Filed: 7/13/2026ACC: 0001172661-26-002590
📋 What this filing means
ARDSLEY ADVISORY PARTNERS LP filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $960.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$960.21M
Total AUM (reported)
26.21M
Total Shares
Allocation by class
COM$638.64M66.5%
CL A$112.17M11.7%
SPONSORED ADS$39.17M4.1%
COM CL A$38.81M4.0%
COM NEW$23.06M2.4%
CAP STK CL C$15.35M1.6%
SHS$11.35M1.2%
Portfolio Concentration
Top 3$147.62M15.4%
4–10$145.93M15.2%
11–25$206.64M21.5%
Rest$460.03M47.9%
Top 3 weight
15.4%
Top 10 weight
30.6%
Voting Authority Distribution
Total shares with voting rights: 26.21M
Sole
Full voting authority
26.21M
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)
Sole136
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings136
Rows:
SANDISK CORP
SOLEShares25K
TypeSH
Market value$56.69M
5.90%
Sole
25K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares93K
TypeSH
Market value$54.02M
5.63%
Sole
93K
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares215K
TypeSH
Market value$36.90M
3.84%
Sole
215K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares966K
TypeSH
Market value$23.69M
2.47%
Sole
966K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares325K
TypeSH
Market value$22.67M
2.36%
Sole
325K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares201K
TypeSH
Market value$22.26M
2.32%
Sole
201K
Shared
0.00
None
0.00
SUNRUN INC
SOLEShares1.60M
TypeSH
Market value$21.41M
2.23%
Sole
1.60M
Shared
0.00
None
0.00
EVERPURE INC
SOLEShares263K
TypeSH
Market value$20.67M
2.15%
Sole
263K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares390K
TypeSH
Market value$18.62M
1.94%
Sole
390K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares47K
TypeSH
Market value$16.62M
1.73%
Sole
47K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares1.67M
TypeSH
Market value$16.48M
1.72%
Sole
1.67M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares69K
TypeSH
Market value$16.45M
1.71%
Sole
69K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares30K
TypeSH
Market value$16.25M
1.69%
Sole
30K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares465K
TypeSH
Market value$15.75M
1.64%
Sole
465K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares43.50K
TypeSH
Market value$15.35M
1.60%
Sole
43.50K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares43K
TypeSH
Market value$14.64M
1.52%
Sole
43K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares69K
TypeSH
Market value$14.24M
1.48%
Sole
69K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares158K
TypeSH
Market value$13.64M
1.42%
Sole
158K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares135K
TypeSH
Market value$13.38M
1.39%
Sole
135K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45K
TypeSH
Market value$13.01M
1.35%
Sole
45K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares45K
TypeSH
Market value$12.02M
1.25%
Sole
45K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares31.50K
TypeSH
Market value$11.92M
1.24%
Sole
31.50K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares43.50K
TypeSH
Market value$11.63M
1.21%
Sole
43.50K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares690K
TypeSH
Market value$11.10M
1.16%
Sole
690K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares220K
TypeSH
Market value$10.78M
1.12%
Sole
220K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 25K | SH | $56.69M 5.90% | 25K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 93K | SH | $54.02M 5.63% | 93K | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 215K | SH | $36.90M 3.84% | 215K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 966K | SH | $23.69M 2.47% | 966K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 325K | SH | $22.67M 2.36% | 325K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 201K | SH | $22.26M 2.32% | 201K | 0.00 | 0.00 |
SUNRUN INCSOLE | COM | 1.60M | SH | $21.41M 2.23% | 1.60M | 0.00 | 0.00 |
EVERPURE INCSOLE | CL A | 263K | SH | $20.67M 2.15% | 263K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 390K | SH | $18.62M 1.94% | 390K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 47K | SH | $16.62M 1.73% | 47K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 1.67M | SH | $16.48M 1.72% | 1.67M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 69K | SH | $16.45M 1.71% | 69K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 30K | SH | $16.25M 1.69% | 30K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 465K | SH | $15.75M 1.64% | 465K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 43.50K | SH | $15.35M 1.60% | 43.50K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 43K | SH | $14.64M 1.52% | 43K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 69K | SH | $14.24M 1.48% | 69K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 158K | SH | $13.64M 1.42% | 158K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 135K | SH | $13.38M 1.39% | 135K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45K | SH | $13.01M 1.35% | 45K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 45K | SH | $12.02M 1.25% | 45K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 31.50K | SH | $11.92M 1.24% | 31.50K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 43.50K | SH | $11.63M 1.21% | 43.50K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 690K | SH | $11.10M 1.16% | 690K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | COM | 220K | SH | $10.78M 1.12% | 220K | 0.00 | 0.00 |
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