# ARDSLEY ADVISORY PARTNERS LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 900529. Source: https://holderbook.com/funds/900529-ardsley-advisory-partners-lp/

- Reported value: $960.2M
- Positions: 136
- Weight of the ten largest: 30.6%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $56.7M | 25,000 | 5.9% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $54.0M | 93,000 | 5.6% | 2 |
| SEZZLE INC | [SEZL](https://holderbook.com/stocks/SEZL/) | $36.9M | 215,000 | 3.8% | 3 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $23.7M | 966,000 | 2.5% | 9 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $22.7M | 325,000 | 2.4% | 5 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $22.3M | 201,000 | 2.3% | 4 |
| SUNRUN INC | [RUN](https://holderbook.com/stocks/RUN/) | $21.4M | 1,600,000 | 2.2% | 21 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $20.7M | 233,000 | 2.2% | 1 |
| VIAVI SOLUTIONS INC | [VIAV](https://holderbook.com/stocks/VIAV/) | $18.6M | 390,000 | 1.9% | 3 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $16.6M | 47,000 | 1.7% | 7 |
| SHOALS TECHNOLOGIES GROUP IN | [SHLS](https://holderbook.com/stocks/SHLS/) | $16.5M | 1,665,000 | 1.7% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $16.4M | 69,000 | 1.7% | 21 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $16.3M | 30,000 | 1.7% | 2 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $15.8M | 465,000 | 1.6% | 9 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $15.3M | 43,500 | 1.6% | 23 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $14.6M | 43,000 | 1.5% | 1 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $14.2M | 69,000 | 1.5% | 3 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $13.6M | 145,000 | 1.4% | 2 |
| PRIMORIS SVCS CORP | [PRIM](https://holderbook.com/stocks/PRIM/) | $13.4M | 135,000 | 1.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $13.0M | 45,000 | 1.4% | 2 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $12.0M | 45,000 | 1.3% | 3 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $11.9M | 31,500 | 1.2% | 1 |
| TD SYNNEX CORPORATION | [SNX](https://holderbook.com/stocks/SNX/) | $11.6M | 43,500 | 1.2% | 1 |
| BROOKDALE SR LIVING INC | [BKD](https://holderbook.com/stocks/BKD/) | $11.1M | 0 | 1.2% | 3 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $10.8M | 220,000 | 1.1% | 3 |
| ALLEGIANT TRAVEL CO | [ALGT](https://holderbook.com/stocks/ALGT/) | $10.6M | 90,000 | 1.1% | 1 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $10.4M | 76,500 | 1.1% | 2 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $10.4M | 10,000 | 1.1% | 2 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $10.4M | 90,000 | 1.1% | 5 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $10.4M | 200,000 | 1.1% | 2 |
| OSCAR HEALTH INC | [OSCR](https://holderbook.com/stocks/OSCR/) | $10.0M | 350,000 | 1.0% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $9.4M | 31,000 | 1.0% | 5 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $9.2M | 375,000 | 1.0% | 2 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $9.0M | 675,000 | 0.9% | 5 |
| FUELCELL ENERGY INC | [FCEL](https://holderbook.com/stocks/FCEL/) | $8.9M | 120,000 | 0.9% | 2 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $8.7M | 39,000 | 0.9% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $8.5M | 10,000 | 0.9% | 4 |
| REMITLY GLOBAL INC | [RELY](https://holderbook.com/stocks/RELY/) | $8.4M | 375,000 | 0.9% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $8.3M | 200,000 | 0.9% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.9M | 21,000 | 0.8% | 8 |
| ALASKA AIR GROUP INC | [ALK](https://holderbook.com/stocks/ALK/) | $7.8M | 150,000 | 0.8% | 2 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $7.7M | 30,000 | 0.8% | 1 |
| FLUOR CORP | [FLR](https://holderbook.com/stocks/FLR/) | $7.5M | 142,500 | 0.8% | 15 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $7.5M | 15,000 | 0.8% | 1 |
| VERACYTE INC | [VCYT](https://holderbook.com/stocks/VCYT/) | $7.3M | 125,000 | 0.8% | 3 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $7.3M | 45,000 | 0.8% | 4 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $7.2M | 30,000 | 0.8% | 1 |
| FERROGLOBE PLC | [GSM](https://holderbook.com/stocks/GSM/) | $6.9M | 2,185,000 | 0.7% | 1 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $6.6M | 56,000 | 0.7% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $6.6M | 0 | 0.7% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $6.6M | 155,000 | 0.7% | 2 |
| BOX INC | [BOX](https://holderbook.com/stocks/BOX/) | $6.4M | 240,000 | 0.7% | 2 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $6.3M | 70,000 | 0.7% | 1 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $6.3M | 135,000 | 0.7% | 1 |
| XPLR INFRASTRUCTURE LP | [XIFR](https://holderbook.com/stocks/XIFR/) | $6.2M | 525,000 | 0.6% | 10 |
| CAMTEK LTD | [CAMT](https://holderbook.com/stocks/CAMT/) | $6.0M | 37,000 | 0.6% | 1 |
| MIRION TECHNOLOGIES INC | [MIR](https://holderbook.com/stocks/MIR/) | $5.8M | 325,000 | 0.6% | 13 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $5.6M | 36,000 | 0.6% | 1 |
| GUARDIAN METAL RES PLC | [GMTL](https://holderbook.com/stocks/GMTL/) | $5.6M | 400,000 | 0.6% | 1 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $5.1M | 75,000 | 0.5% | 5 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $5.1M | 35,000 | 0.5% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $5.1M | 21,500 | 0.5% | 3 |
| ADMA BIOLOGICS INC | [ADMA](https://holderbook.com/stocks/ADMA/) | $5.0M | 600,000 | 0.5% | 2 |
| CLEARWAY ENERGY INC | [CWEN](https://holderbook.com/stocks/CWEN/) | $4.8M | 140,000 | 0.5% | 6 |
| AEVA TECHNOLOGIES INC | [AEVA](https://holderbook.com/stocks/AEVA/) | $4.8M | 121,500 | 0.5% | 1 |
| TRANSALTA CORP | [TAC](https://holderbook.com/stocks/TAC/) | $4.8M | 345,000 | 0.5% | 8 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $4.7M | 33,000 | 0.5% | 3 |
| BORGWARNER INC | [BWA](https://holderbook.com/stocks/BWA/) | $4.6M | 70,000 | 0.5% | 1 |
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $4.6M | 200,000 | 0.5% | 1 |
| GLOBALFOUNDRIES INC | [GFS](https://holderbook.com/stocks/GFS/) | $4.5M | 54,500 | 0.5% | 1 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $4.4M | 60,000 | 0.5% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.3M | 10,000 | 0.5% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $4.1M | 40,000 | 0.4% | 5 |
| MANHATTAN ASSOCIATES INC | [MANH](https://holderbook.com/stocks/MANH/) | $4.0M | 28,500 | 0.4% | 1 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $3.9M | 113,000 | 0.4% | 1 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $3.9M | 20,000 | 0.4% | 5 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $3.9M | 22,000 | 0.4% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.9M | 13,000 | 0.4% | 3 |
| SKEENA RES LTD NEW | [SKE](https://holderbook.com/stocks/SKE/) | $3.9M | 145,000 | 0.4% | 2 |
| PROFOUND MED CORP | [PROF](https://holderbook.com/stocks/PROF/) | $3.8M | 575,000 | 0.4% | 10 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $3.7M | 50,000 | 0.4% | 4 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $3.7M | 32,500 | 0.4% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $3.5M | 5,500 | 0.4% | 1 |
| ORION GROUP HLDGS INC | [ORN](https://holderbook.com/stocks/ORN/) | $3.4M | 200,000 | 0.4% | 8 |
| ATLASSIAN CORPORATION | [TEAM](https://holderbook.com/stocks/TEAM/) | $3.3M | 7,000 | 0.3% | 1 |
| TIC SOLUTIONS INC | [TIC](https://holderbook.com/stocks/TIC/) | $3.2M | 400,000 | 0.3% | 4 |
| EOS ENERGY ENTERPRISES INC | [EOSE](https://holderbook.com/stocks/EOSE/) | $3.2M | 550,000 | 0.3% | 4 |
| ALAMOS GOLD INC | [AGI](https://holderbook.com/stocks/AGI/) | $3.2M | 105,000 | 0.3% | 4 |
| COHU INC | [COHU](https://holderbook.com/stocks/COHU/) | $3.1M | 41,700 | 0.3% | 1 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $3.1M | 19,000 | 0.3% | 1 |
| FORTREA HLDGS INC | [FTRE](https://holderbook.com/stocks/FTRE/) | $3.0M | 175,000 | 0.3% | 1 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $3.0M | 41,000 | 0.3% | 1 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $2.9M | 60,000 | 0.3% | 3 |
| VEECO INSTRS INC DEL | [VECO](https://holderbook.com/stocks/VECO/) | $2.8M | 37,000 | 0.3% | 1 |
| ALDEYRA THERAPEUTICS INC | [ALDX](https://holderbook.com/stocks/ALDX/) | $2.7M | 975,000 | 0.3% | 8 |
| KBR INC | [KBR](https://holderbook.com/stocks/KBR/) | $2.6M | 75,000 | 0.3% | 1 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $2.4M | 125,000 | 0.2% | 3 |
| PAGAYA TECHNOLOGIES LTD | [PGY](https://holderbook.com/stocks/PGY/) | $2.3M | 125,000 | 0.2% | 1 |
| TRIPADVISOR INC | [TRIP](https://holderbook.com/stocks/TRIP/) | $2.3M | 166,000 | 0.2% | 1 |
| HA SUSTAINABLE INFRA CAP INC | [HASI](https://holderbook.com/stocks/HASI/) | $2.1M | 55,000 | 0.2% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +42.7% | +14.8% | +27.8% | 90% |
| Q1 2026 | +2.9% | -4.6% | +7.5% | 91% |
| Q4 2025 | +10.7% | +2.4% | +8.3% | 88% |
| Q3 2025 | +18.8% | +7.8% | +10.9% | 95% |
| Q2 2025 | +28.7% | +10.5% | +18.2% | 86% |
| Q1 2025 | -15.3% | -4.6% | -10.8% | 88% |
| Q4 2024 | +1.5% | +2.1% | -0.6% | 87% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 90% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $960.2M | 136 |
| Q1 2026 | $784.4M | 127 |
| Q4 2025 | $911.1M | 124 |
| Q3 2025 | $808.7M | 111 |
| Q2 2025 | $760.6M | 128 |
| Q1 2025 | $522.4M | 109 |
| Q4 2024 | $630.6M | 115 |
| Q3 2024 | $608.0M | 114 |
| Q2 2024 | $680.8M | 117 |
| Q1 2024 | $696.1M | 124 |
| Q4 2023 | $647.9M | 116 |
| Q3 2023 | $447.9M | 96 |