Institutions / ARDSLEY ADVISORY PARTNERS LP / Holdings

Ardsley Advisory Partners LP

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
ELI LILLY & Co	—	$42.99M	40,000	5.5%
First Solar Inc	—	$30.69M	117,500	3.9%
LUMENTUM HLDGS INC	—	$29.49M	80,000	3.8%
Broadcom Inc.	—	$29.08M	84,000	3.7%
SUNRUN INC.	—	$27.23M	1,480,000	3.5%
NVIDIA Corp	—	$23.31M	125,000	3.0%
ARGENX SE	—	$20.18M	24,000	2.6%
ISHARES SILVER TR	—	$18.99M	295,000	2.4%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVA	ADR	$18.10M	580,000	2.3%
Alphabet Inc.	—	$17.89M	57,000	2.3%
SEMTECH CORP	—	$17.46M	237,000	2.2%
TE Connectivity PLC	—	$16.72M	73,500	2.1%
Hut 8 Corp.	—	$16.54M	360,000	2.1%
SEZZLE INCSEZL	Common Stock	$15.55M	245,000	2.0%
ADVANCED ENERGY INDUSTRIES INC	—	$15.28M	73,000	1.9%
TERAWULF INC.	—	$13.39M	1,165,000	1.7%
Sandisk Corp	—	$13.29M	56,000	1.7%
BrightSpring Health Services, Inc.	—	$13.11M	350,000	1.7%
Arista Networks, Inc.ANET	Common Stock	$13.10M	100,000	1.7%
SHOPIFY INC	—	$12.62M	78,400	1.6%
Amazon.com Inc	—	$12.47M	54,000	1.6%
TERADYNE, INC	—	$11.61M	60,000	1.5%
ALAMOS GOLD INC NEW	—	$11.57M	300,000	1.5%
DENISON MINES CORP.	—	$10.91M	4,100,000	1.4%
MICROSOFT CORP	—	$10.74M	22,200	1.4%
NU HLDGS LTD	—	$10.71M	640,000	1.4%
TEXAS INSTRUMENTS INC	—	$10.41M	60,000	1.3%
NEXGEN ENERGY LTD	—	$10.35M	1,125,000	1.3%
FERROGLOBE PLC	—	$9.84M	2,120,000	1.3%
ISHARES TR	—	$9.79M	140,000	1.2%
TWILIO INC	—	$8.89M	62,500	1.1%
Salesforce Inc	—	$8.73M	33,000	1.1%
MongoDB, Inc.	—	$8.69M	20,750	1.1%
Jazz Pharmaceuticals PLC	—	$8.50M	50,000	1.1%
VIAVI SOLUTIONS INC.	—	$7.84M	440,000	1.0%
Mirion Technologies, Inc.	—	$7.61M	325,000	1.0%
Aldeyra Therapeutics, Inc.	—	$7.51M	1,450,000	1.0%
EBAY INC	—	$7.40M	85,000	0.9%
Palo Alto Networks Inc	—	$7.37M	40,000	0.9%
GeneDx Holdings Corp.	—	$7.15M	55,000	0.9%
ONTO INNOVATION INC.	—	$6.87M	43,500	0.9%
SANMINA CORP	—	$6.78M	45,200	0.9%
CVS HEALTH Corp	—	$6.75M	85,000	0.9%
BellRing Brands Inc	—	$6.42M	240,000	0.8%
Eos Energy Enterprises, Inc.	—	$6.36M	555,000	0.8%
LATTICE SEMICONDUCTOR CORP	—	$6.33M	86,000	0.8%
ORACLE CORP	—	$5.85M	30,000	0.7%
RH	—	$5.37M	30,000	0.7%
VERACYTE INC	—	$5.26M	125,000	0.7%
Clearway Energy, Inc.	—	$4.99M	150,000	0.6%