Ardsley Advisory Partners Lp Top Holdings and 13F Report (2024) About Ardsley Advisory Partners LpInvestment ActivityArdsley Advisory Partners Lp has $607.96 million in total holdings as of September 30, 2024.Ardsley Advisory Partners Lp owns shares of 114 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 40.67% of the portfolio was purchased this quarter.About 61.05% of the portfolio was sold this quarter.This quarter, Ardsley Advisory Partners Lp has purchased 117 new stocks and bought additional shares in 38 stocks.Ardsley Advisory Partners Lp sold shares of 29 stocks and completely divested from 47 stocks this quarter.Largest Holdings Sunrun $30,069,900Super Micro Computer $27,272,415Oscar Health $23,386,146Itron $20,293,900SentinelOne $17,703,192 Largest New Holdings this Quarter Super Micro Computer $27,272,415 HoldingKraneShares CSI China Internet ETF $17,017,980 HoldingBroadcom $14,576,250 HoldingTransAlta $9,330,080 HoldingElanco Animal Health $8,446,750 Holding Largest Purchases this Quarter Super Micro Computer 65,500 shares (about $27.27M)KraneShares CSI China Internet ETF 500,500 shares (about $17.02M)Broadcom 84,500 shares (about $14.58M)TeraWulf 2,708,000 shares (about $12.67M)Salesforce 40,500 shares (about $11.09M) Largest Sales this Quarter Sunrun 2,042,750 shares (about $36.89M)FTAI Aviation 215,450 shares (about $28.63M)Hannon Armstrong Sustainable Infrastructure Capital 520,250 shares (about $17.93M)SunOpta 1,265,000 shares (about $8.07M)CELESTICA INC 150,000 shares (about $7.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArdsley Advisory Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRUNSunrun$30,069,900$36,892,065 ▼-55.1%1,665,0004.9%Oils/EnergySMCISuper Micro Computer$27,272,415$27,272,415 ▲New Holding65,5004.5%Computer and TechnologyOSCROscar Health$23,386,146$5,911,227 ▼-20.2%1,102,6003.8%FinanceITRIItron$20,293,900$3,738,350 ▼-15.6%190,0003.3%Computer and TechnologySSentinelOne$17,703,192$6,318,468 ▲55.5%740,1002.9%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$17,017,980$17,017,980 ▲New Holding500,5002.8%ManufacturingFLRFluor$15,999,549$1,533,877 ▼-8.7%335,3502.6%ConstructionCRMSalesforce$15,738,325$11,085,255 ▲238.2%57,5002.6%Computer and TechnologyCELESTICA INC$15,336,000$7,668,000 ▼-33.3%300,0002.5%COMAVGOBroadcom$14,576,250$14,576,250 ▲New Holding84,5002.4%Computer and TechnologyASPNAspen Aerogels$14,537,250$7,476,300 ▼-34.0%525,0002.4%ConstructionMSFTMicrosoft$13,288,150$2,593,333 ▲24.2%31,0002.2%Computer and TechnologyWULFTeraWulf$12,907,440$12,673,440 ▲5,416.0%2,758,0002.1%FinanceBIOXBioceres Crop Solutions$12,429,784$1,205,566 ▼-8.8%1,579,3882.0%Consumer StaplesSTKLSunOpta$10,718,400$8,070,700 ▼-43.0%1,680,0001.8%Consumer StaplesINDVIndivior$10,539,263$5,079,263 ▲93.0%1,080,9501.7%MedicalORCLOracle$10,156,560$3,724,072 ▲57.9%60,0001.7%Computer and TechnologySMTCSemtech$10,054,332$173,508 ▲1.8%220,2001.7%Computer and TechnologyGSMFerroglobe$10,044,881$904,800 ▼-8.3%2,164,8451.7%Basic MaterialsMRVLMarvell Technology$9,527,052$6,050,868 ▼-38.8%132,1001.6%Business ServicesFSLRFirst Solar$9,478,720$249,440 ▲2.7%38,0001.6%Oils/EnergyTACTransAlta$9,330,080$9,330,080 ▲New Holding900,0001.5%UtilitiesAMZNAmazon.com$9,279,500$3,711,800 ▲66.7%50,0001.5%Retail/WholesaleNVDANVIDIA$8,994,700$1,093,950 ▼-10.8%74,0001.5%Computer and TechnologyELANElanco Animal Health$8,446,750$8,446,750 ▲New Holding575,0001.4%MedicalSGRYSurgery Partners$8,221,200$2,095,600 ▲34.2%255,0001.4%MedicalAGIAlamos Gold$7,976,000$1,994,000 ▼-20.0%400,0001.3%Basic MaterialsMIRMMirum Pharmaceuticals$7,410,000$390,000 ▲5.6%190,0001.2%MedicalPANWPalo Alto Networks$7,177,800$273,440 ▲4.0%21,0001.2%Computer and TechnologyGLWCorning$6,840,225$5,411,228 ▲378.7%151,5001.1%Computer and TechnologyDTDynatrace$6,710,485$962,460 ▼-12.5%125,5001.1%Computer and TechnologyMTZMasTec$6,678,175$4,831,675 ▲261.7%54,2501.1%ConstructionDKNGDraftKings$6,664,000$1,176,000 ▼-15.0%170,0001.1%Consumer DiscretionaryAMRCAmeresco$6,449,800$948,500 ▼-12.8%170,0001.1%Oils/EnergySLViShares Silver Trust$6,397,342$5,539,058 ▲645.4%225,1001.1%ETFBRBRBellRing Brands$6,375,600$2,732,400 ▼-30.0%105,0001.0%MedicalTEVATeva Pharmaceutical Industries$6,359,258$1,840,743 ▲40.7%352,9001.0%MedicalAAPLApple$6,103,028$628,938 ▲11.5%26,2001.0%Computer and TechnologyDYDycom Industries$5,913,000$4,897,935 ▲482.5%30,0001.0%ConstructionVSTOVista Outdoor$5,877,000$5,877,000 ▲New Holding150,0001.0%Consumer DiscretionaryILMNIllumina$5,868,450$5,868,450 ▲New Holding45,0001.0%MedicalHUT 8 CORP$5,823,500$5,823,500 ▲New Holding475,0001.0%COMTE CONNECTIVITY PLC$5,662,125$5,662,125 ▲New Holding37,5000.9%ORD SHSIRENIris Energy$5,262,500$5,262,500 ▲New Holding625,0000.9%Oils/EnergyAMPSAltus Power$5,138,880$286,200 ▲5.9%1,616,0000.8%Oils/EnergyONOnsemi$5,046,395$5,046,395 ▲New Holding69,5000.8%Computer and TechnologyTXNTexas Instruments$4,957,680$1,569,932 ▼-24.1%24,0000.8%Computer and TechnologyFTAIFTAI Aviation$4,791,045$28,633,305 ▼-85.7%36,0500.8%AerospaceCLNEClean Energy Fuels$4,742,750$1,088,500 ▲29.8%1,525,0000.8%UtilitiesADSKAutodesk$4,683,160$3,581,240 ▲325.0%17,0000.8%Computer and TechnologyCCJCameco$4,310,340$4,310,340 ▲New Holding90,2500.7%Basic MaterialsONTOOnto Innovation$4,130,444$1,328,384 ▲47.4%19,9000.7%Computer and TechnologyNFLXNetflix$3,900,985$3,900,985 ▲New Holding5,5000.6%Consumer DiscretionaryNUGTDirexion Daily Gold Miners Index Bull 2x Shares$3,722,250$992,600 ▼-21.1%75,0000.6%ETFPCORProcore Technologies$3,703,200$2,468,800 ▼-40.0%60,0000.6%Business ServicesGOOGAlphabet$3,594,585$835,950 ▼-18.9%21,5000.6%Computer and TechnologyAEHRAehr Test Systems$3,469,500$2,698,500 ▲350.0%270,0000.6%Computer and TechnologyREAXReal Brokerage$3,330,000$3,330,000 ▲New Holding600,0000.5%Business ServicesAEISAdvanced Energy Industries$3,157,200$3,157,200 ▲New Holding30,0000.5%Computer and TechnologyURAGlobal X Uranium ETF$2,861,000$2,145,750 ▲300.0%100,0000.5%ETFAKAMAkamai Technologies$2,801,363$2,801,363 ▲New Holding27,7500.5%Computer and TechnologyWDAYWorkday$2,712,951$97,764 ▼-3.5%11,1000.4%Computer and TechnologyALDXAldeyra Therapeutics$2,695,000$2,695,000 ▲New Holding500,0000.4%MedicalAMSCAmerican Superconductor$2,360,000$1,416,000 ▲150.0%100,0000.4%Computer and TechnologyBIDUBaidu$2,315,720$2,315,720 ▲New Holding22,0000.4%Computer and TechnologyPROFProfound Medical$2,189,000$477,600 ▲27.9%275,0000.4%MedicalBLBlackLine$2,150,460$1,681,770 ▲358.8%39,0000.4%Computer and TechnologyGRMNGarmin$2,112,360$2,112,360 ▲New Holding12,0000.3%Computer and TechnologyADBEAdobe$2,071,120$647,225 ▲45.5%4,0000.3%Computer and TechnologyLSCCLattice Semiconductor$1,883,985$1,883,985 ▲New Holding35,5000.3%Computer and TechnologyPYPLPayPal$1,716,077$1,716,077 ▲New Holding22,0000.3%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$1,708,000$1,708,000 ▲New Holding35,0000.3%ETFUNITED STS NAT GAS FD LP$1,633,0000.0%100,0000.3%UNIT PARCAMTCamtek$1,597,000$1,597,000 ▲New Holding20,0000.3%Computer and TechnologyMYRGMYR Group$1,533,450$255,575 ▼-14.3%15,0000.3%UtilitiesFLUTTER ENTMT PLC$1,409,867$93,991 ▲7.1%6,0000.2%SHSGDXVanEck Gold Miners ETF$1,392,650$596,850 ▲75.0%35,0000.2%ETFMIRMirion Technologies$1,383,750$276,750 ▲25.0%125,0000.2%Business ServicesCEVACEVA$1,328,250$1,328,250 ▲New Holding55,0000.2%Computer and TechnologyMUMicron Technology$1,257,647$1,257,647 ▲New Holding12,1500.2%Computer and TechnologyDIGITALOCEAN HLDGS INC$1,231,895$1,231,895 ▲New Holding30,5000.2%COMWPMWheaton Precious Metals$1,221,600$305,400 ▲33.3%20,0000.2%Basic MaterialsORNOrion Group$1,154,000$1,154,000 ▲New Holding200,0000.2%ConstructionBOXBOX$1,145,550$1,145,550 ▲New Holding35,0000.2%Computer and TechnologyHUBBHubbell$1,071,000$1,071,000 ▲New Holding2,5000.2%Industrial ProductsNXENexGen Energy$1,053,343$65,222 ▲6.6%161,5000.2%Basic MaterialsMPMP Materials$970,750$706,000 ▲266.7%55,0000.2%Basic MaterialsDNNDenison Mines$915,0000.0%500,0000.2%Basic MaterialsSHLSShoals Technologies Group$897,600$897,600 ▲New Holding160,0000.1%Oils/EnergyHASIHannon Armstrong Sustainable Infrastructure Capital$870,368$17,933,028 ▼-95.4%25,2500.1%FinanceFIVNFive9$861,900$2,585,700 ▼-75.0%30,0000.1%Computer and TechnologySNOWSnowflake$861,450$861,450 ▲New Holding7,5000.1%Computer and TechnologyVECOVeeco Instruments$828,250$828,250 ▲New Holding25,0000.1%Computer and TechnologyINFNInfinera$803,250$816,750 ▼-50.4%119,0000.1%Computer and TechnologyBEBloom Energy$792,000$264,000 ▲50.0%75,0000.1%Oils/EnergyBTDRBitdeer Technologies Group$780,000$780,000 ▲New Holding100,0000.1%Business ServicesZUOZuora$767,180$232,740 ▲43.5%89,0000.1%Computer and TechnologyAESAES$762,280$561,680 ▲280.0%38,0000.1%UtilitiesBLDPBallard Power Systems$720,000$720,000 ▲New Holding400,0000.1%Computer and TechnologyMDUMDU Resources Group$685,250$685,250 ▲New Holding25,0000.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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