Ardsley Advisory Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ardsley Advisory Partners LP disclosed 117 US equity positions worth $656.4m in its Q1 2026 13F filing. The largest position was UTHR at 4.5% of the reported book, followed by AVGO and SNDK.
What did Ardsley Advisory Partners LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 4.5% | $29.6m | 50,000 | – | |
| 2 | AVGO BROADCOM INC | Technology | 4.2% | $27.7m | 89,500 | – | |
| 3 | SNDK SANDISK CORP | Technology | 4.1% | $26.7m | 42,000 | – | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 3.4% | $22.1m | 106,000 | – | |
| 5 | ANET ARISTA NETWORKS INC | Technology | 3.2% | $21.3m | 173,700 | – | |
| 6 | SMTC SEMTECH CORP | Technology | 3.0% | $19.9m | 258,750 | – | |
| 7 | MOD MODINE MFG CO | Consumer Cyclical | 3.0% | $19.7m | 91,100 | – | |
| 8 | SEZL SEZZLE INC | Financial Services | 2.9% | $19.0m | 300,000 | – | |
| 9 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 2.5% | $16.7m | 555,000 | – | |
| 10 | META META PLATFORMS INC | Communication Services | 2.4% | $16.0m | 28,000 | – | |
| 11 | RUN SUNRUN INC | Technology | 2.3% | $15.4m | 1,135,000 | – | |
| 12 | NVDA NVIDIA CORPORATION | Technology | 2.3% | $15.3m | 87,500 | – | |
| 13 | WULF TERAWULF INC | Financial Services | 2.3% | $15.1m | 1,050,000 | – | |
| 14 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.3% | $14.9m | 350,000 | – | |
| 15 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 2.3% | $14.9m | 2,260,000 | – | |
| 16 | VIAV VIAVI SOLUTIONS INC | Technology | 2.0% | $13.3m | 400,000 | – | |
| 17 | EBAY EBAY INC. | Consumer Cyclical | 1.9% | $12.8m | 140,500 | – | |
| 18 | AMLP ALPS ETF TR | 1.6% | $10.5m | 200,000 | – | ||
| 19 | NU NU HLDGS LTD | Financial Services | 1.5% | $9.7m | 675,000 | – | |
| 20 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.4% | $9.4m | 150,000 | – | |
| 21 | GOOG ALPHABET INC | Communication Services | 1.3% | $8.6m | 30,000 | – | |
| 22 | AMAT APPLIED MATLS INC | Technology | 1.3% | $8.5m | 25,000 | – | |
| 23 | EQIX EQUINIX INC | Real Estate | 1.2% | $7.8m | 7,950 | – | |
| 24 | AGI ALAMOS GOLD INC | Basic Materials | 1.2% | $7.8m | 175,000 | – | |
| 25 | NOW SERVICENOW INC | Technology | 1.2% | $7.6m | 72,500 | – | |
| 26 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 1.2% | $7.6m | 81,500 | – | |
| 27 | HUT HUT 8 CORP | Financial Services | 1.1% | $7.0m | 150,000 | – | |
| 28 | AVY AVERY DENNISON CORP | Consumer Cyclical | 1.1% | $6.9m | 40,000 | – | |
| 29 | XLU SELECT SECTOR SPDR TR | 1.0% | $6.9m | 150,000 | – | ||
| 30 | ZM ZOOM COMMUNICATIONS INC | Technology | 1.0% | $6.7m | 83,000 | – | |
| 31 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 1.0% | $6.5m | 130,000 | – | |
| 32 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.0% | $6.4m | 100,000 | – | |
| 33 | CVS CVS HEALTH CORP | Healthcare | 0.9% | $6.1m | 85,000 | – | |
| 34 | ALK ALASKA AIR GROUP INC | Industrials | 0.9% | $6.1m | 165,000 | – | |
| 35 | MIR MIRION TECHNOLOGIES INC | Industrials | 0.9% | $6.0m | 325,000 | – | |
| 36 | TWLO TWILIO INC | Technology | 0.9% | $5.9m | 47,200 | – | |
| 37 | CIFR CIPHER DIGITAL INC | Technology | 0.9% | $5.8m | 450,000 | – | |
| 38 | BOX BOX INC | Technology | 0.8% | $5.6m | 236,000 | – | |
| 39 | CWEN CLEARWAY ENERGY INC | Utilities | 0.8% | $5.5m | 140,000 | – | |
| 40 | OKTA OKTA INC | Technology | 0.8% | $5.3m | 67,600 | – | |
| 41 | SKE SKEENA RES LTD NEW | Basic Materials | 0.8% | $5.2m | 175,000 | – | |
| 42 | BWXT BWX TECHNOLOGIES INC | Industrials | 0.8% | $5.1m | 25,000 | – | |
| 43 | ADI ANALOG DEVICES INC | Technology | 0.8% | $5.1m | 16,000 | – | |
| 44 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 0.8% | $5.0m | 475,000 | – | |
| 45 | DNN DENISON MINES CORP | Energy | 0.8% | $4.9m | 1,400,000 | – | |
| 46 | MU MICRON TECHNOLOGY INC | Technology | 0.7% | $4.7m | 14,000 | – | |
| 47 | LLY ELI LILLY & CO | Healthcare | 0.7% | $4.6m | 5,000 | – | |
| 48 | LITE LUMENTUM HLDGS INC | Technology | 0.7% | $4.4m | 6,200 | – | |
| 49 | ATEX ANTERIX INC | Communication Services | 0.6% | $4.2m | 110,000 | – | |
| 50 | VCYT VERACYTE INC | Healthcare | 0.6% | $4.0m | 125,000 | – |
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.