Ardsley Advisory Partners LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Ardsley Advisory Partners LP reported 124 stock positions worth $696.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.5% of the portfolio, followed by Sunrun (RUN, 7.0%) and Celestica (CLS, 5.0%). Compared with Q4 2023, it opened 58 new positions, sold out of 34, added to 34 and reduced 26. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale Sunopta (STKL, shares −26%).

Most Recent 13F
Q2 2026
Location
Norwalk, CT
CIK
0000900529
Portfolio Value
$696.1M (Q1 2024)
SEC Filing
0001172661-24-002405 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $696.1M $696.1M Q1 2024 Q2 2024: $552.7M Q2 2024 Q3 2024: $528.5M Q3 2024 Q4 2024: $516.3M Q4 2024 Q1 2025: $431.7M Q1 2025 Q2 2025: $611.9M Q2 2025 Q3 2025: $652.1M Q3 2025 Q4 2025: $785.4M Q4 2025 Q1 2026: $656.4M Q1 2026 Q2 2026: $921.1M Q2 2026

Holdings 124 stocks · $696.1M

SPY SS SPDR S&P 500 ETF Trust-US 7.51% 100,000 $52.3M New
RUN Sunrun Inc. 7.02% 3,695,250 $48.8M Add +373.5%
CLS Celestica Inc. 5.00% 775,150 $34.8M Reduce -19.0%
STKL Sunopta Inc. 3.62% 3,665,000 $25.2M Reduce -26.2%
ITRI Itron Inc. 3.22% 242,500 $22.4M Reduce -2.0%
BIOX Bioceres Crop Solutions Corp. 3.15% 1,733,573 $21.9M Add +0.3%
HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C 2.96% 726,450 $20.6M Reduce -7.1%
OSCR Oscar Health Inc. Class A 2.95% 1,383,200 $20.6M Add +3.8%
FLR Fluor Corp. 2.48% 408,000 $17.3M Add +167.8%
FTAI Ftai Aviation Ltd. 2.44% 252,500 $17.0M Add +144.7%
ASPN Aspen Aerogels Inc. 2.19% 865,000 $15.2M Reduce -17.3%
PCRX Pacira Biosciences Inc. 2.07% 493,400 $14.4M Add +63.4%
S Sentinelone Inc. Class A 1.80% 535,750 $12.5M Reduce -11.0%
GSM Ferroglobe PLC 1.63% 2,274,845 $11.3M Add +24.3%
GLD SPDR Gold Shares 1.62% 55,000 $11.3M Add +10.0%
ORCL Oracle Corp. 1.54% 85,500 $10.7M Add +2037.5%
FIVN FIVE9 Inc. 1.48% 166,000 $10.3M Add +967.5%
PCOR Procore Technologies Inc. 1.48% 125,000 $10.3M Reduce -7.4%
VST Vistra Corp. 1.41% 141,000 $9.8M Reduce -49.1%
MSOS Advisorshares Pure US Cann 1.36% 952,000 $9.5M New
BRBR Bellring Brands Inc. 1.36% 160,000 $9.4M Reduce -5.9%
AGI Alamos Gold Inc. Class A 1.22% 576,500 $8.5M Add +64.7%
AMPS Altus Power Inc. 1.17% 1,705,500 $8.2M Add +12.4%
XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP 1.17% 270,000 $8.1M New
MRK Merck & Co. Inc. 1.16% 61,000 $8.0M New
LEGN Legend Biotech Corp.-ADR 1.13% 140,000 $7.9M Add +64.7%
ANET Arista Networks Inc. 1.12% 27,000 $7.8M New
INFN Infinera Corp. 1.06% 1,229,000 $7.4M New
AVGO Broadcom Inc. 1.05% 5,500 $7.3M New
EVLV Evolv Technologies Holdings 0.98% 1,530,750 $6.8M Reduce -11.4%
DKNG Draftkings Inc. Class A 0.98% 150,000 $6.8M No change
DAL Delta Air Lines Inc. 0.96% 140,000 $6.7M New
FOUR SHIFT4 Payments Inc. Class A 0.95% 100,500 $6.6M New
CRM Salesforce Inc. 0.94% 21,800 $6.6M Add +93.3%
DT Dynatrace Inc. 0.91% 137,000 $6.4M Add +356.7%
MRVL Marvell Technology Inc. 0.91% 89,300 $6.3M New
MIRM Mirum Pharmaceuticals Inc. 0.88% 245,000 $6.2M Add +8.9%
SLV iShares Silver Trust 0.82% 250,000 $5.7M Add +150.0%
INDV Indivior Ltd. 0.82% 265,000 $5.7M New
NVDA Nvidia Corp. 0.81% 6,250 $5.6M New
SGRY Surgery Partners Inc. 0.79% 185,000 $5.5M Add +2.8%
DELL Dell Technologies -C 0.74% 45,000 $5.1M Add +28.6%
WOLF Wolfspeed Inc. 0.72% 170,000 $5.0M New
STEM Stem Inc. 0.71% 2,260,000 $4.9M Add +59.1%
MSFT Microsoft Corp. 0.69% 11,500 $4.8M Add +35.3%
TSM Taiwan Semiconductor-SP ADR 0.68% 34,750 $4.7M New
AMZN Amazon.com Inc. 0.67% 26,000 $4.7M Add +550.0%
AMD Advanced Micro Devices 0.65% 25,000 $4.5M Reduce -68.0%
TXN Texas Instruments Inc. 0.62% 24,900 $4.3M New
AAPL Apple Inc. 0.62% 25,000 $4.3M New
EXAS Exact Sciences Corp. 0.60% 60,000 $4.1M New
UBER Uber Technologies Inc. 0.55% 50,000 $3.8M No change
NFLX Netflix Inc. 0.53% 6,100 $3.7M New
RAPT THERAPEUTICS INC 0.52% 402,500 $3.6M New
EOSE Eos Energy Enterprises Inc. 0.51% 3,450,000 $3.6M Reduce -21.2%
COHR Coherent Corp. 0.49% 56,000 $3.4M New
ARM Arm Holdings PLC-ADR 0.48% 27,000 $3.4M New
ARRY Array Technologies Inc. 0.48% 224,700 $3.4M Add +15.3%
GDX Vaneck Gold Miners ETF 0.45% 100,000 $3.2M Add +100.0%
NOW ServiceNow Inc. 0.45% 4,100 $3.1M Reduce -18.0%
GOOG Alphabet Inc. Class C 0.44% 20,000 $3.0M Reduce -21.6%
TER Teradyne Inc. 0.43% 26,500 $3.0M New
WDC Western Digital Corp. 0.43% 43,500 $3.0M Add +278.3%
ALT Altimmune Inc. 0.40% 275,000 $2.8M Reduce -19.4%
QCOM Qualcomm Inc. 0.40% 16,500 $2.8M Add +22.2%
CYBR Cyberark Software Ltd./Israel 0.39% 10,300 $2.7M Add +3.0%
APLD Applied Digital Corp. 0.35% 575,000 $2.5M Add +91.7%
FSLR First Solar Inc. 0.32% 13,000 $2.2M New
AUGX Augmedix Inc. 0.31% 525,000 $2.1M No change
EBAY eBay Inc. 0.31% 40,500 $2.1M New
SMTC Semtech Corp. 0.30% 76,750 $2.1M Add +169.3%
ETN Eaton Corp. PLC 0.25% 5,500 $1.7M New
FTNT Fortinet Inc. 0.25% 25,000 $1.7M New
BASE Couchbase Inc. 0.24% 64,500 $1.7M New
OKTA Okta Inc. 0.24% 15,950 $1.7M Reduce -25.8%
TBT Proshares Ultrashort 20+Y TR 0.24% 50,000 $1.6M New
ALTG Alta Equipment Group Inc. 0.23% 125,000 $1.6M New
GPRE Green Plains Inc. 0.23% 70,000 $1.6M Add +75.0%
NET Cloudflare Inc. Class A 0.23% 16,250 $1.6M New
MOD Modine Manufacturing Co. 0.22% 16,000 $1.5M Reduce -21.9%
MIR Mirion Technologies Inc. 0.20% 125,000 $1.4M Reduce -16.7%
TEL Te Connectivity Ltd. 0.19% 9,250 $1.3M New
NXH Neighborhood Intelligence Inc. filed as BEYOND INC 0.18% 35,000 $1.3M New
SANM Sanmina Corp. 0.18% 20,000 $1.2M New
PROF Profound Medical Corp. 0.18% 145,000 $1.2M New
CLNE Clean Energy Fuels Corp. 0.17% 450,000 $1.2M Add +38.5%
NXE Nexgen Energy Ltd. 0.17% 151,500 $1.2M Add +1.0%
PRIM Primoris Services Corp. 0.17% 27,500 $1.2M Reduce -67.9%
PANW Palo Alto Networks Inc. 0.16% 4,000 $1.1M New
MDB Mongodb Inc. 0.15% 3,000 $1.1M New
SNX TD Synnex Corp. 0.15% 9,200 $1.0M New
IREN Iren Ltd. filed as IRIS ENERGY LTD 0.15% 190,000 $1.0M Add +52.0%
AMSC American Superconductor Corp. 0.15% 75,000 $1.0M New
CIEN Ciena Corp. 0.14% 20,000 $989K Reduce -44.4%
MGNI Magnite Inc. 0.14% 92,000 $989K New
DNN Denison Mines Corp. 0.14% 500,000 $975K No change
MTZ Mastec Inc. 0.14% 10,450 $974K Reduce -64.8%
GDXJ Vaneck Junior Gold Miners 0.14% 25,000 $969K Reduce -50.0%
NOVAQ Sunnova Energy International 0.13% 150,000 $920K Reduce -60.0%
TRIP Tripadvisor Inc. 0.12% 30,500 $848K Reduce -56.4%

Show all 124 holdings

Portfolio Sells Q4 2023 → Q1 2024

STKL Sunopta Inc. Reduce -26.2% 3.62% −2.22
SMCI Super Micro Computer Inc. Sold out 0.00% −1.96
FLEX Flex Ltd. Sold out 0.00% −1.95
AMD Advanced Micro Devices Reduce -68.0% 0.65% −1.83
S Sentinelone Inc. Class A Reduce -11.0% 1.80% −1.75
HASI Ha Sustainable Infrastructur Reduce -7.1% 2.96% −1.67
ASPN Aspen Aerogels Inc. Reduce -17.3% 2.19% −1.36
SMIN iShares MSCI India Small-Cap Sold out 0.00% −1.28
ROIV Roivant Sciences Ltd. Sold out 0.00% −1.27
NOVAQ Sunnova Energy International Reduce -60.0% 0.13% −1.10
CLS Celestica Inc. Reduce -19.0% 5.00% −1.02
TBLA Taboola.com Ltd. Sold out 0.00% −0.91
VST Vistra Corp. Reduce -49.1% 1.41% −0.88
ALK Alaska Air Group Inc. Sold out 0.00% −0.84
ITRI Itron Inc. Reduce -2.0% 3.22% −0.79
EVLV Evolv Technologies Holdings Reduce -11.4% 0.98% −0.77
CCJ Cameco Corp. Sold out 0.00% −0.69
BRBR Bellring Brands Inc. Reduce -5.9% 1.36% −0.67
URA Global X Uranium ETF Sold out 0.00% −0.61
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.59
NUGT Dirxn DLY GM Indx B2X ETF-Ui Sold out 0.00% −0.56
PCOR Procore Technologies Inc. Reduce -7.4% 1.48% −0.53
EOSE Eos Energy Enterprises Inc. Reduce -21.2% 0.51% −0.53
ADSK Autodesk Inc. Sold out 0.00% −0.52
EXPE Expedia Group Inc. Sold out 0.00% −0.50
PRIM Primoris Services Corp. Reduce -67.9% 0.17% −0.44
CWEN Clearway Energy Inc. Class C Sold out 0.00% −0.44
ALTR Altair Engineering Inc. Class A Sold out 0.00% −0.43
ALT Altimmune Inc. Reduce -19.4% 0.40% −0.42
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.39
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.37
MTZ Mastec Inc. Reduce -64.8% 0.14% −0.34
GOOG Alphabet Inc. Class C Reduce -21.6% 0.44% −0.34
BE Bloom Energy Corp. Class A Sold out 0.00% −0.32
MYRG MYR Group Inc./Delaware Sold out 0.00% −0.31
NOW ServiceNow Inc. Reduce -18.0% 0.45% −0.31
CAMT Camtek Ltd. Sold out 0.00% −0.30
ROG Rogers Corp. Sold out 0.00% −0.28
GDXJ Vaneck Junior Gold Miners Reduce -50.0% 0.14% −0.27
ROKU Roku Inc. Sold out 0.00% −0.21
CIEN Ciena Corp. Reduce -44.4% 0.14% −0.21
TRIP Tripadvisor Inc. Reduce -56.4% 0.12% −0.20
EA Electronic Arts Inc. Reduce -75.0% 0.04% −0.20
OKTA Okta Inc. Reduce -25.8% 0.24% −0.18
ZUO Zuora Inc. Class A Sold out 0.00% −0.17
SDIG Stronghold Digital Mining-A Reduce -60.0% 0.03% −0.17
TTI Tetra Technologies Inc. Sold out 0.00% −0.15
TEAM Atlassian Corp. Class A Sold out 0.00% −0.13
MIR Mirion Technologies Inc. Reduce -16.7% 0.20% −0.13
SIMO Silicon Motion Technol-ADR Sold out 0.00% −0.10

Portfolio Buys Q4 2023 → Q1 2024

SPY SS SPDR S&P 500 ETF Trust-US New 7.51% +7.51
RUN Sunrun Inc. Add +373.5% 7.02% +3.72
ORCL Oracle Corp. Add +2037.5% 1.54% +1.45
FTAI Ftai Aviation Ltd. Add +144.7% 2.44% +1.41
MSOS Advisorshares Pure US Cann New 1.36% +1.36
FIVN FIVE9 Inc. Add +967.5% 1.48% +1.22
FLR Fluor Corp. Add +167.8% 2.48% +1.20
XIFR XPLR Infrastructure LP New 1.17% +1.17
MRK Merck & Co. Inc. New 1.16% +1.16
ANET Arista Networks Inc. New 1.12% +1.12
INFN Infinera Corp. New 1.06% +1.06
AVGO Broadcom Inc. New 1.05% +1.05
DAL Delta Air Lines Inc. New 0.96% +0.96
FOUR SHIFT4 Payments Inc. Class A New 0.95% +0.95
MRVL Marvell Technology Inc. New 0.91% +0.91
INDV Indivior Ltd. New 0.82% +0.82
NVDA Nvidia Corp. New 0.81% +0.81
WOLF Wolfspeed Inc. New 0.72% +0.72
TSM Taiwan Semiconductor-SP ADR New 0.68% +0.68
TXN Texas Instruments Inc. New 0.62% +0.62
AAPL Apple Inc. New 0.62% +0.62
EXAS Exact Sciences Corp. New 0.60% +0.60
DT Dynatrace Inc. Add +356.7% 0.91% +0.56
AMZN Amazon.com Inc. Add +550.0% 0.67% +0.54
NFLX Netflix Inc. New 0.53% +0.53
RAPT THERAPEUTICS INC New 0.52% +0.52
COHR Coherent Corp. New 0.49% +0.49
ARM Arm Holdings PLC-ADR New 0.48% +0.48
TER Teradyne Inc. New 0.43% +0.43
SLV iShares Silver Trust Add +150.0% 0.82% +0.35
OSCR Oscar Health Inc. Class A Add +3.8% 2.95% +0.33
FSLR First Solar Inc. New 0.32% +0.32
EBAY eBay Inc. New 0.31% +0.31
CRM Salesforce Inc. Add +93.3% 0.94% +0.31
WDC Western Digital Corp. Add +278.3% 0.43% +0.30
ETN Eaton Corp. PLC New 0.25% +0.25
FTNT Fortinet Inc. New 0.25% +0.25
BASE Couchbase Inc. New 0.24% +0.24
TBT Proshares Ultrashort 20+Y TR New 0.24% +0.24
ALTG Alta Equipment Group Inc. New 0.23% +0.23
NET Cloudflare Inc. Class A New 0.23% +0.23
AGI Alamos Gold Inc. Class A Add +64.7% 1.22% +0.21
TEL Te Connectivity Ltd. New 0.19% +0.19
NXH Neighborhood Intelligence Inc. New 0.18% +0.18
SANM Sanmina Corp. New 0.18% +0.18
PROF Profound Medical Corp. New 0.18% +0.18
SMTC Semtech Corp. Add +169.3% 0.30% +0.17
PANW Palo Alto Networks Inc. New 0.16% +0.16
DELL Dell Technologies -C Add +28.6% 0.74% +0.16
MDB Mongodb Inc. New 0.15% +0.15

Options Activity Q4 2023 → Q1 2024

SPY SS SPDR S&P 500 ETF Trust-US put Sold out 175,000 $83.2Mbefore exit
RUN Sunrun Inc. call Sold out 1,000,000 $19.6Mbefore exit
GDX Vaneck Gold Miners ETF call Sold out 275,000 $8.5Mbefore exit
KWEB Kranesh Csi China Internet call Sold out 300,000 $8.1Mbefore exit
FTAI Ftai Aviation Ltd. call Sold out 150,000 $7.0Mbefore exit
HASI Ha Sustainable Infrastructur call Sold out 250,000 $6.9Mbefore exit
ASPN Aspen Aerogels Inc. call Sold out 400,000 $6.3Mbefore exit
SLV iShares Silver Trust call Sold out 250,000 $5.4Mbefore exit
PCRX Pacira Biosciences Inc. call Sold out 123,400 $4.2Mbefore exit
GM General Motors Co. call Sold out 100,000 $3.6Mbefore exit
GSM Ferroglobe PLC call Sold out 500,500 $3.3Mbefore exit
ANET Arista Networks Inc. put Sold out 11,000 $2.6Mbefore exit
ADI Analog Devices Inc. put Sold out 12,000 $2.4Mbefore exit
OSCR Oscar Health Inc. Class A call Sold out 250,000 $2.3Mbefore exit
SMCI Super Micro Computer Inc. call Sold out 7,000 $2.0Mbefore exit
GDXJ Vaneck Junior Gold Miners call Sold out 50,000 $1.9Mbefore exit
VICR Vicor Corp. put Sold out 35,000 $1.6Mbefore exit
ICHR Ichor Holdings Ltd. put Sold out 46,000 $1.5Mbefore exit
MCHP Microchip Technology Inc. put Sold out 16,000 $1.4Mbefore exit
EOSE Eos Energy Enterprises Inc. call Sold out 1,000,000 $1.1Mbefore exit
CDNS Cadence Design SYS Inc. put Sold out 4,000 $1.1Mbefore exit
ALTR Altair Engineering Inc. Class A call Sold out 12,000 $1.0Mbefore exit
MRVL Marvell Technology Inc. put Sold out 15,000 $905Kbefore exit
JNPR Juniper Networks Inc. put Sold out 30,000 $884Kbefore exit
ZUO Zuora Inc. Class A call Sold out 90,000 $846Kbefore exit
TRIP Tripadvisor Inc. call Sold out 35,000 $754Kbefore exit
FTNT Fortinet Inc. put Sold out 11,000 $644Kbefore exit
AGNT Agnt Inc. put Sold out 40,000 $621Kbefore exit
SMTC Semtech Corp. call Sold out 25,000 $548Kbefore exit
MBLY Mobileye Global Inc. Class A put Sold out 12,000 $520Kbefore exit
CIEN Ciena Corp. call Sold out 10,000 $450Kbefore exit
PCOR Procore Technologies Inc. call Sold out 5,000 $346Kbefore exit
IWM iShares Russell 2000 ETF put Sold out 1,500 $301Kbefore exit
LSCC Lattice Semiconductor Corp. put Sold out 4,000 $276Kbefore exit
HUCK Huckleberry AI Inc. call Sold out 25,000 $257Kbefore exit
FIVN FIVE9 Inc. call Sold out 3,000 $236Kbefore exit
LIVEPERSON INC call Sold out 45,000 $171Kbefore exit
RUM Rum Group Inc. put Sold out 20,000 $90Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$921.1MSNDK, AMD, SEZL, WULF, BTSG
Q1 2026 117$656.4MUTHR, AVGO, SNDK, AMZN, ANET
Q4 2025 113$785.4MLLY, FSLR, LITE, AVGO, RUN
Q3 2025 99$652.1MFSLR, HUT, RUN, ORCL, AVGO
Q2 2025 108$611.9MFLR, NVDA, ANET, ORCL, AVGO
Q1 2025 102$431.7MFLR, AVGO, AGI, CLS, OKTA
Q4 2024 101$516.3MCRM, FLR, ITRI, OSCR, INDV
Q3 2024 109$528.5MOSCR, ITRI, RUN, FLR, CLS
Q2 2024 108$552.7MRUN, FTAI, CLS, ITRI, OSCR
Q1 2024 124$696.1MSPY, RUN, CLS, STKL, ITRI