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ARDSLEY ADVISORY PARTNERS LP 13F portfolio summary

ARDSLEY ADVISORY PARTNERS LP of ARDSLEY ADVISORY PARTNERS LP has 145 current stock holdings with a reported portfolio value of $960.2M. The portfolio 1 year return is +65.84%. Top holdings include SNDK (5.90%), AMD (5.63%), SEZL (3.84%), WULF (2.47%), BTSG (2.36%).

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ARDSLEY ADVISORY PARTNERS LP 13F Portfolio

ARDSLEY ADVISORY PARTNERS LP
Latest SEC 13F filing: 2026-06-30

ARDSLEY ADVISORY PARTNERS LP runs ARDSLEY ADVISORY PARTNERS LP and currently holds 145 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $960.21M. Their top holdings are SNDK, AMD, SEZL, WULF, BTSG. The top five represent 20.2% of reported portfolio weight. ARDSLEY ADVISORY PARTNERS LP ranks #196 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARDSLEY ADVISORY PARTNERS LP initiated 35 new positions. They added to 33 existing positions. They trimmed 25 positions. Their current best-performing preview position is FCEL with returns of +451.45%.

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Top 5 Holdings
SNDK5.9%
AMD5.6%
SEZL3.8%
WULF2.5%
BTSG2.4%
Top 5: 20.2%
Portfolio Returns
1 Year
+65.84%
#110/1000
3 Year
+126.03%
#159/1000
5 Year
+98.54%
#290/1000

Portfolio Value

$960.21M

Alpha Score

93.3

#196 of 1000

Holdings

145

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ARDSLEY ADVISORY PARTNERS LP Current 13F Holdings

Reported holdings from ARDSLEY ADVISORY PARTNERS LP's latest SEC 13F filing, ranked by portfolio weight.

145 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SNDK
SANDISK CORP
5.90%$112.20$1,581.82+1,309.82%
Trimmed
-40.48%
AMD
ADVANCED MICRO DEVICES INC
5.63%$548.44$608.10+10.88%
Added
+1062.50%
SEZL
SEZZLE INC
3.84%$63.45$128.64+102.74%
Trimmed
-28.33%
WULF
TERAWULF INC
2.47%$4.02$13.77+242.54%
Trimmed
-8.00%
BTSG
BRIGHTSPRING HEALTH SVCS INC
2.36%$27.57$63.74+131.19%
Trimmed
-7.14%
EBAY
EBAY INC.
2.32%$96.73$112.19+15.98%
Added
+43.06%
RUN
SUNRUN INC
2.23%$15.32$7.64-50.13%
Added
+40.97%
VIAV
VIAVI SOLUTIONS INC
1.94%$17.82$45.46+155.11%
Trimmed
-2.50%
ARM
ARM HOLDINGS PLC
1.73%$276.71$266.28-3.77%
Added
+161.11%
SHLS
SHOALS TECHNOLOGIES GROUP IN
1.72%$6.56$8.74+33.23%
Trimmed
-26.33%

Showing 1-10 of 145