Institutions / Ardsley Advisory Partners LP
Ardsley Advisory Partners LP
CIK 900529 · Institution · as of Dec 31, 2025
Portfolio value
$785.36M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $42.99M | 5.5% |
| First Solar Inc | $30.69M | 3.9% |
| Lumentum Hldgs Inc | $29.49M | 3.8% |
| Broadcom Inc. | $29.08M | 3.7% |
| Sunrun Inc. | $27.23M | 3.5% |
| NVIDIA Corp | $23.31M | 3.0% |
| Argenx SE | $20.18M | 2.6% |
| iShares Silver Tr | $18.99M | 2.4% |
| Teva Pharmaceutical Industries LtdTEVA | $18.10M | 2.3% |
| Alphabet Inc. | $17.89M | 2.3% |
| Semtech Corp | $17.46M | 2.2% |
| TE Connectivity PLC | $16.72M | 2.1% |
| Hut 8 Corp. | $16.54M | 2.1% |
| Sezzle IncSEZL | $15.55M | 2.0% |
| Advanced Energy Industries Inc | $15.28M | 1.9% |
| Terawulf Inc. | $13.39M | 1.7% |
| Sandisk Corp | $13.29M | 1.7% |
| BrightSpring Health Services, Inc. | $13.11M | 1.7% |
| Arista Networks, Inc.ANET | $13.10M | 1.7% |
| Shopify Inc | $12.62M | 1.6% |
| Amazon.com Inc | $12.47M | 1.6% |
| Teradyne, Inc | $11.61M | 1.5% |
| Alamos Gold Inc New | $11.57M | 1.5% |
| Denison Mines Corp. | $10.91M | 1.4% |
| Microsoft Corp | $10.74M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.