Ardsley Advisory Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$784.4M
Q ending 2026-03-31
Prior quarter
$911.1M
Q ending 2025-12-31
Change
-13.9% QoQ · +50.1% YoY
Positions
151
reported holdings
Largest positions
Top 100 of 151 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Call | $31.9M | 49K |
| United Therapeutics Corp Del | UTHR | Shares | $29.6M | 50K |
| Broadcom Inc | AVGO | Shares | $27.7M | 90K |
| Sandisk Corp | SNDK | Shares | $26.7M | 42K |
| Amazon Com Inc | AMZN | Shares | $22.1M | 106K |
| Arista Networks Inc | ANET | Shares | $21.3M | 174K |
| Semtech Corp | SMTC | Shares | $19.9M | 259K |
| Modine Mfg Co | MOD | Shares | $19.7M | 91K |
| Sezzle Inc | SEZL | Shares | $19.0M | 300K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $16.7M | 555K |
| Meta Platforms Inc | META | Shares | $16.0M | 28K |
| Broadcom Inc | AVGO | Call | $15.5M | 50K |
| Sunrun Inc | RUN | Shares | $15.4M | 1.1M |
| Nvidia Corporation | NVDA | Shares | $15.3M | 88K |
| Terawulf Inc | WULF | Shares | $15.1M | 1.1M |
| Brightspring Health Svcs Inc | BTSG | Shares | $14.9M | 350K |
| Shoals Technologies Group In | SHLS | Shares | $14.9M | 2.3M |
| Viavi Solutions Inc | VIAV | Shares | $13.3M | 400K |
| Ebay Inc. | EBAY | Shares | $12.8M | 141K |
| Alps Etf Tr | AMLP | Shares | $10.5M | 200K |
| Amazon Com Inc | AMZN | Call | $10.0M | 48K |
| Nu Hldgs Ltd | Shares | $9.7M | 675K | |
| Brookdale Sr Living Inc | BKD | Call | $9.4M | 690K |
| Boston Scientific Corp | BSX | Shares | $9.4M | 150K |
| Alphabet Inc | GOOG | Shares | $8.6M | 30K |
| Applied Matls Inc | AMAT | Shares | $8.5M | 25K |
| Sandisk Corp | SNDK | Call | $8.3M | 13K |
| Equinix Inc | EQIX | Shares | $7.8M | 8K |
| Alamos Gold Inc | AGI | Shares | $7.8M | 175K |
| Apple Inc | AAPL | Put | $7.6M | 30K |
| Servicenow Inc | NOW | Shares | $7.6M | 73K |
| Lattice Semiconductor Corp | LSCC | Shares | $7.6M | 82K |
| Hut 8 Corp | HUT | Shares | $7.0M | 150K |
| Avery Dennison Corp | AVY | Shares | $6.9M | 40K |
| Select Sector Spdr Tr | XLU | Shares | $6.9M | 150K |
| Zoom Communications Inc | ZM | Shares | $6.7M | 83K |
| Verizon Communications Inc | VZ | Shares | $6.5M | 130K |
| Genedx Holdings Corp | WGS | Shares | $6.4M | 100K |
| Cvs Health Corp | CVS | Shares | $6.1M | 85K |
| Alaska Air Group Inc | ALK | Shares | $6.1M | 165K |
| Mirion Technologies Inc | MIR | Shares | $6.0M | 325K |
| Twilio Inc | TWLO | Shares | $5.9M | 47K |
| Cipher Digital Inc | CIFR | Shares | $5.8M | 450K |
| Micron Technology Inc | MU | Call | $5.7M | 17K |
| Box Inc | BOX | Shares | $5.6M | 236K |
| Clearway Energy Inc | CWEN | Shares | $5.5M | 140K |
| Okta Inc | OKTA | Shares | $5.3M | 68K |
| Skeena Res Ltd New | SKE | Shares | $5.2M | 175K |
| Bwx Technologies Inc | BWXT | Shares | $5.1M | 25K |
| Analog Devices Inc | ADI | Shares | $5.1M | 16K |
| Xplr Infrastructure Lp | XIFR | Shares | $5.0M | 475K |
| Denison Mines Corp | DNN | Shares | $4.9M | 1.4M |
| Micron Technology Inc | MU | Shares | $4.7M | 14K |
| Eli Lilly & Co | LLY | Shares | $4.6M | 5K |
| Lumentum Hldgs Inc | LITE | Shares | $4.4M | 6K |
| Anterix Inc | ATEX | Shares | $4.2M | 110K |
| Veracyte Inc | VCYT | Shares | $4.0M | 125K |
| Roku Inc | ROKU | Shares | $3.9M | 42K |
| Equinix Inc | EQIX | Call | $3.9M | 4K |
| Fluor Corp | FLR | Shares | $3.8M | 83K |
| Netflix Inc. | NFLX | Shares | $3.8M | 40K |
| Adma Biologics Inc | ADMA | Shares | $3.8M | 425K |
| Honeywell Intl Inc | HONGBP | Shares | $3.7M | 17K |
| Profound Med Corp | PROF | Shares | $3.7M | 575K |
| Hewlett Packard Enterprise C | HPE | Put | $3.7M | 155K |
| Williams Cos Inc | WMB | Shares | $3.6M | 50K |
| Transalta Corp | TAC | Shares | $3.6M | 275K |
| Nexgen Energy Ltd | NXE | Shares | $3.5M | 300K |
| Brookdale Sr Living Inc | BKD | Shares | $3.4M | 250K |
| Ormat Technologies Inc | ORA | Shares | $3.4M | 30K |
| Enphase Energy Inc | ENPH | Shares | $3.2M | 85K |
| Arista Networks Inc | ANET | Call | $3.1M | 25K |
| Digitalocean Hldgs Inc | DOCN | Put | $3.0M | 35K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Bellring Brands Inc | BRBR | Shares | $2.8M | 175K |
| Arm Holdings Plc | ARM | Shares | $2.7M | 18K |
| Fluence Energy Inc | FLNC | Shares | $2.5M | 185K |
| Ramaco Res Inc | METC | Shares | $2.5M | 160K |
| Tic Solutions Inc | TIC | Shares | $2.5M | 375K |
| Cameco Corp | CCJ | Shares | $2.4M | 23K |
| Coherent Corp | COHR | Put | $2.4M | 10K |
| Box Inc | BOX | Call | $2.4M | 100K |
| Intel Corp | INTC | Shares | $2.3M | 53K |
| Semtech Corp | SMTC | Call | $2.3M | 30K |
| Wolfspeed Inc | WOLF | Shares | $2.3M | 140K |
| Cloudflare Inc | NET | Shares | $2.2M | 11K |
| Teradyne Inc | TER | Shares | $2.2M | 8K |
| Orion Group Hldgs Inc | ORN | Shares | $2.2M | 200K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.1M | 11K |
| Amprius Technologies Inc | AMPX | Shares | $2.1M | 125K |
| Fortinet Inc | FTNT | Shares | $2.1M | 26K |
| Upwork Inc | UPWK | Shares | $2.1M | 190K |
| F5 Inc | FFIV | Shares | $2.1M | 7K |
| Fortinet Inc | FTNT | Call | $2.0M | 25K |
| Ha Sustainable Infra Cap Inc | HASI | Shares | $2.0M | 55K |
| Diodes Inc | DIOD | Shares | $2.0M | 30K |
| Zoom Communications Inc | ZM | Call | $1.8M | 23K |
| Uber Technologies Inc | UBER | Shares | $1.8M | 25K |
| Bloom Energy Corp | BE | Shares | $1.8M | 13K |
| Nvidia Corporation | NVDA | Call | $1.7M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.