Holdings of ARDSLEY ADVISORY PARTNERS LP

Name: Holdings of ARDSLEY ADVISORY PARTNERS LP
Creator: Titelia
License: https://titelia.com/en/sources

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Net assets: -
Positions: 107 in 5 countries
Top ten: 35.6 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	United Therapeutics Corp	50,000	29.6M $
2	Broadcom Inc	89,500	27.7M $
3	Sandisk Corp/DE	42,000	26.7M $
4	Amazon.com Inc	106,000	22.1M $
5	Arista Networks Inc	173,700	21.3M $
6	Semtech Corp	258,750	19.9M $
7	Modine Manufacturing Co	91,100	19.7M $
8	Sezzle Inc	300,000	19M $
9	Teva Pharmaceutical Industries Ltd	555,000	16.7M $
10	Meta Platforms Inc	28,000	16M $
11	Sunrun Inc	1,135,000	15.4M $
12	NVIDIA Corp	87,500	15.3M $
13	Terawulf Inc	1,050,000	15.1M $
14	BrightSpring Health Services Inc	350,000	14.9M $
15	Shoals Technologies Group Inc	2,260,000	14.9M $
16	Viavi Solutions Inc	400,000	13.3M $
17	eBay Inc	140,500	12.8M $
18	ALPS ETF Trust	200,000	10.5M $
19	Boston Scientific Corp	150,000	9.4M $
20	Alphabet Inc	30,000	8.6M $
21	Applied Materials Inc	25,000	8.5M $
22	Equinix Inc	7,950	7.8M $
23	ServiceNow Inc	72,500	7.6M $
24	Lattice Semiconductor Corp	81,500	7.6M $
25	Hut 8 Corp	150,000	7M $
26	Avery Dennison Corp	40,000	6.9M $
27	State Street Utilities Select Sector SPDR ETF	150,000	6.9M $
28	Zoom Communications Inc	83,000	6.7M $
29	Verizon Communications Inc	130,000	6.5M $
30	GeneDx Holdings Corp	100,000	6.4M $
31	CVS Health Corp	85,000	6.1M $
32	Alaska Air Group Inc	165,000	6.1M $
33	Mirion Technologies Inc	325,000	6M $
34	Twilio Inc	47,200	5.9M $
35	Cipher Digital Inc	450,000	5.8M $
36	Box Inc	236,000	5.6M $
37	Clearway Energy Inc	140,000	5.5M $
38	Okta Inc	67,600	5.3M $
39	BWX Technologies Inc	25,000	5.1M $
40	Analog Devices Inc	16,000	5.1M $
41	XPLR Infrastructure LP	475,000	5M $
42	Micron Technology Inc	14,000	4.7M $
43	Eli Lilly & Co	5,000	4.6M $
44	Lumentum Holdings Inc	6,200	4.4M $
45	Anterix Inc	110,000	4.2M $
46	Veracyte Inc	125,000	4M $
47	Roku Inc	41,500	3.9M $
48	Fluor Corp	82,500	3.8M $
49	Netflix Inc	40,000	3.8M $
50	ADMA Biologics Inc	425,000	3.8M $
51	Honeywell International Inc	16,500	3.7M $
52	Williams Cos Inc/The	50,000	3.6M $
53	Brookdale Senior Living Inc	250,000	3.4M $
54	Ormat Technologies Inc	30,000	3.4M $
55	Enphase Energy Inc	85,000	3.2M $
56	Microsoft Corp	8,000	3M $
57	BellRing Brands Inc	175,000	2.8M $
58	ARM Holdings PLC	18,000	2.7M $
59	Fluence Energy Inc	185,000	2.5M $
60	Ramaco Resources Inc	160,000	2.5M $
61	TIC Solutions Inc	375,000	2.5M $
62	Intel Corp	53,000	2.3M $
63	Wolfspeed Inc	140,000	2.3M $
64	Cloudflare Inc	10,800	2.2M $
65	Teradyne Inc	7,500	2.2M $
66	Orion Group Holdings Inc	200,000	2.2M $
67	Invesco S&P 500 Equal Weight ETF	11,000	2.1M $
68	Amprius Technologies Inc	125,000	2.1M $
69	Fortinet Inc	25,600	2.1M $
70	Upwork Inc	190,000	2.1M $
71	F5 Inc	7,100	2.1M $
72	HA Sustainable Infrastructure Capital Inc	55,000	2M $
73	Diodes Inc	29,500	2M $
74	Uber Technologies Inc	24,500	1.8M $
75	Bloom Energy Corp	13,000	1.8M $
76	Advanced Micro Devices Inc	8,000	1.6M $
77	Advanced Energy Industries Inc	5,000	1.6M $
78	MasTec Inc	5,000	1.6M $
79	Aldeyra Therapeutics Inc	950,000	1.6M $
80	EQT Corp	25,000	1.6M $
81	Eos Energy Enterprises Inc	300,000	1.5M $
82	Dynatrace Inc	40,000	1.5M $
83	Energy Transfer LP	75,000	1.4M $
84	Constellation Energy Corp.	5,000	1.4M $
85	Itron Inc	15,000	1.3M $
86	Energy Services of America Corp	100,000	1.3M $
87	SunPower Inc	960,000	1.2M $
88	Impinj Inc	11,500	1.2M $
89	Texas Instruments Inc	6,000	1.2M $
90	Select Sector Spdr Trust	23,000	1.1M $
91	Comstock Inc	350,000	1.1M $
92	Magnite Inc	78,000	926.6K $
93	Plexus Corp	4,500	911.4K $
94	Criteo SA	50,500	905.5K $
95	American Superconductor Corp	25,000	846.3K $
96	MP Materials Corp	15,000	723.8K $
97	Array Technologies Inc	100,000	723K $
98	Himax Technologies Inc	79,000	621.7K $
99	SentinelOne Inc	46,000	592.5K $
100	Walt Disney Co/The	6,000	578.2K $

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Sector breakdown

Technology 20.6 %
Health care 8.1 %
Communication 5.8 %
Consumer discretionary 5.7 %
Industrials 2.3 %
Real estate 1.3 %
Energy 0.9 %
Utilities 0.2 %
Unattributed 55.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

United States 96.6 %
Israel 2.7 %
United Kingdom 0.4 %
France 0.1 %
Cayman Islands 0.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	United States	103	592.9M $	96.58 %
2	Israel	1	16.7M $	2.72 %
3	United Kingdom	1	2.7M $	0.44 %
4	France	1	905.5K $	0.15 %
5	Cayman Islands	1	621.7K $	0.10 %

Cite this page

Titelia. "Holdings of ARDSLEY ADVISORY PARTNERS LP". https://titelia.com/en/funds/US13F900529