Ardsley Advisory Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ardsley Advisory Partners LP disclosed 99 US equity positions worth $652.1m in its Q3 2025 13F filing. The largest position was FSLR at 4.4% of the reported book, followed by HUT and RUN. Against the Q2 2025 filing, it opened 16 new positions, added to 18 and reduced 12 among the top 50 holdings.
What did Ardsley Advisory Partners LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 4.4% | $28.4m | 129,000 | 760% | added |
| 2 | HUT HUT 8 CORP | Financial Services | 4.3% | $27.8m | 800,000 | 52% | added |
| 3 | RUN SUNRUN INC | Technology | 4.2% | $27.7m | 1,600,000 | 416% | added |
| 4 | ORCL ORACLE CORP | Technology | 3.7% | $23.9m | 85,000 | -15% | reduced |
| 5 | AVGO BROADCOM INC | Technology | 3.1% | $20.0m | 60,500 | -21% | reduced |
| 6 | MSFT MICROSOFT CORP | Technology | 2.9% | $19.1m | 37,000 | -12% | reduced |
| 7 | GOOG ALPHABET INC | Communication Services | 2.9% | $19.0m | 78,000 | 34% | added |
| 8 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 2.8% | $18.1m | 1,600,000 | – | new |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 2.5% | $16.6m | 75,500 | 20% | added |
| 10 | ARM ARM HOLDINGS PLC | Technology | 2.3% | $15.3m | 108,000 | 0% | held |
| 11 | NVDA NVIDIA CORPORATION | Technology | 2.3% | $14.7m | 79,000 | -48% | reduced |
| 12 | LITE LUMENTUM HLDGS INC | Technology | 2.1% | $14.0m | 86,000 | – | new |
| 13 | GLW CORNING INC | Technology | 2.1% | $13.8m | 167,878 | 10% | added |
| 14 | WULF TERAWULF INC | Financial Services | 2.1% | $13.7m | 1,200,000 | -27% | reduced |
| 15 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.0% | $13.3m | 450,000 | 200% | added |
| 16 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 1.9% | $12.6m | 133,000 | – | new |
| 17 | SHOP SHOPIFY INC | Technology | 1.9% | $12.4m | 83,200 | 40% | added |
| 18 | TER TERADYNE INC | Technology | 1.9% | $12.1m | 88,000 | 453% | added |
| 19 | AGI ALAMOS GOLD INC NEW | Basic Materials | 1.7% | $11.3m | 325,000 | – | new |
| 20 | SNDK SANDISK CORP | Technology | 1.7% | $11.2m | 100,000 | – | new |
| 21 | ARGX ARGENX SE | Healthcare | 1.7% | $11.1m | 15,000 | – | new |
| 22 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.5% | $10.1m | 500,000 | 25% | added |
| 23 | NU NU HLDGS LTD | Financial Services | 1.5% | $10.0m | 625,000 | 25% | added |
| 24 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 1.5% | $9.9m | 1,900,000 | -7% | reduced |
| 25 | OKTA OKTA INC | Technology | 1.5% | $9.7m | 106,000 | – | new |
| 26 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 1.5% | $9.6m | 364,500 | – | new |
| 27 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 1.4% | $8.9m | 880,000 | 21% | added |
| 28 | RIOT RIOT PLATFORMS INC | Financial Services | 1.3% | $8.6m | 450,000 | 38% | added |
| 29 | SLV ISHARES SILVER TR | 1.3% | $8.5m | 200,000 | – | new | |
| 30 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 1.3% | $8.4m | 114,500 | 76% | added |
| 31 | P PURE STORAGE INC | Technology | 1.3% | $8.4m | 100,000 | – | new |
| 32 | MIR MIRION TECHNOLOGIES INC | Industrials | 1.2% | $7.6m | 328,220 | -29% | reduced |
| 33 | AEIS ADVANCED ENERGY INDS | Industrials | 1.2% | $7.6m | 44,500 | 27% | added |
| 34 | CVS CVS HEALTH CORP | Healthcare | 1.2% | $7.5m | 100,000 | -9% | reduced |
| 35 | BWXT BWX TECHNOLOGIES INC | Industrials | 1.1% | $7.4m | 40,000 | -53% | reduced |
| 36 | THC TENET HEALTHCARE CORP | Healthcare | 1.1% | $7.1m | 35,000 | – | new |
| 37 | OSCR OSCAR HEALTH INC | Healthcare | 1.1% | $7.1m | 375,000 | – | new |
| 38 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.0% | $6.5m | 60,000 | -25% | reduced |
| 39 | PANW PALO ALTO NETWORKS INC | Technology | 1.0% | $6.4m | 31,300 | 61% | added |
| 40 | ADMA ADMA BIOLOGICS INC | Healthcare | 1.0% | $6.2m | 425,000 | 6% | added |
| 41 | STKL SUNOPTA INC | 0.9% | $6.0m | 1,020,000 | 0% | held | |
| 42 | APP APPLOVIN CORP | Communication Services | 0.9% | $5.7m | 8,000 | 0% | held |
| 43 | SMTC SEMTECH CORP | Technology | 0.9% | $5.7m | 80,000 | – | new |
| 44 | FLR FLUOR CORP NEW | Industrials | 0.9% | $5.7m | 135,000 | -83% | reduced |
| 45 | DNN DENISON MINES CORP | Energy | 0.8% | $5.5m | 2,000,000 | 0% | held |
| 46 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.8% | $5.4m | 145,000 | 16% | added |
| 47 | EBAY EBAY INC. | Consumer Cyclical | 0.8% | $5.4m | 59,000 | – | new |
| 48 | ONTO ONTO INNOVATION INC | Technology | 0.8% | $5.2m | 40,500 | – | new |
| 49 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 0.8% | $5.1m | 18,000 | – | new |
| 50 | ANET ARISTA NETWORKS INC | Technology | 0.8% | $5.0m | 34,000 | -84% | reduced |
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.