Holdings of ARDSLEY ADVISORY PARTNERS LP
107 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35.6 % of the equity sleeve
Sector breakdown
- Technology 19.3 %
- Health care 8.1 %
- Communication 5.8 %
- Consumer discretionary 5.7 %
- Industrials 2.3 %
- Real estate 1.3 %
- Consumer staples 1.0 %
- Energy 0.9 %
- Financials 0.3 %
- Utilities 0.2 %
- Unattributed 55.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 96.6 %
- IL 2.7 %
- GB 0.4 %
- FR 0.1 %
- KY 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 103 | 592.9M $ | 96.58 % |
| 2 | IL | 1 | 16.7M $ | 2.72 % |
| 3 | GB | 1 | 2.7M $ | 0.44 % |
| 4 | FR | 1 | 905.5K $ | 0.15 % |
| 5 | KY | 1 | 621.7K $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 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 $ | |