Ardsley Advisory Partners as of Dec. 31, 2025
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.1 | $46M | 134k | 346.20 | |
| Eli Lilly & Co. (LLY) | 4.7 | $43M | 40k | 1074.68 | |
| First Solar (FSLR) | 3.7 | $33M | 128k | 261.23 | |
| Lumentum Hldgs (LITE) | 3.2 | $30M | 80k | 368.59 | |
| Sunrun (RUN) | 3.0 | $27M | 1.5M | 18.40 | |
| NVIDIA Corporation (NVDA) | 2.6 | $23M | 125k | 186.50 | |
| Argenx Se Sponsored Adr (ARGX) | 2.2 | $20M | 24k | 840.95 | |
| Semtech Corporation (SMTC) | 2.1 | $19M | 259k | 73.69 | |
| Ishares Silver Tr Ishares (SLV) | 2.1 | $19M | 295k | 64.37 | |
| Arista Networks Com Shs (ANET) | 2.0 | $18M | 140k | 131.03 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.0 | $18M | 580k | 31.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $18M | 57k | 313.80 | |
| Te Connectivity Ord Shs (TEL) | 1.8 | $17M | 74k | 227.51 | |
| Hut 8 Corp (HUT) | 1.8 | $17M | 360k | 45.94 | |
| Sezzle (SEZL) | 1.8 | $16M | 255k | 63.48 | |
| Advanced Energy Industries (AEIS) | 1.7 | $15M | 73k | 209.37 | |
| Oracle Corporation (ORCL) | 1.7 | $15M | 78k | 194.91 | |
| salesforce (CRM) | 1.5 | $14M | 51k | 264.64 | |
| Terawulf (WULF) | 1.5 | $13M | 1.2M | 11.49 | |
| Sandisk Corp (SNDK) | 1.5 | $13M | 56k | 237.38 | |
| Brightspring Health Svcs (BTSG) | 1.4 | $13M | 350k | 37.45 | |
| Palo Alto Networks (PANW) | 1.4 | $13M | 69k | 184.20 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.4 | $13M | 78k | 160.99 | |
| Amazon (AMZN) | 1.4 | $13M | 54k | 230.91 | |
| Teradyne (TER) | 1.3 | $12M | 60k | 193.56 | |
| Alamos Gold Com Cl A (AGI) | 1.3 | $12M | 300k | 38.58 | |
| Airbnb Com Cl A (ABNB) | 1.2 | $11M | 81k | 135.72 | |
| Denison Mines Corp (DNN) | 1.2 | $11M | 4.1M | 2.66 | |
| Microsoft Corporation (MSFT) | 1.2 | $11M | 22k | 483.60 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $11M | 640k | 16.73 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $10M | 60k | 173.49 | |
| Nexgen Energy (NXE) | 1.1 | $10M | 1.1M | 9.20 | |
| Ferroglobe SHS (GSM) | 1.1 | $9.8M | 2.1M | 4.64 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 1.1 | $9.8M | 140k | 69.91 | |
| Sanmina (SANM) | 1.1 | $9.8M | 65k | 150.07 | |
| Arm Holdings Sponsored Ads Call Option (ARM) | 1.0 | $9.3M | 85k | 109.31 | |
| Onto Innovation (ONTO) | 1.0 | $9.2M | 59k | 157.86 | |
| Twilio Cl A (TWLO) | 1.0 | $8.9M | 63k | 142.24 | |
| Mongodb Cl A (MDB) | 1.0 | $8.7M | 21k | 419.00 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.9 | $8.5M | 50k | 170.00 | |
| Viavi Solutions Inc equities (VIAV) | 0.9 | $7.8M | 440k | 17.82 | |
| Aldeyra Therapeutics (ALDX) | 0.9 | $7.8M | 1.5M | 5.18 | |
| Mirion Technologies Com Cl A (MIR) | 0.8 | $7.6M | 325k | 23.42 | |
| Brookdale Senior Living Call Option (BKD) | 0.8 | $7.4M | 690k | 10.79 | |
| eBay (EBAY) | 0.8 | $7.4M | 85k | 87.10 | |
| Ishares Tr Gl Clean Ene Etf Call Option (ICLN) | 0.8 | $7.4M | 450k | 16.43 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.8 | $7.2M | 55k | 130.06 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.8 | $6.9M | 235k | 29.50 | |
| CVS Caremark Corporation (CVS) | 0.7 | $6.7M | 85k | 79.36 | |
| Bellring Brands Common Stock (BRBR) | 0.7 | $6.4M | 240k | 26.73 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.7 | $6.4M | 555k | 11.46 | |
| Lattice Semiconductor (LSCC) | 0.7 | $6.3M | 86k | 73.58 | |
| The Trade Desk Com Cl A Put Option (TTD) | 0.7 | $6.3M | 165k | 37.96 | |
| Servicenow (NOW) | 0.6 | $5.9M | 38k | 153.01 | |
| Rh (RH) | 0.6 | $5.4M | 30k | 179.15 | |
| Veracyte (VCYT) | 0.6 | $5.3M | 125k | 42.10 | |
| Clearway Energy CL C (CWEN) | 0.5 | $5.0M | 150k | 33.26 | |
| Tenet Healthcare Corp Com New (THC) | 0.5 | $5.0M | 25k | 198.72 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.5 | $4.9M | 100k | 49.12 | |
| Blue Owl Capital Com Cl A (OWL) | 0.5 | $4.9M | 325k | 14.94 | |
| Dell Technologies CL C Put Option (DELL) | 0.5 | $4.5M | 36k | 125.88 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.5 | $4.5M | 450k | 10.00 | |
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $4.4M | 51k | 86.89 | |
| Bwx Technologies (BWXT) | 0.5 | $4.3M | 25k | 172.84 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $4.3M | 100k | 42.72 | |
| Intel Corporation (INTC) | 0.4 | $4.1M | 111k | 36.90 | |
| Orion Marine (ORN) | 0.4 | $4.0M | 400k | 9.94 | |
| Baker Hughes Company Cl A (BKR) | 0.4 | $3.9M | 85k | 45.54 | |
| Avery Dennison Corporation (AVY) | 0.4 | $3.8M | 21k | 181.88 | |
| Nokia Corp Sponsored Adr (NOK) | 0.4 | $3.7M | 560k | 6.55 | |
| Deckers Outdoor Corporation (DECK) | 0.4 | $3.6M | 35k | 103.67 | |
| Profound Med Corp Com New (PROF) | 0.4 | $3.5M | 450k | 7.87 | |
| Snap Cl A (SNAP) | 0.4 | $3.5M | 430k | 8.07 | |
| Kraneshares Trust Csi Chi Internet Call Option (KWEB) | 0.4 | $3.4M | 100k | 34.05 | |
| Ormat Technologies (ORA) | 0.4 | $3.3M | 30k | 110.47 | |
| MasTec (MTZ) | 0.4 | $3.3M | 15k | 217.37 | |
| Cameco Corporation (CCJ) | 0.4 | $3.2M | 35k | 91.49 | |
| Fluor Corporation (FLR) | 0.3 | $3.2M | 80k | 39.63 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $3.1M | 15k | 217.06 | |
| Tripadvisor (TRIP) | 0.3 | $3.1M | 214k | 14.56 | |
| T1 Energy Com New (TE) | 0.3 | $3.1M | 465k | 6.66 | |
| Williams Companies (WMB) | 0.3 | $3.0M | 50k | 60.11 | |
| Wolfspeed Common Stock (WOLF) | 0.3 | $2.9M | 165k | 17.41 | |
| Halliburton Company (HAL) | 0.3 | $2.8M | 100k | 28.26 | |
| Netflix (NFLX) | 0.3 | $2.7M | 29k | 93.79 | |
| Sunopta (STKL) | 0.3 | $2.6M | 690k | 3.80 | |
| Infosys Sponsored Adr Put Option (INFY) | 0.3 | $2.5M | 140k | 17.82 | |
| MercadoLibre (MELI) | 0.3 | $2.4M | 1.2k | 2014.26 | |
| Transalta Corp (TAC) | 0.2 | $2.3M | 180k | 12.65 | |
| Soluna Holdings Com New (SLNH) | 0.2 | $2.0M | 1.7M | 1.17 | |
| Nextera Energy (NEE) | 0.2 | $2.0M | 25k | 80.28 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.8M | 22k | 83.00 | |
| Corning Incorporated Put Option (GLW) | 0.2 | $1.8M | 20k | 87.56 | |
| Hannon Armstrong (HASI) | 0.2 | $1.7M | 55k | 31.43 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $1.6M | 21k | 74.11 | |
| Global E Online SHS (GLBE) | 0.2 | $1.5M | 39k | 39.31 | |
| Acuren Corporation (TIC) | 0.2 | $1.5M | 150k | 10.11 | |
| Ameresco Cl A (AMRC) | 0.2 | $1.5M | 50k | 29.29 | |
| Epam Systems (EPAM) | 0.2 | $1.4M | 7.0k | 204.88 | |
| Curtiss-Wright (CW) | 0.2 | $1.4M | 2.5k | 551.27 | |
| EQT Corporation (EQT) | 0.1 | $1.3M | 25k | 53.60 | |
| Meta Platforms Cl A (META) | 0.1 | $1.3M | 2.0k | 660.09 | |
| Itron (ITRI) | 0.1 | $1.3M | 14k | 92.86 | |
| Coherent Corp Put Option (COHR) | 0.1 | $1.3M | 7.0k | 184.57 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $1.2M | 38k | 32.10 | |
| Impinj (PI) | 0.1 | $1.1M | 6.5k | 174.01 | |
| Compass Cl A (COMP) | 0.1 | $1.1M | 100k | 10.57 | |
| Roku Com Cl A (ROKU) | 0.1 | $976k | 9.0k | 108.48 | |
| Uranium Energy (UEC) | 0.1 | $876k | 75k | 11.68 | |
| Applied Optoelectronics (AAOI) | 0.1 | $872k | 25k | 34.86 | |
| Marvell Technology Put Option (MRVL) | 0.1 | $850k | 10k | 84.98 | |
| Complete Solaria (SPWR) | 0.1 | $816k | 520k | 1.57 | |
| Vistra Energy (VST) | 0.1 | $807k | 5.0k | 161.32 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.1 | $622k | 475k | 1.31 | |
| Xometry Class A Com (XMTR) | 0.1 | $595k | 10k | 59.47 | |
| Warby Parker Cl A Com (WRBY) | 0.1 | $577k | 27k | 21.79 | |
| Ramaco Res Com Cl A (METC) | 0.1 | $540k | 30k | 18.00 | |
| Modine Manufacturing (MOD) | 0.1 | $481k | 3.6k | 133.51 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $412k | 25k | 16.49 | |
| Energy Services of America (ESOA) | 0.0 | $409k | 50k | 8.17 | |
| Array Technologies Com Shs (ARRY) | 0.0 | $231k | 25k | 9.22 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $229k | 3.0k | 76.25 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $213k | 25k | 8.50 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $171k | 150k | 1.14 |
