ARDSLEY ADVISORY PARTNERS LP 13F Holdings

CIK 0000900529 · Norwalk, CT

As of Sep 30, 2025, ARDSLEY ADVISORY PARTNERS LP reported 111 positions worth $808.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HUT 8 CORPHUTFinancial Services1,075,000$37.4M4.63%
ALPHABET INCGOOGEquity148,000$36.1M4.46%
MARVELL TECHNOLOGY INCMRVLTechnology415,000$34.9M4.31%
BROADCOM INCAVGOTechnology90,500$29.9M3.69%
SUNRUN INCRUNTechnology1,725,000$29.8M3.69%
FIRST SOLAR INCFSLRTechnology129,000$28.4M3.52%
ORACLE CORPORCLTechnology100,000$28.1M3.47%
MICROSOFT CORPMSFTTechnology37,000 9.1M2.36%
EOS ENERGY ENTERPRISES INCEOSEIndustrials1,600,000 8.1M2.24%
ARM HOLDINGS PLCARMTechnology128,000 8.1M2.24%
AMAZON.COM INCAMZNEquity75,500 6.6M2.05%
NVIDIA CORPNVDATechnology79,000 4.7M1.82%
LUMENTUM HOLDINGS INCLITETechnology86,000 4.0M1.73%
APPLIED OPTOELECTRONICS INCAAOITechnology529,500 3.8M1.71%
CORNING INCGLWTechnology167,878 3.8M1.70%
TERAWULF INCWULFFinancial Services1,200,000 3.7M1.70%
BRIGHTSPRING HEALTH SERVICES INCBTSGHealthcare450,000 3.3M1.64%
SILICON MOTION TECHNOLOGY CORPSIMOTechnology133,000 2.6M1.56%
SHOPIFY INCSHOPTechnology83,200 2.4M1.53%
TERADYNE INCTERTechnology88,000 2.1M1.50%
ALAMOS GOLD INCAGIBasic Materials325,000 1.3M1.40%
SANDISK CORPSNDKTechnology100,000 1.2M1.39%
ARGENX SEARGXHealthcare15,000 1.1M1.37%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare500,000 0.1M1.25%
ISHARES GLOBAL CLEAN ENERGY ETFICLN—650,000 0.1M1.24%