ARDSLEY ADVISORY PARTNERS LP
136 holdingsFiling period: 2026-06-30Current AUM: $860.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 25.0K | $56.7M | $38.2M | 4.44% | -30,000 | 2026-06-30 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 93.0K | $54.0M | $46.9M | 5.45% | +85.0K | 2026-06-30 |
| 3 | SEZL | SEZZLE INC | 215.0K | $36.9M | $25.6M | 2.98% | -85,000 | 2026-06-30 |
| 4 | WULF | TERAWULF INC | 966.0K | $23.7M | $13.9M | 1.62% | -84,000 | 2026-06-30 |
| 5 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 325.0K | $22.7M | $19.1M | 2.22% | -25,000 | 2026-06-30 |
| 6 | EBAY | EBAY INC. | 201.0K | $22.3M | $21.5M | 2.50% | +60.5K | 2026-06-30 |
| 7 | RUN | SUNRUN INC | 1.60M | $21.4M | $13.4M | 1.56% | +465.0K | 2026-06-30 |
| 8 | P | EVERPURE INC | 263.0K | $20.7M | $25.4M | 2.96% | -- | 2026-06-30 |
| 9 | VIAV | VIAVI SOLUTIONS INC | 390.0K | $18.6M | $13.2M | 1.53% | -10,000 | 2026-06-30 |
| 10 | ARM | ARM HOLDINGS PLC | 47.0K | $16.6M | $11.3M | 1.32% | +29.0K | 2026-06-30 |
| 11 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 1.67M | $16.5M | $11.8M | 1.37% | -595,000 | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 69.0K | $16.4M | $17.1M | 1.99% | -85,000 | 2026-06-30 |
| 13 | UTHR | UNITED THERAPEUTICS CORP DEL | 30.0K | $16.3M | $15.0M | 1.74% | -20,000 | 2026-06-30 |
| 14 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 465.0K | $15.8M | $18.3M | 2.12% | -90,000 | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 43.5K | $15.3M | $14.8M | 1.72% | +13.5K | 2026-06-30 |
| 16 | PANW | PALO ALTO NETWORKS INC | 43.0K | $14.6M | $16.1M | 1.87% | -- | 2026-06-30 |
| 17 | TWLO | TWILIO INC | 69.0K | $14.2M | $16.7M | 1.94% | +16.8K | 2026-06-30 |
| 18 | ZM | ZOOM COMMUNICATIONS INC | 158.0K | $13.6M | $14.7M | 1.71% | +52.0K | 2026-06-30 |
| 19 | PRIM | PRIMORIS SVCS CORP | 135.0K | $13.4M | $10.4M | 1.20% | -- | 2026-06-30 |
| 20 | AAPL | APPLE INC | 45.0K | $13.0M | $14.9M | 1.73% | +15.0K | 2026-06-30 |
| 21 | MOD | MODINE MFG CO | 45.0K | $12.0M | $8.0M | 0.94% | -46,100 | 2026-06-30 |
| 22 | ONTO | ONTO INNOVATION INC | 31.5K | $11.9M | $7.7M | 0.89% | -- | 2026-06-30 |
| 23 | SNX | TD SYNNEX CORPORATION | 43.5K | $11.6M | $11.4M | 1.33% | -- | 2026-06-30 |
| 24 | BKD | BROOKDALE SR LIVING INC | 690.0K | $11.1M | $8.2M | 0.95% | -250,000 | 2026-06-30 |
| 25 | ENPH | ENPHASE ENERGY INC | 220.0K | $10.8M | $8.0M | 0.93% | +135.0K | 2026-06-30 |
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