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ARDSLEY ADVISORY PARTNERS LP
hedge fundUpdated 59 days agoManaged by Ardsley Advisory Partners Lp • Latest filing Q2 2026
Portfolio value
$960.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
95.9%
Weight of largest holdings
Annualized return
25.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $455.2M |
| Q2 2023 | $591.7M |
| Q3 2023 | $447.9M |
| Q4 2023 | $647.9M |
| Q1 2024 | $696.1M |
| Q2 2024 | $680.8M |
| Q3 2024 | $608M |
| Q4 2024 | $630.6M |
| Q1 2025 | $522.4M |
| Q2 2025 | $760.6M |
| Q3 2025 | $808.7M |
| Q4 2025 | $911.1M |
| Q1 2026 | $784.4M |
| Q2 2026 | $960.2M |
Top holdings
145 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNDK SANDISK CORP | $56.7M | 25.0K | 5.90% | Added(+92.3%) |
| 2 | A AMD ADVANCED MICRO DEVICES INC | $54M | 93.0K | 5.63% | Added(+1062.5%) |
| 3 | S SEZL SEZZLE INC | $36.9M | 215.0K | 3.84% | Trimmed(-28.3%) |
| 4 | W WULF TERAWULF INC | $23.7M | 966.0K | 2.47% | Trimmed(-8.0%) |
| 5 | ? N/A BRIGHTSPRING HEALTH SVCS INC | $22.7M | 325.0K | 2.36% | Trimmed(-7.1%) |
| 6 | E EBAY EBAY INC. | $22.3M | 201.0K | 2.32% | Added(+43.1%) |
| 7 | R RUN SUNRUN INC | $21.4M | 1.60M | 2.23% | Added(+41.0%) |
| 8 | V VIAV VIAVI SOLUTIONS INC | $18.6M | 390.0K | 1.94% | Trimmed(-2.5%) |
| 9 | ? N/A EVERPURE INC | $18.3M | 233.0K | 1.91% | — |
| 10 | A ARM ARM HOLDINGS PLC | $16.6M | 47.0K | 1.73% | Added(+161.1%) |
| 11 | ? N/A SHOALS TECHNOLOGIES GROUP IN | $16.5M | 1.67M | 1.72% | Trimmed(-26.3%) |
| 12 | A AMZN AMAZON COM INC | $16.4M | 69.0K | 1.71% | Added(+43.8%) |
| 13 | U UTHR UNITED THERAPEUTICS CORP DEL | $16.3M | 30.0K | 1.69% | Trimmed(-40.0%) |
| 14 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $15.8M | 465.0K | 1.64% | Trimmed(-16.2%) |
| 15 | G GOOGN ALPHABET INC | $15.3M | 43.5K | 1.60% | Added(+45.0%) |
| 16 | P PANW PALO ALTO NETWORKS INC | $14.6M | 43.0K | 1.52% | — |
| 17 | T TWLO TWILIO INC | $14.2M | 69.0K | 1.48% | Added(+1280.0%) |
| 18 | P PRIM PRIMORIS SVCS CORP | $13.4M | 135.0K | 1.39% | — |
| 19 | A AAPL APPLE INC | $13M | 45.0K | 1.35% | Added(+50.0%) |
| 20 | ? N/A ZOOM COMMUNICATIONS INC | $12.5M | 145.0K | 1.30% | Added(+530.4%) |