EdgeMarket › What Ardsley Advisory Partners Lp reported owning
What Ardsley Advisory Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
784.4MPositions
151Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UTHR UNITED THERAPEUTICS Corp | 29.6M | 3.8% | 50.0K | 513.12 | +67.4% |
| AVGO Broadcom Inc. | 27.7M | 3.5% | 89.5K | 368.45 | +26.5% |
| SNDK Sandisk Corp | 26.7M | 3.4% | 42.0K | 1,596.08 | +3494.8% |
| AMZN AMAZON COM INC | 22.1M | 2.8% | 106.0K | 258.63 | +15.6% |
| ANET Arista Networks, Inc. | 21.3M | 2.7% | 173.7K | 188.65 | +43.5% |
| SMTC SEMTECH CORP | 19.9M | 2.5% | 258.8K | 124.09 | +156.0% |
| MOD MODINE MANUFACTURING CO | 19.7M | 2.5% | 91.1K | 197.68 | +46.5% |
| SEZL Sezzle Inc. | 19.0M | 2.4% | 300.0K | 119.11 | +34.2% |
| TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | 16.7M | 2.1% | 555.0K | 37.34 | +112.0% |
| META Meta Platforms, Inc. | 16.0M | 2.0% | 28.0K | 549.90 | -26.5% |
| RUN Sunrun Inc. | 15.4M | 2.0% | 1.1M | 9.16 | -40.8% |
| NVDA NVIDIA CORP | 15.3M | 1.9% | 87.5K | 214.72 | +22.4% |
| WULF TERAWULF INC. | 15.1M | 1.9% | 1.1M | 15.64 | +68.5% |
| BTSG BrightSpring Health Services, Inc. | 14.9M | 1.9% | 350.0K | 58.87 | +149.1% |
| SHLS Shoals Technologies Group, Inc. | 14.9M | 1.9% | 2.3M | 7.09 | +15.4% |
| VIAV VIAVI SOLUTIONS INC. | 13.3M | 1.7% | 400.0K | 38.90 | +268.7% |
| EBAY EBAY INC | 12.8M | 1.6% | 140.5K | 104.13 | +5.0% |
| AMLP Alerian MLP ETF | 10.5M | 1.3% | 200.0K | 54.75 | +13.9% |
| NU Nu Holdings Ltd. | 9.7M | 1.2% | 675.0K | 14.58 | +7.0% |
| BSX BOSTON SCIENTIFIC CORP | 9.4M | 1.2% | 150.0K | 50.37 | -52.5% |
| GOOG Alphabet Inc. | 8.6M | 1.1% | 30.0K | 341.75 | +70.7% |
| AMAT APPLIED MATERIALS INC /DE | 8.5M | 1.1% | 25.0K | 492.32 | +205.9% |
| EQIX EQUINIX INC | 7.8M | 1.0% | 8.0K | 1,065.39 | +37.2% |
| AGI ALAMOS GOLD INC | 7.8M | 1.0% | 175.0K | 37.86 | +42.8% |
| NOW ServiceNow, Inc. | 7.6M | 1.0% | 72.5K | 128.48 | -27.8% |
| LSCC LATTICE SEMICONDUCTOR CORP | 7.6M | 1.0% | 81.5K | 117.69 | +91.7% |
| HUT Hut 8 Corp. | 7.0M | 0.9% | 150.0K | 80.86 | +262.4% |
| AVY Avery Dennison Corp | 6.9M | 0.9% | 40.0K | 183.71 | +4.6% |
| XLU State Street Utilities Select Sector SPDR ETF | 6.9M | 0.9% | 150.0K | 42.77 | -0.7% |
| ZM Zoom Communications, Inc. | 6.7M | 0.9% | 83.0K | 107.43 | +48.9% |
| VZ VERIZON COMMUNICATIONS INC | 6.5M | 0.8% | 130.0K | 49.45 | +9.7% |
| WGS GeneDx Holdings Corp. | 6.4M | 0.8% | 100.0K | 87.06 | -27.6% |
| CVS CVS HEALTH Corp | 6.1M | 0.8% | 85.0K | 93.02 | +31.3% |
| ALK ALASKA AIR GROUP, INC. | 6.1M | 0.8% | 165.0K | 40.41 | -27.7% |
| MIR Mirion Technologies, Inc. | 6.0M | 0.8% | 325.0K | 14.82 | -26.8% |
| TWLO TWILIO INC | 5.9M | 0.8% | 47.2K | 225.30 | +121.0% |
| CIFR Cipher Digital Inc. | 5.8M | 0.7% | 450.0K | 15.77 | +165.0% |
| BOX BOX INC | 5.6M | 0.7% | 236.0K | 32.91 | +4.4% |
| CWEN Clearway Energy, Inc. | 5.5M | 0.7% | 140.0K | 32.56 | +7.4% |
| OKTA Okta, Inc. | 5.3M | 0.7% | 67.6K | 135.14 | +48.5% |
| SKE Skeena Resources Ltd | 5.2M | 0.7% | 175.0K | 34.87 | +129.4% |
| BWXT BWX Technologies, Inc. | 5.1M | 0.7% | 25.0K | 156.78 | -4.1% |
| ADI ANALOG DEVICES INC | 5.1M | 0.6% | 16.0K | 373.09 | +52.4% |
| XIFR XPLR Infrastructure, LP | 5.0M | 0.6% | 475.0K | 11.15 | +9.7% |
| DNN DENISON MINES CORP. | 4.9M | 0.6% | 1.4M | 3.50 | +82.3% |
| MU MICRON TECHNOLOGY INC | 4.7M | 0.6% | 14.0K | 966.78 | +724.8% |
| LLY ELI LILLY & Co | 4.6M | 0.6% | 5.0K | 1,255.40 | +78.0% |
| LITE Lumentum Holdings Inc. | 4.4M | 0.6% | 6.2K | 866.71 | +647.9% |
| ATEX Anterix Inc. | 4.2M | 0.5% | 110.0K | 93.25 | +339.2% |
| VCYT VERACYTE, INC. | 4.0M | 0.5% | 125.0K | 42.31 | +43.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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