Ardsley Advisory Partners LP
Ardsley Advisory Partners LP reported 130 US-listed holdings worth $921.1 million in its 13F for the quarter ended 30 June 2026, filed 13 July 2026. Its largest: Sandisk Corp. (6.2%), Advanced Micro Devices Inc. (5.9%) and Sezzle Inc. (4.0%). Against the quarter before, it opened 58 positions, added to 28, trimmed 31 and sold out of 45.
Reported holdings$921.1M+40.3% on Q1 2026
Positions130+13 on Q1 2026
The largest ten31.6%of its reported holdings
Latest 13FQ2 2026filed 13 July 2026
OpenedAdded toTrimmed
The 14 largest of its 130 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +113.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 58Added 28Held 13Trimmed 31Sold out 45
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 58
- Everpure, Inc. P$18.3 million
- Palo Alto Networks Inc. PANW$14.6 million
- Primoris Services Corp. PRIM$13.4 million
- Apple Inc. AAPL$13.0 million
- Onto Innovation Inc. ONTO$11.9 million
- TD Synnex Corp. SNX$11.6 million
- Allegiant Travel Co. ALGT$10.6 million
- Oscar Health Inc. Class A OSCR$10.0 million
and 50 more in the table below
Added to 28
- Advanced Micro Devices Inc. AMD+85,000 shares · +1062%
- Arm Holdings plc ARM+29,000 shares · +161%
- Ebay Inc. EBAY+60,500 shares · +43%
- Enphase Energy, Inc. ENPH+135,000 shares · +159%
- Sunrun Inc. RUN+465,000 shares · +41%
- Bloom Energy Corp. BE+18,000 shares · +138%
- Zoom Video Communications in ZM+62,000 shares · +75%
- Alphabet Inc. GOOG+13,500 shares · +45%
and 20 more in the table below
Trimmed 31
- Sandisk Corp. SNDK-17,000 shares · -40%
- Semtech Corp. SMTC-213,750 shares · -83%
- Broadcom Inc. AVGO-68,500 shares · -77%
- Sezzle Inc. SEZL-85,000 shares · -28%
- Modine Manufacturing Co MOD-46,100 shares · -51%
- United Therapeutics Corp. UTHR-20,000 shares · -40%
- Amazon.com Inc. AMZN-37,000 shares · -35%
- Hut 8 Corp. HUT-60,000 shares · -40%
and 23 more in the table below
Sold out of 45
- Arista Networks, Inc. ANET$21.3 million last quarter
- Meta Platforms, Inc. META$16.0 million last quarter
- NVIDIA Corp. NVDA$15.3 million last quarter
- Boston Scientific Corp. BSX$9.4 million last quarter
- Applied Materials Inc. AMAT$8.5 million last quarter
- Lattice Semiconductor Corp. LSCC$7.6 million last quarter
- Select Sector SPDR Trust XLU$6.9 million last quarter
- Analog Devices Inc. ADI$5.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Sandisk Corp. SNDK | 25.0K | $56.7 million | 6.15% | -17.0K |
| Advanced Micro Devices Inc. AMD | 93.0K | $54.0 million | 5.87% | +85.0K |
| Sezzle Inc. SEZL | 215.0K | $36.9 million | 4.01% | -85.0K |
| Terawulf Inc. WULF | 966.0K | $23.7 million | 2.57% | -84.0K |
| BrightSpring Health Services, Inc. BTSG | 325.0K | $22.7 million | 2.46% | -25.0K |
| Ebay Inc. EBAY | 201.0K | $22.3 million | 2.42% | +60.5K |
| Sunrun Inc. RUN | 1.6M | $21.4 million | 2.32% | +465.0K |
| Viavi Solutions Inc. VIAV | 390.0K | $18.6 million | 2.02% | -10.0K |
| Everpure, Inc. P | 233.0K | $18.3 million | 1.99% | new |
| Arm Holdings plc ARM | 47.0K | $16.6 million | 1.80% | +29.0K |
| Shoals Technologies Group in SHLS | 1.7M | $16.5 million | 1.79% | -595.0K |
| Amazon.com Inc. AMZN | 69.0K | $16.4 million | 1.79% | -37.0K |
| United Therapeutics Corp. UTHR | 30.0K | $16.3 million | 1.76% | -20.0K |
| Teva Pharmaceutical Industries Ltd. TEVA | 465.0K | $15.8 million | 1.71% | -90.0K |
| Alphabet Inc. GOOG | 43.5K | $15.3 million | 1.67% | +13.5K |
| Palo Alto Networks Inc. PANW | 43.0K | $14.6 million | 1.59% | new |
| Twilio Inc. TWLO | 69.0K | $14.2 million | 1.55% | +21.8K |
| Primoris Services Corp. PRIM | 135.0K | $13.4 million | 1.45% | new |
| Apple Inc. AAPL | 45.0K | $13.0 million | 1.41% | new |
| Zoom Video Communications in ZM | 145.0K | $12.5 million | 1.36% | +62.0K |
| Modine Manufacturing Co MOD | 45.0K | $12.0 million | 1.30% | -46.1K |
| Onto Innovation Inc. ONTO | 31.5K | $11.9 million | 1.29% | new |
| TD Synnex Corp. SNX | 43.5K | $11.6 million | 1.26% | new |
| Enphase Energy, Inc. ENPH | 220.0K | $10.8 million | 1.17% | +135.0K |
| Allegiant Travel Co. ALGT | 90.0K | $10.6 million | 1.15% | new |
| Okta, Inc. OKTA | 76.5K | $10.4 million | 1.13% | +8.9K |
| Equinix Inc. EQIX | 10.0K | $10.4 million | 1.13% | +2.0K |
| Hut 8 Corp. HUT | 90.0K | $10.4 million | 1.13% | -60.0K |
| Alps ETF Trust AMLP | 200.0K | $10.4 million | 1.13% | no change |
| Oscar Health Inc. Class A OSCR | 350.0K | $10.0 million | 1.08% | new |
| Bloom Energy Corp. BE | 31.0K | $9.4 million | 1.02% | +18.0K |
| Cipher Mining Inc. CIFR | 375.0K | $9.2 million | 1.00% | -75.0K |
| Nu Holdings Ltd. NU | 675.0K | $9.0 million | 0.98% | no change |
| Cerebras Systems Inc. Com Class A CBRS | 39.0K | $8.7 million | 0.94% | new |
| Lumentum Holdings Inc. LITE | 10.0K | $8.5 million | 0.93% | +3.8K |
| Remitly Global, Inc. RELY | 375.0K | $8.4 million | 0.91% | new |
| Devon Energy Corp. DVN | 200.0K | $8.3 million | 0.90% | new |
| Broadcom Inc. AVGO | 21.0K | $7.9 million | 0.86% | -68.5K |
| Alaska Air Group, Inc. ALK | 150.0K | $7.8 million | 0.85% | -15.0K |
| Corning Inc. GLW | 30.0K | $7.7 million | 0.83% | new |
| Fluor Corp. FLR | 142.5K | $7.5 million | 0.81% | +60.0K |
| Vertex Pharmaceuticals Inc. VRTX | 15.0K | $7.5 million | 0.81% | new |
| Veracyte, Inc. VCYT | 125.0K | $7.3 million | 0.80% | no change |
| Semtech Corp. SMTC | 45.0K | $7.3 million | 0.79% | -213.8K |
| Jazz Pharmaceuticals plc JAZZ | 30.0K | $7.2 million | 0.78% | new |
| Ferroglobe PLC GSM | 2.2M | $6.9 million | 0.75% | new |
| Akamai Technologies Inc. AKAM | 56.0K | $6.6 million | 0.72% | new |
| Verizon Communications Inc. VZ | 155.0K | $6.6 million | 0.71% | +25.0K |
| Box Inc. BOX | 240.0K | $6.4 million | 0.69% | +4.0K |
| Microchip Technology Inc. MCHP | 70.0K | $6.3 million | 0.69% | new |
| SLB Limited SLB | 135.0K | $6.3 million | 0.68% | new |
| Nextera Energy Partners LP XIFR | 525.0K | $6.2 million | 0.67% | +50.0K |
| Camtek Ltd CAMT | 37.0K | $6.0 million | 0.66% | new |
| Mirion Technologies, Inc. MIR | 325.0K | $5.8 million | 0.63% | no change |
| Salesforce, Inc. CRM | 36.0K | $5.6 million | 0.61% | new |
| Guardian Metal Res PLC GMTL | 400.0K | $5.6 million | 0.61% | new |
| Genedx Holdings Corp. WGS | 75.0K | $5.1 million | 0.56% | -25.0K |
| Applied Optoelectronics Inc. AAOI | 35.0K | $5.1 million | 0.56% | new |
| Adma Biologics, Inc. ADMA | 600.0K | $5.0 million | 0.55% | +175.0K |
| Clearway Energy, Inc. CWEN | 140.0K | $4.8 million | 0.52% | no change |
| Transalta Corp. TAC | 345.0K | $4.8 million | 0.52% | +70.0K |
| Impinj Inc. PI | 33.0K | $4.7 million | 0.51% | +21.5K |
| Borgwarner Inc. BWA | 70.0K | $4.6 million | 0.50% | new |
| Navan Inc. NAVN | 200.0K | $4.6 million | 0.50% | new |
| Globalfoundries Inc. GFS | 54.5K | $4.5 million | 0.49% | new |
| Flowserve Corp. FLS | 60.0K | $4.4 million | 0.48% | new |
| Fuelcell Energy Inc. Com New FCEL | 120.0K | $4.4 million | 0.47% | +75.0K |
| Lam Research Corp. LRCX | 10.0K | $4.3 million | 0.47% | new |
| CVS Health Corp. CVS | 40.0K | $4.1 million | 0.45% | -45.0K |
| Manhattan Associates Inc. MANH | 28.5K | $4.0 million | 0.43% | new |
| Global E Online Ltd GLBE | 113.0K | $3.9 million | 0.43% | new |
| BWX Technologies, Inc. BWXT | 20.0K | $3.9 million | 0.42% | -5.0K |
| Amphenol Corp. APH | 22.0K | $3.9 million | 0.42% | new |
| Texas Instruments Inc. TXN | 13.0K | $3.9 million | 0.42% | +7.0K |
| Skeena Res Ltd New SKE | 145.0K | $3.9 million | 0.42% | -30.0K |
| Profound Med Corp. Com New PROF | 575.0K | $3.8 million | 0.42% | no change |
| Williams Companies, Inc. WMB | 50.0K | $3.7 million | 0.40% | no change |
| Shopify Inc. SHOP | 32.5K | $3.7 million | 0.40% | new |
| Western Digital Corp. WDC | 5.5K | $3.5 million | 0.38% | new |
| Aeva Technologies Inc. AEVA | 121.5K | $3.5 million | 0.38% | new |
| Orion Group Hldgs Inc. ORN | 200.0K | $3.4 million | 0.37% | no change |
| Acuren Corporation TIC | 400.0K | $3.2 million | 0.35% | +25.0K |
| Eos Energy Enterprises Inc. EOSE | 550.0K | $3.2 million | 0.35% | +250.0K |
| Alamos Gold Inc. New AGI | 105.0K | $3.2 million | 0.35% | -70.0K |
| Cohu Inc. COHU | 41.7K | $3.1 million | 0.33% | new |
| Flex Ltd. FLEX | 19.0K | $3.1 million | 0.33% | new |
| Fortrea Holdings Inc. FTRE | 175.0K | $3.0 million | 0.33% | new |
| STMicroelectronics N.V. STM | 41.0K | $3.0 million | 0.33% | new |
| Wolfspeed Inc. WOLF | 60.0K | $2.9 million | 0.31% | -80.0K |
| Veeco Instruments Inc. VECO | 37.0K | $2.8 million | 0.30% | new |
| Kbr, Inc. KBR | 75.0K | $2.6 million | 0.28% | new |
| Energy Transfer LP ET | 125.0K | $2.4 million | 0.26% | +50.0K |
| Pagaya Technologies Ltd PGY | 125.0K | $2.3 million | 0.25% | new |
| TripAdvisor, Inc. TRIP | 166.0K | $2.3 million | 0.25% | new |
| HA Sustainable Infrastructure Capital, Inc. HASI | 55.0K | $2.1 million | 0.23% | no change |
| ServiceNow, Inc. NOW | 21.5K | $2.1 million | 0.23% | -51.0K |
| Aldeyra Therapeutics Inc. ALDX | 975.0K | $2.1 million | 0.23% | +25.0K |
| Sentinelone Inc. S | 118.0K | $2.0 million | 0.22% | +72.0K |
| Avery Dennison Corp. AVY | 12.0K | $1.9 million | 0.21% | -28.0K |
| Baker Hughes Co. BKR | 35.0K | $1.9 million | 0.21% | new |
| Energy Svcs Acquisition Corp. ESOA | 100.0K | $1.9 million | 0.21% | no change |
| Yandex N V NBIS | 7.0K | $1.9 million | 0.21% | new |
| Cameco Corp. CCJ | 17.5K | $1.8 million | 0.19% | -5.0K |
| Snap Inc. SNAP | 350.0K | $1.6 million | 0.17% | new |
| Comstock Inc. LODE | 350.0K | $1.5 million | 0.16% | no change |
| TC Energy Corporation TRP | 20.0K | $1.3 million | 0.14% | new |
| Ramaco Res Inc. METC | 100.0K | $1.3 million | 0.14% | -60.0K |
| Denison Mines Corp. DNN | 400.0K | $1.2 million | 0.13% | -1.0M |
| Axt Inc. AXTI | 17.0K | $1.2 million | 0.13% | new |
| Viant Technology Inc. DSP | 95.0K | $1.2 million | 0.13% | new |
| Netskope Inc. NTSK | 109.5K | $1.2 million | 0.13% | new |
| Opera Ltd OPRA | 60.0K | $1.2 million | 0.13% | new |
| Equifax Inc. EFX | 7.0K | $1.1 million | 0.12% | new |
| Western Midstream Partners L WES | 25.0K | $1.1 million | 0.12% | new |
| Magnite Inc. MGNI | 57.5K | $1.1 million | 0.12% | -20.5K |
| Complete Solaria Inc. SPWR | 1.4M | $973,261 | 0.11% | +456.1K |
| Commvault Systems Inc. CVLT | 6.1K | $864,553 | 0.09% | new |
| American Superconductor Corp. AMSC | 20.0K | $830,200 | 0.09% | -5.0K |
| LSB Inds Inc. LXU | 75.0K | $810,750 | 0.09% | +50.0K |
| Itron, Inc. ITRI | 7.5K | $648,975 | 0.07% | -7.5K |
| Niocorp Devs Ltd NB | 125.0K | $602,500 | 0.07% | new |
| Atlassian Corporation TEAM | 7.0K | $544,530 | 0.06% | new |
| FTAI Infrastructure Inc FIP | 100.0K | $464,000 | 0.05% | new |
| Fluence Energy Inc. FLNC | 20.0K | $395,400 | 0.04% | -165.0K |
| Tronox Holdings PLC TROX | 50.0K | $315,000 | 0.03% | new |
| Solaredge Technologies, Inc. SEDG | 5.0K | $292,200 | 0.03% | new |
| MP Materials Corp. MP | 5.0K | $280,400 | 0.03% | -10.0K |
| Ivanhoe Electric Inc. IE | 25.0K | $240,250 | 0.03% | no change |
| USA Rare Earth Inc. USAR | 10.0K | $216,200 | 0.02% | new |
| Bioceres Crop Solutions Corp. BIOX | 475.0K | $166,298 | 0.02% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 45 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Brookdale SR Living Inc. BKD | Calls | 690.0K | $11.1 million |
| Oracle Corp. ORCL | Calls | 45.0K | $6.6 million |
| Fuelcell Energy Inc. Com New FCEL | Calls | 125.0K | $4.5 million |
| ServiceNow, Inc. NOW | Calls | 30.0K | $3.0 million |
| Atlassian Corporation TEAM | Calls | 35.0K | $2.7 million |
| Everpure, Inc. P | Calls | 30.0K | $2.4 million |
| Cognizant Technology Solutions Corp. CTSH | Puts | 50.0K | $1.9 million |
| Costar Group, Inc. CSGP | Puts | 50.0K | $1.4 million |
| Aeva Technologies Inc. AEVA | Calls | 45.0K | $1.3 million |
| Zoom Video Communications in ZM | Calls | 13.0K | $1.1 million |
| Himax Technologies Inc. HIMX | Calls | 70.0K | $1.1 million |
| Korn Ferry KFY | Puts | 10.0K | $665,800 |
| Aldeyra Therapeutics Inc. ALDX | Calls | 300.0K | $639,000 |
| Axt Inc. AXTI | Calls | 8.0K | $576,640 |
| Viant Technology Inc. DSP | Calls | 12.5K | $158,250 |
15 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.