ARDSLEY ADVISORY PARTNERS LP

CIK 0000900529 • 6 13F filings • May 15, 2025 – Jul 13, 2026

Import this data to Google Sheets with:

=jivedata("ardsley-advisory-partners-lp","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: ARDSLEY ADVISORY PARTNERS LP, Partner
Address: 105 Rowayton Ave, Norwalk, CT, 06853
Phone: 203-564-4230
AUM: $911.1M

AUM over time

$960.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $911.1M124 positionsView on SEC.gov

			% of Portfolio
AAON INC	COM PAR $0.004	$229K	0.0%Prev: 0.4%	3,000 SH	Decreased-29,200 SH
ADVANCED ENERGY INDS	COM	$15.3M	1.7%Prev: 0.9%	73,000 SH	Increased+28,500 SH
AFFIRM HLDGS INC	COM CL A	$1.6M	0.2%Prev: 0.2%	21,000 SH	Increased+1,000 SH
AIRBNB INC	COM CL A	$11.0M	1.2%	81,000 SH	New
ALAMOS GOLD INC NEW	COM CL A	$11.6M	1.3%Prev: 1.4%	300,000 SH	Increased-25,000 SH
ALDEYRA THERAPEUTICS INC	COM	$7.8M	0.9%Prev: 1.2%	1,500,000 SH	Decreased-400,000 SH
ALPHABET INC	CAP STK CL C	$17.9M	2.0%Prev: 4.5%	57,000 SH	Decreased-91,000 SH
AMAZON COM INC	COM	$12.5M	1.4%Prev: 2.0%	54,000 SH	Decreased-21,500 SH
AMERESCO INC	CL A	$1.5M	0.2%Prev: 0.2%	50,000 SH	Decreased
APPLIED OPTOELECTRONICS INC	COM	$872K	0.1%Prev: 1.7%	25,000 SH	Decreased-504,500 SH
ARGENX SE	SPONSORED ADR	$20.2M	2.2%Prev: 1.4%	24,000 SH	Increased+9,000 SH
ARISTA NETWORKS INC	COM SHS	$18.3M	2.0%Prev: 0.6%	140,000 SH	Increased+106,000 SH
ARM HOLDINGS PLC	SPONSORED ADS	$9.3M	1.0%Prev: 2.2%	85,000 SH	Decreased-43,000 SH
ARRAY TECHNOLOGIES INC	COM SHS	$231K	0.0%	25,000 SH	New
AVERY DENNISON CORP	COM	$3.8M	0.4%	21,000 SH	New
BAKER HUGHES COMPANY	CL A	$3.9M	0.4%Prev: 0.5%	85,000 SH	Decreased
BELLRING BRANDS INC	COMMON STOCK	$6.4M	0.7%	240,000 SH	New
BIOCERES CROP SOLUTIONS CORP	SHS	$622K	0.1%Prev: 0.0%	475,000 SH	Increased+415,000 SH
BLOOM ENERGY CORP	COM CL A	$4.4M	0.5%Prev: 0.1%	51,000 SH	Increased+46,000 SH
BLUE OWL CAPITAL INC	COM CL A	$4.9M	0.5%	325,000 SH	New
BRIGHTSPRING HEALTH SVCS INC	COM	$13.1M	1.4%Prev: 1.6%	350,000 SH	Decreased-100,000 SH
BROADCOM INC	COM	$46.4M	5.1%Prev: 3.7%	134,000 SH	Increased+43,500 SH
BROOKDALE SR LIVING INC	COM	$7.4M	0.8%	690,000 SH	New
BWX TECHNOLOGIES INC	COM	$4.3M	0.5%Prev: 0.9%	25,000 SH	Decreased-15,000 SH
CAMECO CORP	COM	$3.2M	0.4%Prev: 0.1%	35,000 SH	Increased+25,000 SH
CLEARWAY ENERGY INC	CL C	$5.0M	0.5%Prev: 0.4%	150,000 SH	Increased+25,000 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.8M	0.2%	22,000 SH	New
COHERENT CORP	COM	$1.3M	0.1%Prev: 0.9%	7,000 SH	Decreased-60,500 SH
COMPASS INC	CL A	$1.1M	0.1%	100,000 SH	New
CORNING INC	COM	$1.8M	0.2%Prev: 1.7%	20,000 SH	Decreased-147,878 SH
CURTISS WRIGHT CORP	COM	$1.4M	0.2%	2,500 SH	New
CVS HEALTH CORP	COM	$6.7M	0.7%Prev: 0.9%	85,000 SH	Decreased-15,000 SH
DAQO NEW ENERGY CORP	SPNSRD ADS NEW	$6.9M	0.8%Prev: 1.0%	235,000 SH	Decreased-65,000 SH
DECKERS OUTDOOR CORP	COM	$3.6M	0.4%	35,000 SH	New
DELL TECHNOLOGIES INC	CL C	$4.5M	0.5%	36,000 SH	New
DENISON MINES CORP	COM	$10.9M	1.2%Prev: 0.7%	4,100,000 SH	Increased+2,100,000 SH
EBAY INC.	COM	$7.4M	0.8%Prev: 0.7%	85,000 SH	Increased+26,000 SH
ELI LILLY & CO	COM	$43.0M	4.7%	40,000 SH	New
ENERGY SVCS ACQUISITION CORP	COM	$409K	0.0%Prev: 0.1%	50,000 SH	Decreased-25,000 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$412K	0.0%	25,000 SH	New
ENPHASE ENERGY INC	COM	$1.2M	0.1%	37,500 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$6.4M	0.7%Prev: 2.2%	555,000 SH	Decreased-1,045,000 SH
EPAM SYS INC	COM	$1.4M	0.2%	7,000 SH	New
EQT CORP	COM	$1.3M	0.1%	25,000 SH	New
FERROGLOBE PLC	SHS	$9.8M	1.1%	2,120,000 SH	New
FIRST SOLAR INC	COM	$33.3M	3.7%Prev: 3.5%	127,500 SH	Increased-1,500 SH
FLUOR CORP NEW	COM	$3.2M	0.3%Prev: 0.7%	79,986 SH	Decreased-55,014 SH
GENEDX HOLDINGS CORP	COM CL A	$7.2M	0.8%Prev: 0.8%	55,000 SH	Increased-5,000 SH
GLOBAL E ONLINE LTD	SHS	$1.5M	0.2%	39,000 SH	New
HA SUSTAINABLE INFRA CAP INC	COM	$1.7M	0.2%Prev: 0.2%	55,000 SH	Increased
HALLIBURTON CO	COM	$2.8M	0.3%	100,000 SH	New
HUT 8 CORP	COM	$16.5M	1.8%Prev: 4.6%	360,000 SH	Decreased-715,000 SH
IMPINJ INC	COM	$1.1M	0.1%	6,500 SH	New
INFOSYS LTD	SPONSORED ADR	$2.5M	0.3%Prev: 0.3%	140,000 SH	Increased
INTEL CORP	COM	$4.1M	0.4%Prev: 0.5%	111,000 SH	Increased+500 SH
INVESCO EXCH TRADED FD TR II	SOLAR ETF	$4.9M	0.5%Prev: 0.5%	100,000 SH	Increased
ISHARES SILVER TR	ISHARES	$19.0M	2.1%Prev: 1.0%	295,000 SH	Increased+95,000 SH
ISHARES TR	GL CLEAN ENE ETF	$7.4M	0.8%Prev: 1.2%	450,000 SH	Decreased-200,000 SH
ISHARES TR	MSCI INDIA SM CP	$9.8M	1.1%	140,000 SH	New
ITRON INC	COM	$1.3M	0.1%	14,000 SH	New
JAZZ PHARMACEUTICALS PLC	SHS USD	$8.5M	0.9%	50,000 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$3.4M	0.4%	100,000 SH	New
LATTICE SEMICONDUCTOR CORP	COM	$6.3M	0.7%Prev: 1.0%	86,000 SH	Decreased-28,500 SH
LUMENTUM HLDGS INC	COM	$29.5M	3.2%Prev: 1.7%	80,000 SH	Increased-6,000 SH
MARVELL TECHNOLOGY INC	COM	$850K	0.1%Prev: 4.3%	10,000 SH	Decreased-405,000 SH
MASTEC INC	COM	$3.3M	0.4%Prev: 0.5%	15,000 SH	Decreased-5,000 SH
MERCADOLIBRE INC	COM	$2.4M	0.3%	1,200 SH	New
META PLATFORMS INC	CL A	$1.3M	0.1%	2,000 SH	New
MICROSOFT CORP	COM	$10.7M	1.2%Prev: 2.4%	22,200 SH	Decreased-14,800 SH
MIRION TECHNOLOGIES INC	COM CL A	$7.6M	0.8%Prev: 0.9%	325,000 SH	Decreased-3,220 SH
MODINE MFG CO	COM	$481K	0.1%	3,600 SH	New
MONGODB INC	CL A	$8.7M	1.0%	20,750 SH	New
NETFLIX INC	COM	$2.7M	0.3%	29,000 SH	New
NEW FORTRESS ENERGY INC	COM CL A	$171K	0.0%	150,000 SH	New
NEXGEN ENERGY LTD	COM	$10.3M	1.1%Prev: 0.3%	1,125,000 SH	Increased+875,000 SH
NEXTERA ENERGY INC	COM	$2.0M	0.2%	25,000 SH	New
NOKIA CORP	SPONSORED ADR	$3.7M	0.4%Prev: 0.2%	560,000 SH	Increased+225,094 SH
NU HLDGS LTD	ORD SHS CL A	$10.7M	1.2%Prev: 1.2%	640,000 SH	Increased+15,000 SH
NVIDIA CORPORATION	COM	$23.3M	2.6%Prev: 1.8%	125,000 SH	Increased+46,000 SH
NXP SEMICONDUCTORS N V	COM	$3.1M	0.3%	14,500 SH	New
ONTO INNOVATION INC	COM	$9.2M	1.0%Prev: 0.6%	58,500 SH	Increased+18,000 SH
ORACLE CORP	COM	$15.2M	1.7%Prev: 3.5%	78,000 SH	Decreased-22,000 SH
ORION GROUP HLDGS INC	COM	$4.0M	0.4%Prev: 0.4%	400,000 SH	Increased+25,000 SH
ORMAT TECHNOLOGIES INC	COM	$3.3M	0.4%	30,000 SH	New
PALO ALTO NETWORKS INC	COM	$12.7M	1.4%Prev: 0.8%	69,000 SH	Increased+37,700 SH
PROFOUND MED CORP	COM NEW	$3.5M	0.4%Prev: 0.2%	450,000 SH	Increased+120,000 SH
RAMACO RES INC	COM CL A	$540K	0.1%Prev: 0.2%	30,000 SH	Decreased-10,000 SH
RH	COM	$5.4M	0.6%	30,000 SH	New
ROKU INC	COM CL A	$976K	0.1%Prev: 0.1%	9,000 SH	Increased+1,000 SH
SALESFORCE INC	COM	$13.5M	1.5%Prev: 1.0%	51,000 SH	Increased+18,000 SH
SANDISK CORP	COM	$13.3M	1.5%Prev: 1.4%	56,000 SH	Increased-44,000 SH
SANMINA CORPORATION	COM	$9.8M	1.1%	65,200 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.3M	0.5%	100,000 SH	New
SEMTECH CORP	COM	$19.1M	2.1%Prev: 1.1%	259,000 SH	Increased+139,000 SH
SERVICENOW INC	COM	$5.9M	0.6%	38,350 SH	New
SEZZLE INC	COM	$16.2M	1.8%	255,000 SH	New
SHOALS TECHNOLOGIES GROUP IN	CL A	$213K	0.0%Prev: 0.0%	25,000 SH	Increased+5,000 SH
SHOPIFY INC	CL A SUB VTG SHS	$12.6M	1.4%Prev: 1.5%	78,400 SH	Increased-4,800 SH
SNAP INC	CL A	$3.5M	0.4%	430,000 SH	New
SOLUNA HOLDINGS INC	COM NEW	$2.0M	0.2%	1,725,000 SH	New
SUNOPTA INC	COM	$2.6M	0.3%Prev: 0.7%	690,000 SH	Decreased-330,000 SH
SUNPOWER INC	COM	$816K	0.1%Prev: 0.0%	520,000 SH	Increased+310,000 SH
SUNRUN INC	COM	$27.2M	3.0%Prev: 3.7%	1,480,000 SH	Decreased-245,000 SH
T1 ENERGY INC	COM NEW	$3.1M	0.3%	465,000 SH	New
TE CONNECTIVITY PLC	ORD SHS	$16.7M	1.8%	73,500 SH	New
TENET HEALTHCARE CORP	COM NEW	$5.0M	0.5%Prev: 0.9%	25,000 SH	Decreased-10,000 SH
TERADYNE INC	COM	$11.6M	1.3%Prev: 1.5%	60,000 SH	Decreased-28,000 SH
TERAWULF INC	COM	$13.4M	1.5%Prev: 1.7%	1,165,000 SH	Decreased-35,000 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$18.1M	2.0%Prev: 1.2%	580,000 SH	Increased+80,000 SH
TEXAS INSTRS INC	COM	$10.4M	1.1%	60,000 SH	New
THE TRADE DESK INC	COM CL A	$6.3M	0.7%	165,000 SH	New
TIC SOLUTIONS INC	COM	$1.5M	0.2%Prev: 0.1%	150,000 SH	Increased+100,000 SH
TRANSALTA CORP	COM	$2.3M	0.2%Prev: 0.2%	180,000 SH	Increased+65,000 SH
TRIPADVISOR INC	COM	$3.1M	0.3%Prev: 0.3%	214,000 SH	Increased+66,000 SH
TWILIO INC	CL A	$8.9M	1.0%	62,500 SH	New
URANIUM ENERGY CORP	COM	$876K	0.1%	75,000 SH	New
VERACYTE INC	COM	$5.3M	0.6%	125,000 SH	New
VIAVI SOLUTIONS INC	COM	$7.8M	0.9%	440,000 SH	New
VISTRA CORP	COM	$807K	0.1%	5,000 SH	New
WARBY PARKER INC	CL A COM	$577K	0.1%	26,500 SH	New
WILLIAMS COS INC	COM	$3.0M	0.3%Prev: 0.6%	50,000 SH	Decreased-25,000 SH
WOLFSPEED INC	COMMON STOCK	$2.9M	0.3%	165,000 SH	New
XOMETRY INC	CLASS A COM	$595K	0.1%	10,000 SH	New
XPLR INFRASTRUCTURE LP	COM UNIT PART IN	$4.5M	0.5%Prev: 1.1%	450,000 SH	Decreased-430,000 SH

Sold (vs prior filing)

ADMA BIOLOGICS INC — $6.2M
AES CORP — $1.6M
AMPHENOL CORP NEW — $5.6M
ANALOG DEVICES INC — $3.7M
APPLOVIN CORP — $5.7M
ASTERA LABS INC — $2.7M
BUTTERFLY NETWORK INC — $97K
CLEAN ENERGY FUELS CORP — $1.4M
CONFLUENT INC — $5.8M
CREDO TECHNOLOGY GROUP HOLDI — $1.5M
DOCUSIGN INC — $937K
DRAFTKINGS INC NEW — $5.4M
ENERGY VAULT HOLDINGS INC — $297K
ETSY INC — $2.5M
EVOLV TECHNOLOGIES HLDNGS IN — $755K
FLOWSERVE CORP — $4.0M
IDAHO STRATEGIC RESOURCES — $338K
INTERNATIONAL BUSINESS MACHS — $5.1M
LEGENCE CORP — $308K
MAGNITE INC — $5.6M
… and 19 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000864	$911.1M	View
Nov 14, 2025	Q3 2025	13F-HR	0001172661-25-004897	$808.7M	View
Jul 13, 2026	Q2 2026