Funds › Ardsley Advisory Partners LP
Ardsley Advisory Partners LP
13F for Q2 2026, filed Jul 13, 2026. 130 positions worth $960.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Jul 13, 2026
Reported value
$960.2M
+$175.9M (22.4%) vs Q1 2026
Positions
130
117 in Q1 2026
Top 10 share
30.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corporation | 25,000 | $56.7M | 5.9% | -40.5% | 13F ↗ |
| 2 | AMD Advanced Micro Devices, Inc. | 93,000 | $54.0M | 5.6% | +1063% | 13F ↗ |
| 3 | SEZL Sezzle Inc. | 215,000 | $36.9M | 3.8% | -28.3% | 13F ↗ |
| 4 | WULF TeraWulf Inc. | 966,000 | $23.7M | 2.5% | -8.0% | 13F ↗ |
| 5 | BTSG BrightSpring Health Services, Inc. | 325,000 | $22.7M | 2.4% | -7.1% | 13F ↗ |
| 6 | EBAY eBay Inc. | 201,000 | $22.3M | 2.3% | +43.1% | 13F ↗ |
| 7 | RUN Sunrun Inc. | 1.60M | $21.4M | 2.2% | +41.0% | 13F ↗ |
| 8 | VIAV Viavi Solutions Inc. | 390,000 | $18.6M | 1.9% | -2.5% | 13F ↗ |
| 9 | P Everpure, Inc. | 233,000 | $18.3M | 1.9% | New | 13F ↗ |
| 10 | ARM Arm Holdings plc | 47,000 | $16.6M | 1.7% | +161% | 13F ↗ |
| 11 | SHLS Shoals Technologies Group, Inc. | 1.67M | $16.5M | 1.7% | -26.3% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 69,000 | $16.4M | 1.7% | -34.9% | 13F ↗ |
| 13 | UTHR United Therapeutics Corporation | 30,000 | $16.3M | 1.7% | -40.0% | 13F ↗ |
| 14 | Teva Pharmaceutical Industries Ltd ADR | 465,000 | $15.8M | 1.6% | -16.2% | 13F ↗ |
| 15 | GOOG Alphabet Inc. Class C | 43,500 | $15.3M | 1.6% | +45.0% | 13F ↗ |
| 16 | PANW Palo Alto Networks, Inc. | 43,000 | $14.6M | 1.5% | New | 13F ↗ |
| 17 | TWLO Twilio Inc. | 69,000 | $14.2M | 1.5% | +46.2% | 13F ↗ |
| 18 | PRIM Primoris Services Corporation | 135,000 | $13.4M | 1.4% | New | 13F ↗ |
| 19 | AAPL Apple Inc. | 45,000 | $13.0M | 1.4% | New | 13F ↗ |
| 20 | ZM Zoom Communications, Inc. | 145,000 | $12.5M | 1.3% | +74.7% | 13F ↗ |
| 21 | MOD Modine Manufacturing Company | 45,000 | $12.0M | 1.3% | -50.6% | 13F ↗ |
| 22 | ONTO Onto Innovation Inc. | 31,500 | $11.9M | 1.2% | New | 13F ↗ |
| 23 | SNX TD SYNNEX Corporation | 43,500 | $11.6M | 1.2% | New | 13F ↗ |
| 24 | ENPH Enphase Energy, Inc. | 220,000 | $10.8M | 1.1% | +159% | 13F ↗ |
| 25 | ALGT Allegiant Travel Company | 90,000 | $10.6M | 1.1% | New | 13F ↗ |
| 26 | OKTA Okta, Inc. | 76,500 | $10.4M | 1.1% | +13.2% | 13F ↗ |
| 27 | EQIX Equinix, Inc. | 10,000 | $10.4M | 1.1% | +25.8% | 13F ↗ |
| 28 | HUT Hut 8 Corp. | 90,000 | $10.4M | 1.1% | -40.0% | 13F ↗ |
| 29 | Alps ETF Tr Alerian Mlp | 200,000 | $10.4M | 1.1% | Unchanged | 13F ↗ |
| 30 | OSCR Oscar Health, Inc. | 350,000 | $10.0M | 1.0% | New | 13F ↗ |
| 31 | BE Bloom Energy Corporation | 31,000 | $9.4M | 1.0% | +138% | 13F ↗ |
| 32 | CIFR Cipher Digital Inc. | 375,000 | $9.2M | 1.0% | -16.7% | 13F ↗ |
| 33 | NU Nu Holdings Ltd. | 675,000 | $9.0M | 0.9% | Unchanged | 13F ↗ |
| 34 | CBRS Cerebras Systems Inc. | 39,000 | $8.7M | 0.9% | New | 13F ↗ |
| 35 | LITE Lumentum Holdings Inc. | 10,000 | $8.5M | 0.9% | +61.3% | 13F ↗ |
| 36 | RELY Remitly Global, Inc. | 375,000 | $8.4M | 0.9% | New | 13F ↗ |
| 37 | DVN Devon Energy Corporation | 200,000 | $8.3M | 0.9% | New | 13F ↗ |
| 38 | AVGO Broadcom Inc. | 21,000 | $7.9M | 0.8% | -76.5% | 13F ↗ |
| 39 | ALK Alaska Air Group, Inc. | 150,000 | $7.8M | 0.8% | -9.1% | 13F ↗ |
| 40 | GLW Corning Incorporated | 30,000 | $7.7M | 0.8% | New | 13F ↗ |
| 41 | FLR Fluor Corporation | 142,500 | $7.5M | 0.8% | +72.7% | 13F ↗ |
| 42 | VRTX Vertex Pharmaceuticals Incorporated | 15,000 | $7.5M | 0.8% | New | 13F ↗ |
| 43 | VCYT Veracyte, Inc. | 125,000 | $7.3M | 0.8% | Unchanged | 13F ↗ |
| 44 | SMTC Semtech Corporation | 45,000 | $7.3M | 0.8% | -82.6% | 13F ↗ |
| 45 | JAZZ Jazz Pharmaceuticals plc | 30,000 | $7.2M | 0.8% | New | 13F ↗ |
| 46 | GSM Ferroglobe PLC · Common Stocks | 2.19M | $6.9M | 0.7% | New | 13F ↗ |
| 47 | AKAM Akamai Technologies, Inc. | 56,000 | $6.6M | 0.7% | New | 13F ↗ |
| 48 | VZ Verizon Communications Inc. | 155,000 | $6.6M | 0.7% | +19.2% | 13F ↗ |
| 49 | BOX Box, Inc. | 240,000 | $6.4M | 0.7% | +1.7% | 13F ↗ |
| 50 | MCHP Microchip Technology Incorporated | 70,000 | $6.3M | 0.7% | New | 13F ↗ |
Showing the top 50 of 130 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
58 new, 28 added to, 31 trimmed, 45 exited, 13 unchanged. By estimated dollars.
New positions (58)
| P Everpure, Inc. | 233,000 | New | $18.3M |
| PANW Palo Alto Networks, Inc. | 43,000 | New | $14.6M |
| PRIM Primoris Services Corporation | 135,000 | New | $13.4M |
| AAPL Apple Inc. | 45,000 | New | $13.0M |
| ONTO Onto Innovation Inc. | 31,500 | New | $11.9M |
| SNX TD SYNNEX Corporation | 43,500 | New | $11.6M |
| ALGT Allegiant Travel Company | 90,000 | New | $10.6M |
| OSCR Oscar Health, Inc. | 350,000 | New | $10.0M |
| CBRS Cerebras Systems Inc. | 39,000 | New | $8.7M |
| RELY Remitly Global, Inc. | 375,000 | New | $8.4M |
Added to (28)
| AMD Advanced Micro Devices, Inc. | 93,000 | +1063% | $49.4M |
| ARM Arm Holdings plc | 47,000 | +161% | $10.3M |
| EBAY eBay Inc. | 201,000 | +43.1% | $6.7M |
| ENPH Enphase Energy, Inc. | 220,000 | +159% | $6.6M |
| RUN Sunrun Inc. | 1.60M | +41.0% | $6.2M |
| BE Bloom Energy Corporation | 31,000 | +138% | $5.5M |
| ZM Zoom Communications, Inc. | 145,000 | +74.7% | $5.4M |
| GOOG Alphabet Inc. Class C | 43,500 | +45.0% | $4.8M |
| TWLO Twilio Inc. | 69,000 | +46.2% | $4.5M |
| LITE Lumentum Holdings Inc. | 10,000 | +61.3% | $3.2M |
Trimmed (31)
| SNDK Sandisk Corporation | 25,000 | -40.5% | -$38.5M |
| SMTC Semtech Corporation | 45,000 | -82.6% | -$34.6M |
| AVGO Broadcom Inc. | 21,000 | -76.5% | -$25.9M |
| SEZL Sezzle Inc. | 215,000 | -28.3% | -$14.6M |
| MOD Modine Manufacturing Company | 45,000 | -50.6% | -$12.3M |
| UTHR United Therapeutics Corporation | 30,000 | -40.0% | -$10.8M |
| AMZN Amazon.com, Inc. | 69,000 | -34.9% | -$8.8M |
| HUT Hut 8 Corp. | 90,000 | -40.0% | -$6.9M |
| SHLS Shoals Technologies Group, Inc. | 1.67M | -26.3% | -$5.9M |
| NOW ServiceNow, Inc. | 21,500 | -70.3% | -$5.1M |
Exited (45)
| ANET Arista Networks, Inc. | 173,700 | Exited | -$21.3M |
| META Meta Platforms, Inc. | 28,000 | Exited | -$16.0M |
| NVDA NVIDIA Corporation | 87,500 | Exited | -$15.3M |
| BSX Boston Scientific Corporation | 150,000 | Exited | -$9.4M |
| AMAT Applied Materials, Inc. | 25,000 | Exited | -$8.5M |
| LSCC Lattice Semiconductor Corporation | 81,500 | Exited | -$7.6M |
| Select Sector Spdr Tr St Str Util Etf | 150,000 | Exited | -$6.9M |
| ADI Analog Devices, Inc. | 16,000 | Exited | -$5.1M |
| MU Micron Technology, Inc. | 14,000 | Exited | -$4.7M |
| LLY Eli Lilly and Company | 5,000 | Exited | -$4.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer