Ardsley Advisory Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ardsley Advisory Partners LP disclosed 130 US equity positions worth $921.1m in its Q2 2026 13F filing. The largest position was SNDK at 6.2% of the reported book, followed by AMD and SEZL. Against the Q1 2026 filing, it opened 17 new positions, added to 15 and reduced 15 among the top 50 holdings.
What did Ardsley Advisory Partners LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SNDK SANDISK CORP | Technology | 6.2% | $56.7m | 25,000 | -40% | reduced |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.9% | $54.0m | 93,000 | 1062% | added |
| 3 | SEZL SEZZLE INC | Financial Services | 4.0% | $36.9m | 215,000 | -28% | reduced |
| 4 | WULF TERAWULF INC | Financial Services | 2.6% | $23.7m | 966,000 | -8% | reduced |
| 5 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.5% | $22.7m | 325,000 | -7% | reduced |
| 6 | EBAY EBAY INC. | Consumer Cyclical | 2.4% | $22.3m | 201,000 | 43% | added |
| 7 | RUN SUNRUN INC | Technology | 2.3% | $21.4m | 1,600,000 | 41% | added |
| 8 | VIAV VIAVI SOLUTIONS INC | Technology | 2.0% | $18.6m | 390,000 | -3% | reduced |
| 9 | P EVERPURE INC | Technology | 2.0% | $18.3m | 233,000 | – | new |
| 10 | ARM ARM HOLDINGS PLC | Technology | 1.8% | $16.6m | 47,000 | 161% | added |
| 11 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 1.8% | $16.5m | 1,665,000 | -26% | reduced |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $16.4m | 69,000 | -35% | reduced |
| 13 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.8% | $16.3m | 30,000 | -40% | reduced |
| 14 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.7% | $15.8m | 465,000 | -16% | reduced |
| 15 | GOOG ALPHABET INC | Communication Services | 1.7% | $15.3m | 43,500 | 45% | added |
| 16 | PANW PALO ALTO NETWORKS INC | Technology | 1.6% | $14.6m | 43,000 | – | new |
| 17 | TWLO TWILIO INC | Technology | 1.5% | $14.2m | 69,000 | 46% | added |
| 18 | PRIM PRIMORIS SVCS CORP | Industrials | 1.5% | $13.4m | 135,000 | – | new |
| 19 | AAPL APPLE INC | Technology | 1.4% | $13.0m | 45,000 | – | new |
| 20 | ZM ZOOM COMMUNICATIONS INC | Technology | 1.4% | $12.5m | 145,000 | 75% | added |
| 21 | MOD MODINE MFG CO | Consumer Cyclical | 1.3% | $12.0m | 45,000 | -51% | reduced |
| 22 | ONTO ONTO INNOVATION INC | Technology | 1.3% | $11.9m | 31,500 | – | new |
| 23 | SNX TD SYNNEX CORPORATION | Technology | 1.3% | $11.6m | 43,500 | – | new |
| 24 | ENPH ENPHASE ENERGY INC | Technology | 1.2% | $10.8m | 220,000 | 159% | added |
| 25 | ALGT ALLEGIANT TRAVEL CO | Industrials | 1.1% | $10.6m | 90,000 | – | new |
| 26 | OKTA OKTA INC | Technology | 1.1% | $10.4m | 76,500 | 13% | added |
| 27 | EQIX EQUINIX INC | Real Estate | 1.1% | $10.4m | 10,000 | 26% | added |
| 28 | HUT HUT 8 CORP | Financial Services | 1.1% | $10.4m | 90,000 | -40% | reduced |
| 29 | AMLP ALPS ETF TR | 1.1% | $10.4m | 200,000 | 0% | held | |
| 30 | OSCR OSCAR HEALTH INC | Healthcare | 1.1% | $10.0m | 350,000 | – | new |
| 31 | BE BLOOM ENERGY CORP | Industrials | 1.0% | $9.4m | 31,000 | 138% | added |
| 32 | CIFR CIPHER DIGITAL INC | Technology | 1.0% | $9.2m | 375,000 | -17% | reduced |
| 33 | NU NU HLDGS LTD | Financial Services | 1.0% | $9.0m | 675,000 | 0% | held |
| 34 | CBRS CEREBRAS SYSTEMS INC | Technology | 0.9% | $8.7m | 39,000 | – | new |
| 35 | LITE LUMENTUM HLDGS INC | Technology | 0.9% | $8.5m | 10,000 | 61% | added |
| 36 | RELY REMITLY GLOBAL INC | Technology | 0.9% | $8.4m | 375,000 | – | new |
| 37 | DVN DEVON ENERGY CORP NEW | Energy | 0.9% | $8.3m | 200,000 | – | new |
| 38 | AVGO BROADCOM INC | Technology | 0.9% | $7.9m | 21,000 | -77% | reduced |
| 39 | ALK ALASKA AIR GROUP INC | Industrials | 0.9% | $7.8m | 150,000 | -9% | reduced |
| 40 | GLW CORNING INC | Technology | 0.8% | $7.7m | 30,000 | – | new |
| 41 | FLR FLUOR CORP | Industrials | 0.8% | $7.5m | 142,500 | 73% | added |
| 42 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.8% | $7.5m | 15,000 | – | new |
| 43 | VCYT VERACYTE INC | Healthcare | 0.8% | $7.3m | 125,000 | 0% | held |
| 44 | SMTC SEMTECH CORP | Technology | 0.8% | $7.3m | 45,000 | -83% | reduced |
| 45 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 0.8% | $7.2m | 30,000 | – | new |
| 46 | GSM FERROGLOBE PLC | Basic Materials | 0.8% | $6.9m | 2,185,000 | – | new |
| 47 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 0.7% | $6.6m | 56,000 | – | new |
| 48 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.7% | $6.6m | 155,000 | 19% | added |
| 49 | BOX BOX INC | Technology | 0.7% | $6.4m | 240,000 | 2% | added |
| 50 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 0.7% | $6.3m | 70,000 | – | 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.