Investor
ARDSLEY ADVISORY PARTNERS LP
CIK 0000900529 · filed 2026-05-15 · SEC filing
13F book
$784.4M
Positions
117
48 new · 44 sold
Largest name
3.8%
United Therapeutics Corp Del
Est. mark
$9.8M
Price effect on 69 names still held. Flow −$138.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| United Therapeutics Corp Del | — | 50K | $29.6M | 3.8% | — | New |
| Broadcom Inc. | AVGO | 89.5K | $27.7M | 3.5% | −$3.07M | Added−$1.37M |
| Sandisk Corp | SNDK | 42K | $26.7M | 3.4% | $16.7M | Cut$13.4M |
| Amazon Com Inc | AMZN | 106K | $22.1M | 2.8% | −$1.22M | Added$9.61M |
| Arista Networks, Inc. | ANET | 173.7K | $21.3M | 2.7% | −$825K | Added$8.22M |
| Semtech Corp | SMTC | 258.8K | $19.9M | 2.5% | $758.4K | Added$2.43M |
| Modine Mfg Co | — | 91.1K | $19.7M | 2.5% | $299.5K | Added$19.3M |
| Sezzle Inc. | SEZL | 300K | $19M | 2.4% | −$45.3K | Added$3.44M |
| Teva Pharmaceutical Inds Ltd | — | 555K | $16.7M | 2.1% | −$604.9K | Cut−$1.39M |
| Meta Platforms, Inc. | META | 28K | $16M | 2.0% | −$175.8K | Added$14.7M |
| Sunrun Inc. | RUN | 1.14M | $15.4M | 2.0% | −$5.49M | Cut−$11.8M |
| Nvidia Corp | NVDA | 87.5K | $15.3M | 1.9% | −$1.06M | Cut−$8.05M |
| Terawulf Inc. | WULF | 1.05M | $15.1M | 1.9% | $3.06M | Cut$1.73M |
| Brightspring Health Svcs Inc | — | 350K | $14.9M | 1.9% | $1.81M | Held |
| Shoals Technologies Group In | — | 2.26M | $14.9M | 1.9% | −$48K | Added$14.7M |
| Viavi Solutions Inc. | VIAV | 400K | $13.3M | 1.7% | $6.19M | Cut$5.48M |
| Ebay Inc | EBAY | 140.5K | $12.8M | 1.6% | $333.2K | Added$5.38M |
| Alps Etf Tr | — | 200K | $10.5M | 1.3% | — | New |
| Nu Hldgs Ltd | — | 675K | $9.7M | 1.2% | −$1.51M | Added−$1.01M |
| Boston Scientific Corp | BSX | 150K | $9.41M | 1.2% | — | New |
| Alphabet Inc | — | 30K | $8.61M | 1.1% | −$808.2K | Cut−$9.28M |
| Applied Matls Inc | — | 25K | $8.54M | 1.1% | — | New |
| Equinix Inc | EQIX | 7.95K | $7.79M | 1.0% | — | New |
| Alamos Gold Inc New | AGI | 175K | $7.78M | 1.0% | $1.02M | Cut−$3.8M |
| ServiceNow, Inc. | NOW | 72.5K | $7.58M | 1.0% | −$574.3K | Added$5.77M |
| Lattice Semiconductor Corp | LSCC | 81.5K | $7.56M | 1.0% | $1.56M | Cut$1.23M |
| Hut 8 Corp. | HUT | 150K | $7.04M | 0.9% | $145.5K | Cut−$9.5M |
| Avery Dennison Corp | AVY | 40K | $6.91M | 0.9% | −$193.2K | Added$3.09M |
| Select Sector Spdr Tr | — | 150K | $6.88M | 0.9% | $312K | Added$2.6M |
| Zoom Communications, Inc. | ZM | 83K | $6.7M | 0.9% | — | New |
| Verizon Communications Inc | VZ | 130K | $6.53M | 0.8% | — | New |
| GeneDx Holdings Corp. | WGS | 100K | $6.42M | 0.8% | −$3.62M | Added−$731.3K |
| Cvs Health Corp | CVS | 85K | $6.1M | 0.8% | −$640.9K | Held |
| Alaska Air Group, Inc. | ALK | 165K | $6.07M | 0.8% | — | New |
| Mirion Technologies, Inc. | MIR | 325K | $6.04M | 0.8% | −$1.57M | Held |
| Twilio Inc | TWLO | 47.2K | $5.94M | 0.8% | −$775K | Cut−$2.95M |
| Cipher Mining Inc | CIFR | 450K | $5.79M | 0.7% | — | New |
| Box Inc | — | 236K | $5.58M | 0.7% | — | New |
| Clearway Energy, Inc. | CWEN | 140K | $5.5M | 0.7% | $844.2K | Cut$511.6K |
| Okta, Inc. | OKTA | 67.6K | $5.32M | 0.7% | — | New |
| Skeena Res Ltd New | — | 175K | $5.2M | 0.7% | — | New |
| BWX Technologies, Inc. | BWXT | 25K | $5.11M | 0.7% | $791.3K | Held |
| Analog Devices Inc | ADI | 16K | $5.09M | 0.6% | — | New |
| XPLR Infrastructure, LP | XIFR | 475K | $5.04M | 0.6% | $279K | Added$544.5K |
| Denison Mines Corp. | DNN | 1.4M | $4.94M | 0.6% | $1.22M | Cut−$5.96M |
| Micron Technology Inc | MU | 14K | $4.73M | 0.6% | — | New |
| Eli Lilly & Co | LLY | 5K | $4.6M | 0.6% | −$774.6K | Cut−$38.4M |
| Lumentum Hldgs Inc | — | 6.2K | $4.36M | 0.6% | $2.08M | Cut−$25.1M |
| Anterix Inc. | ATEX | 110K | $4.2M | 0.5% | — | New |
| Veracyte, Inc. | VCYT | 125K | $4.03M | 0.5% | −$1.24M | Held |
| Roku, Inc | ROKU | 41.5K | $3.93M | 0.5% | −$124.7K | Added$2.95M |
| Fluor Corp New | FLR | 82.5K | $3.85M | 0.5% | $561.5K | Added$678.8K |
| Netflix Inc | NFLX | 40K | $3.85M | 0.5% | $14.2K | Added$3.28M |
| Adma Biologics, Inc. | ADMA | 425K | $3.83M | 0.5% | — | New |
| Honeywell Intl Inc | — | 16.5K | $3.73M | 0.5% | — | New |
| Profound Med Corp | — | 575K | $3.73M | 0.5% | −$625.5K | Added$184.5K |
| Williams Cos Inc | — | 50K | $3.64M | 0.5% | $633.5K | Held |
| Transalta Corp | — | 275K | $3.62M | 0.5% | $89.7K | Added$1.34M |
| NexGen Energy Ltd. | NXE | 300K | $3.48M | 0.4% | $720.9K | Cut−$6.87M |
| Brookdale Sr Living Inc | — | 250K | $3.42M | 0.4% | — | New |
| Ormat Technologies, Inc. | ORA | 30K | $3.36M | 0.4% | $43.5K | Held |
| Enphase Energy, Inc. | ENPH | 85K | $3.21M | 0.4% | $214.1K | Added$2.01M |
| Microsoft Corp | MSFT | 8K | $2.96M | 0.4% | −$909.1K | Cut−$7.78M |
| Bellring Brands, Inc. | BRBR | 175K | $2.82M | 0.4% | −$1.86M | Cut−$3.6M |
| Arm Holdings Plc | — | 18K | $2.72M | 0.3% | — | New |
| Fluence Energy, Inc. | FLNC | 185K | $2.55M | 0.3% | — | New |
| Ramaco Res Inc | — | 160K | $2.47M | 0.3% | −$76.2K | Added$1.93M |
| Tic Solutions Inc | — | 375K | $2.47M | 0.3% | −$529.5K | Added$951K |
| Cameco Corp | CCJ | 22.5K | $2.44M | 0.3% | $385.2K | Cut−$758.4K |
| Intel Corp | INTC | 53K | $2.34M | 0.3% | $371.8K | Added$460.2K |
| Wolfspeed, Inc. | WOLF | 140K | $2.29M | 0.3% | −$149.8K | Cut−$585K |
| Cloudflare, Inc. | NET | 10.8K | $2.23M | 0.3% | — | New |
| Teradyne, Inc | TER | 7.5K | $2.22M | 0.3% | $771.7K | Cut−$9.39M |
| Orion Group Hldgs Inc | — | 200K | $2.18M | 0.3% | $192K | Cut−$1.8M |
| Invesco Exchange Traded Fd T | — | 11K | $2.11M | 0.3% | — | New |
| Amprius Technologies Inc | — | 125K | $2.11M | 0.3% | — | New |
| Fortinet, Inc. | FTNT | 25.6K | $2.09M | 0.3% | — | New |
| Upwork, Inc | UPWK | 190K | $2.08M | 0.3% | — | New |
| F5, Inc. | FFIV | 7.1K | $2.05M | 0.3% | — | New |
| Ha Sustainable Infra Cap Inc | — | 55K | $2.02M | 0.3% | $292.6K | Held |
| Diodes Inc | — | 29.5K | $2.01M | 0.3% | — | New |
| Uber Technologies, Inc | UBER | 24.5K | $1.76M | 0.2% | — | New |
| Bloom Energy Corp | BE | 13K | $1.75M | 0.2% | $623K | Cut−$2.68M |
| Advanced Micro Devices Inc | AMD | 8K | $1.63M | 0.2% | — | New |
| Advanced Energy Inds | — | 5K | $1.61M | 0.2% | $566.7K | Cut−$13.7M |
| Mastec Inc | MTZ | 5K | $1.61M | 0.2% | $521.9K | Cut−$1.65M |
| Aldeyra Therapeutics, Inc. | ALDX | 950K | $1.61M | 0.2% | −$3.32M | Cut−$5.91M |
| Eqt Corp | EQT | 25K | $1.59M | 0.2% | $251K | Held |
| Eos Energy Enterprises Inc | — | 300K | $1.49M | 0.2% | −$1.95M | Cut−$4.87M |
| Dynatrace, Inc. | DT | 40K | $1.48M | 0.2% | — | New |
| Energy Transfer L P | — | 75K | $1.44M | 0.2% | $68K | Added$1.03M |
| Sunopta Inc | — | 220K | $1.43M | 0.2% | $589.6K | Cut−$1.2M |
| Constellation Energy Corp | CEG | 5K | $1.39M | 0.2% | — | New |
| Itron, Inc. | ITRI | 15K | $1.34M | 0.2% | −$45.2K | Added$44.4K |
| Energy Svcs Acquisition Corp | — | 100K | $1.31M | 0.2% | $248K | Added$904.5K |
| Sunpower Inc | — | 960K | $1.22M | 0.2% | −$156K | Added$402.8K |
| Impinj Inc | PI | 11.5K | $1.18M | 0.2% | −$463.5K | Added$50K |
| Texas Instrs Inc | — | 6K | $1.16M | 0.1% | $123.9K | Cut−$9.24M |
| Select Sector Spdr Tr | — | 23K | $1.14M | 0.1% | — | New |
| Comstock Inc. | LODE | 350K | $1.07M | 0.1% | — | New |
| Magnite, Inc. | MGNI | 78K | $926.6K | 0.1% | — | New |
| Plexus Corp | PLXS | 4.5K | $911.4K | 0.1% | — | New |
| Criteo S.A. | CRTO | 50.5K | $905.5K | 0.1% | — | New |
| American Superconductor Corp | — | 25K | $846.3K | 0.1% | — | New |
| Mp Materials Corp | — | 15K | $723.8K | 0.1% | — | New |
| Array Technologies, Inc. | ARRY | 100K | $723K | 0.1% | −$49.8K | Added$492.5K |
| Himax Technologies, Inc. | HIMX | 79K | $621.7K | 0.1% | — | New |
| SentinelOne, Inc. | S | 46K | $592.5K | 0.1% | — | New |
| Disney Walt Co | — | 6K | $578.2K | 0.1% | — | New |
| TaskUs, Inc. | TASK | 65K | $436.1K | 0.1% | — | New |
| Lsb Inds Inc | — | 25K | $372.5K | 0.0% | — | New |
| Liveramp Hldgs Inc | — | 14K | $371.3K | 0.0% | — | New |
| Ivanhoe Electric Inc. | IE | 25K | $295.5K | 0.0% | — | New |
| Fuelcell Energy Inc | — | 45K | $293.9K | 0.0% | — | New |
| Albemarle Corp | — | 1.5K | $269.3K | 0.0% | — | New |
| Bioceres Crop Solutions Corp. | BIOX | 475K | $211.3K | 0.0% | −$410.9K | Held |
| Teradata Corp Del | — | 8K | $205K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.