Ardsley Advisory Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Ardsley Advisory Partners LP disclosed 108 US equity positions worth $611.9m in its Q2 2025 13F filing. The largest position was FLR at 6.7% of the reported book, followed by NVDA and ANET. Against the Q1 2025 filing, it opened 17 new positions, added to 24 and reduced 9 among the top 50 holdings.
What did Ardsley Advisory Partners LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FLR FLUOR CORP NEW | Industrials | 6.7% | $40.8m | 796,000 | 8% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 3.9% | $23.8m | 151,000 | 177% | added |
| 3 | ANET ARISTA NETWORKS INC | Technology | 3.6% | $22.3m | 218,000 | – | new |
| 4 | ORCL ORACLE CORP | Technology | 3.6% | $21.9m | 100,000 | 25% | added |
| 5 | AVGO BROADCOM INC | Technology | 3.5% | $21.2m | 77,000 | -42% | reduced |
| 6 | CLS CELESTICA INC | Technology | 3.4% | $21.1m | 135,000 | -27% | reduced |
| 7 | MSFT MICROSOFT CORP | Technology | 3.4% | $20.9m | 42,000 | 259% | added |
| 8 | ARM ARM HOLDINGS PLC | Technology | 2.8% | $17.4m | 107,500 | 208% | added |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 2.3% | $13.8m | 63,000 | 74% | added |
| 10 | AFRM AFFIRM HLDGS INC | Financial Services | 2.2% | $13.5m | 197,000 | – | new |
| 11 | BWXT BWX TECHNOLOGIES INC | Industrials | 2.0% | $12.2m | 85,000 | – | new |
| 12 | HUM HUMANA INC | Healthcare | 2.0% | $12.2m | 50,000 | – | new |
| 13 | NOW SERVICENOW INC | Technology | 1.9% | $11.8m | 11,500 | – | new |
| 14 | NFLX NETFLIX INC | Communication Services | 1.9% | $11.4m | 8,500 | 16% | added |
| 15 | INDIVIOR PLC | 1.7% | $10.7m | 725,000 | 16% | added | |
| 16 | GOOG ALPHABET INC | Communication Services | 1.7% | $10.3m | 58,000 | 1833% | added |
| 17 | TEL TE CONNECTIVITY PLC | Technology | 1.6% | $10.0m | 59,500 | 84% | added |
| 18 | MIR MIRION TECHNOLOGIES INC | Industrials | 1.6% | $10.0m | 463,220 | 165% | added |
| 19 | HUT HUT 8 CORP | Financial Services | 1.6% | $9.8m | 525,000 | – | new |
| 20 | DAVE DAVE INC | Technology | 1.5% | $9.4m | 35,000 | – | new |
| 21 | CIEN CIENA CORP | Technology | 1.5% | $8.9m | 110,000 | 11% | added |
| 22 | MGNI MAGNITE INC | Communication Services | 1.5% | $8.9m | 370,000 | 137% | added |
| 23 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.4% | $8.3m | 475,000 | 46% | added |
| 24 | GLW CORNING INC | Technology | 1.3% | $8.0m | 152,000 | 69% | added |
| 25 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 1.3% | $7.9m | 2,050,000 | 17% | added |
| 26 | COHR COHERENT CORP | Technology | 1.3% | $7.8m | 87,000 | -3% | reduced |
| 27 | CORZ CORE SCIENTIFIC INC NEW | Technology | 1.3% | $7.7m | 450,000 | 12% | added |
| 28 | CVS CVS HEALTH CORP | Healthcare | 1.2% | $7.6m | 110,000 | – | new |
| 29 | CYBERARK SOFTWARE LTD | 1.2% | $7.4m | 18,150 | 43% | added | |
| 30 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.2% | $7.4m | 80,000 | – | new |
| 31 | GSM FERROGLOBE PLC | Basic Materials | 1.2% | $7.4m | 2,007,595 | 11% | added |
| 32 | ADMA ADMA BIOLOGICS INC | Healthcare | 1.2% | $7.3m | 400,000 | 33% | added |
| 33 | WULF TERAWULF INC | Financial Services | 1.2% | $7.2m | 1,650,000 | -45% | reduced |
| 34 | META META PLATFORMS INC | Communication Services | 1.1% | $7.0m | 9,500 | – | new |
| 35 | NU NU HLDGS LTD | Financial Services | 1.1% | $6.9m | 500,000 | – | new |
| 36 | SHOP SHOPIFY INC | Technology | 1.1% | $6.9m | 59,400 | 46% | added |
| 37 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.1% | $6.7m | 400,000 | -20% | reduced |
| 38 | SGRY SURGERY PARTNERS INC | Healthcare | 1.1% | $6.7m | 300,000 | 20% | added |
| 39 | MDT MEDTRONIC PLC | Healthcare | 1.0% | $6.1m | 70,000 | – | new |
| 40 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 1.0% | $6.0m | 730,000 | -17% | reduced |
| 41 | STKL SUNOPTA INC | 1.0% | $5.9m | 1,020,000 | -8% | reduced | |
| 42 | RELY REMITLY GLOBAL INC | Technology | 0.9% | $5.6m | 300,000 | – | new |
| 43 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.9% | $5.4m | 125,000 | -14% | reduced |
| 44 | ZS ZSCALER INC | Technology | 0.8% | $5.0m | 16,000 | – | new |
| 45 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.8% | $4.7m | 1,800 | -65% | reduced |
| 46 | AEIS ADVANCED ENERGY INDS | Industrials | 0.8% | $4.6m | 35,000 | 13% | added |
| 47 | SMIN ISHARES TR | 0.8% | $4.6m | 60,000 | – | new | |
| 48 | BIOX BIOCERES CROP SOLUTIONS CORP | 0.7% | $4.4m | 993,614 | 5% | added | |
| 49 | PANW PALO ALTO NETWORKS INC | Technology | 0.7% | $4.0m | 19,500 | – | new |
| 50 | STM STMICROELECTRONICS N V | Technology | 0.6% | $4.0m | 130,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.