Ardsley Advisory Partners

Ardsley Advisory Partners as of Sept. 30, 2025

Portfolio Holdings for Ardsley Advisory Partners

Ardsley Advisory Partners holds 111 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hut 8 Corp Call Option (HUT) 4.6 $37M 1.1M 34.81
Alphabet Cap Stk Cl C Call Option (GOOG) 4.5 $36M 148k 243.55
Marvell Technology Put Option (MRVL) 4.3 $35M 415k 84.07
Broadcom (AVGO) 3.7 $30M 91k 329.91
Sunrun Call Option (RUN) 3.7 $30M 1.7M 17.29
First Solar (FSLR) 3.5 $28M 129k 220.53
Oracle Corporation Call Option (ORCL) 3.5 $28M 100k 281.24
Microsoft Corporation (MSFT) 2.4 $19M 37k 516.54
Eos Energy Enterprises Com Cl A (EOSE) 2.2 $18M 1.6M 11.34
Arm Holdings Sponsored Ads Call Option (ARM) 2.2 $18M 128k 141.49
Amazon (AMZN) 2.0 $17M 76k 219.45
NVIDIA Corporation (NVDA) 1.8 $15M 79k 186.30
Lumentum Hldgs (LITE) 1.7 $14M 86k 162.71
Corning Incorporated (GLW) 1.7 $14M 168k 82.03
Terawulf (WULF) 1.7 $14M 1.2M 11.45
Applied Optoelectronics Call Option (AAOI) 1.7 $14M 530k 25.93
Brightspring Health Svcs (BTSG) 1.6 $13M 450k 29.56
Silicon Motion Technology Sponsored Adr (SIMO) 1.6 $13M 133k 94.81
Shopify Cl A Sub Vtg Shs (SHOP) 1.5 $12M 83k 148.61
Teradyne (TER) 1.5 $12M 88k 137.64
Alamos Gold Com Cl A (AGI) 1.4 $11M 325k 34.86
Sandisk Corp (SNDK) 1.4 $11M 100k 112.20
Argenx Se Sponsored Adr (ARGX) 1.4 $11M 15k 737.56
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 1.2 $10M 500k 20.20
Ishares Tr Gl Clean Ene Etf Call Option (ICLN) 1.2 $10M 650k 15.48
Pure Storage Cl A (PSTG) 1.2 $10M 120k 83.81
Nu Hldgs Ord Shs Cl A (NU) 1.2 $10M 625k 16.01
Aldeyra Therapeutics (ALDX) 1.2 $9.9M 1.9M 5.22
Okta Cl A (OKTA) 1.2 $9.7M 106k 91.70
Xplr Infrastructure Com Unit Part In (XIFR) 1.1 $8.9M 880k 10.17
Semtech Corporation Call Option (SMTC) 1.1 $8.6M 120k 71.45
Riot Blockchain (RIOT) 1.1 $8.6M 450k 19.03
Ishares Silver Tr Ishares (SLV) 1.0 $8.5M 200k 42.33
Daqo New Energy Corp Spnsrd Ads New (DQ) 1.0 $8.4M 300k 28.13
Lattice Semiconductor (LSCC) 1.0 $8.4M 115k 73.35
salesforce (CRM) 1.0 $7.8M 33k 237.00
Mirion Technologies Com Cl A (MIR) 0.9 $7.6M 328k 23.26
Advanced Energy Industries (AEIS) 0.9 $7.6M 45k 170.14
CVS Caremark Corporation (CVS) 0.9 $7.5M 100k 75.39
Bwx Technologies (BWXT) 0.9 $7.4M 40k 184.37
Coherent Corp (COHR) 0.9 $7.3M 68k 107.72
Tenet Healthcare Corp Com New (THC) 0.9 $7.1M 35k 203.04
Oscar Health Cl A (OSCR) 0.9 $7.1M 375k 18.93
Pagerduty Call Option (PD) 0.8 $6.6M 397k 16.52
Genedx Holdings Corp Com Cl A (WGS) 0.8 $6.5M 60k 107.74
Palo Alto Networks (PANW) 0.8 $6.4M 31k 203.62
Adma Biologics (ADMA) 0.8 $6.2M 425k 14.66
Sunopta (STKL) 0.7 $6.0M 1.0M 5.86
Confluent Class A Com (CFLT) 0.7 $5.8M 295k 19.80
Applovin Corp Com Cl A (APP) 0.7 $5.7M 8.0k 718.54
Fluor Corporation (FLR) 0.7 $5.7M 135k 42.07
Amphenol Corp Cl A Put Option (APH) 0.7 $5.6M 45k 123.75
Magnite Ord (MGNI) 0.7 $5.6M 255k 21.78
Denison Mines Corp (DNN) 0.7 $5.5M 2.0M 2.75
Draftkings Com Cl A (DKNG) 0.7 $5.4M 145k 37.40
eBay (EBAY) 0.7 $5.4M 59k 90.95
Onto Innovation (ONTO) 0.6 $5.2M 41k 129.22
International Business Machines (IBM) 0.6 $5.1M 18k 282.16
Arista Networks Com Shs (ANET) 0.6 $5.0M 34k 145.71
Williams Companies (WMB) 0.6 $4.8M 75k 63.35
Paypal Holdings (PYPL) 0.5 $4.4M 66k 67.06
Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) 0.5 $4.4M 100k 43.63
MasTec (MTZ) 0.5 $4.3M 20k 212.81
Baker Hughes Company Cl A (BKR) 0.5 $4.1M 85k 48.72
Flowserve Corporation (FLS) 0.5 $4.0M 75k 53.14
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $3.9M 14k 279.29
Intel Corporation (INTC) 0.5 $3.7M 111k 33.51
Analog Devices Put Option (ADI) 0.5 $3.7M 15k 245.70
Western Digital (WDC) 0.4 $3.6M 30k 120.00
Clearway Energy CL C (CWEN) 0.4 $3.5M 125k 28.25
Pdd Holdings Sponsored Ads Call Option (PDD) 0.4 $3.3M 25k 132.17
Orion Marine (ORN) 0.4 $3.1M 375k 8.32
Aaon Com Par $0.004 (AAON) 0.4 $3.0M 32k 93.44
Astera Labs Put Option (ALAB) 0.3 $2.7M 14k 195.80
Etsy (ETSY) 0.3 $2.5M 38k 66.28
Tripadvisor Call Option (TRIP) 0.3 $2.4M 148k 16.26
Infosys Sponsored Adr Put Option (INFY) 0.3 $2.3M 140k 16.27
Nexgen Energy (NXE) 0.3 $2.2M 250k 8.95
Nuscale Pwr Corp Cl A Com Put Option (SMR) 0.2 $1.8M 50k 36.00
Hannon Armstrong (HASI) 0.2 $1.7M 55k 30.70
Ameresco Cl A (AMRC) 0.2 $1.7M 50k 33.58
AES Corporation (AES) 0.2 $1.6M 125k 13.16
Profound Med Corp Com New (PROF) 0.2 $1.6M 330k 4.89
Nokia Corp Sponsored Adr (NOK) 0.2 $1.6M 335k 4.81
Transalta Corp (TAC) 0.2 $1.6M 115k 13.66
Affirm Hldgs Com Cl A (AFRM) 0.2 $1.5M 20k 73.08
Credo Technology Group Holdi Ordinary Shares Put Option (CRDO) 0.2 $1.5M 10k 145.61
Clean Energy Fuels Call Option (CLNE) 0.2 $1.4M 550k 2.58
Ramaco Res Com Cl A (METC) 0.2 $1.3M 40k 33.19
Peloton Interactive Cl A Com Call Option (PTON) 0.1 $1.1M 120k 9.00
TETRA Technologies (TTI) 0.1 $1.0M 175k 5.75
Docusign (DOCU) 0.1 $937k 13k 72.09
Powerfleet (AIOT) 0.1 $917k 175k 5.24
Nike CL B (NKE) 0.1 $907k 13k 69.80
Cameco Corporation (CCJ) 0.1 $839k 10k 83.86
Roku Com Cl A (ROKU) 0.1 $801k 8.0k 100.13
Energy Services of America (ESOA) 0.1 $776k 75k 10.35
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.1 $755k 100k 7.55
Zeta Global Holdings Corp Cl A Put Option (ZETA) 0.1 $696k 35k 19.87
Acuren Corporation (TIC) 0.1 $666k 50k 13.31
Spring Valley Acquistn Corp Class A Ord (SVII) 0.1 $626k 50k 12.51
Bloom Energy Corp Com Cl A (BE) 0.1 $423k 5.0k 84.57
Complete Solaria (SPWR) 0.0 $370k 210k 1.76
Idaho Strategic Resources Com New (IDR) 0.0 $338k 10k 33.79
Net Power Com Cl A (NPWR) 0.0 $325k 108k 3.01
Legence Corp Cl A 0.0 $308k 10k 30.81
Energy Vault Holdings (NRGV) 0.0 $297k 100k 2.97
ON Semiconductor Put Option (ON) 0.0 $247k 5.0k 49.31
Shoals Technologies Group In Cl A (SHLS) 0.0 $148k 20k 7.41
Butterfly Network Com Cl A (BFLY) 0.0 $97k 50k 1.93
Bioceres Crop Solutions Corp SHS (BIOX) 0.0 $85k 60k 1.41