ARDSLEY ADVISORY PARTNERS LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, ARDSLEY ADVISORY PARTNERS LP held in its portfolio 124 assets valued at $911,130,100 (i.e. $911.13M).
The most valuable assets in the portfolio included: BROADCOM INC ($46.39M), ELI LILLY & CO ($42.99M), and FIRST SOLAR INC ($33.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 124 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ARDSLEY ADVISORY PARTNERS LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 134000 | 46385800 | COM |
| ELI LILLY & CO | 40000 | 42987200 | COM |
| FIRST SOLAR INC | 127500 | 33306825 | COM |
| LUMENTUM HLDGS INC | 80000 | 29487200 | COM |
| SUNRUN INC | 1480000 | 27232000 | COM |
| NVIDIA CORPORATION | 125000 | 23312500 | COM |
| ARGENX SE | 24000 | 20182800 | SPONSORED ADR |
| SEMTECH CORP | 259000 | 19085710 | COM |
| ISHARES SILVER TR | 295000 | 18989150 | ISHARES |
| ARISTA NETWORKS INC | 140000 | 18344200 | COM SHS |
| TEVA PHARMACEUTICAL INDS LTD | 580000 | 18101800 | SPONSORED ADS |
| ALPHABET INC | 57000 | 17886600 | CAP STK CL C |
| TE CONNECTIVITY PLC | 73500 | 16721985 | ORD SHS |
| HUT 8 CORP | 360000 | 16538400 | COM |
| SEZZLE INC | 255000 | 16186125 | COM |
| ADVANCED ENERGY INDS | 73000 | 15284010 | COM |
| ORACLE CORP | 78000 | 15202980 | COM |
| SALESFORCE INC | 51000 | 13501500 | COM |
| TERAWULF INC | 1165000 | 13385850 | COM |
| SANDISK CORP | 56000 | 13293280 | COM |
| BRIGHTSPRING HEALTH SVCS INC | 350000 | 13107500 | COM |
| PALO ALTO NETWORKS INC | 69000 | 12709800 | COM |
| SHOPIFY INC | 78400 | 12621616 | CL A SUB VTG SHS |
| AMAZON COM INC | 54000 | 12469140 | COM |
| TERADYNE INC | 60000 | 11613600 | COM |
| ALAMOS GOLD INC NEW | 300000 | 11574000 | COM CL A |
| AIRBNB INC | 81000 | 10993320 | COM CL A |
| DENISON MINES CORP | 4100000 | 10906000 | COM |
| MICROSOFT CORP | 22200 | 10735920 | COM |
| NU HLDGS LTD | 640000 | 10707200 | ORD SHS CL A |
| TEXAS INSTRS INC | 60000 | 10409400 | COM |
| NEXGEN ENERGY LTD | 1125000 | 10346736 | COM |
| FERROGLOBE PLC | 2120000 | 9836800 | SHS |
| ISHARES TR | 140000 | 9787400 | MSCI INDIA SM CP |
| SANMINA CORPORATION | 65200 | 9784564 | COM |
| ARM HOLDINGS PLC | 85000 | 9291350 | SPONSORED ADS |
| ONTO INNOVATION INC | 58500 | 9234810 | COM |
| TWILIO INC | 62500 | 8890000 | CL A |
| MONGODB INC | 20750 | 8694250 | CL A |
| JAZZ PHARMACEUTICALS PLC | 50000 | 8500000 | SHS USD |
| VIAVI SOLUTIONS INC | 440000 | 7840800 | COM |
| ALDEYRA THERAPEUTICS INC | 1500000 | 7770000 | COM |
| MIRION TECHNOLOGIES INC | 325000 | 7611500 | COM CL A |
| BROOKDALE SR LIVING INC | 690000 | 7445100 | COM |
| EBAY INC. | 85000 | 7403500 | COM |
| ISHARES TR | 450000 | 7393500 | GL CLEAN ENE ETF |
| GENEDX HOLDINGS CORP | 55000 | 7153300 | COM CL A |
| DAQO NEW ENERGY CORP | 235000 | 6932500 | SPNSRD ADS NEW |
| CVS HEALTH CORP | 85000 | 6745600 | COM |
| BELLRING BRANDS INC | 240000 | 6415200 | COMMON STOCK |
| EOS ENERGY ENTERPRISES INC | 555000 | 6360300 | COM CL A |
| LATTICE SEMICONDUCTOR CORP | 86000 | 6327880 | COM |
| THE TRADE DESK INC | 165000 | 6263400 | COM CL A |
| SERVICENOW INC | 38350 | 5872704 | COM |
| RH | 30000 | 5374500 | COM |
| VERACYTE INC | 125000 | 5262500 | COM |
| CLEARWAY ENERGY INC | 150000 | 4989000 | CL C |
| TENET HEALTHCARE CORP | 25000 | 4968000 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 100000 | 4912000 | SOLAR ETF |
| BLUE OWL CAPITAL INC | 325000 | 4855500 | COM CL A |
| DELL TECHNOLOGIES INC | 36000 | 4531680 | CL C |
| XPLR INFRASTRUCTURE LP | 450000 | 4500000 | COM UNIT PART IN |
| BLOOM ENERGY CORP | 51000 | 4431390 | COM CL A |
| BWX TECHNOLOGIES INC | 25000 | 4321000 | COM |
| SELECT SECTOR SPDR TR | 100000 | 4272000 | STATE STREET UTI |
| INTEL CORP | 111000 | 4095900 | COM |
| ORION GROUP HLDGS INC | 400000 | 3976000 | COM |
| BAKER HUGHES COMPANY | 85000 | 3870900 | CL A |
| AVERY DENNISON CORP | 21000 | 3819480 | COM |
| NOKIA CORP | 560000 | 3667000 | SPONSORED ADR |
| DECKERS OUTDOOR CORP | 35000 | 3628450 | COM |
| PROFOUND MED CORP | 450000 | 3541500 | COM NEW |
| SNAP INC | 430000 | 3470100 | CL A |
| KRANESHARES TRUST | 100000 | 3405000 | CSI CHI INTERNET |
| ORMAT TECHNOLOGIES INC | 30000 | 3314100 | COM |
| MASTEC INC | 15000 | 3260550 | COM |
| CAMECO CORP | 35000 | 3202150 | COM |
| FLUOR CORP NEW | 79986 | 3169845 | COM |
| NXP SEMICONDUCTORS N V | 14500 | 3147370 | COM |
| TRIPADVISOR INC | 214000 | 3115840 | COM |
| T1 ENERGY INC | 465000 | 3096900 | COM NEW |
| WILLIAMS COS INC | 50000 | 3005500 | COM |
| WOLFSPEED INC | 165000 | 2872650 | COMMON STOCK |
| HALLIBURTON CO | 100000 | 2826000 | COM |
| NETFLIX INC | 29000 | 2719220 | COM |
| SUNOPTA INC | 690000 | 2622000 | COM |
| INFOSYS LTD | 140000 | 2494800 | SPONSORED ADR |
| MERCADOLIBRE INC | 1200 | 2417112 | COM |
| TRANSALTA CORP | 180000 | 2276555 | COM |
| SOLUNA HOLDINGS INC | 1725000 | 2018250 | COM NEW |
| NEXTERA ENERGY INC | 25000 | 2007000 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 22000 | 1826000 | CL A |
| CORNING INC | 20000 | 1751200 | COM |
| HA SUSTAINABLE INFRA CAP INC | 55000 | 1728650 | COM |
| AFFIRM HLDGS INC | 21000 | 1556312 | COM CL A |
| GLOBAL E ONLINE LTD | 39000 | 1533090 | SHS |
| TIC SOLUTIONS INC | 150000 | 1516500 | COM |
| AMERESCO INC | 50000 | 1464500 | CL A |
| EPAM SYS INC | 7000 | 1434160 | COM |
| CURTISS WRIGHT CORP | 2500 | 1378175 | COM |
| EQT CORP | 25000 | 1340000 | COM |
| META PLATFORMS INC | 2000 | 1320180 | CL A |
| ITRON INC | 14000 | 1300040 | COM |
| COHERENT CORP | 7000 | 1291990 | COM |
| ENPHASE ENERGY INC | 37500 | 1203750 | COM |
| IMPINJ INC | 6500 | 1131065 | COM |
| COMPASS INC | 100000 | 1057000 | CL A |
| ROKU INC | 9000 | 976320 | COM CL A |
| URANIUM ENERGY CORP | 75000 | 876000 | COM |
| APPLIED OPTOELECTRONICS INC | 25000 | 871500 | COM |
| MARVELL TECHNOLOGY INC | 10000 | 849800 | COM |
| SUNPOWER INC | 520000 | 816400 | COM |
| VISTRA CORP | 5000 | 806600 | COM |
| BIOCERES CROP SOLUTIONS CORP | 475000 | 622250 | SHS |
| XOMETRY INC | 10000 | 594700 | CLASS A COM |
| WARBY PARKER INC | 26500 | 577435 | CL A COM |
| RAMACO RES INC | 30000 | 540000 | COM CL A |
| MODINE MFG CO | 3600 | 480636 | COM |
| ENERGY TRANSFER L P | 25000 | 412250 | COM UT LTD PTN |
| ENERGY SVCS ACQUISITION CORP | 50000 | 408500 | COM |
| ARRAY TECHNOLOGIES INC | 25000 | 230500 | COM SHS |
| AAON INC | 3000 | 228750 | COM PAR $0.004 |
| SHOALS TECHNOLOGIES GROUP IN | 25000 | 212500 | CL A |
| NEW FORTRESS ENERGY INC | 150000 | 171000 | COM CL A |