ARDSLEY ADVISORY PARTNERS LP
127 holdingsFiling period: 2026-03-31Current AUM: $984.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 139.5K | $43.2M | $54.3M | 5.52% | +5.5K | 2026-03-31 |
| 2 | SNDK | SANDISK CORP | 55.0K | $35.0M | $66.9M | 6.80% | -1,000 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 154.0K | $32.1M | $41.8M | 4.25% | +100.0K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 49.0K | $31.9M | $36.6M | 3.72% | -- | 2026-03-31 |
| 5 | UTHR | UNITED THERAPEUTICS CORP DEL | 50.0K | $29.6M | $25.9M | 2.63% | -- | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 198.7K | $24.4M | $35.8M | 3.64% | +58.7K | 2026-03-31 |
| 7 | SMTC | SEMTECH CORP | 288.8K | $22.2M | $34.0M | 3.46% | +29.8K | 2026-03-31 |
| 8 | MOD | MODINE MFG CO | 91.1K | $19.7M | $18.3M | 1.86% | +87.5K | 2026-03-31 |
| 9 | SEZL | SEZZLE INC | 300.0K | $19.0M | $46.4M | 4.72% | +45.0K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 97.5K | $17.0M | $19.6M | 1.99% | -27,500 | 2026-03-31 |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 555.0K | $16.7M | $19.4M | 1.97% | -25,000 | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 28.0K | $16.0M | $15.6M | 1.58% | +26.0K | 2026-03-31 |
| 13 | RUN | SUNRUN INC | 1.14M | $15.4M | $11.1M | 1.13% | -345,000 | 2026-03-31 |
| 14 | WULF | TERAWULF INC | 1.05M | $15.1M | $18.5M | 1.88% | -115,000 | 2026-03-31 |
| 15 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 350.0K | $14.9M | $20.9M | 2.12% | -- | 2026-03-31 |
| 16 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 2.26M | $14.9M | $19.8M | 2.01% | +2.23M | 2026-03-31 |
| 17 | VIAV | VIAVI SOLUTIONS INC | 400.0K | $13.3M | $14.8M | 1.50% | -40,000 | 2026-03-31 |
| 18 | BKD | BROOKDALE SR LIVING INC | 940.0K | $12.9M | $13.7M | 1.39% | +250.0K | 2026-03-31 |
| 19 | EBAY | EBAY INC. | 140.5K | $12.8M | $16.0M | 1.63% | +55.5K | 2026-03-31 |
| 20 | EQIX | EQUINIX INC | 11.9K | $11.7M | $12.2M | 1.24% | -- | 2026-03-31 |
| 21 | AMLP | ALPS ETF TR | 200.0K | $10.5M | $11.1M | 1.12% | -- | 2026-03-31 |
| 22 | MU | MICRON TECHNOLOGY INC | 31.0K | $10.5M | $25.5M | 2.59% | -- | 2026-03-31 |
| 23 | — | NU HLDGS LTD | 675.0K | $9.7M | $9.7M | 0.99% | +35.0K | 2026-03-31 |
| 24 | BSX | BOSTON SCIENTIFIC CORP | 150.0K | $9.4M | $7.0M | 0.71% | -- | 2026-03-31 |
| 25 | NOW | SERVICENOW INC | 84.5K | $8.8M | $9.4M | 0.96% | +46.1K | 2026-03-31 |
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