Ardsley Advisory Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Ardsley Advisory Partners LP reported 130 stock positions worth $921.1 million. Its top holding was Sandisk (SNDK) at 6.2% of the portfolio, followed by Advanced Micro Devices (AMD, 5.9%) and Sezzle (SEZL, 4.0%). Compared with Q1 2026, it opened 58 new positions, sold out of 45, added to 28 and reduced 31. The biggest buy was Advanced Micro Devices (AMD, shares +1063%) and the biggest sale Broadcom (AVGO, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- Norwalk, CT
- CIK
- 0000900529
- Portfolio Value
- $921.1M (Q2 2026)
- SEC Filing
- 0001172661-26-002590 ↗ filed Jul 13, 2026
Holdings Value
Holdings 130 stocks · $921.1M
| SNDK Sandisk Corp. | 6.15% | 25,000 | $56.7M | Reduce -40.5% |
| AMD Advanced Micro Devices | 5.87% | 93,000 | $54.0M | Add +1062.5% |
| SEZL Sezzle Inc. | 4.01% | 215,000 | $36.9M | Reduce -28.3% |
| WULF Terawulf Inc. | 2.57% | 966,000 | $23.7M | Reduce -8.0% |
| BTSG Brightspring Health Services | 2.46% | 325,000 | $22.7M | Reduce -7.1% |
| EBAY eBay Inc. | 2.42% | 201,000 | $22.3M | Add +43.1% |
| RUN Sunrun Inc. | 2.32% | 1,600,000 | $21.4M | Add +41.0% |
| VIAV Viavi Solutions Inc. | 2.02% | 390,000 | $18.6M | Reduce -2.5% |
| P Everpure Inc. Class A | 1.99% | 233,000 | $18.3M | New |
| ARM Arm Holdings PLC-ADR | 1.80% | 47,000 | $16.6M | Add +161.1% |
| SHLS Shoals Technologies Group -A | 1.79% | 1,665,000 | $16.5M | Reduce -26.3% |
| AMZN Amazon.com Inc. | 1.79% | 69,000 | $16.4M | Reduce -34.9% |
| UTHR United Therapeutics Corp. | 1.76% | 30,000 | $16.3M | Reduce -40.0% |
| TEVA Teva Pharmaceutical-SP ADR | 1.71% | 465,000 | $15.8M | Reduce -16.2% |
| GOOG Alphabet Inc. Class C | 1.67% | 43,500 | $15.3M | Add +45.0% |
| PANW Palo Alto Networks Inc. | 1.59% | 43,000 | $14.6M | New |
| TWLO Twilio Inc. Class A | 1.55% | 69,000 | $14.2M | Add +46.2% |
| PRIM Primoris Services Corp. | 1.45% | 135,000 | $13.4M | New |
| AAPL Apple Inc. | 1.41% | 45,000 | $13.0M | New |
| ZM Zoom Communications Inc. | 1.36% | 145,000 | $12.5M | Add +74.7% |
| MOD Modine Manufacturing Co. | 1.30% | 45,000 | $12.0M | Reduce -50.6% |
| ONTO Onto Innovation Inc. | 1.29% | 31,500 | $11.9M | New |
| SNX TD Synnex Corp. | 1.26% | 43,500 | $11.6M | New |
| ENPH Enphase Energy Inc. | 1.17% | 220,000 | $10.8M | Add +158.8% |
| ALGT Allegiant Travel Co. | 1.15% | 90,000 | $10.6M | New |
| OKTA Okta Inc. | 1.13% | 76,500 | $10.4M | Add +13.2% |
| EQIX Equinix Inc. | 1.13% | 10,000 | $10.4M | Add +25.8% |
| HUT Hut 8 Corp. | 1.13% | 90,000 | $10.4M | Reduce -40.0% |
| AMLP Alerian MLP ETF | 1.13% | 200,000 | $10.4M | No change |
| OSCR Oscar Health Inc. Class A | 1.08% | 350,000 | $10.0M | New |
| BE Bloom Energy Corp. Class A | 1.02% | 31,000 | $9.4M | Add +138.5% |
| CIFR Cipher Digital Inc. | 1.00% | 375,000 | $9.2M | Reduce -16.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.98% | 675,000 | $9.0M | No change |
| CBRS Cerebras Systems Inc. Class A | 0.94% | 39,000 | $8.7M | New |
| LITE Lumentum Holdings Inc. | 0.93% | 10,000 | $8.5M | Add +61.3% |
| RELY Remitly Global Inc. | 0.91% | 375,000 | $8.4M | New |
| DVN Devon Energy Corp. | 0.90% | 200,000 | $8.3M | New |
| AVGO Broadcom Inc. | 0.86% | 21,000 | $7.9M | Reduce -76.5% |
| ALK Alaska Air Group Inc. | 0.85% | 150,000 | $7.8M | Reduce -9.1% |
| GLW Corning Inc. | 0.83% | 30,000 | $7.7M | New |
| FLR Fluor Corp. | 0.81% | 142,500 | $7.5M | Add +72.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.81% | 15,000 | $7.5M | New |
| VCYT Veracyte Inc. | 0.80% | 125,000 | $7.3M | No change |
| SMTC Semtech Corp. | 0.79% | 45,000 | $7.3M | Reduce -82.6% |
| JAZZ Jazz Pharmaceuticals PLC | 0.78% | 30,000 | $7.2M | New |
| GSM Ferroglobe PLC | 0.75% | 2,185,000 | $6.9M | New |
| AKAM Akamai Technologies Inc. | 0.72% | 56,000 | $6.6M | New |
| VZ Verizon Communications Inc. | 0.71% | 155,000 | $6.6M | Add +19.2% |
| BOX Box Inc. Class A | 0.69% | 240,000 | $6.4M | Add +1.7% |
| MCHP Microchip Technology Inc. | 0.69% | 70,000 | $6.3M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.68% | 135,000 | $6.3M | New |
| XIFR XPLR Infrastructure LP | 0.67% | 525,000 | $6.2M | Add +10.5% |
| CAMT Camtek Ltd. | 0.66% | 37,000 | $6.0M | New |
| MIR Mirion Technologies Inc. | 0.63% | 325,000 | $5.8M | No change |
| CRM Salesforce Inc. | 0.61% | 36,000 | $5.6M | New |
| GMTL Guardian Metal Resources | 0.61% | 400,000 | $5.6M | New |
| WGS Genedx Holdings Corp. | 0.56% | 75,000 | $5.1M | Reduce -25.0% |
| AAOI Applied Optoelectronics Inc. | 0.56% | 35,000 | $5.1M | New |
| ADMA Adma Biologics Inc. | 0.55% | 600,000 | $5.0M | Add +41.2% |
| CWEN Clearway Energy Inc. Class C | 0.52% | 140,000 | $4.8M | No change |
| TAC Transalta Corp. | 0.52% | 345,000 | $4.8M | Add +25.4% |
| PI Impinj Inc. | 0.51% | 33,000 | $4.7M | Add +187.0% |
| BWA Borgwarner Inc. | 0.50% | 70,000 | $4.6M | New |
| NAVN Navan Inc. Class A | 0.50% | 200,000 | $4.6M | New |
| GFS Globalfoundries Inc. | 0.49% | 54,500 | $4.5M | New |
| FLS Flowserve Corp. | 0.48% | 60,000 | $4.4M | New |
| FCEL Fuelcell Energy Inc. | 0.47% | 120,000 | $4.4M | Add +166.7% |
| LRCX Lam Research Corp. | 0.47% | 10,000 | $4.3M | New |
| CVS CVS Health Corp. | 0.45% | 40,000 | $4.1M | Reduce -52.9% |
| MANH Manhattan Associates Inc. | 0.43% | 28,500 | $4.0M | New |
| GLBE Global-E Online Ltd. | 0.43% | 113,000 | $3.9M | New |
| BWXT BWX Technologies Inc. | 0.42% | 20,000 | $3.9M | Reduce -20.0% |
| APH Amphenol Corp. Class A | 0.42% | 22,000 | $3.9M | New |
| TXN Texas Instruments Inc. | 0.42% | 13,000 | $3.9M | Add +116.7% |
| SKE Skeena Resources Ltd. | 0.42% | 145,000 | $3.9M | Reduce -17.1% |
| PROF Profound Medical Corp. | 0.42% | 575,000 | $3.8M | No change |
| WMB Williams Cos Inc. | 0.40% | 50,000 | $3.7M | No change |
| SHOP Shopify Inc. Class A | 0.40% | 32,500 | $3.7M | New |
| WDC Western Digital Corp. | 0.38% | 5,500 | $3.5M | New |
| AEVA Aeva Technologies Inc. | 0.38% | 121,500 | $3.5M | New |
| ORN Orion Group Holdings Inc. | 0.37% | 200,000 | $3.4M | No change |
| TIC Tic Solutions Inc. | 0.35% | 400,000 | $3.2M | Add +6.7% |
| EOSE Eos Energy Enterprises Inc. | 0.35% | 550,000 | $3.2M | Add +83.3% |
| AGI Alamos Gold Inc. Class A | 0.35% | 105,000 | $3.2M | Reduce -40.0% |
| COHU Cohu Inc. | 0.33% | 41,700 | $3.1M | New |
| FLEX Flex Ltd. | 0.33% | 19,000 | $3.1M | New |
| FTRE Fortrea Holdings Inc. | 0.33% | 175,000 | $3.0M | New |
| STM Stmicroelectronics NV-NY SHS | 0.33% | 41,000 | $3.0M | New |
| WOLF Wolfspeed Inc. | 0.31% | 60,000 | $2.9M | Reduce -57.1% |
| VECO Veeco Instruments Inc. | 0.30% | 37,000 | $2.8M | New |
| KBR KBR Inc. | 0.28% | 75,000 | $2.6M | New |
| ET Energy Transfer LP | 0.26% | 125,000 | $2.4M | Add +66.7% |
| PGY Pagaya Technologies Ltd. Class A | 0.25% | 125,000 | $2.3M | New |
| TRIP Tripadvisor Inc. | 0.25% | 166,000 | $2.3M | New |
| HASI Ha Sustainable Infrastructur | 0.23% | 55,000 | $2.1M | No change |
| NOW ServiceNow Inc. | 0.23% | 21,500 | $2.1M | Reduce -70.3% |
| ALDX Aldeyra Therapeutics Inc. | 0.23% | 975,000 | $2.1M | Add +2.6% |
| S Sentinelone Inc. Class A | 0.22% | 118,000 | $2.0M | Add +156.5% |
| AVY Avery Dennison Corp. | 0.21% | 12,000 | $1.9M | Reduce -70.0% |
| BKR Baker Hughes Co. | 0.21% | 35,000 | $1.9M | New |
Options reported separately and not counted above: BKD calls ($11.1M), ORCL calls ($6.6M), FCEL calls ($4.5M), NOW calls ($3.0M), TEAM calls ($2.7M), P calls ($2.4M), CTSH puts ($1.9M), CSGP puts ($1.4M), AEVA calls ($1.3M), ZM calls ($1.1M), HIMX calls ($1.1M), KFY puts ($666K), and 3 more.
Portfolio Sells Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | Reduce -76.5% | 0.86% | −3.36 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −3.25 |
| UTHR United Therapeutics Corp. | Reduce -40.0% | 1.76% | −2.75 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −2.44 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −2.32 |
| SMTC Semtech Corp. | Reduce -82.6% | 0.79% | −2.24 |
| MOD Modine Manufacturing Co. | Reduce -50.6% | 1.30% | −1.70 |
| AMZN Amazon.com Inc. | Reduce -34.9% | 1.79% | −1.58 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −1.43 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.30 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −1.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.05 |
| NOW ServiceNow Inc. | Reduce -70.3% | 0.23% | −0.92 |
| AVY Avery Dennison Corp. | Reduce -70.0% | 0.21% | −0.84 |
| AGI Alamos Gold Inc. Class A | Reduce -40.0% | 0.35% | −0.84 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -16.2% | 1.71% | −0.84 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.78 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.72 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.70 |
| ATEX Anterix Inc. | Sold out | 0.00% | −0.64 |
| DNN Denison Mines Corp. | Reduce -71.4% | 0.13% | −0.62 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.60 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.59 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.57 |
| NXE Nexgen Energy Ltd. | Sold out | 0.00% | −0.53 |
| BKD Brookdale Senior Living Inc. | Sold out | 0.00% | −0.52 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −0.51 |
| CVS CVS Health Corp. | Reduce -52.9% | 0.45% | −0.48 |
| SHLS Shoals Technologies Group -A | Reduce -26.3% | 1.79% | −0.48 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.45 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.43 |
| WGS Genedx Holdings Corp. | Reduce -25.0% | 0.56% | −0.42 |
| SKE Skeena Resources Ltd. | Reduce -17.1% | 0.42% | −0.37 |
| INTC Intel Corp. | Sold out | 0.00% | −0.36 |
| BWXT BWX Technologies Inc. | Reduce -20.0% | 0.42% | −0.36 |
| FLNC Fluence Energy Inc. | Reduce -89.2% | 0.04% | −0.34 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.34 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.34 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.32 |
| AMPX Amprius Technologies Inc. | Sold out | 0.00% | −0.32 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.32 |
| UPWK Upwork Inc. | Sold out | 0.00% | −0.32 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.31 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.31 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.27 |
| AEIS Advanced Energy Industries | Sold out | 0.00% | −0.25 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.25 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.24 |
| METC Ramaco Resources Inc. Class A | Reduce -37.5% | 0.14% | −0.23 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.23 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +1062.5% | 5.87% | +5.62 |
| P Everpure Inc. Class A | New | 1.99% | +1.99 |
| PANW Palo Alto Networks Inc. | New | 1.59% | +1.59 |
| PRIM Primoris Services Corp. | New | 1.45% | +1.45 |
| AAPL Apple Inc. | New | 1.41% | +1.41 |
| ARM Arm Holdings PLC-ADR | Add +161.1% | 1.80% | +1.39 |
| ONTO Onto Innovation Inc. | New | 1.29% | +1.29 |
| SNX TD Synnex Corp. | New | 1.26% | +1.26 |
| ALGT Allegiant Travel Co. | New | 1.15% | +1.15 |
| OSCR Oscar Health Inc. Class A | New | 1.08% | +1.08 |
| CBRS Cerebras Systems Inc. Class A | New | 0.94% | +0.94 |
| RELY Remitly Global Inc. | New | 0.91% | +0.91 |
| DVN Devon Energy Corp. | New | 0.90% | +0.90 |
| GLW Corning Inc. | New | 0.83% | +0.83 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.81% | +0.81 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.78% | +0.78 |
| GSM Ferroglobe PLC | New | 0.75% | +0.75 |
| BE Bloom Energy Corp. Class A | Add +138.5% | 1.02% | +0.75 |
| AKAM Akamai Technologies Inc. | New | 0.72% | +0.72 |
| MCHP Microchip Technology Inc. | New | 0.69% | +0.69 |
| SLB SLB Ltd. | New | 0.68% | +0.68 |
| ENPH Enphase Energy Inc. | Add +158.8% | 1.17% | +0.68 |
| CAMT Camtek Ltd. | New | 0.66% | +0.66 |
| TWLO Twilio Inc. Class A | Add +46.2% | 1.55% | +0.64 |
| CRM Salesforce Inc. | New | 0.61% | +0.61 |
| GMTL Guardian Metal Resources | New | 0.61% | +0.61 |
| AAOI Applied Optoelectronics Inc. | New | 0.56% | +0.56 |
| BWA Borgwarner Inc. | New | 0.50% | +0.50 |
| NAVN Navan Inc. Class A | New | 0.50% | +0.50 |
| GFS Globalfoundries Inc. | New | 0.49% | +0.49 |
| FLS Flowserve Corp. | New | 0.48% | +0.48 |
| LRCX Lam Research Corp. | New | 0.47% | +0.47 |
| EBAY eBay Inc. | Add +43.1% | 2.42% | +0.47 |
| MANH Manhattan Associates Inc. | New | 0.43% | +0.43 |
| FCEL Fuelcell Energy Inc. | Add +166.7% | 0.47% | +0.43 |
| GLBE Global-E Online Ltd. | New | 0.43% | +0.43 |
| APH Amphenol Corp. Class A | New | 0.42% | +0.42 |
| SHOP Shopify Inc. Class A | New | 0.40% | +0.40 |
| WDC Western Digital Corp. | New | 0.38% | +0.38 |
| AEVA Aeva Technologies Inc. | New | 0.38% | +0.38 |
| GOOG Alphabet Inc. Class C | Add +45.0% | 1.67% | +0.36 |
| ZM Zoom Communications Inc. | Add +74.7% | 1.36% | +0.34 |
| COHU Cohu Inc. | New | 0.33% | +0.33 |
| FLEX Flex Ltd. | New | 0.33% | +0.33 |
| PI Impinj Inc. | Add +187.0% | 0.51% | +0.33 |
| FTRE Fortrea Holdings Inc. | New | 0.33% | +0.33 |
| STM Stmicroelectronics NV-NY SHS | New | 0.33% | +0.33 |
| OKTA Okta Inc. | Add +13.2% | 1.13% | +0.32 |
| VECO Veeco Instruments Inc. | New | 0.30% | +0.30 |
| KBR KBR Inc. | New | 0.28% | +0.28 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 49,000 | $31.9Mbefore exit |
| AVGO Broadcom Inc. | call | Sold out | 50,000 | $15.5Mbefore exit |
| AMZN Amazon.com Inc. | call | Sold out | 48,000 | $10.0Mbefore exit |
| SNDK Sandisk Corp. | call | Sold out | 13,000 | $8.3Mbefore exit |
| AAPL Apple Inc. | put | Sold out | 30,000 | $7.6Mbefore exit |
| ORCL Oracle Corp. | call | New | 45,000 | $6.6M |
| MU Micron Technology Inc. | call | Sold out | 17,000 | $5.7Mbefore exit |
| FCEL Fuelcell Energy Inc. | call | New | 125,000 | $4.5M |
| EQIX Equinix Inc. | call | Sold out | 4,000 | $3.9Mbefore exit |
| HPE Hewlett Packard Enterprise | put | Sold out | 155,000 | $3.7Mbefore exit |
| ANET Arista Networks Inc. | call | Sold out | 25,000 | $3.1Mbefore exit |
| DOCN Digitalocean Holdings Inc. | put | Sold out | 35,000 | $3.0Mbefore exit |
| NOW ServiceNow Inc. | call | Add +150.0% | 30,000 | $3.0M |
| TEAM Atlassian Corp. Class A | call | New | 35,000 | $2.7M |
| COHR Coherent Corp. | put | Sold out | 10,000 | $2.4Mbefore exit |
| BOX Box Inc. Class A | call | Sold out | 100,000 | $2.4Mbefore exit |
| P Everpure Inc. Class A | call | New | 30,000 | $2.4M |
| SMTC Semtech Corp. | call | Sold out | 30,000 | $2.3Mbefore exit |
| FTNT Fortinet Inc. | call | Sold out | 25,000 | $2.0Mbefore exit |
| CTSH Cognizant Tech Solutions-A | put | New | 50,000 | $1.9M |
| NVDA Nvidia Corp. | call | Sold out | 10,000 | $1.7Mbefore exit |
| CSGP Costar Group Inc. | put | New | 50,000 | $1.4M |
| AEVA Aeva Technologies Inc. | call | New | 45,000 | $1.3M |
| MOS The Mosaic Co. | call | Sold out | 50,000 | $1.3Mbefore exit |
| TASK Taskus Inc. Class A | call | Sold out | 170,000 | $1.1Mbefore exit |
| ZM Zoom Communications Inc. | call | Reduce -43.5% | 13,000 | $1.1M |
| CNXC Concentrix Corp. | put | Sold out | 40,000 | $1.1Mbefore exit |
| HIMX Himax Technologies Inc.-ADR | call | Reduce -12.5% | 70,000 | $1.1M |
| DQ Daqo New Energy Corp.-ADR | call | Sold out | 50,000 | $1.1Mbefore exit |
| XLF SS Financial Select Sector | call | Sold out | 20,000 | $987Kbefore exit |
| INTC Intel Corp. | call | Sold out | 18,000 | $794Kbefore exit |
| MGNI Magnite Inc. | call | Sold out | 65,000 | $772Kbefore exit |
| EXLS Exlservice Holdings Inc. | put | Sold out | 25,000 | $761Kbefore exit |
| RAMP Liveramp Holdings Inc. | call | Sold out | 28,000 | $743Kbefore exit |
| KFY Korn Ferry | put | New | 10,000 | $666K |
| LSCC Lattice Semiconductor Corp. | call | Sold out | 7,000 | $649Kbefore exit |
| TWLO Twilio Inc. Class A | call | Sold out | 5,000 | $629Kbefore exit |
| AXTI Axt Inc. | call | New | 8,000 | $577K |
| OKTA Okta Inc. | call | Sold out | 5,000 | $394Kbefore exit |
| TDC Teradata Corp. | call | Sold out | 10,000 | $256Kbefore exit |
| SNAP Snap Inc. Class A | call | Sold out | 50,000 | $230Kbefore exit |
| DSP Viant Technology Inc. Class A | call | New | 12,500 | $158K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 130 | $921.1M | SNDK, AMD, SEZL, WULF, BTSG |
| Q1 2026 | 117 | $656.4M | UTHR, AVGO, SNDK, AMZN, ANET |
| Q4 2025 | 113 | $785.4M | LLY, FSLR, LITE, AVGO, RUN |
| Q3 2025 | 99 | $652.1M | FSLR, HUT, RUN, ORCL, AVGO |
| Q2 2025 | 108 | $611.9M | FLR, NVDA, ANET, ORCL, AVGO |
| Q1 2025 | 102 | $431.7M | FLR, AVGO, AGI, CLS, OKTA |
| Q4 2024 | 101 | $516.3M | CRM, FLR, ITRI, OSCR, INDV |
| Q3 2024 | 109 | $528.5M | OSCR, ITRI, RUN, FLR, CLS |
| Q2 2024 | 108 | $552.7M | RUN, FTAI, CLS, ITRI, OSCR |
| Q1 2024 | 124 | $696.1M | SPY, RUN, CLS, STKL, ITRI |