Q2 2026 · 13F-HR
ARDSLEY ADVISORY PARTNERS LPholdings as filed
Filed 2026-07-13 · accession 0001172661-26-002590
$960.2M
Reported value
145
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80004C200 | SNDK | SANDISK CORP | $56.7M | 5.90% | 25,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $54.0M | 5.63% | 93,000 | Common | SOLE |
| 78435P105 | SEZL | SEZZLE INC | $36.9M | 3.84% | 215,000 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $23.7M | 2.47% | 966,000 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $22.7M | 2.36% | 325,000 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $22.3M | 2.32% | 201,000 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $21.4M | 2.23% | 1,600,000 | Common | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $18.6M | 1.94% | 390,000 | Common | SOLE |
| 74624M102 | P | EVERPURE INC | $18.3M | 1.91% | 233,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $16.6M | 1.73% | 47,000 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $16.5M | 1.72% | 1,665,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.4M | 1.71% | 69,000 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $16.3M | 1.69% | 30,000 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $15.8M | 1.64% | 465,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.3M | 1.60% | 43,500 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $14.6M | 1.52% | 43,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $14.2M | 1.48% | 69,000 | Common | SOLE |
| 74164F103 | PRIM | PRIMORIS SVCS CORP | $13.4M | 1.39% | 135,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.0M | 1.35% | 45,000 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $12.5M | 1.30% | 145,000 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $12.0M | 1.25% | 45,000 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $11.9M | 1.24% | 31,500 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $11.6M | 1.21% | 43,500 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $11.1M | 1.16% | 690,000 | CALL | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $10.8M | 1.12% | 220,000 | Common | SOLE |
| 01748X102 | ALGT | ALLEGIANT TRAVEL CO | $10.6M | 1.10% | 90,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $10.4M | 1.09% | 76,500 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $10.4M | 1.09% | 10,000 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $10.4M | 1.08% | 90,000 | Common | SOLE |
| 00162Q452 | AMLP | ALPS ETF TR | $10.4M | 1.08% | 200,000 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $10.0M | 1.04% | 350,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $9.4M | 0.98% | 31,000 | Common | SOLE |
| 17253J106 | CIFR | CIPHER DIGITAL INC | $9.2M | 0.96% | 375,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $9.0M | 0.94% | 675,000 | Common | SOLE |
| 15675D103 | CBRS | CEREBRAS SYSTEMS INC | $8.7M | 0.90% | 39,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $8.5M | 0.89% | 10,000 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $8.4M | 0.88% | 375,000 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $8.3M | 0.86% | 200,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $7.9M | 0.83% | 21,000 | Common | SOLE |
| 011659109 | ALK | ALASKA AIR GROUP INC | $7.8M | 0.82% | 150,000 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $7.7M | 0.80% | 30,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP | $7.5M | 0.78% | 142,500 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $7.5M | 0.78% | 15,000 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $7.3M | 0.76% | 125,000 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $7.3M | 0.76% | 45,000 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $7.2M | 0.75% | 30,000 | Common | SOLE |
| G33856108 | GSM | FERROGLOBE PLC | $6.9M | 0.72% | 2,185,000 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $6.6M | 0.69% | 56,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $6.6M | 0.69% | 45,000 | CALL | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $6.6M | 0.68% | 155,000 | Common | SOLE |
| 10316T104 | BOX | BOX INC | $6.4M | 0.66% | 240,000 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $6.3M | 0.66% | 70,000 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $6.3M | 0.65% | 135,000 | Common | SOLE |
| 65341B106 | XIFR | XPLR INFRASTRUCTURE LP | $6.2M | 0.65% | 525,000 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $6.0M | 0.63% | 37,000 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $5.8M | 0.61% | 325,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.6M | 0.59% | 36,000 | Common | SOLE |
| 401382106 | GMTL | GUARDIAN METAL RES PLC | $5.6M | 0.58% | 400,000 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $5.1M | 0.54% | 75,000 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $5.1M | 0.53% | 35,000 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $5.0M | 0.52% | 600,000 | Common | SOLE |
| 18539C204 | CWEN | CLEARWAY ENERGY INC | $4.8M | 0.50% | 140,000 | Common | SOLE |
| 89346D107 | TAC | TRANSALTA CORP | $4.8M | 0.50% | 345,000 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $4.7M | 0.49% | 33,000 | Common | SOLE |
| 099724106 | BWA | BORGWARNER INC | $4.6M | 0.48% | 70,000 | Common | SOLE |
| 639193101 | NAVN | NAVAN INC | $4.6M | 0.48% | 200,000 | Common | SOLE |
| 35952H700 | FCEL | FUELCELL ENERGY INC | $4.5M | 0.47% | 125,000 | CALL | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $4.5M | 0.47% | 54,500 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $4.4M | 0.46% | 60,000 | Common | SOLE |
| 35952H700 | FCEL | FUELCELL ENERGY INC | $4.4M | 0.45% | 120,000 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $4.3M | 0.45% | 10,000 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $4.1M | 0.43% | 40,000 | Common | SOLE |
| 562750109 | MANH | MANHATTAN ASSOCIATES INC | $4.0M | 0.41% | 28,500 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $3.9M | 0.41% | 113,000 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $3.9M | 0.41% | 20,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $3.9M | 0.40% | 22,000 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $3.9M | 0.40% | 13,000 | Common | SOLE |
| 83056P715 | SKE | SKEENA RES LTD NEW | $3.9M | 0.40% | 145,000 | Common | SOLE |
| 74319B502 | PROF | PROFOUND MED CORP | $3.8M | 0.40% | 575,000 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $3.7M | 0.39% | 50,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.7M | 0.39% | 32,500 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $3.5M | 0.37% | 5,500 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $3.5M | 0.36% | 121,500 | Common | SOLE |
| 68628V308 | ORN | ORION GROUP HLDGS INC | $3.4M | 0.35% | 200,000 | Common | SOLE |
| 00510N102 | TIC | TIC SOLUTIONS INC | $3.2M | 0.34% | 400,000 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $3.2M | 0.34% | 550,000 | Common | SOLE |
| 011532108 | AGI | ALAMOS GOLD INC | $3.2M | 0.33% | 105,000 | Common | SOLE |
| 192576106 | COHU | COHU INC | $3.1M | 0.32% | 41,700 | Common | SOLE |
| Y2573F102 | FLEX | FLEX LTD | $3.1M | 0.32% | 19,000 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $3.0M | 0.32% | 175,000 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $3.0M | 0.31% | 41,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $3.0M | 0.31% | 30,000 | CALL | SOLE |
| 97785W106 | WOLF | WOLFSPEED INC | $2.9M | 0.30% | 60,000 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $2.8M | 0.29% | 37,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $2.7M | 0.28% | 35,000 | CALL | SOLE |
| 48242W106 | KBR | KBR INC | $2.6M | 0.27% | 75,000 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $2.4M | 0.25% | 125,000 | Common | SOLE |
| 74624M102 | P | EVERPURE INC | $2.4M | 0.25% | 30,000 | CALL | SOLE |
| M7S64L123 | PGY | PAGAYA TECHNOLOGIES LTD | $2.3M | 0.24% | 125,000 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $2.3M | 0.24% | 166,000 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $2.1M | 0.22% | 55,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $2.1M | 0.22% | 21,500 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $2.1M | 0.22% | 975,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $2.0M | 0.21% | 118,000 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $1.9M | 0.20% | 12,000 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $1.9M | 0.20% | 35,000 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.9M | 0.20% | 50,000 | PUT | SOLE |
| 29271Q103 | ESOA | ENERGY SERVICES OF AMER CORP | $1.9M | 0.20% | 100,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $1.9M | 0.20% | 7,000 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $1.8M | 0.19% | 17,500 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $1.6M | 0.16% | 350,000 | Common | SOLE |
| 205750409 | LODE | COMSTOCK INC | $1.5M | 0.15% | 350,000 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $1.4M | 0.15% | 50,000 | PUT | SOLE |
| 87807B107 | TRP | TC ENERGY CORP | $1.3M | 0.14% | 20,000 | Common | SOLE |
| 75134P600 | METC | RAMACO RES INC | $1.3M | 0.14% | 100,000 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $1.3M | 0.13% | 45,000 | CALL | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $1.2M | 0.13% | 400,000 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $1.2M | 0.13% | 17,000 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY INC | $1.2M | 0.13% | 95,000 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $1.2M | 0.12% | 109,500 | Common | SOLE |
| 68373M107 | OPRA | OPERA LTD | $1.2M | 0.12% | 60,000 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $1.1M | 0.12% | 13,000 | CALL | SOLE |
| 294429105 | EFX | EQUIFAX INC | $1.1M | 0.12% | 7,000 | Common | SOLE |
| 958669103 | WES | WESTERN MIDSTREAM PARTNERS L | $1.1M | 0.11% | 25,000 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $1.1M | 0.11% | 57,500 | Common | SOLE |
| 43289P106 | HIMX | HIMAX TECHNOLOGIES INC | $1.1M | 0.11% | 70,000 | CALL | SOLE |
| 20460L104 | SPWR | SUNPOWER INC | $973,261 | 0.10% | 1,416,065 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $864,553 | 0.09% | 6,100 | Common | SOLE |
| 030111207 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $830,200 | 0.09% | 20,000 | Common | SOLE |
| 502160104 | LXU | LSB INDS INC | $810,750 | 0.08% | 75,000 | Common | SOLE |
| 500643200 | KFY | KORN FERRY | $665,800 | 0.07% | 10,000 | PUT | SOLE |
| 465741106 | ITRI | ITRON INC | $648,975 | 0.07% | 7,500 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $639,000 | 0.07% | 300,000 | CALL | SOLE |
| 654484609 | NB | NIOCORP DEVS LTD | $602,500 | 0.06% | 125,000 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $576,640 | 0.06% | 8,000 | CALL | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $544,530 | 0.06% | 7,000 | Common | SOLE |
| 35953C106 | FIP | FTAI INFRASTRUCTURE INC | $464,000 | 0.05% | 100,000 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $395,400 | 0.04% | 20,000 | Common | SOLE |
| G9087Q102 | TROX | TRONOX HOLDINGS PLC | $315,000 | 0.03% | 50,000 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $292,200 | 0.03% | 5,000 | Common | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $280,400 | 0.03% | 5,000 | Common | SOLE |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $240,250 | 0.03% | 25,000 | Common | SOLE |
| 91733P107 | USAR | USA RARE EARTH INC | $216,200 | 0.02% | 10,000 | Common | SOLE |
| G1117K114 | BIOX | BIOCERES CROP SOLUTIONS CORP | $166,298 | 0.02% | 475,000 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY INC | $158,250 | 0.02% | 12,500 | 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.