Ardsley Advisory Partners LP
Ardsley Advisory Partners LP reported 145 holdings worth US$960M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Ardsley Advisory Partners LP reported 145 holdings worth US$960M as of Jun 30, 2026. Largest: Sandisk Corporation, Advanced Micro Devices Inc and Sezzle Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 145
- Value as reported
- US$960M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sandisk Corporation | 25,000 | US$56.7M | 5.9% |
| Advanced Micro Devices Inc | 93,000 | US$54M | 5.6% |
| Sezzle Inc. | 215K | US$36.9M | 3.8% |
| Terawulf Inc. | 966K | US$23.7M | 2.5% |
| Brightspring Health Services, Inc. | 325K | US$22.7M | 2.4% |
| Ebay Inc. | 201K | US$22.3M | 2.3% |
| Sunrun Inc. | 1.6M | US$21.4M | 2.2% |
| Viavi Solutions Inc. | 390K | US$18.6M | 1.9% |
| Everpure, Inc. | 233K | US$18.3M | 1.9% |
| Shoals Technologies Group, Inc. | 1.67M | US$16.5M | 1.7% |
| Amazon.com, Inc. | 69,000 | US$16.4M | 1.7% |
| United Therapeutics Corporation | 30,000 | US$16.3M | 1.7% |
| Teva Pharmaceutical Industries Limited | 465K | US$15.8M | 1.6% |
| Alphabet Inc (google) Class C | 43,008 | US$15.3M | 1.6% |
| Palo Alto Networks, Inc. | 43,000 | US$14.6M | 1.5% |
| Twilio Inc. | 69,000 | US$14.2M | 1.5% |
| Primoris Services Corporation | 135K | US$13.4M | 1.4% |
| Apple Inc | 45,000 | US$13M | 1.4% |
| Zoom Communications, Inc. | 145K | US$12.5M | 1.3% |
| Modine Manufacturing Company | 45,000 | US$12M | 1.3% |
| Onto Innovation Inc. | 31,500 | US$11.9M | 1.2% |
| Td Synnex Corporation | 43,500 | US$11.6M | 1.2% |
| Enphase Energy, Inc. | 220K | US$10.8M | 1.1% |
| Allegiant Travel Company | 90,000 | US$10.6M | 1.1% |
| Okta, Inc. | 76,500 | US$10.4M | 1.1% |
| Equinix, Inc. | 10,000 | US$10.4M | 1.1% |
| Hut 8 Corp. | 90,000 | US$10.4M | 1.1% |
| Oscar Health, Inc. | 350K | US$9.98M | 1.0% |
| Bloom Energy Corporation | 31,000 | US$9.4M | 0.98% |
| Cipher Digital Inc. | 375K | US$9.18M | 0.96% |
| Nu Holdings Ltd. | 675K | US$9M | 0.94% |
| Cerebras Systems Inc. | 39,000 | US$8.66M | 0.90% |
| Lumentum Holdings Inc. | 10,000 | US$8.53M | 0.89% |
| Remitly Global, Inc. | 375K | US$8.4M | 0.88% |
| Devon Energy Corporation | 200K | US$8.26M | 0.86% |
| Broadcom Inc. | 21,000 | US$7.93M | 0.83% |
| Alaska Air Group, Inc. | 150K | US$7.83M | 0.82% |
| Corning Incorporated | 30,000 | US$7.66M | 0.80% |
| Fluor Corporation | 143K | US$7.47M | 0.78% |
| Vertex Pharmaceuticals Incorporated | 15,000 | US$7.45M | 0.78% |
| Veracyte, Inc. | 125K | US$7.34M | 0.76% |
| Semtech Corporation | 45,000 | US$7.28M | 0.76% |
| Akamai Technologies, Inc. | 56,000 | US$6.62M | 0.69% |
| Verizon Communications Inc. | 155K | US$6.57M | 0.68% |
| Box, Inc. | 240K | US$6.37M | 0.66% |
| Microchip Technology Incorporated | 70,000 | US$6.33M | 0.66% |
| Xplr Infrastructure, Lp | 525K | US$6.2M | 0.65% |
| Mirion Technologies, Inc. | 325K | US$5.83M | 0.61% |
| Salesforce, Inc. | 36,000 | US$5.64M | 0.59% |
| Guardian Metal Resources | 400K | US$5.6M | 0.58% |
| Genedx Holdings Corp. | 75,000 | US$5.15M | 0.54% |
| Applied Optoelectronics, Inc. | 35,000 | US$5.13M | 0.53% |
| Adma Biologics Inc | 600K | US$5.02M | 0.52% |
| Clearway Energy, Inc. | 140K | US$4.79M | 0.50% |
| Transalta Corporation | 345K | US$4.77M | 0.50% |
| Impinj, Inc. | 33,000 | US$4.73M | 0.49% |
| Borgwarner Inc. | 70,000 | US$4.65M | 0.48% |
| Navan, Inc. | 200K | US$4.57M | 0.48% |
| Globalfoundries Inc. | 54,500 | US$4.49M | 0.47% |
| Flowserve Corporation | 60,000 | US$4.45M | 0.46% |
| Fuelcell Energy, Inc. | 120K | US$4.35M | 0.45% |
| Lam Research Corporation | 10,000 | US$4.33M | 0.45% |
| Cvs Health Corporation | 40,000 | US$4.14M | 0.43% |
| Manhattan Associates, Inc. | 28,500 | US$3.97M | 0.41% |
| Bwx Technologies, Inc. | 20,000 | US$3.89M | 0.41% |
| Amphenol Corporation | 22,000 | US$3.88M | 0.40% |
| Texas Instruments Incorporated | 13,000 | US$3.87M | 0.40% |
| Skeena Resources Limited | 145K | US$3.87M | 0.40% |
| Profound Medical Corp | 575K | US$3.82M | 0.40% |
| Williams Companies, Inc. (the) | 50,000 | US$3.72M | 0.39% |
| Shopify Inc. | 32,500 | US$3.71M | 0.39% |
| Western Digital Corporation | 5,500 | US$3.51M | 0.37% |
| Aeva Technologies, Inc. | 122K | US$3.49M | 0.36% |
| Orion Group Holdings, Inc. | 200K | US$3.36M | 0.35% |
| Tic Solutions, Inc. | 400K | US$3.24M | 0.34% |
| Eos Energy Enterprises, Inc. | 550K | US$3.23M | 0.34% |
| Alamos Gold Inc. | 105K | US$3.19M | 0.33% |
| Cohu, Inc. | 41,700 | US$3.08M | 0.32% |
| Fortrea Holdings Inc. | 175K | US$3.04M | 0.32% |
| Stmicroelectronics Nv | 41,000 | US$3.02M | 0.31% |
| Wolfspeed, Inc. | 60,000 | US$2.9M | 0.30% |
| Veeco Instruments Inc. | 37,000 | US$2.8M | 0.29% |
| Kbr, Inc. | 75,000 | US$2.59M | 0.27% |
| Energy Transfer Lp | 125K | US$2.39M | 0.25% |
| Tripadvisor, Inc. | 166K | US$2.28M | 0.24% |
| Ha Sustainable Infrastructure Capital, Inc. | 55,000 | US$2.15M | 0.22% |
| Servicenow, Inc. | 21,500 | US$2.13M | 0.22% |
| Aldeyra Therapeutics, Inc. | 975K | US$2.08M | 0.22% |
| Sentinelone, Inc. | 118K | US$2M | 0.21% |
| Avery Dennison Corporation | 12,000 | US$1.95M | 0.20% |
| Baker Hughes Company | 35,000 | US$1.94M | 0.20% |
| Energy Services Of America Corporation | 100K | US$1.93M | 0.20% |
| Cameco Corporation | 17,500 | US$1.78M | 0.19% |
| Snap Inc. | 350K | US$1.55M | 0.16% |
| Comstock Inc. | 350K | US$1.46M | 0.15% |
| Tc Energy Corporation | 20,000 | US$1.33M | 0.14% |
| Ramaco Resources, Inc. | 100K | US$1.32M | 0.14% |
| Denison Mines Corp. | 400K | US$1.22M | 0.13% |
| Axt Inc | 17,000 | US$1.21M | 0.13% |
| Viant Technology Inc. | 95,000 | US$1.2M | 0.13% |
Every holding of Ardsley Advisory Partners LP
Source
View original at SEC
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