Ardsley Advisory Partners LP

13F filer · CIK 0000900529

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$960MU.S. long equity reported on 13F

Positions12958 new · 42 closed

Net flow last quarter-$1.63MBuys minus sells

Top 10 positions weight30.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026129 positions
SNDKSandisk Corp	$56.7M	5.90%	0.02%	-40.5%	Q2 2014
AMDAdvanced Micro Devices Inc	$54M	5.63%	0.01%	+1062.5%	Q3 2013
SEZLSezzle Inc.	$36.9M	3.84%	0.64%	-28.3%	Q4 2025
WULFTerawulf Inc.	$23.7M	2.47%	0.19%	-8.0%	Q2 2024
BTSGBrightSpring Health Services, Inc.	$22.7M	2.36%	0.16%	-7.1%	Q2 2025
EBAYEbay Inc	$22.3M	2.32%	0.05%	+43.1%	Q2 2013
RUNSunrun Inc.	$21.4M	2.23%	0.67%	+41.0%	Q1 2016
VIAVViavi Solutions Inc.	$18.6M	1.94%	0.16%	-2.5%	Q3 2016
PEverpure, Inc.	$18.3M	1.91%	0.07%	Not reported	Q4 2016
ARMArm Holdings PLC	$16.6M	1.73%	0.00%	+161.1%	Q1 2024
SHLSShoals Technologies Group, Inc.	$16.5M	1.72%	Not reported	-26.3%	Q2 2023
AMZNAmazon Com Inc	$16.4M	1.71%	0.00%	-34.9%	Q1 2015
UTHRUNITED THERAPEUTICS Corp	$16.3M	1.69%	0.07%	-40.0%	Q2 2023
TEVATeva Pharmaceutical Industries Ltd	$15.8M	1.64%	0.04%	-16.2%	Q4 2015
GOOGAlphabet Inc.	$15.3M	1.60%	Not reported	+45.0%	Q4 2015
PANWPalo Alto Networks Inc	$14.6M	1.52%	0.01%	Not reported	Q3 2015
TWLOTwilio Inc	$14.2M	1.48%	0.05%	+46.2%	Q3 2018
PRIMPrimoris Services Corp	$13.4M	1.39%	0.25%	Not reported	Q2 2013
AAPLApple Inc.	$13M	1.35%	0.00%	Not reported	Q3 2013
ZMZoom Communications, Inc.	$12.5M	1.30%	Not reported	+74.7%	Q1 2026
MODModine Manufacturing Co	$12M	1.25%	0.09%	-50.6%	Q2 2023
ONTOOnto Innovation Inc.	$11.9M	1.24%	0.06%	Not reported	Q2 2024
SNXTD Synnex Corp	$11.6M	1.21%	0.05%	Not reported	Q1 2022
ENPHEnphase Energy, Inc.	$10.8M	1.12%	0.17%	+158.8%	Q1 2017
ALGTAllegiant Travel CO	$10.6M	1.10%	0.49%	New	Q2 2026
OKTAOkta, Inc.	$10.4M	1.09%	Not reported	+13.2%	Q4 2017
EQIXEquinix Inc	$10.4M	1.09%	0.01%	+25.8%	Q1 2026
HUTHut 8 Corp.	$10.4M	1.08%	0.07%	-40.0%	Q3 2024
OSCROscar Health, Inc.	$9.98M	1.04%	Not reported	Not reported	Q4 2023
BEBloom Energy Corp	$9.4M	0.98%	0.01%	+138.5%	Q2 2019
CIFRCipher Digital Inc.	$9.18M	0.96%	0.09%	-16.7%	Q2 2024
NUNu Holdings Ltd.	$9M	0.94%	Not reported	Not reported	Q2 2025
CBRSCerebras Systems Inc.	$8.66M	0.90%	Not reported	New	Q2 2026
LITELumentum Holdings Inc.	$8.53M	0.89%	0.01%	+61.3%	Q3 2016
RELYRemitly Global, Inc.	$8.4M	0.88%	0.18%	Not reported	Q2 2025
DVNDevon Energy Corp	$8.26M	0.86%	0.03%	Not reported	Q2 2014
AVGOBroadcom Inc.	$7.93M	0.83%	0.00%	-76.5%	Q1 2016
ALKAlaska Air Group, Inc.	$7.83M	0.82%	0.13%	-9.1%	Q4 2023
GLWCorning Inc	$7.66M	0.80%	0.00%	Not reported	Q2 2024
FLRFluor Corp	$7.47M	0.78%	0.11%	+72.7%	Q1 2022
VRTXVertex Pharmaceuticals Inc / Ma	$7.45M	0.78%	0.01%	Not reported	Q2 2016
VCYTVeracyte, Inc.	$7.34M	0.76%	0.16%	Not reported	Q4 2025
SMTCSemtech Corp	$7.28M	0.76%	0.05%	-82.6%	Q3 2016
JAZZJazz Pharmaceuticals plc	$7.23M	0.75%	0.05%	Not reported	Q2 2013
GSMFerroglobe PLC	$6.95M	0.72%	1.17%	Not reported	Q1 2016
AKAMAkamai Technologies Inc	$6.62M	0.69%	0.04%	Not reported	Q1 2018
VZVerizon Communications Inc	$6.57M	0.68%	0.00%	+19.2%	Q1 2026
BOXBox Inc	$6.37M	0.66%	0.17%	+1.7%	Q3 2017
MCHPMicrochip Technology Inc	$6.34M	0.66%	0.01%	Not reported	Q3 2022
SLBSLB Limited	$6.28M	0.65%	0.01%	Not reported	Q1 2021

Q1 2026Reported May 15, 2026113 positions
UTHRUNITED THERAPEUTICS Corp	$29.6M	3.78%	0.12%	Not reported	Q2 2023
AVGOBroadcom Inc.	$27.7M	3.53%	0.00%	+6.6%	Q1 2016
SNDKSandisk Corp	$26.7M	3.41%	0.03%	-25.0%	Q2 2014
AMZNAmazon Com Inc	$22.1M	2.81%	0.00%	+96.3%	Q1 2015
ANETArista Networks, Inc.	$21.3M	2.72%	0.01%	+73.7%	Q2 2022
SMTCSemtech Corp	$19.9M	2.54%	0.28%	+9.2%	Q3 2016
MODModine Manufacturing Co	$19.7M	2.52%	0.17%	+2430.6%	Q2 2023
SEZLSezzle Inc.	$19M	2.42%	0.89%	+22.5%	Q4 2025
TEVATeva Pharmaceutical Industries Ltd	$16.7M	2.13%	0.05%	-4.3%	Q4 2015
METAMeta Platforms, Inc.	$16M	2.04%	Not reported	+1300.0%	Q1 2015
RUNSunrun Inc.	$15.4M	1.96%	0.48%	-23.3%	Q1 2016
NVDANvidia Corp	$15.3M	1.95%	0.00%	-30.0%	Q4 2013
WULFTerawulf Inc.	$15.1M	1.93%	0.25%	-9.9%	Q2 2024
BTSGBrightSpring Health Services, Inc.	$14.9M	1.90%	0.18%	Not reported	Q2 2025
SHLSShoals Technologies Group, Inc.	$14.9M	1.90%	Not reported	+8940.0%	Q2 2023
VIAVViavi Solutions Inc.	$13.3M	1.70%	0.17%	-9.1%	Q3 2016
EBAYEbay Inc	$12.8M	1.63%	0.03%	+65.3%	Q2 2013
NUNu Holdings Ltd.	$9.7M	1.24%	Not reported	+5.5%	Q2 2025
BSXBoston Scientific Corp	$9.41M	1.20%	0.01%	Not reported	Q4 2013
GOOGAlphabet Inc.	$8.61M	1.10%	Not reported	-47.4%	Q4 2015
AMATApplied Materials Inc	$8.54M	1.09%	0.00%	Not reported	Q2 2014
EQIXEquinix Inc	$7.79M	0.99%	0.01%	New	Q1 2026
AGIAlamos Gold Inc	$7.78M	0.99%	0.04%	-41.7%	Q4 2023
NOWServiceNow, Inc.	$7.58M	0.97%	0.01%	+511.8%	Q3 2016
LSCCLattice Semiconductor Corp	$7.56M	0.96%	0.06%	-5.2%	Q3 2024
HUTHut 8 Corp.	$7.04M	0.90%	0.13%	-58.3%	Q3 2024
AVYAvery Dennison Corp	$6.91M	0.88%	0.05%	+90.5%	Q4 2025
ZMZoom Communications, Inc.	$6.7M	0.85%	Not reported	New	Q1 2026
VZVerizon Communications Inc	$6.53M	0.83%	0.00%	New	Q1 2026
WGSGeneDx Holdings Corp.	$6.42M	0.82%	0.34%	+81.8%	Q2 2025
CVSCVS HEALTH Corp	$6.1M	0.78%	0.01%	Not reported	Q1 2014
ALKAlaska Air Group, Inc.	$6.07M	0.77%	0.15%	Not reported	Q4 2023
MIRMirion Technologies, Inc.	$6.04M	0.77%	1.73%	Not reported	Q2 2023
TWLOTwilio Inc	$5.94M	0.76%	0.03%	-24.5%	Q3 2018
CIFRCipher Digital Inc.	$5.79M	0.74%	0.11%	Not reported	Q2 2024
BOXBox Inc	$5.58M	0.71%	0.17%	Not reported	Q3 2017
CWENClearway Energy, Inc.	$5.5M	0.70%	0.07%	-6.7%	Q3 2019
OKTAOkta, Inc.	$5.32M	0.68%	Not reported	Not reported	Q4 2017
SKESkeena Resources Ltd	$5.2M	0.66%	0.14%	New	Q1 2026
BWXTBWX Technologies, Inc.	$5.11M	0.65%	0.03%	Not reported	Q2 2025
ADIAnalog Devices Inc	$5.09M	0.65%	0.00%	Not reported	Q2 2019
XIFRXPLR Infrastructure, LP	$5.04M	0.64%	0.50%	+5.6%	Q1 2015
DNNDenison Mines Corp.	$4.94M	0.63%	0.16%	-65.9%	Q2 2013
MUMicron Technology Inc	$4.73M	0.60%	0.00%	Not reported	Q3 2013
LLYELI LILLY & Co	$4.6M	0.59%	0.00%	-87.5%	Q4 2013
LITELumentum Holdings Inc.	$4.36M	0.56%	0.01%	-92.3%	Q3 2016
ATEXAnterix Inc.	$4.2M	0.54%	0.58%	New	Q1 2026
VCYTVeracyte, Inc.	$4.03M	0.51%	0.16%	Not reported	Q4 2025
ROKURoku, Inc	$3.93M	0.50%	0.03%	+361.1%	Q2 2018
FLRFluor Corp	$3.85M	0.49%	0.06%	+3.1%	Q1 2022

Q4 2025Reported Feb 17, 2026111 positions
LLYELI LILLY & Co	$43M	4.72%	0.00%	Not reported	Q4 2013
FSLRFirst Solar, Inc.	$30.7M	3.37%	0.11%	-8.9%	Q2 2013
LITELumentum Holdings Inc.	$29.5M	3.24%	0.11%	-7.0%	Q3 2016
AVGOBroadcom Inc.	$29.1M	3.19%	0.00%	+38.8%	Q1 2016
RUNSunrun Inc.	$27.2M	2.99%	0.63%	-7.5%	Q1 2016
NVDANvidia Corp	$23.3M	2.56%	0.00%	+58.2%	Q4 2013
ARGXArgenx SE	$20.2M	2.22%	0.04%	+60.0%	Q3 2025
SLViShares Silver Trust	$19M	2.08%	0.05%	+47.5%	Q1 2016
TEVATeva Pharmaceutical Industries Ltd	$18.1M	1.99%	0.05%	+16.0%	Q4 2015
GOOGAlphabet Inc.	$17.9M	1.96%	Not reported	-26.9%	Q4 2015
SMTCSemtech Corp	$17.5M	1.92%	0.26%	+196.3%	Q3 2016
TELTE Connectivity plc	$16.7M	1.84%	0.03%	Not reported	Q2 2014
HUTHut 8 Corp.	$16.5M	1.82%	0.33%	-55.0%	Q3 2024
SEZLSezzle Inc.	$15.6M	1.71%	0.72%	New	Q4 2025
AEISAdvanced Energy Industries Inc	$15.3M	1.68%	0.19%	+64.0%	Q3 2024
WULFTerawulf Inc.	$13.4M	1.47%	0.28%	-2.9%	Q2 2024
SNDKSandisk Corp	$13.3M	1.46%	0.04%	-44.0%	Q2 2014
BTSGBrightSpring Health Services, Inc.	$13.1M	1.44%	0.18%	-22.2%	Q2 2025
ANETArista Networks, Inc.	$13.1M	1.44%	0.01%	+194.1%	Q2 2022
SHOPShopify Inc.	$12.6M	1.39%	0.02%	-5.8%	Q4 2015
AMZNAmazon Com Inc	$12.5M	1.37%	0.00%	-28.5%	Q1 2015
TERTeradyne, Inc	$11.6M	1.27%	0.04%	-31.8%	Q3 2023
AGIAlamos Gold Inc	$11.6M	1.27%	0.07%	-7.7%	Q4 2023
DNNDenison Mines Corp.	$10.9M	1.20%	0.45%	+105.0%	Q2 2013
MSFTMicrosoft Corp	$10.7M	1.18%	0.00%	-40.0%	Q4 2013
NUNu Holdings Ltd.	$10.7M	1.18%	Not reported	+2.4%	Q2 2025
TXNTexas Instruments Inc	$10.4M	1.14%	0.01%	Not reported	Q3 2013
NXENexGen Energy Ltd.	$10.3M	1.14%	0.17%	+350.0%	Q4 2020
GSMFerroglobe PLC	$9.84M	1.08%	1.13%	Not reported	Q1 2016
TWLOTwilio Inc	$8.89M	0.98%	0.04%	Not reported	Q3 2018
CRMSalesforce, Inc.	$8.73M	0.96%	0.00%	+450.0%	Q3 2013
MDBMongoDB, Inc.	$8.69M	0.95%	0.03%	Not reported	Q2 2023
JAZZJazz Pharmaceuticals plc	$8.5M	0.93%	0.08%	Not reported	Q2 2013
VIAVViavi Solutions Inc.	$7.84M	0.86%	0.19%	Not reported	Q3 2016
MIRMirion Technologies, Inc.	$7.61M	0.84%	1.73%	-1.0%	Q2 2023
ALDXAldeyra Therapeutics, Inc.	$7.51M	0.82%	2.41%	-23.7%	Q2 2017
EBAYEbay Inc	$7.4M	0.81%	0.02%	+44.1%	Q2 2013
PANWPalo Alto Networks Inc	$7.37M	0.81%	0.01%	+27.8%	Q3 2015
WGSGeneDx Holdings Corp.	$7.15M	0.79%	0.19%	-8.3%	Q2 2025
ONTOOnto Innovation Inc.	$6.87M	0.75%	0.09%	+7.4%	Q2 2024
SANMSanmina Corp	$6.78M	0.74%	0.08%	Not reported	Q1 2024
CVSCVS HEALTH Corp	$6.75M	0.74%	0.01%	-15.0%	Q1 2014
BRBRBellring Brands, Inc.	$6.42M	0.70%	0.20%	Not reported	Q1 2023
EOSEEos Energy Enterprises, Inc.	$6.36M	0.70%	0.16%	-65.3%	Q1 2022
LSCCLattice Semiconductor Corp	$6.33M	0.69%	0.06%	-24.9%	Q3 2024
ORCLOracle Corp	$5.85M	0.64%	0.00%	-64.7%	Q1 2015
RHRH	$5.37M	0.59%	0.16%	New	Q4 2025
VCYTVeracyte, Inc.	$5.26M	0.58%	0.16%	New	Q4 2025
CWENClearway Energy, Inc.	$4.99M	0.55%	0.07%	+20.0%	Q3 2019
THCTenet Healthcare Corp	$4.97M	0.55%	0.03%	-28.6%	Q4 2014

Q3 2025Reported Nov 14, 202599 positions
FSLRFirst Solar, Inc.	$28.4M	3.52%	0.12%	+760.0%	Q2 2013
HUTHut 8 Corp.	$27.8M	3.44%	0.75%	+52.4%	Q3 2024
RUNSunrun Inc.	$27.7M	3.42%	0.69%	+416.1%	Q1 2016
ORCLOracle Corp	$23.9M	2.95%	0.00%	-15.0%	Q1 2015
AVGOBroadcom Inc.	$20M	2.47%	0.00%	-21.4%	Q1 2016
MSFTMicrosoft Corp	$19.1M	2.36%	0.00%	-11.9%	Q4 2013
GOOGAlphabet Inc.	$19M	2.35%	Not reported	+34.5%	Q4 2015
EOSEEos Energy Enterprises, Inc.	$18.1M	2.24%	0.57%	Not reported	Q1 2022
AMZNAmazon Com Inc	$16.6M	2.05%	0.00%	+19.8%	Q1 2015
ARMArm Holdings PLC	$15.3M	1.89%	0.01%	+0.5%	Q1 2024
NVDANvidia Corp	$14.7M	1.82%	0.00%	-47.7%	Q4 2013
LITELumentum Holdings Inc.	$14M	1.73%	0.12%	Not reported	Q3 2016
GLWCorning Inc	$13.8M	1.70%	0.02%	+10.5%	Q2 2024
WULFTerawulf Inc.	$13.7M	1.70%	0.27%	-27.3%	Q2 2024
BTSGBrightSpring Health Services, Inc.	$13.3M	1.64%	0.25%	+200.0%	Q2 2025
SIMOSilicon Motion Technology CORP	$12.6M	1.56%	0.10%	Not reported	Q4 2021
SHOPShopify Inc.	$12.4M	1.53%	0.02%	+40.1%	Q4 2015
TERTeradyne, Inc	$12.1M	1.50%	0.06%	+453.5%	Q3 2023
AGIAlamos Gold Inc	$11.3M	1.40%	0.08%	Not reported	Q4 2023
SNDKSandisk Corp	$11.2M	1.39%	0.07%	Not reported	Q2 2014
ARGXArgenx SE	$11.1M	1.37%	0.02%	New	Q3 2025
TEVATeva Pharmaceutical Industries Ltd	$10.1M	1.25%	0.04%	+25.0%	Q4 2015
NUNu Holdings Ltd.	$10M	1.24%	Not reported	+25.0%	Q2 2025
ALDXAldeyra Therapeutics, Inc.	$9.92M	1.23%	3.16%	-7.3%	Q2 2017
OKTAOkta, Inc.	$9.72M	1.20%	Not reported	Not reported	Q4 2017
AAOIApplied Optoelectronics, Inc.	$9.56M	1.18%	0.54%	Not reported	Q4 2013
XIFRXPLR Infrastructure, LP	$8.95M	1.11%	0.94%	+20.6%	Q1 2015
RIOTRiot Platforms, Inc.	$8.56M	1.06%	0.12%	+38.5%	Q4 2023
SLViShares Silver Trust	$8.47M	1.05%	0.04%	Not reported	Q1 2016
LSCCLattice Semiconductor Corp	$8.4M	1.04%	0.08%	+76.2%	Q3 2024
PEverpure, Inc.	$8.38M	1.04%	0.03%	Not reported	Q4 2016
MIRMirion Technologies, Inc.	$7.63M	0.94%	1.75%	-29.1%	Q2 2023
AEISAdvanced Energy Industries Inc	$7.57M	0.94%	0.12%	+27.1%	Q3 2024
CVSCVS HEALTH Corp	$7.54M	0.93%	0.01%	-9.1%	Q1 2014
BWXTBWX Technologies, Inc.	$7.37M	0.91%	0.04%	-52.9%	Q2 2025
THCTenet Healthcare Corp	$7.11M	0.88%	0.04%	Not reported	Q4 2014
OSCROscar Health, Inc.	$7.1M	0.88%	Not reported	Not reported	Q4 2023
WGSGeneDx Holdings Corp.	$6.46M	0.80%	0.21%	-25.0%	Q2 2025
PANWPalo Alto Networks Inc	$6.37M	0.79%	0.00%	+60.5%	Q3 2015
ADMAAdma Biologics, Inc.	$6.23M	0.77%	0.18%	+6.3%	Q2 2018
STKLSunOpta Inc.	$5.98M	0.74%	0.86%	Not reported	Q2 2013
APPAppLovin Corp	$5.75M	0.71%	0.00%	Not reported	Q3 2021
SMTCSemtech Corp	$5.72M	0.71%	0.09%	Not reported	Q3 2016
FLRFluor Corp	$5.68M	0.70%	0.08%	-83.0%	Q1 2022
DNNDenison Mines Corp.	$5.5M	0.68%	0.22%	Not reported	Q2 2013
DKNGDraftKings Inc.	$5.42M	0.67%	Not reported	+16.0%	Q3 2020
EBAYEbay Inc	$5.37M	0.66%	0.01%	Not reported	Q2 2013
ONTOOnto Innovation Inc.	$5.23M	0.65%	0.08%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$5.08M	0.63%	0.00%	Not reported	Q3 2021
ANETArista Networks, Inc.	$4.95M	0.61%	0.00%	-84.4%	Q2 2022

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