Holders — by stockHoldings — by fund
ARDSLEY ADVISORY PARTNERS LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 900529
$960.2M
disclosed book value
136
positions
5.9%
largest position share
Positions, as of 2026-06-30
top 100 of 136 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 25,000 | $56.7M | 5.9% |
| 2 | AMDADVANCED MICRO DEVICES INC | 93,000 | $54.0M | 5.6% |
| 3 | SEZLSEZZLE INC | 215,000 | $36.9M | 3.8% |
| 4 | WULFTERAWULF INC | 966,000 | $23.7M | 2.5% |
| 5 | BTSGBRIGHTSPRING HEALTH SVCS INC | 325,000 | $22.7M | 2.4% |
| 6 | EBAYEBAY INC. | 201,000 | $22.3M | 2.3% |
| 7 | RUNSUNRUN INC | 1.6M | $21.4M | 2.2% |
| 8 | VIAVVIAVI SOLUTIONS INC | 390,000 | $18.6M | 1.9% |
| 9 | PEVERPURE INC | 233,000 | $18.3M | 1.9% |
| 10 | ARMARM HOLDINGS PLC | 47,000 | $16.6M | 1.7% |
| 11 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1.7M | $16.5M | 1.7% |
| 12 | AMZNAMAZON COM INC | 69,000 | $16.4M | 1.7% |
| 13 | UTHRUNITED THERAPEUTICS CORP DEL | 30,000 | $16.3M | 1.7% |
| 14 | TEVATEVA PHARMACEUTICAL INDS LTD | 465,000 | $15.8M | 1.6% |
| 15 | GOOGALPHABET INC | 43,500 | $15.3M | 1.6% |
| 16 | PANWPALO ALTO NETWORKS INC | 43,000 | $14.6M | 1.5% |
| 17 | TWLOTWILIO INC | 69,000 | $14.2M | 1.5% |
| 18 | PRIMPRIMORIS SVCS CORP | 135,000 | $13.4M | 1.4% |
| 19 | AAPLAPPLE INC | 45,000 | $13.0M | 1.4% |
| 20 | ZMZOOM COMMUNICATIONS INC | 145,000 | $12.5M | 1.3% |
| 21 | MODMODINE MFG CO | 45,000 | $12.0M | 1.3% |
| 22 | ONTOONTO INNOVATION INC | 31,500 | $11.9M | 1.2% |
| 23 | SNXTD SYNNEX CORPORATION | 43,500 | $11.6M | 1.2% |
| 24 | BKDBROOKDALE SR LIVING INCCALL | 690,000 | $11.1M | 1.2% |
| 25 | ENPHENPHASE ENERGY INC | 220,000 | $10.8M | 1.1% |
| 26 | ALGTALLEGIANT TRAVEL CO | 90,000 | $10.6M | 1.1% |
| 27 | OKTAOKTA INC | 76,500 | $10.4M | 1.1% |
| 28 | EQIXEQUINIX INC | 10,000 | $10.4M | 1.1% |
| 29 | HUTHUT 8 CORP | 90,000 | $10.4M | 1.1% |
| 30 | AMLPALPS ETF TR | 200,000 | $10.4M | 1.1% |
| 31 | OSCROSCAR HEALTH INC | 350,000 | $10.0M | 1% |
| 32 | BEBLOOM ENERGY CORP | 31,000 | $9.4M | 1% |
| 33 | CIFRCIPHER DIGITAL INC | 375,000 | $9.2M | 1% |
| 34 | NU HLDGS LTD | 675,000 | $9.0M | 0.9% |
| 35 | CBRSCEREBRAS SYSTEMS INC | 39,000 | $8.7M | 0.9% |
| 36 | LITELUMENTUM HLDGS INC | 10,000 | $8.5M | 0.9% |
| 37 | RELYREMITLY GLOBAL INC | 375,000 | $8.4M | 0.9% |
| 38 | DVNDEVON ENERGY CORP NEW | 200,000 | $8.3M | 0.9% |
| 39 | AVGOBROADCOM INC | 21,000 | $7.9M | 0.8% |
| 40 | ALKALASKA AIR GROUP INC | 150,000 | $7.8M | 0.8% |
| 41 | GLWCORNING INC | 30,000 | $7.7M | 0.8% |
| 42 | FLRFLUOR CORP | 142,500 | $7.5M | 0.8% |
| 43 | VRTXVERTEX PHARMACEUTICALS INC | 15,000 | $7.5M | 0.8% |
| 44 | VCYTVERACYTE INC | 125,000 | $7.3M | 0.8% |
| 45 | SMTCSEMTECH CORP | 45,000 | $7.3M | 0.8% |
| 46 | JAZZ PHARMACEUTICALS PLC | 30,000 | $7.2M | 0.8% |
| 47 | FERROGLOBE PLC | 2.2M | $6.9M | 0.7% |
| 48 | AKAMAKAMAI TECHNOLOGIES INC | 56,000 | $6.6M | 0.7% |
| 49 | ORCLORACLE CORPCALL | 45,000 | $6.6M | 0.7% |
| 50 | VZVERIZON COMMUNICATIONS INC | 155,000 | $6.6M | 0.7% |
| 51 | BOXBOX INC | 240,000 | $6.4M | 0.7% |
| 52 | MCHPMICROCHIP TECHNOLOGY INC. | 70,000 | $6.3M | 0.7% |
| 53 | SLBSLB LIMITED | 135,000 | $6.3M | 0.7% |
| 54 | XIFRXPLR INFRASTRUCTURE LP | 525,000 | $6.2M | 0.6% |
| 55 | CAMTEK LTD | 37,000 | $6.0M | 0.6% |
| 56 | MIRMIRION TECHNOLOGIES INC | 325,000 | $5.8M | 0.6% |
| 57 | CRMSALESFORCE INC | 36,000 | $5.6M | 0.6% |
| 58 | GMTLGUARDIAN METAL RES PLC | 400,000 | $5.6M | 0.6% |
| 59 | WGSGENEDX HOLDINGS CORP | 75,000 | $5.1M | 0.5% |
| 60 | AAOIAPPLIED OPTOELECTRONICS INC | 35,000 | $5.1M | 0.5% |
| 61 | ADMAADMA BIOLOGICS INC | 600,000 | $5.0M | 0.5% |
| 62 | CWENCLEARWAY ENERGY INC | 140,000 | $4.8M | 0.5% |
| 63 | TACTRANSALTA CORP | 345,000 | $4.8M | 0.5% |
| 64 | PIIMPINJ INC | 33,000 | $4.7M | 0.5% |
| 65 | BWABORGWARNER INC | 70,000 | $4.6M | 0.5% |
| 66 | NAVNNAVAN INC | 200,000 | $4.6M | 0.5% |
| 67 | FCELFUELCELL ENERGY INCCALL | 125,000 | $4.5M | 0.5% |
| 68 | GLOBALFOUNDRIES INC | 54,500 | $4.5M | 0.5% |
| 69 | FLSFLOWSERVE CORP | 60,000 | $4.4M | 0.5% |
| 70 | FCELFUELCELL ENERGY INC | 120,000 | $4.4M | 0.5% |
| 71 | LRCXLAM RESEARCH CORP | 10,000 | $4.3M | 0.5% |
| 72 | CVSCVS HEALTH CORP | 40,000 | $4.1M | 0.4% |
| 73 | MANHMANHATTAN ASSOCIATES INC | 28,500 | $4.0M | 0.4% |
| 74 | GLOBAL E ONLINE LTD | 113,000 | $3.9M | 0.4% |
| 75 | BWXTBWX TECHNOLOGIES INC | 20,000 | $3.9M | 0.4% |
| 76 | APHAMPHENOL CORP | 22,000 | $3.9M | 0.4% |
| 77 | TXNTEXAS INSTRS INC | 13,000 | $3.9M | 0.4% |
| 78 | SKESKEENA RES LTD NEW | 145,000 | $3.9M | 0.4% |
| 79 | PROFPROFOUND MED CORP | 575,000 | $3.8M | 0.4% |
| 80 | WMBWILLIAMS COS INC | 50,000 | $3.7M | 0.4% |
| 81 | SHOPSHOPIFY INC | 32,500 | $3.7M | 0.4% |
| 82 | WDCWESTERN DIGITAL CORP | 5,500 | $3.5M | 0.4% |
| 83 | AEVAAEVA TECHNOLOGIES INC | 121,500 | $3.5M | 0.4% |
| 84 | ORNORION GROUP HLDGS INC | 200,000 | $3.4M | 0.4% |
| 85 | TICTIC SOLUTIONS INC | 400,000 | $3.2M | 0.3% |
| 86 | EOSEEOS ENERGY ENTERPRISES INC | 550,000 | $3.2M | 0.3% |
| 87 | AGIALAMOS GOLD INC | 105,000 | $3.2M | 0.3% |
| 88 | COHUCOHU INC | 41,700 | $3.1M | 0.3% |
| 89 | FLEX LTD | 19,000 | $3.1M | 0.3% |
| 90 | FTREFORTREA HLDGS INC | 175,000 | $3.0M | 0.3% |
| 91 | STMSTMICROELECTRONICS N V | 41,000 | $3.0M | 0.3% |
| 92 | NOWSERVICENOW INCCALL | 30,000 | $3.0M | 0.3% |
| 93 | WOLFWOLFSPEED INC | 60,000 | $2.9M | 0.3% |
| 94 | VECOVEECO INSTRS INC DEL | 37,000 | $2.8M | 0.3% |
| 95 | TEAMATLASSIAN CORPORATIONCALL | 35,000 | $2.7M | 0.3% |
| 96 | KBRKBR INC | 75,000 | $2.6M | 0.3% |
| 97 | ETENERGY TRANSFER L P | 125,000 | $2.4M | 0.2% |
| 98 | PEVERPURE INCCALL | 30,000 | $2.4M | 0.2% |
| 99 | PAGAYA TECHNOLOGIES LTD | 125,000 | $2.3M | 0.2% |
| 100 | TRIPTRIPADVISOR INC | 166,000 | $2.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.