Q4 2024 · 13F-HR
ARDSLEY ADVISORY PARTNERS LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000980
$630.6M
Reported value
143
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 79466L302 | CRM | SALESFORCE INC | $30.8M | 4.88% | 92,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $27.4M | 4.34% | 555,000 | Common | SOLE |
| 465741106 | ITRI | ITRON INC | $15.2M | 2.41% | 140,000 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $15.1M | 2.40% | 1,125,000 | Common | SOLE |
| G4766E116 | INDV | INDIVIOR PLC | $14.9M | 2.37% | 1,200,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $12.6M | 2.01% | 30,000 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $11.9M | 1.89% | 108,000 | PUT | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.5M | 1.83% | 52,500 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $11.0M | 1.74% | 1,950,000 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $10.7M | 1.70% | 1,390,000 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $10.5M | 1.67% | 60,000 | CALL | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $10.5M | 1.66% | 124,950 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $10.1M | 1.60% | 20,000 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $10.1M | 1.60% | 125,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $9.8M | 1.55% | 11,000 | Common | SOLE |
| 011532108 | AGI | ALAMOS GOLD INC NEW | $9.7M | 1.54% | 525,000 | Common | SOLE |
| 89346D107 | TAC | TRANSALTA CORP | $9.5M | 1.51% | 675,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $8.7M | 1.39% | 945,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $8.6M | 1.36% | 180,000 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $8.2M | 1.30% | 515,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $8.1M | 1.28% | 7,600 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $7.9M | 1.25% | 105,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $7.9M | 1.25% | 190,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $7.7M | 1.23% | 125,000 | PUT | SOLE |
| 679295105 | OKTA | OKTA INC | $7.7M | 1.22% | 97,200 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $7.4M | 1.18% | 245,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $7.2M | 1.15% | 41,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.7M | 1.06% | 20,000 | CALL | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $6.6M | 1.05% | 60,000 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $6.6M | 1.05% | 300,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $6.5M | 1.03% | 28,000 | Common | SOLE |
| G1117K114 | BIOX | BIOCERES CROP SOLUTIONS CORP | $6.5M | 1.03% | 1,064,614 | Common | SOLE |
| G33856108 | GSM | FERROGLOBE PLC | $6.3M | 1.00% | 1,667,595 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $6.3M | 1.00% | 74,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.3M | 1.00% | 47,000 | PUT | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $6.3M | 0.99% | 110,500 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $6.1M | 0.97% | 305,000 | CALL | SOLE |
| 464287184 | FXI | ISHARES TR | $6.1M | 0.97% | 200,000 | CALL | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $6.1M | 0.96% | 500,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.9M | 0.93% | 10,000 | Common | SOLE |
| 00130H105 | AES | AES CORP | $5.8M | 0.92% | 450,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $5.8M | 0.92% | 260,000 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $5.7M | 0.91% | 1,150,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $5.7M | 0.91% | 30,100 | Common | SOLE |
| 86881A100 | SGRY | SURGERY PARTNERS INC | $5.7M | 0.91% | 270,200 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $5.7M | 0.91% | 30,000 | CALL | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $5.6M | 0.88% | 150,000 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $5.5M | 0.88% | 60,000 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $5.3M | 0.83% | 36,800 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $5.2M | 0.82% | 55,000 | PUT | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $5.0M | 0.80% | 35,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $5.0M | 0.79% | 39,500 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $4.6M | 0.73% | 34,000 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $4.4M | 0.70% | 450,000 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $4.4M | 0.70% | 1,750,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.4M | 0.69% | 22,000 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $4.2M | 0.67% | 27,500 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $4.1M | 0.65% | 22,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $3.9M | 0.61% | 25,000 | CALL | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $3.9M | 0.61% | 75,000 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $3.8M | 0.61% | 20,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $3.7M | 0.59% | 24,000 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $3.7M | 0.58% | 650,000 | CALL | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $3.6M | 0.57% | 230,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $3.6M | 0.57% | 21,400 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $3.5M | 0.55% | 41,000 | Common | SOLE |
| 65341B106 | XIFR | NEXTERA ENERGY PARTNERS LP | $3.4M | 0.54% | 190,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.4M | 0.53% | 40,000 | CALL | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $3.2M | 0.50% | 12,950 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $3.1M | 0.49% | 261,100 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $3.0M | 0.47% | 600,000 | CALL | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $2.9M | 0.47% | 35,000 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $2.9M | 0.46% | 25,000 | Common | SOLE |
| 690045109 | — | REVELYST INC | $2.9M | 0.46% | 150,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $2.8M | 0.44% | 300,000 | CALL | SOLE |
| 74624M102 | P | PURE STORAGE INC | $2.8M | 0.44% | 45,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $2.7M | 0.43% | 1,600 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.6M | 0.42% | 15,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.6M | 0.40% | 38,000 | PUT | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $2.5M | 0.39% | 20,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $2.5M | 0.39% | 50,000 | CALL | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $2.5M | 0.39% | 100,000 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $2.4M | 0.38% | 35,000 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $2.4M | 0.38% | 200,000 | CALL | SOLE |
| 74319B502 | PROF | PROFOUND MED CORP | $2.2M | 0.35% | 295,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.2M | 0.35% | 26,000 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $2.2M | 0.35% | 30,000 | CALL | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $2.2M | 0.35% | 125,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $2.1M | 0.34% | 20,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $2.1M | 0.34% | 25,000 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $2.0M | 0.32% | 6,000 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $1.9M | 0.29% | 10,300 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.8M | 0.29% | 10,000 | PUT | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $1.8M | 0.29% | 1,000,000 | Common | SOLE |
| 65341B106 | XIFR | NEXTERA ENERGY PARTNERS LP | $1.8M | 0.28% | 100,000 | CALL | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $1.8M | 0.28% | 80,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $1.8M | 0.28% | 10,000 | CALL | SOLE |
| 00206R102 | T | AT&T INC | $1.7M | 0.27% | 75,000 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.7M | 0.26% | 5,000 | Common | SOLE |
| 46138G706 | TAN | INVESCO EXCH TRADED FD TR II | $1.7M | 0.26% | 50,000 | CALL | SOLE |
| 278642103 | EBAY | EBAY INC. | $1.6M | 0.26% | 26,500 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.6M | 0.26% | 30,000 | CALL | SOLE |
| 37959E102 | GL | GLOBE LIFE INC | $1.6M | 0.25% | 14,000 | PUT | SOLE |
| 68628V308 | ORN | ORION GROUP HLDGS INC | $1.5M | 0.23% | 200,000 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $1.3M | 0.21% | 200,000 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.3M | 0.20% | 35,000 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $1.3M | 0.20% | 500,000 | CALL | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $1.2M | 0.20% | 123,000 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $1.1M | 0.18% | 250,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $1.1M | 0.18% | 15,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.1M | 0.18% | 10,000 | CALL | SOLE |
| 131428104 | CLMT | CALUMET INC | $1.1M | 0.17% | 50,000 | Common | SOLE |
| 52603B107 | TREE | LENDINGTREE INC NEW | $1.0M | 0.17% | 27,000 | PUT | SOLE |
| 686688102 | ORA | ORMAT TECHNOLOGIES INC | $1.0M | 0.16% | 15,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $1.0M | 0.16% | 17,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $945,600 | 0.15% | 12,000 | CALL | SOLE |
| 552690109 | MDU | MDU RES GROUP INC | $901,000 | 0.14% | 50,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $839,500 | 0.13% | 10,000 | CALL | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $833,350 | 0.13% | 5,000 | CALL | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $821,875 | 0.13% | 12,500 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $804,900 | 0.13% | 30,000 | Common | SOLE |
| 06777U200 | BNED | BARNES & NOBLE ED INC | $803,200 | 0.13% | 80,000 | Common | SOLE |
| 767292105 | RIOT | RIOT PLATFORMS INC | $765,750 | 0.12% | 75,000 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $762,000 | 0.12% | 25,000 | PUT | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $749,300 | 0.12% | 10,000 | CALL | SOLE |
| 63947X101 | NCNO | NCINO INC | $671,600 | 0.11% | 20,000 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $666,000 | 0.11% | 100,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $666,000 | 0.11% | 30,000 | CALL | SOLE |
| 880770102 | TER | TERADYNE INC | $629,600 | 0.10% | 5,000 | CALL | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $596,300 | 0.09% | 10,000 | CALL | SOLE |
| 68347P103 | OPAL | OPAL FUELS INC | $508,500 | 0.08% | 150,000 | Common | SOLE |
| 04342Y104 | ASAN | ASANA INC | $506,750 | 0.08% | 25,000 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $502,200 | 0.08% | 30,000 | PUT | SOLE |
| 20464U100 | COMP | COMPASS INC | $380,250 | 0.06% | 65,000 | CALL | SOLE |
| 20464U100 | COMP | COMPASS INC | $351,000 | 0.06% | 60,000 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $335,800 | 0.05% | 10,000 | CALL | SOLE |
| 458140100 | INTC | INTEL CORP | $330,825 | 0.05% | 16,500 | Common | SOLE |
| 02217A102 | AMPSUSD | ALTUS POWER INC | $325,600 | 0.05% | 80,000 | Common | SOLE |
| 55087P104 | LYFT | LYFT INC | $322,500 | 0.05% | 25,000 | CALL | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $202,000 | 0.03% | 20,000 | CALL | SOLE |
| 06777U200 | BNED | BARNES & NOBLE ED INC | $200,800 | 0.03% | 20,000 | CALL | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $181,850 | 0.03% | 2,500 | Common | SOLE |
| 86745K104 | NOVAQ | SUNNOVA ENERGY INTL INC. | $171,500 | 0.03% | 50,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.