Filed: 11/14/2025ACC: 0001172661-25-004897
📋 What this filing means
ARDSLEY ADVISORY PARTNERS LP filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $808.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$808.66M
Total AUM (reported)
25.56M
Total Shares
Allocation by class
COM$515.28M63.7%
COM CL A$59.93M7.4%
CL A$39.42M4.9%
CAP STK CL C$36.05M4.5%
SPONSORED ADS$35.43M4.4%
SPONSORED ADR$27.56M3.4%
CL A SUB VTG SHS$12.36M1.5%
Portfolio Concentration
Top 3$108.36M13.4%
4–10$171.57M21.2%
11–25$190.80M23.6%
Rest$337.94M41.8%
Top 3 weight
13.4%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 25.56M
Sole
Full voting authority
25.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole111
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:
HUT 8 CORP
SOLEShares1.07M
TypeSH
Market value$37.42M
4.63%
Sole
1.07M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares148K
TypeSH
Market value$36.05M
4.46%
Sole
148K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares415K
TypeSH
Market value$34.89M
4.31%
Sole
415K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares90.50K
TypeSH
Market value$29.86M
3.69%
Sole
90.50K
Shared
0.00
None
0.00
SUNRUN INC
SOLEShares1.73M
TypeSH
Market value$29.83M
3.69%
Sole
1.73M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares129K
TypeSH
Market value$28.45M
3.52%
Sole
129K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares100K
TypeSH
Market value$28.07M
3.47%
Sole
100K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37K
TypeSH
Market value$19.11M
2.36%
Sole
37K
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
SOLEShares1.60M
TypeSH
Market value$18.14M
2.24%
Sole
1.60M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares128K
TypeSH
Market value$18.11M
2.24%
Sole
128K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75.50K
TypeSH
Market value$16.57M
2.05%
Sole
75.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares79K
TypeSH
Market value$14.72M
1.82%
Sole
79K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares86K
TypeSH
Market value$13.99M
1.73%
Sole
86K
Shared
0.00
None
0.00
APPLIED OPTOELECTRONICS INC
SOLEShares529.50K
TypeSH
Market value$13.84M
1.71%
Sole
529.50K
Shared
0.00
None
0.00
CORNING INC
SOLEShares167.88K
TypeSH
Market value$13.77M
1.70%
Sole
167.88K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares1.20M
TypeSH
Market value$13.74M
1.70%
Sole
1.20M
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares450K
TypeSH
Market value$13.30M
1.64%
Sole
450K
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares133K
TypeSH
Market value$12.61M
1.56%
Sole
133K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares83.20K
TypeSH
Market value$12.36M
1.53%
Sole
83.20K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares88K
TypeSH
Market value$12.11M
1.50%
Sole
88K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares325K
TypeSH
Market value$11.33M
1.40%
Sole
325K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares100K
TypeSH
Market value$11.22M
1.39%
Sole
100K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares15K
TypeSH
Market value$11.06M
1.37%
Sole
15K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares500K
TypeSH
Market value$10.10M
1.25%
Sole
500K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares650K
TypeSH
Market value$10.06M
1.24%
Sole
650K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUT 8 CORPSOLE | COM | 1.07M | SH | $37.42M 4.63% | 1.07M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 148K | SH | $36.05M 4.46% | 148K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 415K | SH | $34.89M 4.31% | 415K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 90.50K | SH | $29.86M 3.69% | 90.50K | 0.00 | 0.00 |
SUNRUN INCSOLE | COM | 1.73M | SH | $29.83M 3.69% | 1.73M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 129K | SH | $28.45M 3.52% | 129K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 100K | SH | $28.07M 3.47% | 100K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37K | SH | $19.11M 2.36% | 37K | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCSOLE | COM CL A | 1.60M | SH | $18.14M 2.24% | 1.60M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 128K | SH | $18.11M 2.24% | 128K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75.50K | SH | $16.57M 2.05% | 75.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 79K | SH | $14.72M 1.82% | 79K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 86K | SH | $13.99M 1.73% | 86K | 0.00 | 0.00 |
APPLIED OPTOELECTRONICS INCSOLE | COM | 529.50K | SH | $13.84M 1.71% | 529.50K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 167.88K | SH | $13.77M 1.70% | 167.88K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 1.20M | SH | $13.74M 1.70% | 1.20M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 450K | SH | $13.30M 1.64% | 450K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 133K | SH | $12.61M 1.56% | 133K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 83.20K | SH | $12.36M 1.53% | 83.20K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 88K | SH | $12.11M 1.50% | 88K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 325K | SH | $11.33M 1.40% | 325K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 100K | SH | $11.22M 1.39% | 100K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 15K | SH | $11.06M 1.37% | 15K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 500K | SH | $10.10M 1.25% | 500K | 0.00 | 0.00 |
ISHARES TRSOLE | GL CLEAN ENE ETF | 650K | SH | $10.06M 1.24% | 650K | 0.00 | 0.00 |
Page 1 of 5
…