Ardsley Advisory Partners Lp Top Holdings and 13F Report (2025)

About Ardsley Advisory Partners Lp

Investment Activity

Ardsley Advisory Partners Lp has $630.63 million in total holdings as of December 31, 2024.
Ardsley Advisory Partners Lp owns shares of 115 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 45.43% of the portfolio was purchased this quarter.
About 42.42% of the portfolio was sold this quarter.
This quarter, Ardsley Advisory Partners Lp has purchased 114 new stocks and bought additional shares in 33 stocks.
Ardsley Advisory Partners Lp sold shares of 29 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

Salesforce: $37,444,960
Fluor: $29,838,600
Itron: $15,201,200
Oscar Health: $15,120,000
Indivior: $14,916,000

Largest New Holdings this Quarter

Invesco S&P 500 Equal Weight ETF: $13,144,800 Holding
ARISTA NETWORKS INC: $11,937,240 Holding
Lumentum: $11,329,053 Holding
UnitedHealth Group: $10,117,200 Holding
Okta: $8,624,400 Holding

Largest Purchases this Quarter

Salesforce: 54,500 shares (about $18.22M)
Fluor: 269,650 shares (about $13.30M)
Invesco S&P 500 Equal Weight ETF: 75,000 shares (about $13.14M)
ARISTA NETWORKS INC: 108,000 shares (about $11.94M)
Lumentum: 134,950 shares (about $11.33M)

Largest Sales this Quarter

CELESTICA INC: 240,000 shares (about $22.15M)
Broadcom: 56,500 shares (about $13.10M)
SentinelOne: 450,100 shares (about $9.99M)
Marvell Technology: 62,100 shares (about $6.86M)
Altus Power: 1,536,000 shares (about $6.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CRM Salesforce	$37,444,960	$18,220,985 ▲	94.8%	112,000	5.9%	Computer and Technology
FLR Fluor	$29,838,600	$13,299,138 ▲	80.4%	605,000	4.7%	Construction
ITRI Itron	$15,201,200	$5,429,000 ▼	-26.3%	140,000	2.4%	Computer and Technology
OSCR Oscar Health	$15,120,000	$301,056 ▲	2.0%	1,125,000	2.4%	Finance
INDV Indivior	$14,916,000	$1,479,792 ▲	11.0%	1,200,000	2.4%	Medical
WULF TeraWulf	$14,638,000	$889,540 ▼	-5.7%	2,600,000	2.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$13,144,800	$13,144,800 ▲	New Holding	75,000	2.1%	ETF
MSFT Microsoft	$12,645,000	$421,500 ▼	-3.2%	30,000	2.0%	Computer and Technology
ARISTA NETWORKS INC	$11,937,240	$11,937,240 ▲	New Holding	108,000	1.9%	COM SHS
AMZN Amazon.com	$11,517,975	$548,475 ▲	5.0%	52,500	1.8%	Retail/Wholesale
RUN Sunrun	$11,516,250	$3,885,000 ▼	-25.2%	1,245,000	1.8%	Oils/Energy
GOOG Alphabet	$11,445,444	$7,350,984 ▲	179.5%	60,100	1.8%	Computer and Technology
LITE Lumentum	$11,329,053	$11,329,053 ▲	New Holding	134,950	1.8%	Computer and Technology
STKL SunOpta	$10,703,000	$2,233,000 ▼	-17.3%	1,390,000	1.7%	Consumer Staples
UNH UnitedHealth Group	$10,117,200	$10,117,200 ▲	New Holding	20,000	1.6%	Medical
CAMT Camtek	$10,096,250	$8,480,850 ▲	525.0%	125,000	1.6%	Computer and Technology
NFLX Netflix	$9,804,520	$4,902,260 ▲	100.0%	11,000	1.6%	Consumer Discretionary
AGI Alamos Gold	$9,681,000	$2,305,000 ▲	31.3%	525,000	1.5%	Basic Materials
TAC TransAlta	$9,545,597	$3,181,866 ▼	-25.0%	675,000	1.5%	Utilities
FSLR First Solar	$8,988,240	$2,291,120 ▲	34.2%	51,000	1.4%	Oils/Energy
ALDX Aldeyra Therapeutics	$8,732,500	$6,237,500 ▲	250.0%	1,750,000	1.4%	Medical
OKTA Okta	$8,624,400	$8,624,400 ▲	New Holding	109,200	1.4%	Computer and Technology
GLW Corning	$8,553,600	$1,354,320 ▲	18.8%	180,000	1.4%	Computer and Technology
SUPER MICRO COMPUTER INC	$8,205,100	$8,205,100 ▲	New Holding	270,000	1.3%	COM NEW
FLNC Fluence Energy	$8,178,200	$8,019,400 ▲	5,050.0%	515,000	1.3%	Oils/Energy
NOW ServiceNow	$8,056,912	$8,056,912 ▲	New Holding	7,600	1.3%	Computer and Technology
BRBR BellRing Brands	$7,910,700		0.0%	105,000	1.3%	Medical
MIRM Mirum Pharmaceuticals	$7,856,500		0.0%	190,000	1.2%	Medical
MRVL Marvell Technology	$7,731,500	$6,858,945 ▼	-47.0%	70,000	1.2%	Computer and Technology
SMTC Semtech	$7,731,250	$5,888,120 ▼	-43.2%	125,000	1.2%	Computer and Technology
SNOW Snowflake	$7,566,090	$6,408,015 ▲	553.3%	49,000	1.2%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$6,612,000	$1,165,916 ▼	-15.0%	300,000	1.0%	Medical
AVGO Broadcom	$6,491,520	$13,098,960 ▼	-66.9%	28,000	1.0%	Computer and Technology
BIOX Bioceres Crop Solutions	$6,472,853	$3,129,826 ▼	-32.6%	1,064,614	1.0%	Consumer Staples
INTC Intel	$6,446,075	$6,446,075 ▲	New Holding	321,500	1.0%	Computer and Technology
S SentinelOne	$6,438,000	$9,992,220 ▼	-60.8%	290,000	1.0%	Computer and Technology
GSM Ferroglobe	$6,336,861	$1,889,550 ▼	-23.0%	1,667,595	1.0%	Basic Materials
PYPL PayPal	$6,315,900	$4,438,200 ▲	236.4%	74,000	1.0%	Computer and Technology
MU Micron Technology	$6,314,797	$5,291,800 ▲	517.3%	75,000	1.0%	Computer and Technology
NVDA NVIDIA	$6,311,630	$3,625,830 ▼	-36.5%	47,000	1.0%	Computer and Technology
LSCC Lattice Semiconductor	$6,259,825	$4,248,750 ▲	211.3%	110,500	1.0%	Computer and Technology
FXI iShares China Large-Cap ETF	$6,088,000	$6,088,000 ▲	New Holding	200,000	1.0%	ETF
ELAN Elanco Animal Health	$6,055,000	$908,250 ▼	-13.0%	500,000	1.0%	Medical
META Meta Platforms	$5,855,100	$5,855,100 ▲	New Holding	10,000	0.9%	Computer and Technology
AES AES	$5,791,500	$5,302,440 ▲	1,084.2%	450,000	0.9%	Utilities
SGRY Surgery Partners	$5,720,134	$321,784 ▲	6.0%	270,200	0.9%	Medical
CLNE Clean Energy Fuels	$5,647,500	$1,819,750 ▲	47.5%	2,250,000	0.9%	Utilities
TER Teradyne	$5,603,440	$5,603,440 ▲	New Holding	44,500	0.9%	Computer and Technology
DKNG DraftKings	$5,574,000	$743,200 ▼	-11.8%	150,000	0.9%	Consumer Discretionary
CELESTICA INC	$5,538,000	$22,152,000 ▼	-80.0%	60,000	0.9%	COM
ASPN Aspen Aerogels	$5,477,868	$759,132 ▼	-12.2%	461,100	0.9%	Construction
TE CONNECTIVITY PLC	$5,261,296	$100,079 ▼	-1.9%	36,800	0.8%	ORD SHS
FTNT Fortinet	$5,196,400	$5,196,400 ▲	New Holding	55,000	0.8%	Computer and Technology
NEP Nextera Energy Partners	$5,162,000	$4,806,000 ▲	1,350.0%	290,000	0.8%	Oils/Energy
FTAI FTAI Aviation	$5,041,400	$151,242 ▼	-2.9%	35,000	0.8%	Aerospace
MTZ MasTec	$4,628,760	$2,756,835 ▼	-37.3%	34,000	0.7%	Construction
IREN Iris Energy	$4,419,000	$1,718,500 ▼	-28.0%	450,000	0.7%	Oils/Energy
ONTO Onto Innovation	$4,400,088	$1,083,355 ▲	32.7%	26,400	0.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$4,351,160	$4,351,160 ▲	New Holding	22,000	0.7%	Computer and Technology
AVAV AeroVironment	$4,231,975	$4,231,975 ▲	New Holding	27,500	0.7%	Aerospace
EXPE Expedia Group	$4,099,260	$4,099,260 ▲	New Holding	22,000	0.7%	Retail/Wholesale
CCJ Cameco	$3,854,250	$783,698 ▼	-16.9%	75,000	0.6%	Basic Materials
GTLS Chart Industries	$3,816,800	$3,816,800 ▲	New Holding	20,000	0.6%	Industrial Products
MP MP Materials	$3,588,000	$2,730,000 ▲	318.2%	230,000	0.6%	Basic Materials
BILL BILL	$3,473,110	$3,473,110 ▲	New Holding	41,000	0.6%	Computer and Technology
TEAM Atlassian	$3,151,771	$3,151,771 ▲	New Holding	12,950	0.5%	Computer and Technology
AEIS Advanced Energy Industries	$2,890,750	$578,150 ▼	-16.7%	25,000	0.5%	Computer and Technology
REVELYST INC	$2,884,500	$2,884,500 ▲	New Holding	150,000	0.5%	COM SHS
PSTG Pure Storage	$2,764,350	$2,764,350 ▲	New Holding	45,000	0.4%	Computer and Technology
MELI MercadoLibre	$2,720,704	$2,720,704 ▲	New Holding	1,600	0.4%	Retail/Wholesale
CRDO Credo Technology Group	$2,553,980	$2,553,980 ▲	New Holding	38,000	0.4%	Computer and Technology
ARM HOLDINGS PLC	$2,467,200	$2,467,200 ▲	New Holding	20,000	0.4%	SPONSORED ADS
AMSC American Superconductor	$2,463,000		0.0%	100,000	0.4%	Computer and Technology
ENPH Enphase Energy	$2,403,800	$2,403,800 ▲	New Holding	35,000	0.4%	Oils/Energy
AMBA Ambarella	$2,364,050	$2,364,050 ▲	New Holding	32,500	0.4%	Computer and Technology
PROF Profound Medical	$2,215,450	$150,200 ▲	7.3%	295,000	0.4%	Medical
BLOCK INC	$2,209,740	$2,209,740 ▲	New Holding	26,000	0.4%	CL A
MIR Mirion Technologies	$2,181,250		0.0%	125,000	0.3%	Business Services
NET Cloudflare	$2,140,480	$2,140,480 ▲	New Holding	20,000	0.3%	Computer and Technology
CIEN Ciena	$2,120,250	$2,120,250 ▲	New Holding	25,000	0.3%	Computer and Technology
CYBR CyberArk Software	$1,998,900	$1,998,900 ▲	New Holding	6,000	0.3%	Computer and Technology
PCOR Procore Technologies	$1,873,250	$2,622,550 ▼	-58.3%	25,000	0.3%	Computer and Technology
ZS Zscaler	$1,858,223	$1,858,223 ▲	New Holding	10,300	0.3%	Computer and Technology
PANW Palo Alto Networks	$1,819,600	$2,001,560 ▼	-52.4%	10,000	0.3%	Computer and Technology
DNN Denison Mines	$1,800,000	$900,000 ▲	100.0%	1,000,000	0.3%	Basic Materials
BE Bloom Energy	$1,776,800	$111,050 ▲	6.7%	80,000	0.3%	Oils/Energy
T AT&T	$1,707,750	$1,707,750 ▲	New Holding	75,000	0.3%	Computer and Technology
ETN Eaton	$1,659,350	$1,659,350 ▲	New Holding	5,000	0.3%	Industrial Products
TAN Invesco Solar ETF	$1,656,000	$1,656,000 ▲	New Holding	50,000	0.3%	ETF
EBAY eBay	$1,641,675	$1,269,975 ▲	341.7%	26,500	0.3%	Retail/Wholesale
DT Dynatrace	$1,630,500	$5,190,425 ▼	-76.1%	30,000	0.3%	Computer and Technology
WDC Western Digital	$1,610,010	$1,610,010 ▲	New Holding	27,000	0.3%	Computer and Technology
GL Globe Life	$1,561,280	$1,561,280 ▲	New Holding	14,000	0.2%	Finance
ORN Orion Group	$1,466,000		0.0%	200,000	0.2%	Construction
VIAV Viavi Solutions	$1,444,300	$1,444,300 ▲	New Holding	143,000	0.2%	Computer and Technology
NXE NexGen Energy	$1,318,865	$253,882 ▲	23.8%	200,000	0.2%	Basic Materials
TOST Toast	$1,275,750	$1,275,750 ▲	New Holding	35,000	0.2%	Computer and Technology
REAX Real Brokerage	$1,150,000	$1,610,000 ▼	-58.3%	250,000	0.2%	Business Services
CALUMET INC	$1,101,000	$330,300 ▲	42.9%	50,000	0.2%	COM
TREE LendingTree	$1,046,250	$1,046,250 ▲	New Holding	27,000	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Ardsley Advisory Partners Lp Top Holdings and 13F Report (2025)

About Ardsley Advisory Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Ardsley Advisory Partners Lp Top Holdings and 13F Report (2025)

About Ardsley Advisory Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArdsley Advisory Partners Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools