
| Crowdstrike Hldgs Cl A Put Option (CRWD) | 0.4 | $3.1M | 6.0k | 509.31 | |
| Amplitude Com Cl A Call Option (AMPL) | 0.4 | $3.0M | 240k | 12.40 | |
| Orion Marine (ORN) | 0.4 | $2.9M | 325k | 9.07 | |
| Bloom Energy Corp Com Cl A (BE) | 0.4 | $2.9M | 120k | 23.92 | |
| Cameco Corporation (CCJ) | 0.4 | $2.8M | 38k | 74.23 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $2.8M | 8.0k | 350.08 | |
| Atlas Energy Solutions Com New (AESI) | 0.4 | $2.7M | 200k | 13.37 | |
| Autodesk (ADSK) | 0.3 | $2.5M | 8.0k | 309.57 | |
| Micron Technology Put Option (MU) | 0.3 | $2.5M | 20k | 123.25 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $2.4M | 26k | 93.68 | |
| Asml Holding N V N Y Registry Shs Put Option (ASML) | 0.3 | $2.4M | 3.0k | 801.39 | |
| Paypal Holdings (PYPL) | 0.3 | $2.2M | 30k | 74.32 | |
| Hubspot Put Option (HUBS) | 0.3 | $2.2M | 4.0k | 556.63 | |
| WNS HLDGS Com Shs (WNS) | 0.3 | $2.2M | 35k | 63.24 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.3 | $2.1M | 500k | 4.25 | |
| Accenture Plc Ireland Shs Class A Put Option (ACN) | 0.3 | $2.1M | 7.0k | 298.89 | |
| Vaneck Etf Trust Semiconductr Etf Put Option (SMH) | 0.3 | $2.0M | 7.0k | 278.88 | |
| Profound Med Corp Com New (PROF) | 0.3 | $1.9M | 330k | 5.90 | |
| Fiserv (FI) | 0.2 | $1.8M | 10k | 172.41 | |
| Clearway Energy CL C (CWEN) | 0.2 | $1.8M | 55k | 32.00 | |
| Lam Research Corp Com New Put Option (LRCX) | 0.2 | $1.8M | 18k | 97.34 | |
| Manhattan Associates (MANH) | 0.2 | $1.6M | 8.2k | 197.47 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $1.6M | 15k | 105.20 | |
| Universal Technical Institute Put Option (UTI) | 0.2 | $1.5M | 45k | 33.89 | |
| Hannon Armstrong (HASI) | 0.2 | $1.5M | 55k | 26.86 | |
| Teradyne (TER) | 0.2 | $1.4M | 16k | 89.92 | |
| Flowserve Corporation (FLS) | 0.2 | $1.3M | 25k | 52.35 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $1.2M | 200k | 6.24 | |
| Ftai Infrastructure Common Stock (FIP) | 0.2 | $1.2M | 200k | 6.17 | |
| Clean Energy Fuels (CLNE) | 0.2 | $1.2M | 600k | 1.95 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.1M | 10k | 113.41 | |
| Transalta Corp (TAC) | 0.1 | $1.1M | 105k | 10.79 | |
| Oklo Com Cl A (OKLO) | 0.1 | $1.1M | 20k | 56.00 | |
| Archer Aviation Com Cl A (ACHR) | 0.1 | $1.1M | 100k | 10.85 | |
| Fluence Energy Com Cl A (FLNC) | 0.1 | $1.1M | 160k | 6.71 | |
| AES Corporation (AES) | 0.1 | $1.1M | 100k | 10.52 | |
| Intapp Put Option (INTA) | 0.1 | $1.0M | 20k | 51.62 | |
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $946k | 155k | 6.10 | |
| Credo Technology Group Holdi Ordinary Shares Put Option (CRDO) | 0.1 | $926k | 10k | 92.59 | |
| Perpetua Resources (PPTA) | 0.1 | $911k | 75k | 12.14 | |
| SYNNEX Corporation (SNX) | 0.1 | $814k | 6.0k | 135.70 | |
| Nrg Energy Com New (NRG) | 0.1 | $803k | 5.0k | 160.58 | |
| Powerfleet (AIOT) | 0.1 | $754k | 175k | 4.31 | |
| Cipher Mining (CIFR) | 0.1 | $717k | 150k | 4.78 | |
| Rogers Corporation (ROG) | 0.1 | $685k | 10k | 68.48 | |
| Samsara Com Cl A Put Option (IOT) | 0.1 | $676k | 17k | 39.78 | |
| Global E Online SHS (GLBE) | 0.1 | $671k | 20k | 33.54 | |
| TETRA Technologies (TTI) | 0.1 | $588k | 175k | 3.36 | |
| Arlo Technologies Put Option (ARLO) | 0.1 | $577k | 34k | 16.96 | |
| The Trade Desk Com Cl A Put Option (TTD) | 0.1 | $576k | 8.0k | 71.99 | |
| Zeta Global Holdings Corp Cl A Put Option (ZETA) | 0.1 | $573k | 37k | 15.49 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $566k | 20k | 28.29 | |
| Block Cl A (XYZ) | 0.1 | $476k | 7.0k | 67.93 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $458k | 2.5k | 183.18 | |
| Pubmatic Com Cl A (PUBM) | 0.1 | $435k | 35k | 12.44 | |
| Plug Power Com New (PLUG) | 0.0 | $373k | 250k | 1.49 | |
| ON Semiconductor Put Option (ON) | 0.0 | $367k | 7.0k | 52.41 | |
| Nexgen Energy (NXE) | 0.0 | $347k | 50k | 6.95 | |
| Ambarella SHS (AMBA) | 0.0 | $330k | 5.0k | 66.06 | |
| Green Plains Renewable Energy (GPRE) | 0.0 | $302k | 50k | 6.03 | |
| Array Technologies Com Shs (ARRY) | 0.0 | $118k | 20k | 5.90 | |
| Ballard Pwr Sys (BLDP) | 0.0 | $80k | 50k | 1.59 |
