ARDSLEY ADVISORY PARTNERS LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
AA
ARDSLEY ADVISORY PARTNERS LP
Institutional Filer 15.10%$731.4M117

Current Portfolio Holdings

Showing all 117 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AVGOBroadcom Inc.Technology140K$43.2M5.91%
2SNDKSandisk CorporationTechnology55K$35.0M4.78%
3AMZNAmazon.com, Inc.Consumer Cyclical154K$32.1M4.39%
4UTHRUnited Therapeutics CorporationHealthcare50K$29.6M4.05%
5ANETArista Networks, Inc.Technology199K$24.4M3.34%
6SMTCSemtech CorporationTechnology289K$22.2M3.04%
7MODModine Manufacturing CompanyConsumer Cyclical91K$19.7M2.70%
8SEZLSezzle Inc.Financial Services300K$19.0M2.60%
9NVDANVIDIA CorporationTechnology98K$17.0M2.32%
10TEVATeva Pharmaceutical Industries LimitedHealthcare555K$16.7M2.29%
11METAMeta Platforms, Inc.Technology28K$16.0M2.19%
12RUNSunrun Inc.Energy1.1M$15.4M2.10%
13WULFTeraWulf Inc.Financial Services1.1M$15.1M2.07%
14BTSGBrightSpring Health Services, Inc. Common StockHealthcare350K$14.9M2.04%
15SHLSShoals Technologies Group, Inc.Energy2.3M$14.9M2.03%
Showing 1 to 15 of 117 holdings