Ardsley Advisory Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ardsley Advisory Partners LP reported 99 stock positions worth $652.1 million. Its top holding was First Solar (FSLR) at 4.4% of the portfolio, followed by Hut 8 (HUT, 4.3%) and Sunrun (RUN, 4.2%). Compared with Q2 2025, it opened 43 new positions, sold out of 52, added to 26 and reduced 23. The biggest buy was First Solar (FSLR, shares +760%) and the biggest sale Fluor (FLR, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- Norwalk, CT
- CIK
- 0000900529
- Portfolio Value
- $652.1M (Q3 2025)
- SEC Filing
- 0001172661-25-004897 ↗ filed Nov 14, 2025
Holdings Value
Holdings 99 stocks · $652.1M
| FSLR First Solar Inc. | 4.36% | 129,000 | $28.4M | Add +760.0% |
| HUT Hut 8 Corp. | 4.27% | 800,000 | $27.8M | Add +52.4% |
| RUN Sunrun Inc. | 4.24% | 1,600,000 | $27.7M | Add +416.1% |
| ORCL Oracle Corp. | 3.66% | 85,000 | $23.9M | Reduce -15.0% |
| AVGO Broadcom Inc. | 3.06% | 60,500 | $20.0M | Reduce -21.4% |
| MSFT Microsoft Corp. | 2.93% | 37,000 | $19.1M | Reduce -11.9% |
| GOOG Alphabet Inc. Class C | 2.91% | 78,000 | $19.0M | Add +34.5% |
| EOSE Eos Energy Enterprises Inc. | 2.78% | 1,600,000 | $18.1M | New |
| AMZN Amazon.com Inc. | 2.54% | 75,500 | $16.6M | Add +19.8% |
| ARM Arm Holdings PLC-ADR | 2.34% | 108,000 | $15.3M | Add +0.5% |
| NVDA Nvidia Corp. | 2.26% | 79,000 | $14.7M | Reduce -47.7% |
| LITE Lumentum Holdings Inc. | 2.15% | 86,000 | $14.0M | New |
| GLW Corning Inc. | 2.11% | 167,878 | $13.8M | Add +10.4% |
| WULF Terawulf Inc. | 2.11% | 1,200,000 | $13.7M | Reduce -27.3% |
| BTSG Brightspring Health Services | 2.04% | 450,000 | $13.3M | Add +200.0% |
| SIMO Silicon Motion Technol-ADR | 1.93% | 133,000 | $12.6M | New |
| SHOP Shopify Inc. Class A | 1.90% | 83,200 | $12.4M | Add +40.1% |
| TER Teradyne Inc. | 1.86% | 88,000 | $12.1M | Add +453.5% |
| AGI Alamos Gold Inc. Class A | 1.74% | 325,000 | $11.3M | New |
| SNDK Sandisk Corp. | 1.72% | 100,000 | $11.2M | New |
| ARGX Argenx SE - ADR | 1.70% | 15,000 | $11.1M | New |
| TEVA Teva Pharmaceutical-SP ADR | 1.55% | 500,000 | $10.1M | Add +25.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.53% | 625,000 | $10.0M | Add +25.0% |
| ALDX Aldeyra Therapeutics Inc. | 1.52% | 1,900,000 | $9.9M | Reduce -7.3% |
| OKTA Okta Inc. | 1.49% | 106,000 | $9.7M | New |
| AAOI Applied Optoelectronics Inc. | 1.47% | 364,500 | $9.6M | New |
| XIFR XPLR Infrastructure LP | 1.37% | 880,000 | $8.9M | Add +20.6% |
| RIOT Riot Platforms Inc. | 1.31% | 450,000 | $8.6M | Add +38.5% |
| SLV iShares Silver Trust | 1.30% | 200,000 | $8.5M | New |
| LSCC Lattice Semiconductor Corp. | 1.29% | 114,500 | $8.4M | Add +76.2% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.29% | 100,000 | $8.4M | New |
| MIR Mirion Technologies Inc. | 1.17% | 328,220 | $7.6M | Reduce -29.1% |
| AEIS Advanced Energy Industries | 1.16% | 44,500 | $7.6M | Add +27.1% |
| CVS CVS Health Corp. | 1.16% | 100,000 | $7.5M | Reduce -9.1% |
| BWXT BWX Technologies Inc. | 1.13% | 40,000 | $7.4M | Reduce -52.9% |
| THC Tenet Healthcare Corp. | 1.09% | 35,000 | $7.1M | New |
| OSCR Oscar Health Inc. Class A | 1.09% | 375,000 | $7.1M | New |
| WGS Genedx Holdings Corp. | 0.99% | 60,000 | $6.5M | Reduce -25.0% |
| PANW Palo Alto Networks Inc. | 0.98% | 31,300 | $6.4M | Add +60.5% |
| ADMA Adma Biologics Inc. | 0.96% | 425,000 | $6.2M | Add +6.3% |
| STKL Sunopta Inc. | 0.92% | 1,020,000 | $6.0M | No change |
| APP AppLovin Corp. Class A | 0.88% | 8,000 | $5.7M | No change |
| SMTC Semtech Corp. | 0.88% | 80,000 | $5.7M | New |
| FLR Fluor Corp. | 0.87% | 135,000 | $5.7M | Reduce -83.0% |
| DNN Denison Mines Corp. | 0.84% | 2,000,000 | $5.5M | No change |
| DKNG Draftkings Inc. Class A | 0.83% | 145,000 | $5.4M | Add +16.0% |
| EBAY eBay Inc. | 0.82% | 59,000 | $5.4M | New |
| ONTO Onto Innovation Inc. | 0.80% | 40,500 | $5.2M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.78% | 18,000 | $5.1M | New |
| ANET Arista Networks Inc. | 0.76% | 34,000 | $5.0M | Reduce -84.4% |
| WMB Williams Cos Inc. | 0.73% | 75,000 | $4.8M | New |
| PYPL PayPal Holdings Inc. | 0.68% | 66,000 | $4.4M | Add +120.0% |
| MTZ Mastec Inc. | 0.65% | 20,000 | $4.3M | New |
| BKR Baker Hughes Co. | 0.64% | 85,000 | $4.1M | New |
| FLS Flowserve Corp. | 0.61% | 75,000 | $4.0M | Add +200.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 14,000 | $3.9M | New |
| PD Pagerduty Inc. | 0.58% | 227,000 | $3.8M | New |
| INTC Intel Corp. | 0.57% | 110,500 | $3.7M | New |
| COHR Coherent Corp. | 0.55% | 33,500 | $3.6M | Reduce -61.5% |
| WDC Western Digital Corp. | 0.55% | 30,000 | $3.6M | New |
| CWEN Clearway Energy Inc. Class C | 0.54% | 125,000 | $3.5M | Add +127.3% |
| ORN Orion Group Holdings Inc. | 0.48% | 375,000 | $3.1M | Add +15.4% |
| AAON Aaon Inc. | 0.46% | 32,200 | $3.0M | New |
| DQ Daqo New Energy Corp.-ADR | 0.43% | 100,000 | $2.8M | New |
| CFLT Confluent Inc. Class A | 0.41% | 135,000 | $2.7M | New |
| ETSY Etsy Inc. | 0.39% | 38,000 | $2.5M | New |
| NXE Nexgen Energy Ltd. | 0.34% | 250,000 | $2.2M | Add +400.0% |
| HASI Ha Sustainable Infrastructur | 0.26% | 55,000 | $1.7M | No change |
| AMRC Ameresco Inc. Class A | 0.26% | 50,000 | $1.7M | New |
| AES AES Corp. | 0.25% | 125,000 | $1.6M | Add +25.0% |
| PROF Profound Medical Corp. | 0.25% | 330,000 | $1.6M | No change |
| NOK Nokia Corp.-Spon ADR | 0.25% | 334,906 | $1.6M | Reduce -11.9% |
| TAC Transalta Corp. | 0.24% | 115,000 | $1.6M | Add +9.5% |
| AFRM Affirm Holdings Inc. | 0.22% | 20,000 | $1.5M | Reduce -89.8% |
| CRM Salesforce Inc. | 0.22% | 6,000 | $1.4M | New |
| METC Ramaco Resources Inc. Class A | 0.20% | 40,000 | $1.3M | New |
| MGNI Magnite Inc. | 0.20% | 60,000 | $1.3M | Reduce -83.8% |
| TTI Tetra Technologies Inc. | 0.15% | 175,000 | $1.0M | No change |
| DOCU Docusign Inc. | 0.14% | 13,000 | $937K | New |
| AIOT Powerfleet Inc. | 0.14% | 175,000 | $917K | No change |
| CCJ Cameco Corp. | 0.13% | 10,000 | $839K | Reduce -73.7% |
| ROKU Roku Inc. | 0.12% | 8,000 | $801K | New |
| ESOA Energy Services of America | 0.12% | 75,000 | $776K | New |
| EVLV Evolv Technologies Holdings | 0.12% | 100,000 | $755K | Reduce -50.0% |
| TIC Tic Solutions Inc. filed as ACUREN CORP | 0.10% | 50,000 | $666K | New |
| SVIIF Spring Valley Acquisition-A | 0.10% | 50,000 | $626K | New |
| BE Bloom Energy Corp. Class A | 0.06% | 5,000 | $423K | Reduce -95.8% |
| SPWR Sunpower Inc. filed as COMPLETE SOLARIA INC | 0.06% | 210,000 | $370K | New |
| IDR Idaho Strategic Resources Inc. | 0.05% | 10,000 | $338K | New |
| NPWR Net Power Inc. | 0.05% | 107,817 | $325K | New |
| LGN Legence Corp. Class A | 0.05% | 10,000 | $308K | New |
| NRGV Energy Vault Holdings Inc. | 0.05% | 100,000 | $297K | New |
| TRIP Tripadvisor Inc. | 0.04% | 18,000 | $293K | Reduce -90.5% |
| NKE Nike Inc. Class B | 0.03% | 3,000 | $209K | New |
| PTON Peloton Interactive Inc. Class A | 0.03% | 20,000 | $180K | New |
| SHLS Shoals Technologies Group -A | 0.02% | 20,000 | $148K | Reduce -93.3% |
| CLNE Clean Energy Fuels Corp. | 0.02% | 50,000 | $129K | Reduce -50.0% |
| BFLY Butterfly Network Inc. | 0.01% | 50,000 | $97K | New |
| BIOX Bioceres Crop Solutions Corp. | 0.01% | 60,000 | $85K | Reduce -94.0% |
Options reported separately and not counted above: MRVL puts ($34.9M), GOOG calls ($17.0M), ICLN calls ($10.1M), AVGO calls ($9.9M), HUT calls ($9.6M), CRM calls ($6.4M), DQ calls ($5.6M), APH puts ($5.6M), TAN calls ($4.4M), AAOI calls ($4.3M), MGNI calls ($4.2M), ORCL calls ($4.2M), and 19 more.
Portfolio Sells Q2 2025 → Q3 2025
| FLR Fluor Corp. | Reduce -83.0% | 0.87% | −5.80 |
| CLS Celestica Inc. | Sold out | 0.00% | −3.44 |
| ANET Arista Networks Inc. | Reduce -84.4% | 0.76% | −2.88 |
| HUM Humana Inc. | Sold out | 0.00% | −2.00 |
| AFRM Affirm Holdings Inc. | Reduce -89.8% | 0.22% | −1.99 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.93 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.86 |
| INDV Indivior Ltd. | Sold out | 0.00% | −1.75 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −1.64 |
| NVDA Nvidia Corp. | Reduce -47.7% | 2.26% | −1.63 |
| DAVE Dave Inc. | Sold out | 0.00% | −1.54 |
| CIEN Ciena Corp. | Sold out | 0.00% | −1.46 |
| SPRY Ars Pharmaceuticals Inc. | Sold out | 0.00% | −1.35 |
| MGNI Magnite Inc. | Reduce -83.8% | 0.20% | −1.26 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −1.26 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.21 |
| GSM Ferroglobe PLC | Sold out | 0.00% | −1.20 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.15 |
| SGRY Surgery Partners Inc. | Sold out | 0.00% | −1.09 |
| MDT Medtronic PLC | Sold out | 0.00% | −1.00 |
| RELY Remitly Global Inc. | Sold out | 0.00% | −0.92 |
| BWXT BWX Technologies Inc. | Reduce -52.9% | 1.13% | −0.87 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.82 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.77 |
| SMIN iShares MSCI India Small-Cap | Sold out | 0.00% | −0.76 |
| COHR Coherent Corp. | Reduce -61.5% | 0.55% | −0.71 |
| BIOX Bioceres Crop Solutions Corp. | Reduce -94.0% | 0.01% | −0.71 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.65 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.55 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.52 |
| MSFT Microsoft Corp. | Reduce -11.9% | 2.93% | −0.48 |
| MIR Mirion Technologies Inc. | Reduce -29.1% | 1.17% | −0.46 |
| AESI Atlas Energy Solutions Inc. | Sold out | 0.00% | −0.44 |
| AMPL Amplitude Inc. Class A | Sold out | 0.00% | −0.43 |
| AVGO Broadcom Inc. | Reduce -21.4% | 3.06% | −0.41 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.40 |
| BE Bloom Energy Corp. Class A | Reduce -95.8% | 0.06% | −0.40 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.40 |
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −0.36 |
| TRIP Tripadvisor Inc. | Reduce -90.5% | 0.04% | −0.36 |
| CCJ Cameco Corp. | Reduce -73.7% | 0.13% | −0.33 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.29 |
| BOX Box Inc. Class A | Sold out | 0.00% | −0.27 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.26 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.26 |
| WGS Genedx Holdings Corp. | Reduce -25.0% | 0.99% | −0.22 |
| FIP Ftai Infrastructure Inc. | Sold out | 0.00% | −0.20 |
| SHLS Shoals Technologies Group -A | Reduce -93.3% | 0.02% | −0.19 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.19 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.18 |
Portfolio Buys Q2 2025 → Q3 2025
| FSLR First Solar Inc. | Add +760.0% | 4.36% | +3.96 |
| RUN Sunrun Inc. | Add +416.1% | 4.24% | +3.83 |
| EOSE Eos Energy Enterprises Inc. | New | 2.78% | +2.78 |
| HUT Hut 8 Corp. | Add +52.4% | 4.27% | +2.67 |
| LITE Lumentum Holdings Inc. | New | 2.15% | +2.15 |
| SIMO Silicon Motion Technol-ADR | New | 1.93% | +1.93 |
| AGI Alamos Gold Inc. Class A | New | 1.74% | +1.74 |
| SNDK Sandisk Corp. | New | 1.72% | +1.72 |
| ARGX Argenx SE - ADR | New | 1.70% | +1.70 |
| TER Teradyne Inc. | Add +453.5% | 1.86% | +1.62 |
| OKTA Okta Inc. | New | 1.49% | +1.49 |
| AAOI Applied Optoelectronics Inc. | New | 1.47% | +1.47 |
| BTSG Brightspring Health Services | Add +200.0% | 2.04% | +1.46 |
| SLV iShares Silver Trust | New | 1.30% | +1.30 |
| P Everpure Inc. Class A | New | 1.29% | +1.29 |
| GOOG Alphabet Inc. Class C | Add +34.5% | 2.91% | +1.23 |
| THC Tenet Healthcare Corp. | New | 1.09% | +1.09 |
| OSCR Oscar Health Inc. Class A | New | 1.09% | +1.09 |
| SMTC Semtech Corp. | New | 0.88% | +0.88 |
| EBAY eBay Inc. | New | 0.82% | +0.82 |
| GLW Corning Inc. | Add +10.4% | 2.11% | +0.81 |
| ONTO Onto Innovation Inc. | New | 0.80% | +0.80 |
| IBM Intl Business Machines Corp. | New | 0.78% | +0.78 |
| SHOP Shopify Inc. Class A | Add +40.1% | 1.90% | +0.78 |
| LSCC Lattice Semiconductor Corp. | Add +76.2% | 1.29% | +0.77 |
| WMB Williams Cos Inc. | New | 0.73% | +0.73 |
| RIOT Riot Platforms Inc. | Add +38.5% | 1.31% | +0.71 |
| MTZ Mastec Inc. | New | 0.65% | +0.65 |
| BKR Baker Hughes Co. | New | 0.64% | +0.64 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.60% | +0.60 |
| PD Pagerduty Inc. | New | 0.58% | +0.58 |
| INTC Intel Corp. | New | 0.57% | +0.57 |
| WDC Western Digital Corp. | New | 0.55% | +0.55 |
| AAON Aaon Inc. | New | 0.46% | +0.46 |
| TEVA Teva Pharmaceutical-SP ADR | Add +25.0% | 1.55% | +0.45 |
| DQ Daqo New Energy Corp.-ADR | New | 0.43% | +0.43 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +25.0% | 1.53% | +0.41 |
| CFLT Confluent Inc. Class A | New | 0.41% | +0.41 |
| AEIS Advanced Energy Industries | Add +27.1% | 1.16% | +0.40 |
| FLS Flowserve Corp. | Add +200.0% | 0.61% | +0.40 |
| XIFR XPLR Infrastructure LP | Add +20.6% | 1.37% | +0.39 |
| ETSY Etsy Inc. | New | 0.39% | +0.39 |
| PANW Palo Alto Networks Inc. | Add +60.5% | 0.98% | +0.33 |
| PYPL PayPal Holdings Inc. | Add +120.0% | 0.68% | +0.31 |
| NXE Nexgen Energy Ltd. | Add +400.0% | 0.34% | +0.29 |
| AMZN Amazon.com Inc. | Add +19.8% | 2.54% | +0.28 |
| AMRC Ameresco Inc. Class A | New | 0.26% | +0.26 |
| CWEN Clearway Energy Inc. Class C | Add +127.3% | 0.54% | +0.25 |
| CRM Salesforce Inc. | New | 0.22% | +0.22 |
| METC Ramaco Resources Inc. Class A | New | 0.20% | +0.20 |
Options Activity Q2 2025 → Q3 2025
| MRVL Marvell Technology Inc. | put | Reduce -7.4% | 415,000 | $34.9M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 50,000 | $30.9Mbefore exit |
| AMD Advanced Micro Devices | put | Sold out | 155,000 | $22.0Mbefore exit |
| GOOG Alphabet Inc. Class C | call | New | 70,000 | $17.0M |
| ICLN iShares Global Clean Energy | call | Add +62.5% | 650,000 | $10.1M |
| AVGO Broadcom Inc. | call | New | 30,000 | $9.9M |
| HUT Hut 8 Corp. | call | Add +266.7% | 275,000 | $9.6M |
| CRM Salesforce Inc. | call | New | 27,000 | $6.4M |
| DQ Daqo New Energy Corp.-ADR | call | New | 200,000 | $5.6M |
| APH Amphenol Corp. Class A | put | New | 45,000 | $5.6M |
| FSLR First Solar Inc. | call | Sold out | 30,000 | $5.0Mbefore exit |
| AAOI Applied Optoelectronics Inc. | call | New | 165,000 | $4.3M |
| MGNI Magnite Inc. | call | New | 195,000 | $4.2M |
| ORCL Oracle Corp. | call | New | 15,000 | $4.2M |
| FLR Fluor Corp. | call | Sold out | 75,000 | $3.8Mbefore exit |
| ADI Analog Devices Inc. | put | New | 15,000 | $3.7M |
| COHR Coherent Corp. | put | New | 34,000 | $3.7M |
| MSFT Microsoft Corp. | put | Sold out | 7,000 | $3.5Mbefore exit |
| PDD PDD Holdings Inc. | call | New | 25,000 | $3.3M |
| CFLT Confluent Inc. Class A | call | New | 160,000 | $3.2M |
| CRWD CrowdStrike Holdings Inc. Class A | put | Sold out | 6,000 | $3.1Mbefore exit |
| SMTC Semtech Corp. | call | New | 40,000 | $2.9M |
| ARM Arm Holdings PLC-ADR | call | Reduce -20.0% | 20,000 | $2.8M |
| PD Pagerduty Inc. | call | New | 170,000 | $2.8M |
| ALAB Astera Labs Inc. | put | New | 14,000 | $2.7M |
| MU Micron Technology Inc. | put | Sold out | 20,000 | $2.5Mbefore exit |
| ASML ASML Holding NV-NY Reg SHS | put | Sold out | 3,000 | $2.4Mbefore exit |
| INFY Infosys Ltd.-SP ADR | put | New | 140,000 | $2.3M |
| HUBS HubSpot Inc. | put | Sold out | 4,000 | $2.2Mbefore exit |
| RUN Sunrun Inc. | call | Reduce -36.7% | 125,000 | $2.2M |
| TRIP Tripadvisor Inc. | call | Add +116.7% | 130,000 | $2.1M |
| ACN Accenture PLC Class A | put | Sold out | 7,000 | $2.1Mbefore exit |
| LSCC Lattice Semiconductor Corp. | call | Sold out | 42,000 | $2.1Mbefore exit |
| SMH Vaneck Semiconductor ETF | put | Sold out | 7,000 | $2.0Mbefore exit |
| SMR Nuscale Power Corp. | put | New | 50,000 | $1.8M |
| LRCX Lam Research Corp. | put | Sold out | 18,000 | $1.8Mbefore exit |
| BOX Box Inc. Class A | call | Sold out | 50,000 | $1.7Mbefore exit |
| P Everpure Inc. Class A | call | New | 20,000 | $1.7M |
| UTI Universal Technical Institut | put | Sold out | 45,000 | $1.5Mbefore exit |
| WULF Terawulf Inc. | call | Sold out | 300,000 | $1.3Mbefore exit |
| CORZ Core Scientific Inc. | call | Sold out | 75,000 | $1.3Mbefore exit |
| NOK Nokia Corp.-Spon ADR | call | Sold out | 240,000 | $1.2Mbefore exit |
| INTA Intapp Inc. | put | Sold out | 20,000 | $1.0Mbefore exit |
| PTON Peloton Interactive Inc. Class A | call | New | 100,000 | $900K |
| SHLS Shoals Technologies Group -A | call | Sold out | 200,000 | $850Kbefore exit |
| NKE Nike Inc. Class B | call | New | 10,000 | $697K |
| ZETA Zeta Global Holdings Corp. Class A | put | Reduce -5.4% | 35,000 | $695K |
| IOT Samsara Inc. Class A | put | Sold out | 17,000 | $676Kbefore exit |
| ARLO Arlo Technologies Inc. | put | Sold out | 34,000 | $577Kbefore exit |
| TTD Trade Desk Inc./the Class A | put | Sold out | 8,000 | $576Kbefore exit |
Showing the first 50 of 54.
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 |