ARDSLEY ADVISORY PARTNERS LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA ARDSLEY ADVISORY PARTNERS LP | Institutional Filer | ▲ 28.17% | $731.4M | 117 |
Current Portfolio Holdings
Showing top 117 reported positions by value (Total positions in database: 130)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 140K | $43.2M | 4.61% |
| 2 | SNDK | Sandisk Corporation | Technology | 55K | $35.0M | 3.73% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 154K | $32.1M | 3.42% |
| 4 | UTHR | United Therapeutics Corporation | Healthcare | 50K | $29.6M | 3.16% |
| 5 | ANET | Arista Networks, Inc. | Technology | 199K | $24.4M | 2.60% |
| 6 | SMTC | Semtech Corporation | Technology | 289K | $22.2M | 2.37% |
| 7 | MOD | Modine Manufacturing Company | Consumer Cyclical | 91K | $19.7M | 2.11% |
| 8 | SEZL | Sezzle Inc. | Financial Services | 300K | $19.0M | 2.03% |
| 9 | NVDA | NVIDIA Corporation | Technology | 98K | $17.0M | 1.81% |
| 10 | TEVA | Teva Pharmaceutical Industries Limited | Healthcare | 555K | $16.7M | 1.78% |
| 11 | META | Meta Platforms, Inc. | Technology | 28K | $16.0M | 1.71% |
| 12 | RUN | Sunrun Inc. | Energy | 1.1M | $15.4M | 1.64% |
| 13 | WULF | TeraWulf Inc. | Financial Services | 1.1M | $15.1M | 1.61% |
| 14 | BTSG | BrightSpring Health Services, Inc. Common Stock | Healthcare | 350K | $14.9M | 1.59% |
| 15 | SHLS | Shoals Technologies Group, Inc. | Energy | 2.3M | $14.9M | 1.59% |
Showing 1 to 15 of 117 holdings