Ardsley Advisory Partners as of June 30, 2026
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 136 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 5.9 | $57M | 25k | 2267.62 | |
| Advanced Micro Devices (AMD) | 5.6 | $54M | 93k | 580.91 | |
| Sezzle (SEZL) | 3.8 | $37M | 215k | 171.63 | |
| Terawulf (WULF) | 2.5 | $24M | 966k | 24.52 | |
| Brightspring Health Svcs (BTSG) | 2.4 | $23M | 325k | 69.74 | |
| eBay (EBAY) | 2.3 | $22M | 201k | 110.75 | |
| Sunrun (RUN) | 2.2 | $21M | 1.6M | 13.38 | |
| Everpure Cl A (P) | 2.2 | $21M | 263k | 78.55 | |
| Viavi Solutions Inc equities (VIAV) | 1.9 | $19M | 390k | 47.75 | |
| Arm Holdings Sponsored Ads (ARM) | 1.7 | $17M | 47k | 353.70 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.7 | $17M | 1.7M | 9.90 | |
| Amazon (AMZN) | 1.7 | $16M | 69k | 238.34 | |
| United Therapeutics Corporation (UTHR) | 1.7 | $16M | 30k | 541.83 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.6 | $16M | 465k | 33.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $15M | 44k | 352.82 | |
| Palo Alto Networks (PANW) | 1.5 | $15M | 43k | 340.42 | |
| Twilio Cl A (TWLO) | 1.5 | $14M | 69k | 206.33 | |
| Zoom Communications Cl A (ZM) | 1.4 | $14M | 158k | 86.31 | |
| Primoris Services (PRIM) | 1.4 | $13M | 135k | 99.14 | |
| Apple (AAPL) | 1.4 | $13M | 45k | 289.00 | |
| Modine Manufacturing (MOD) | 1.3 | $12M | 45k | 267.02 | |
| Onto Innovation (ONTO) | 1.2 | $12M | 32k | 378.45 | |
| SYNNEX Corporation (SNX) | 1.2 | $12M | 44k | 267.34 | |
| Brookdale Senior Living Call Option (BKD) | 1.2 | $11M | 690k | 16.09 | |
| 4068594 Enphase Energy (ENPH) | 1.1 | $11M | 220k | 49.01 | |
| Allegiant Travel Company (ALGT) | 1.1 | $11M | 90k | 117.60 | |
| Okta Cl A (OKTA) | 1.1 | $10M | 77k | 136.45 | |
| Equinix (EQIX) | 1.1 | $10M | 10k | 1042.39 | |
| Hut 8 Corp (HUT) | 1.1 | $10M | 90k | 115.44 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.1 | $10M | 200k | 51.85 | |
| Oscar Health Cl A (OSCR) | 1.0 | $10M | 350k | 28.52 | |
| Bloom Energy Corp Com Cl A (BE) | 1.0 | $9.4M | 31k | 303.20 | |
| Cipher Mining (CIFR) | 1.0 | $9.2M | 375k | 24.48 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.9 | $9.0M | 675k | 13.34 | |
| Fuelcell Energy Com New (FCEL) | 0.9 | $8.9M | 245k | 36.29 | |
| Cerebras Systems Com Cl A (CBRS) | 0.9 | $8.7M | 39k | 222.00 | |
| Lumentum Hldgs (LITE) | 0.9 | $8.5M | 10k | 852.51 | |
| Remitly Global (RELY) | 0.9 | $8.4M | 375k | 22.41 | |
| Devon Energy Corporation (DVN) | 0.9 | $8.3M | 200k | 41.30 | |
| Broadcom (AVGO) | 0.8 | $7.9M | 21k | 377.49 | |
| Alaska Air (ALK) | 0.8 | $7.8M | 150k | 52.20 | |
| Corning Incorporated (GLW) | 0.8 | $7.7M | 30k | 255.41 | |
| Fluor Corporation (FLR) | 0.8 | $7.5M | 143k | 52.39 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $7.5M | 15k | 496.73 | |
| Veracyte (VCYT) | 0.8 | $7.3M | 125k | 58.73 | |
| Semtech Corporation (SMTC) | 0.8 | $7.3M | 45k | 161.85 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.8 | $7.2M | 30k | 240.97 | |
| Ferroglobe SHS (GSM) | 0.7 | $6.9M | 2.2M | 3.18 | |
| Akamai Technologies (AKAM) | 0.7 | $6.6M | 56k | 118.21 | |
| Oracle Corporation Call Option (ORCL) | 0.7 | $6.6M | 45k | 146.55 | |
| Verizon Communications (VZ) | 0.7 | $6.6M | 155k | 42.38 | |
| Box Cl A (BOX) | 0.7 | $6.4M | 240k | 26.54 | |
| Microchip Technology (MCHP) | 0.7 | $6.3M | 70k | 90.50 | |
| SLB Com Stk (SLB) | 0.7 | $6.3M | 135k | 46.49 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.6 | $6.2M | 525k | 11.81 | |
| Camtek Ord (CAMT) | 0.6 | $6.0M | 37k | 163.12 | |
| Mirion Technologies Com Cl A (MIR) | 0.6 | $5.8M | 325k | 17.93 | |
| salesforce (CRM) | 0.6 | $5.6M | 36k | 156.66 | |
| Guardian Metal Res Sponsored Ads (GMTL) | 0.6 | $5.6M | 400k | 14.01 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.5 | $5.1M | 75k | 68.65 | |
| Applied Optoelectronics (AAOI) | 0.5 | $5.1M | 35k | 146.68 | |
| Servicenow (NOW) | 0.5 | $5.1M | 52k | 99.28 | |
| Adma Biologics (ADMA) | 0.5 | $5.0M | 600k | 8.37 | |
| Clearway Energy CL C (CWEN) | 0.5 | $4.8M | 140k | 34.18 | |
| Aeva Technologies Com New (AEVA) | 0.5 | $4.8M | 167k | 28.72 | |
| Transalta Corp (TAC) | 0.5 | $4.8M | 345k | 13.83 | |
| Impinj (PI) | 0.5 | $4.7M | 33k | 143.23 | |
| BorgWarner (BWA) | 0.5 | $4.6M | 70k | 66.40 | |
| Navan Cl A (NAVN) | 0.5 | $4.6M | 200k | 22.87 | |
| Globalfoundries Ordinary Shares (GFS) | 0.5 | $4.5M | 55k | 82.41 | |
| Flowserve Corporation (FLS) | 0.5 | $4.4M | 60k | 74.16 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $4.3M | 10k | 433.33 | |
| CVS Caremark Corporation (CVS) | 0.4 | $4.1M | 40k | 103.45 | |
| Manhattan Associates (MANH) | 0.4 | $4.0M | 29k | 139.25 | |
| Global E Online SHS (GLBE) | 0.4 | $3.9M | 113k | 34.73 | |
| Bwx Technologies (BWXT) | 0.4 | $3.9M | 20k | 194.65 | |
| Amphenol Corp Cl A (APH) | 0.4 | $3.9M | 22k | 176.32 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $3.9M | 13k | 298.07 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.4 | $3.9M | 145k | 26.66 | |
| Profound Med Corp Com New (PROF) | 0.4 | $3.8M | 575k | 6.65 | |
| Williams Companies (WMB) | 0.4 | $3.7M | 50k | 74.34 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $3.7M | 33k | 114.12 | |
| Western Digital (WDC) | 0.4 | $3.5M | 5.5k | 638.74 | |
| Orion Marine (ORN) | 0.4 | $3.4M | 200k | 16.82 | |
| Atlassian Corporation Cl A (TEAM) | 0.3 | $3.3M | 42k | 77.79 | |
| Acuren Corporation (TIC) | 0.3 | $3.2M | 400k | 8.09 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.3 | $3.2M | 550k | 5.87 | |
| Alamos Gold Com Cl A (AGI) | 0.3 | $3.2M | 105k | 30.34 | |
| Cohu (COHU) | 0.3 | $3.1M | 42k | 73.91 | |
| Flex Ord (FLEX) | 0.3 | $3.1M | 19k | 162.07 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.3 | $3.0M | 175k | 17.40 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $3.0M | 41k | 73.69 | |
| Wolfspeed Common Stock (WOLF) | 0.3 | $2.9M | 60k | 48.25 | |
| Veeco Instruments (VECO) | 0.3 | $2.8M | 37k | 75.80 | |
| Aldeyra Therapeutics (ALDX) | 0.3 | $2.7M | 1.3M | 2.13 | |
| KBR (KBR) | 0.3 | $2.6M | 75k | 34.53 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $2.4M | 125k | 19.15 | |
| Pagaya Technologies Cl A New (PGY) | 0.2 | $2.3M | 125k | 18.29 | |
| Tripadvisor (TRIP) | 0.2 | $2.3M | 166k | 13.71 | |
| Hannon Armstrong (HASI) | 0.2 | $2.1M | 55k | 39.05 | |
| Sentinelone Cl A (S) | 0.2 | $2.0M | 118k | 16.97 | |
| Avery Dennison Corporation (AVY) | 0.2 | $1.9M | 12k | 162.35 | |
| Baker Hughes Company Cl A (BKR) | 0.2 | $1.9M | 35k | 55.50 | |
| Cognizant Technology Solutio Cl A Put Option (CTSH) | 0.2 | $1.9M | 50k | 38.73 | |
| Energy Services of America (ESOA) | 0.2 | $1.9M | 100k | 19.34 | |
| Nebius Group Shs Class A (NBIS) | 0.2 | $1.9M | 7.0k | 274.13 | |
| Axt (AXTI) | 0.2 | $1.8M | 25k | 71.36 | |
| Cameco Corporation (CCJ) | 0.2 | $1.8M | 18k | 101.86 | |
| Snap Cl A (SNAP) | 0.2 | $1.6M | 350k | 4.44 | |
| Comstock Com Shs (LODE) | 0.2 | $1.5M | 350k | 4.16 | |
| CoStar Put Option (CSGP) | 0.1 | $1.4M | 50k | 28.32 | |
| Viant Technology Com Cl A (DSP) | 0.1 | $1.4M | 108k | 12.66 | |
| Tc Energy Corp (TRP) | 0.1 | $1.3M | 20k | 66.29 | |
| Ramaco Res Com Cl A (METC) | 0.1 | $1.3M | 100k | 13.23 | |
| Denison Mines Corp (DNN) | 0.1 | $1.2M | 400k | 3.06 | |
| Netskope Cl A (NTSK) | 0.1 | $1.2M | 110k | 10.94 | |
| Opera Sponsored Ads (OPRA) | 0.1 | $1.2M | 60k | 19.83 | |
| Equifax (EFX) | 0.1 | $1.1M | 7.0k | 158.72 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.1M | 25k | 43.76 | |
| Magnite Ord (MGNI) | 0.1 | $1.1M | 58k | 18.98 | |
| Himax Technologies Sponsored Adr Call Option (HIMX) | 0.1 | $1.1M | 70k | 15.34 | |
| Complete Solaria (SPWR) | 0.1 | $973k | 1.4M | 0.69 | |
| CommVault Systems (CVLT) | 0.1 | $865k | 6.1k | 141.73 | |
| American Superconductor Corp Shs New (AMSC) | 0.1 | $830k | 20k | 41.51 | |
| LSB Industries (LXU) | 0.1 | $811k | 75k | 10.81 | |
| Korn Ferry Com New Put Option (KFY) | 0.1 | $666k | 10k | 66.58 | |
| Itron (ITRI) | 0.1 | $649k | 7.5k | 86.53 | |
| Niocorp Devs Com New (NB) | 0.1 | $603k | 125k | 4.82 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $464k | 100k | 4.64 | |
| Fluence Energy Com Cl A (FLNC) | 0.0 | $395k | 20k | 19.77 | |
| Tronox Holdings SHS (TROX) | 0.0 | $315k | 50k | 6.30 | |
| Solaredge Technologies (SEDG) | 0.0 | $292k | 5.0k | 58.44 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $280k | 5.0k | 56.08 | |
| Ivanhoe Electric (IE) | 0.0 | $240k | 25k | 9.61 | |
| USA Rare Earth Inc A (USAR) | 0.0 | $216k | 10k | 21.62 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.0 | $166k | 475k | 0.35 |
