Ardsley Advisory Partners LP 13F holdings
Ardsley Advisory Partners LP reported 130 positions with a total reported value of $921.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-13. Top holdings by reported value: SNDK SANDISK CORP (6.2%), AMD ADVANCED MICRO DEVICES INC (5.9%), SEZL SEZZLE INC (4.0%), WULF TERAWULF INC (2.6%), BTSG BRIGHTSPRING HEALTH SVCS INC (2.5%). Against 2026-03-31 it opened 58 new positions and exited 44. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 130 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNDK SANDISK CORP | 25,000 | $56.7M | 6.2% |
| AMD ADVANCED MICRO DEVICES INC | 93,000 | $54.0M | 5.9% |
| SEZL SEZZLE INC | 215,000 | $36.9M | 4.0% |
| WULF TERAWULF INC | 966,000 | $23.7M | 2.6% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 325,000 | $22.7M | 2.5% |
| EBAY EBAY INC. | 201,000 | $22.3M | 2.4% |
| RUN SUNRUN INC | 1,600,000 | $21.4M | 2.3% |
| VIAV VIAVI SOLUTIONS INC | 390,000 | $18.6M | 2.0% |
| P EVERPURE INC | 233,000 | $18.3M | 2.0% |
| ARM ARM HOLDINGS PLC | 47,000 | $16.6M | 1.8% |
| SHLS SHOALS TECHNOLOGIES GROUP IN | 1,665,000 | $16.5M | 1.8% |
| AMZN AMAZON COM INC | 69,000 | $16.4M | 1.8% |
| UTHR UNITED THERAPEUTICS CORP DEL | 30,000 | $16.3M | 1.8% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 465,000 | $15.8M | 1.7% |
| GOOGL ALPHABET INC | 43,500 | $15.3M | 1.7% |
| PANW PALO ALTO NETWORKS INC | 43,000 | $14.6M | 1.6% |
| TWLO TWILIO INC | 69,000 | $14.2M | 1.5% |
| PRIMORIS SVCS CORP | 135,000 | $13.4M | 1.5% |
| AAPL APPLE INC | 45,000 | $13.0M | 1.4% |
| ZM ZOOM COMMUNICATIONS INC | 145,000 | $12.5M | 1.4% |
| MODINE MFG CO | 45,000 | $12.0M | 1.3% |
| ONTO ONTO INNOVATION INC | 31,500 | $11.9M | 1.3% |
| SNX TD SYNNEX CORPORATION | 43,500 | $11.6M | 1.3% |
| ENPH ENPHASE ENERGY INC | 220,000 | $10.8M | 1.2% |
| ALGT ALLEGIANT TRAVEL CO | 90,000 | $10.6M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 58 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| P EVERPURE INC | 233,000 | $18.3M | 2.0% |
| PANW PALO ALTO NETWORKS INC | 43,000 | $14.6M | 1.6% |
| PRIMORIS SVCS CORP | 135,000 | $13.4M | 1.5% |
| AAPL APPLE INC | 45,000 | $13.0M | 1.4% |
| ONTO ONTO INNOVATION INC | 31,500 | $11.9M | 1.3% |
| SNX TD SYNNEX CORPORATION | 43,500 | $11.6M | 1.3% |
| ALGT ALLEGIANT TRAVEL CO | 90,000 | $10.6M | 1.1% |
| OSCR OSCAR HEALTH INC | 350,000 | $10.0M | 1.1% |
| CBRS CEREBRAS SYSTEMS INC | 39,000 | $8.7M | 0.9% |
| RELY REMITLY GLOBAL INC | 375,000 | $8.4M | 0.9% |
| DVN DEVON ENERGY CORP NEW | 200,000 | $8.3M | 0.9% |
| GLW CORNING INC | 30,000 | $7.7M | 0.8% |
| VERX VERTEX PHARMACEUTICALS INC | 15,000 | $7.5M | 0.8% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 30,000 | $7.2M | 0.8% |
| GSM FERROGLOBE PLC | 2,185,000 | $6.9M | 0.8% |
| AKAM AKAMAI TECHNOLOGIES INC | 56,000 | $6.6M | 0.7% |
| MCHP MICROCHIP TECHNOLOGY INC. | 70,000 | $6.3M | 0.7% |
| SLB SLB LIMITED | 135,000 | $6.3M | 0.7% |
| CAMT CAMTEK LTD | 37,000 | $6.0M | 0.7% |
| CRM SALESFORCE INC | 36,000 | $5.6M | 0.6% |
| GMTL GUARDIAN METAL RES PLC | 400,000 | $5.6M | 0.6% |
| AAOI APPLIED OPTOELECTRONICS INC | 35,000 | $5.1M | 0.6% |
| BWA BORGWARNER INC | 70,000 | $4.6M | 0.5% |
| NAVN NAVAN INC | 200,000 | $4.6M | 0.5% |
| GFS GLOBALFOUNDRIES INC | 54,500 | $4.5M | 0.5% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 44 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ANET ARISTA NETWORKS INC | 173,700 | $21.3M | 3.2% |
| META META PLATFORMS INC | 28,000 | $16.0M | 2.4% |
| NVDA NVIDIA CORPORATION | 87,500 | $15.3M | 2.3% |
| BSX BOSTON SCIENTIFIC CORP | 150,000 | $9.4M | 1.4% |
| APPLIED MATLS INC | 25,000 | $8.5M | 1.3% |
| SELECT SECTOR SPDR TR | 173,000 | $8.0M | 1.2% |
| LSCC LATTICE SEMICONDUCTOR CORP | 81,500 | $7.6M | 1.2% |
| ADI ANALOG DEVICES INC | 16,000 | $5.1M | 0.8% |
| MU MICRON TECHNOLOGY INC | 14,000 | $4.7M | 0.7% |
| LLY ELI LILLY & CO | 5,000 | $4.6M | 0.7% |
| ATEX ANTERIX INC | 110,000 | $4.2M | 0.6% |
| ROKU ROKU INC | 41,500 | $3.9M | 0.6% |
| NFLX NETFLIX INC. | 40,000 | $3.8M | 0.6% |
| HONEYWELL INTL INC | 16,500 | $3.7M | 0.6% |
| NXE NEXGEN ENERGY LTD | 300,000 | $3.5M | 0.5% |
| BKD BROOKDALE SR LIVING INC | 250,000 | $3.4M | 0.5% |
| ORA ORMAT TECHNOLOGIES INC | 30,000 | $3.4M | 0.5% |
| MSFT MICROSOFT CORP | 8,000 | $3.0M | 0.5% |
| BRBR BELLRING BRANDS INC | 175,000 | $2.8M | 0.4% |
| INTC INTEL CORP | 53,000 | $2.3M | 0.4% |
| NET CLOUDFLARE INC | 10,800 | $2.2M | 0.3% |
| TER TERADYNE INC | 7,500 | $2.2M | 0.3% |
| IVZ INVESCO EXCHANGE TRADED FD T | 11,000 | $2.1M | 0.3% |
| AMPX AMPRIUS TECHNOLOGIES INC | 125,000 | $2.1M | 0.3% |
| FTNT FORTINET INC | 25,600 | $2.1M | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 8,000 | 93,000 | +1,062.5% | $54.0M |
| ARM ARM HOLDINGS PLC | 18,000 | 47,000 | +161.1% | $16.6M |
| EBAY EBAY INC. | 140,500 | 201,000 | +43.1% | $22.3M |
| ENPH ENPHASE ENERGY INC | 85,000 | 220,000 | +158.8% | $10.8M |
| RUN SUNRUN INC | 1,135,000 | 1,600,000 | +41.0% | $21.4M |
| BE BLOOM ENERGY CORP | 13,000 | 31,000 | +138.5% | $9.4M |
| ZM ZOOM COMMUNICATIONS INC | 83,000 | 145,000 | +74.7% | $12.5M |
| GOOGL ALPHABET INC | 30,000 | 43,500 | +45.0% | $15.3M |
| TWLO TWILIO INC | 47,200 | 69,000 | +46.2% | $14.2M |
| LITE LUMENTUM HLDGS INC | 6,200 | 10,000 | +61.3% | $8.5M |
| FLR FLUOR CORP | 82,500 | 142,500 | +72.7% | $7.5M |
| PI IMPINJ INC | 11,500 | 33,000 | +187.0% | $4.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNDK SANDISK CORP | 42,000 | 25,000 | -40.5% | $56.7M |
| SMTC SEMTECH CORP | 258,750 | 45,000 | -82.6% | $7.3M |
| AVGO BROADCOM INC | 89,500 | 21,000 | -76.5% | $7.9M |
| SEZL SEZZLE INC | 300,000 | 215,000 | -28.3% | $36.9M |
| MODINE MFG CO | 91,100 | 45,000 | -50.6% | $12.0M |
| UTHR UNITED THERAPEUTICS CORP DEL | 50,000 | 30,000 | -40.0% | $16.3M |
| AMZN AMAZON COM INC | 106,000 | 69,000 | -34.9% | $16.4M |
| HUT HUT 8 CORP | 150,000 | 90,000 | -40.0% | $10.4M |
| SHLS SHOALS TECHNOLOGIES GROUP IN | 2,260,000 | 1,665,000 | -26.3% | $16.5M |
| NOW SERVICENOW INC | 72,500 | 21,500 | -70.3% | $2.1M |
| CVS CVS HEALTH CORP | 85,000 | 40,000 | -52.9% | $4.1M |
| AVY AVERY DENNISON CORP | 40,000 | 12,000 | -70.0% | $1.9M |
CIK 900529 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
