Filed: 2/17/2026ACC: 0001172661-26-000864
📋 What this filing means
ARDSLEY ADVISORY PARTNERS LP filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $911.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$911.13M
Total AUM (reported)
29.54M
Total Shares
Allocation by class
COM$572.66M62.9%
COM CL A$62.49M6.9%
CL A$30.81M3.4%
SPONSORED ADS$27.39M3.0%
SPONSORED ADR$26.34M2.9%
ISHARES$18.99M2.1%
COM SHS$18.57M2.0%
Portfolio Concentration
Top 3$122.68M13.5%
4–10$156.63M17.2%
11–25$218.62M24.0%
Rest$413.19M45.3%
Top 3 weight
13.5%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 29.54M
Sole
Full voting authority
29.54M
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)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
BROADCOM INC
SOLEShares134K
TypeSH
Market value$46.39M
5.09%
Sole
134K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares40K
TypeSH
Market value$42.99M
4.72%
Sole
40K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares127.50K
TypeSH
Market value$33.31M
3.66%
Sole
127.50K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares80K
TypeSH
Market value$29.49M
3.24%
Sole
80K
Shared
0.00
None
0.00
SUNRUN INC
SOLEShares1.48M
TypeSH
Market value$27.23M
2.99%
Sole
1.48M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares125K
TypeSH
Market value$23.31M
2.56%
Sole
125K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares24K
TypeSH
Market value$20.18M
2.22%
Sole
24K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares259K
TypeSH
Market value$19.09M
2.09%
Sole
259K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares295K
TypeSH
Market value$18.99M
2.08%
Sole
295K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares140K
TypeSH
Market value$18.34M
2.01%
Sole
140K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares580K
TypeSH
Market value$18.10M
1.99%
Sole
580K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares57K
TypeSH
Market value$17.89M
1.96%
Sole
57K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares73.50K
TypeSH
Market value$16.72M
1.84%
Sole
73.50K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares360K
TypeSH
Market value$16.54M
1.82%
Sole
360K
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares255K
TypeSH
Market value$16.19M
1.78%
Sole
255K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares73K
TypeSH
Market value$15.28M
1.68%
Sole
73K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares78K
TypeSH
Market value$15.20M
1.67%
Sole
78K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares51K
TypeSH
Market value$13.50M
1.48%
Sole
51K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares1.17M
TypeSH
Market value$13.39M
1.47%
Sole
1.17M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares56K
TypeSH
Market value$13.29M
1.46%
Sole
56K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares350K
TypeSH
Market value$13.11M
1.44%
Sole
350K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares69K
TypeSH
Market value$12.71M
1.39%
Sole
69K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares78.40K
TypeSH
Market value$12.62M
1.39%
Sole
78.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares54K
TypeSH
Market value$12.47M
1.37%
Sole
54K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares60K
TypeSH
Market value$11.61M
1.27%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 134K | SH | $46.39M 5.09% | 134K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 40K | SH | $42.99M 4.72% | 40K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 127.50K | SH | $33.31M 3.66% | 127.50K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 80K | SH | $29.49M 3.24% | 80K | 0.00 | 0.00 |
SUNRUN INCSOLE | COM | 1.48M | SH | $27.23M 2.99% | 1.48M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 125K | SH | $23.31M 2.56% | 125K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 24K | SH | $20.18M 2.22% | 24K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 259K | SH | $19.09M 2.09% | 259K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 295K | SH | $18.99M 2.08% | 295K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 140K | SH | $18.34M 2.01% | 140K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 580K | SH | $18.10M 1.99% | 580K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 57K | SH | $17.89M 1.96% | 57K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 73.50K | SH | $16.72M 1.84% | 73.50K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 360K | SH | $16.54M 1.82% | 360K | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 255K | SH | $16.19M 1.78% | 255K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 73K | SH | $15.28M 1.68% | 73K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 78K | SH | $15.20M 1.67% | 78K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 51K | SH | $13.50M 1.48% | 51K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 1.17M | SH | $13.39M 1.47% | 1.17M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 56K | SH | $13.29M 1.46% | 56K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 350K | SH | $13.11M 1.44% | 350K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 69K | SH | $12.71M 1.39% | 69K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 78.40K | SH | $12.62M 1.39% | 78.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 54K | SH | $12.47M 1.37% | 54K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 60K | SH | $11.61M 1.27% | 60K | 0.00 | 0.00 |
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