Ardsley Advisory Partners as of March 31, 2026
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 127 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.5 | $43M | 140k | 309.66 | |
| Sandisk Corp (SNDK) | 4.5 | $35M | 55k | 635.94 | |
| Amazon (AMZN) | 4.1 | $32M | 154k | 208.27 | |
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 4.1 | $32M | 49k | 650.34 | |
| United Therapeutics Corporation (UTHR) | 3.8 | $30M | 50k | 592.98 | |
| Arista Networks Com Shs (ANET) | 3.1 | $24M | 199k | 122.78 | |
| Semtech Corporation (SMTC) | 2.8 | $22M | 289k | 76.89 | |
| Modine Manufacturing (MOD) | 2.5 | $20M | 91k | 216.71 | |
| Sezzle (SEZL) | 2.4 | $19M | 300k | 63.29 | |
| NVIDIA Corporation (NVDA) | 2.2 | $17M | 98k | 174.40 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.1 | $17M | 555k | 30.12 | |
| Meta Platforms Cl A (META) | 2.0 | $16M | 28k | 572.18 | |
| Sunrun (RUN) | 2.0 | $15M | 1.1M | 13.56 | |
| Terawulf (WULF) | 1.9 | $15M | 1.1M | 14.40 | |
| Brightspring Health Svcs (BTSG) | 1.9 | $15M | 350k | 42.61 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.9 | $15M | 2.3M | 6.58 | |
| Viavi Solutions Inc equities (VIAV) | 1.7 | $13M | 400k | 33.29 | |
| Brookdale Senior Living (BKD) | 1.6 | $13M | 940k | 13.68 | |
| eBay (EBAY) | 1.6 | $13M | 141k | 91.02 | |
| Equinix (EQIX) | 1.5 | $12M | 12k | 980.24 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.3 | $11M | 200k | 52.64 | |
| Micron Technology (MU) | 1.3 | $11M | 31k | 337.64 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $9.7M | 675k | 14.37 | |
| Boston Scientific Corporation (BSX) | 1.2 | $9.4M | 150k | 62.75 | |
| Servicenow (NOW) | 1.1 | $8.8M | 85k | 104.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.6M | 30k | 286.86 | |
| Zoom Communications Cl A (ZM) | 1.1 | $8.6M | 106k | 80.70 | |
| Applied Materials (AMAT) | 1.1 | $8.5M | 25k | 341.79 | |
| Lattice Semiconductor (LSCC) | 1.0 | $8.2M | 89k | 92.76 | |
| Box Cl A (BOX) | 1.0 | $7.9M | 336k | 23.64 | |
| Alamos Gold Com Cl A (AGI) | 1.0 | $7.8M | 175k | 44.43 | |
| Apple Put Option (AAPL) | 1.0 | $7.6M | 30k | 253.79 | |
| Hut 8 Corp (HUT) | 0.9 | $7.0M | 150k | 46.91 | |
| Avery Dennison Corporation (AVY) | 0.9 | $6.9M | 40k | 172.68 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.9 | $6.9M | 150k | 45.84 | |
| Twilio Cl A (TWLO) | 0.8 | $6.6M | 52k | 125.82 | |
| Verizon Communications (VZ) | 0.8 | $6.5M | 130k | 50.20 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.8 | $6.4M | 100k | 64.22 | |
| CVS Caremark Corporation (CVS) | 0.8 | $6.1M | 85k | 71.82 | |
| Alaska Air (ALK) | 0.8 | $6.1M | 165k | 36.78 | |
| Mirion Technologies Com Cl A (MIR) | 0.8 | $6.0M | 325k | 18.59 | |
| Cipher Mining (CIFR) | 0.7 | $5.8M | 450k | 12.86 | |
| Okta Cl A (OKTA) | 0.7 | $5.7M | 73k | 78.71 | |
| Clearway Energy CL C (CWEN) | 0.7 | $5.5M | 140k | 39.29 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.7 | $5.2M | 175k | 29.72 | |
| Bwx Technologies (BWXT) | 0.7 | $5.1M | 25k | 204.49 | |
| Analog Devices (ADI) | 0.6 | $5.1M | 16k | 318.14 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.6 | $5.0M | 475k | 10.62 | |
| Denison Mines Corp (DNN) | 0.6 | $4.9M | 1.4M | 3.53 | |
| Eli Lilly & Co. (LLY) | 0.6 | $4.6M | 5.0k | 919.77 | |
| Lumentum Hldgs (LITE) | 0.6 | $4.4M | 6.2k | 703.98 | |
| Anterix Inc. Atex (ATEX) | 0.5 | $4.2M | 110k | 38.19 | |
| Fortinet (FTNT) | 0.5 | $4.1M | 51k | 81.72 | |
| Veracyte (VCYT) | 0.5 | $4.0M | 125k | 32.21 | |
| Roku Com Cl A (ROKU) | 0.5 | $3.9M | 42k | 94.62 | |
| Fluor Corporation (FLR) | 0.5 | $3.8M | 83k | 46.65 | |
| Netflix (NFLX) | 0.5 | $3.8M | 40k | 96.16 | |
| Adma Biologics (ADMA) | 0.5 | $3.8M | 425k | 9.01 | |
| Honeywell International | 0.5 | $3.7M | 17k | 226.03 | |
| Profound Med Corp Com New (PROF) | 0.5 | $3.7M | 575k | 6.48 | |
| Hewlett Packard Enterprise Put Option (HPE) | 0.5 | $3.7M | 155k | 23.81 | |
| Williams Companies (WMB) | 0.5 | $3.6M | 50k | 72.78 | |
| Transalta Corp (TAC) | 0.5 | $3.6M | 275k | 13.15 | |
| Nexgen Energy (NXE) | 0.4 | $3.5M | 300k | 11.60 | |
| Ormat Technologies (ORA) | 0.4 | $3.4M | 30k | 111.92 | |
| 4068594 Enphase Energy (ENPH) | 0.4 | $3.2M | 85k | 37.81 | |
| Intel Corporation (INTC) | 0.4 | $3.1M | 71k | 44.19 | |
| Digitalocean Hldgs Put Option (DOCN) | 0.4 | $3.0M | 35k | 85.78 | |
| Microsoft Corporation (MSFT) | 0.4 | $3.0M | 8.0k | 369.96 | |
| Bellring Brands Common Stock (BRBR) | 0.4 | $2.8M | 175k | 16.09 | |
| Arm Holdings Sponsored Ads (ARM) | 0.3 | $2.7M | 18k | 151.28 | |
| Fluence Energy Com Cl A (FLNC) | 0.3 | $2.5M | 185k | 13.76 | |
| Ramaco Res Com Cl A (METC) | 0.3 | $2.5M | 160k | 15.46 | |
| Acuren Corporation (TIC) | 0.3 | $2.5M | 375k | 6.58 | |
| Cameco Corporation (CCJ) | 0.3 | $2.4M | 23k | 108.61 | |
| Coherent Corp Put Option (COHR) | 0.3 | $2.4M | 10k | 238.21 | |
| Wolfspeed Common Stock (WOLF) | 0.3 | $2.3M | 140k | 16.34 | |
| Cloudflare Cl A Com (NET) | 0.3 | $2.2M | 11k | 206.30 | |
| Teradyne (TER) | 0.3 | $2.2M | 7.5k | 296.46 | |
| Orion Marine (ORN) | 0.3 | $2.2M | 200k | 10.90 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $2.1M | 43k | 49.39 | |
| Aldeyra Therapeutics (ALDX) | 0.3 | $2.1M | 1.3M | 1.69 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.1M | 11k | 191.92 | |
| Amprius Technologies Common Stock (AMPX) | 0.3 | $2.1M | 125k | 16.85 | |
| Upwork (UPWK) | 0.3 | $2.1M | 190k | 10.96 | |
| F5 Networks (FFIV) | 0.3 | $2.1M | 7.1k | 289.33 | |
| Hannon Armstrong (HASI) | 0.3 | $2.0M | 55k | 36.75 | |
| Diodes Incorporated (DIOD) | 0.3 | $2.0M | 30k | 68.26 | |
| Uber Technologies (UBER) | 0.2 | $1.8M | 25k | 71.93 | |
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $1.8M | 13k | 134.81 | |
| Magnite Ord (MGNI) | 0.2 | $1.7M | 143k | 11.88 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 8.0k | 203.43 | |
| Advanced Energy Industries (AEIS) | 0.2 | $1.6M | 5.0k | 322.71 | |
| MasTec (MTZ) | 0.2 | $1.6M | 5.0k | 321.74 | |
| EQT Corporation (EQT) | 0.2 | $1.6M | 25k | 63.64 | |
| Taskus Class A Com (TASK) | 0.2 | $1.6M | 235k | 6.71 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.2 | $1.5M | 300k | 4.96 | |
| Dynatrace Com New (DT) | 0.2 | $1.5M | 40k | 36.98 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.4M | 75k | 19.21 | |
| Sunopta (STKL) | 0.2 | $1.4M | 220k | 6.48 | |
| Constellation Energy (CEG) | 0.2 | $1.4M | 5.0k | 278.58 | |
| Itron (ITRI) | 0.2 | $1.3M | 15k | 89.63 | |
| Energy Services of America (ESOA) | 0.2 | $1.3M | 100k | 13.13 | |
| Mosaic Call Option (MOS) | 0.2 | $1.3M | 50k | 25.50 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.2 | $1.3M | 159k | 7.87 | |
| Complete Solaria (SPWR) | 0.2 | $1.2M | 960k | 1.27 | |
| Impinj (PI) | 0.2 | $1.2M | 12k | 102.70 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | 6.0k | 194.14 | |
| Liveramp Holdings (RAMP) | 0.1 | $1.1M | 42k | 26.52 | |
| Concentrix Corp Put Option (CNXC) | 0.1 | $1.1M | 40k | 27.36 | |
| Comstock Com Shs (LODE) | 0.1 | $1.1M | 350k | 3.05 | |
| Daqo New Energy Corp Spnsrd Ads New Call Option (DQ) | 0.1 | $1.1M | 50k | 21.27 | |
| Plexus (PLXS) | 0.1 | $911k | 4.5k | 202.54 | |
| Criteo S A Spons Ads (CRTO) | 0.1 | $906k | 51k | 17.93 | |
| American Superconductor Corp Shs New (AMSC) | 0.1 | $846k | 25k | 33.85 | |
| ExlService Holdings Put Option (EXLS) | 0.1 | $761k | 25k | 30.45 | |
| Mp Materials Corp Com Cl A (MP) | 0.1 | $724k | 15k | 48.25 | |
| Array Technologies Com Shs (ARRY) | 0.1 | $723k | 100k | 7.23 | |
| Sentinelone Cl A (S) | 0.1 | $593k | 46k | 12.88 | |
| Walt Disney Company (DIS) | 0.1 | $578k | 6.0k | 96.37 | |
| Teradata Corporation (TDC) | 0.1 | $461k | 18k | 25.63 | |
| LSB Industries (LXU) | 0.0 | $373k | 25k | 14.90 | |
| Ivanhoe Electric (IE) | 0.0 | $296k | 25k | 11.82 | |
| Fuelcell Energy Com New (FCEL) | 0.0 | $294k | 45k | 6.53 | |
| Albemarle Corporation (ALB) | 0.0 | $269k | 1.5k | 179.53 | |
| Snap Cl A Call Option (SNAP) | 0.0 | $230k | 50k | 4.60 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.0 | $211k | 475k | 0.44 |
