ARDSLEY ADVISORY PARTNERS LP

Norwalk, CT · CIK 900529 · 13F filing filed 2026-07-13

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$1.6bn
Staff11 · 7 in investment roles
Main clients (by assets)Private funds 87%
Private funds6 (6 hedge) · $838.0m gross assets
Websiteardsley.com
Form ADV · 2026-05-06SEC adviser record

Legal entityARDSLEY ADVISORY PARTNERS LP (US)

Kindhedge funds, futures
Others nearbyNorwalk, CT

As an employer

Offices in1 country
Private fundshedge 6

$921.1m reported value +40.3% vs Q1 2026

130positions

31.6%in top 10

58 new 28 added 31 reduced 45 sold out vs Q1 2026

Options: 12 call positions ($35.1m notional), 3 put positions ($4.0m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SANDISK CORP COM SNDK	SNDK	25,000	$56.7m6.15%	6.15%	Reduced -17.0k	-17,000 -40.5%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	93,000	$54.0m5.87%	5.87%	Added +85.0k	+85,000 1062.5%
3	SEZZLE INC COM SEZL	SEZL	215,000	$36.9m4.01%	4.01%	Reduced -85.0k	-85,000 -28.3%
4	TERAWULF INC COM WULF	WULF	966,000	$23.7m2.57%	2.57%	Reduced -84.0k	-84,000 -8.0%
5	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	325,000	$22.7m2.46%	2.46%	Reduced -25.0k	-25,000 -7.1%
6	EBAY INC. COM EBAY	EBAY	201,000	$22.3m2.42%	2.42%	Added +60.5k	+60,500 43.1%
7	SUNRUN INC COM RUN	RUN	1,600,000	$21.4m2.32%	2.32%	Added +465.0k	+465,000 41.0%
8	VIAVI SOLUTIONS INC COM VIAV	VIAV	390,000	$18.6m2.02%	2.02%	Reduced -10.0k	-10,000 -2.5%
9	PURE STORAGE INC CL A P	P	233,000	$18.3m1.99%	1.99%	New
10	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	47,000	$16.6m1.80%	1.80%	Added +29.0k	+29,000 161.1%
11	SHOALS TECHNOLOGIES GROUP IN CL A SHLS	SHLS	1,665,000	$16.5m1.79%	1.79%	Reduced -595.0k	-595,000 -26.3%
12	AMAZON COM INC COM AMZN	AMZN	69,000	$16.4m1.79%	1.79%	Reduced -37.0k	-37,000 -34.9%
13	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	30,000	$16.3m1.76%	1.76%	Reduced -20.0k	-20,000 -40.0%
14	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		465,000	$15.8m1.71%	1.71%	Reduced -90.0k	-90,000 -16.2%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	43,500	$15.3m1.67%	1.67%	Added +13.5k	+13,500 45.0%
16	PALO ALTO NETWORKS INC COM PANW	PANW	43,000	$14.6m1.59%	1.59%	New
17	TWILIO INC CL A TWLO	TWLO	69,000	$14.2m1.55%	1.55%	Added +21.8k	+21,800 46.2%
18	PRIMORIS SVCS CORP COM PRIM	PRIM	135,000	$13.4m1.45%	1.45%	New
19	APPLE INC COM AAPL	AAPL	45,000	$13.0m1.41%	1.41%	New
20	ZOOM COMMUNICATIONS INC CL A ZM	ZM	145,000	$12.5m1.36%	1.36%	Added +62.0k	+62,000 74.7%
21	MODINE MFG CO COM MOD	MOD	45,000	$12.0m1.30%	1.30%	Reduced -46.1k	-46,100 -50.6%
22	ONTO INNOVATION INC COM ONTO	ONTO	31,500	$11.9m1.29%	1.29%	New
23	TD SYNNEX CORPORATION COM SNX	SNX	43,500	$11.6m1.26%	1.26%	New
24	ENPHASE ENERGY INC COM ENPH	ENPH	220,000	$10.8m1.17%	1.17%	Added +135.0k	+135,000 158.8%
25	ALLEGIANT TRAVEL CO COM ALGT	ALGT	90,000	$10.6m1.15%	1.15%	New
26	OKTA INC CL A OKTA	OKTA	76,500	$10.4m1.13%	1.13%	Added +8.9k	+8,900 13.2%
27	EQUINIX INC COM EQIX	EQIX	10,000	$10.4m1.13%	1.13%	Added +2.0k	+2,050 25.8%
28	HUT 8 CORP COM HUT	HUT	90,000	$10.4m1.13%	1.13%	Reduced -60.0k	-60,000 -40.0%
29	ALPS ETF TR ALERIAN MLP AMLP	AMLP	200,000	$10.4m1.13%	1.13%	Unchanged
30	OSCAR HEALTH INC CL A OSCR	OSCR	350,000	$10.0m1.08%	1.08%	New
31	BLOOM ENERGY CORP COM CL A BE	BE	31,000	$9.4m1.02%	1.02%	Added +18.0k	+18,000 138.5%
32	CIPHER MINING INC COM CIFR	CIFR	375,000	$9.2m1.00%	1.00%	Reduced -75.0k	-75,000 -16.7%
33	NU HLDGS LTD ORD SHS CL A NU	NU	675,000	$9.0m0.98%	0.98%	Unchanged
34	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	39,000	$8.7m0.94%	0.94%	New
35	LUMENTUM HLDGS INC COM LITE	LITE	10,000	$8.5m0.93%	0.93%	Added +3.8k	+3,800 61.3%
36	REMITLY GLOBAL INC COM RELY	RELY	375,000	$8.4m0.91%	0.91%	New
37	DEVON ENERGY CORP NEW COM DVN	DVN	200,000	$8.3m0.90%	0.90%	New
38	BROADCOM INC COM AVGO	AVGO	21,000	$7.9m0.86%	0.86%	Reduced -68.5k	-68,500 -76.5%
39	ALASKA AIR GROUP INC COM ALK	ALK	150,000	$7.8m0.85%	0.85%	Reduced -15.0k	-15,000 -9.1%
40	CORNING INC COM GLW	GLW	30,000	$7.7m0.83%	0.83%	New
41	FLUOR CORP NEW COM FLR	FLR	142,500	$7.5m0.81%	0.81%	Added +60.0k	+60,000 72.7%
42	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	15,000	$7.5m0.81%	0.81%	New
43	VERACYTE INC COM VCYT	VCYT	125,000	$7.3m0.80%	0.80%	Unchanged
44	SEMTECH CORP COM SMTC	SMTC	45,000	$7.3m0.79%	0.79%	Reduced -213.8k	-213,750 -82.6%
45	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	30,000	$7.2m0.78%	0.78%	New
46	FERROGLOBE PLC SHS GSM	GSM	2,185,000	$6.9m0.75%	0.75%	New
47	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	56,000	$6.6m0.72%	0.72%	New
48	VERIZON COMMUNICATIONS INC COM VZ	VZ	155,000	$6.6m0.71%	0.71%	Added +25.0k	+25,000 19.2%
49	BOX INC CL A BOX	BOX	240,000	$6.4m0.69%	0.69%	Added +4.0k	+4,000 1.7%
50	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	70,000	$6.3m0.69%	0.69%	New
51	SCHLUMBERGER LTD COM STK SLB	SLB	135,000	$6.3m0.68%	0.68%	New
52	NEXTERA ENERGY PARTNERS LP COM UNIT PART IN XIFR	XIFR	525,000	$6.2m0.67%	0.67%	Added +50.0k	+50,000 10.5%
53	CAMTEK LTD ORD CAMT	CAMT	37,000	$6.0m0.66%	0.66%	New
54	MIRION TECHNOLOGIES INC COM CL A MIR	MIR	325,000	$5.8m0.63%	0.63%	Unchanged
55	SALESFORCE INC COM CRM	CRM	36,000	$5.6m0.61%	0.61%	New
56	GUARDIAN METAL RES PLC SPONSORED ADS GMTL	GMTL	400,000	$5.6m0.61%	0.61%	New
57	GENEDX HOLDINGS CORP COM CL A WGS	WGS	75,000	$5.1m0.56%	0.56%	Reduced -25.0k	-25,000 -25.0%
58	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	35,000	$5.1m0.56%	0.56%	New
59	ADMA BIOLOGICS INC COM ADMA	ADMA	600,000	$5.0m0.55%	0.55%	Added +175.0k	+175,000 41.2%
60	CLEARWAY ENERGY INC CL C CWEN	CWEN	140,000	$4.8m0.52%	0.52%	Unchanged
61	TRANSALTA CORP COM TAC	TAC	345,000	$4.8m0.52%	0.52%	Added +70.0k	+70,000 25.4%
62	IMPINJ INC COM PI	PI	33,000	$4.7m0.51%	0.51%	Added +21.5k	+21,500 187.0%
63	BORGWARNER INC COM BWA	BWA	70,000	$4.6m0.50%	0.50%	New
64	NAVAN INC CL A NAVN	NAVN	200,000	$4.6m0.50%	0.50%	New
65	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	54,500	$4.5m0.49%	0.49%	New
66	FLOWSERVE CORP COM FLS	FLS	60,000	$4.4m0.48%	0.48%	New
67	FUELCELL ENERGY INC COM NEW FCEL	FCEL	120,000	$4.4m0.47%	0.47%	Added +75.0k	+75,000 166.7%
68	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,000	$4.3m0.47%	0.47%	New
69	CVS HEALTH CORP COM CVS	CVS	40,000	$4.1m0.45%	0.45%	Reduced -45.0k	-45,000 -52.9%
70	MANHATTAN ASSOCIATES INC COM MANH	MANH	28,500	$4.0m0.43%	0.43%	New
71	GLOBAL E ONLINE LTD SHS GLBE	GLBE	113,000	$3.9m0.43%	0.43%	New
72	BWX TECHNOLOGIES INC COM BWXT	BWXT	20,000	$3.9m0.42%	0.42%	Reduced -5.0k	-5,000 -20.0%
73	AMPHENOL CORP CL A APH	APH	22,000	$3.9m0.42%	0.42%	New
74	TEXAS INSTRS INC COM TXN	TXN	13,000	$3.9m0.42%	0.42%	Added +7.0k	+7,000 116.7%
75	SKEENA RES LTD NEW COM SKE	SKE	145,000	$3.9m0.42%	0.42%	Reduced -30.0k	-30,000 -17.1%
76	PROFOUND MED CORP COM NEW PROF	PROF	575,000	$3.8m0.42%	0.42%	Unchanged
77	WILLIAMS COS INC COM WMB	WMB	50,000	$3.7m0.40%	0.40%	Unchanged
78	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	32,500	$3.7m0.40%	0.40%	New
79	WESTERN DIGITAL CORP COM WDC	WDC	5,500	$3.5m0.38%	0.38%	New
80	AEVA TECHNOLOGIES INC COM NEW AEVA	AEVA	121,500	$3.5m0.38%	0.38%	New
81	ORION GROUP HLDGS INC COM ORN	ORN	200,000	$3.4m0.37%	0.37%	Unchanged
82	TIC SOLUTIONS INC COM TIC	TIC	400,000	$3.2m0.35%	0.35%	Added +25.0k	+25,000 6.7%
83	EOS ENERGY ENTERPRISES INC COM CL A EOSE	EOSE	550,000	$3.2m0.35%	0.35%	Added +250.0k	+250,000 83.3%
84	ALAMOS GOLD INC NEW COM CL A AGI	AGI	105,000	$3.2m0.35%	0.35%	Reduced -70.0k	-70,000 -40.0%
85	COHU INC COM COHU	COHU	41,700	$3.1m0.33%	0.33%	New
86	FLEX LTD ORD FLEX	FLEX	19,000	$3.1m0.33%	0.33%	New
87	FORTREA HLDGS INC COMMON STOCK FTRE	FTRE	175,000	$3.0m0.33%	0.33%	New
88	STMICROELECTRONICS N V NY REGISTRY STM	STM	41,000	$3.0m0.33%	0.33%	New
89	WOLFSPEED INC COMMON STOCK WOLF	WOLF	60,000	$2.9m0.31%	0.31%	Reduced -80.0k	-80,000 -57.1%
90	VEECO INSTRS INC DEL COM VECO	VECO	37,000	$2.8m0.30%	0.30%	New
91	KBR INC COM KBR	KBR	75,000	$2.6m0.28%	0.28%	New
92	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	125,000	$2.4m0.26%	0.26%	Added +50.0k	+50,000 66.7%
93	PAGAYA TECHNOLOGIES LTD CL A NEW PGY	PGY	125,000	$2.3m0.25%	0.25%	New
94	TRIPADVISOR INC COM TRIP	TRIP	166,000	$2.3m0.25%	0.25%	New
95	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	55,000	$2.1m0.23%	0.23%	Unchanged
96	SERVICENOW INC COM NOW	NOW	21,500	$2.1m0.23%	0.23%	Reduced -51.0k	-51,000 -70.3%
97	ALDEYRA THERAPEUTICS INC COM ALDX	ALDX	975,000	$2.1m0.23%	0.23%	Added +25.0k	+25,000 2.6%
98	SENTINELONE INC CL A S	S	118,000	$2.0m0.22%	0.22%	Added +72.0k	+72,000 156.5%
99	AVERY DENNISON CORP COM AVY	AVY	12,000	$1.9m0.21%	0.21%	Reduced -28.0k	-28,000 -70.0%
100	BAKER HUGHES COMPANY CL A BKR	BKR	35,000	$1.9m0.21%	0.21%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARISTA NETWORKS INC ANET	ANET	173,700	$21.3m173.7k shares
META PLATFORMS INC META	META	28,000	$16.0m28.0k shares
NVIDIA CORPORATION NVDA	NVDA	87,500	$15.3m87.5k shares
BOSTON SCIENTIFIC CORP BSX	BSX	150,000	$9.4m150.0k shares
APPLIED MATLS INC AMAT	AMAT	25,000	$8.5m25.0k shares
LATTICE SEMICONDUCTOR CORP LSCC	LSCC	81,500	$7.6m81.5k shares
SELECT SECTOR SPDR TR XLU	XLU	150,000	$6.9m150.0k shares
ANALOG DEVICES INC ADI	ADI	16,000	$5.1m16.0k shares
MICRON TECHNOLOGY INC MU	MU	14,000	$4.7m14.0k shares
ELI LILLY & CO LLY	LLY	5,000	$4.6m5.0k shares
ANTERIX INC ATEX	ATEX	110,000	$4.2m110.0k shares
ROKU INC ROKU	ROKU	41,500	$3.9m41.5k shares
NETFLIX INC NFLX	NFLX	40,000	$3.8m40.0k shares
HONEYWELL INTL INC		8,250	$3.7m8.2k shares
NEXGEN ENERGY LTD NXE	NXE	300,000	$3.5m300.0k shares
BROOKDALE SR LIVING INC BKD	BKD	250,000	$3.4m250.0k shares
ORMAT TECHNOLOGIES INC ORA	ORA	30,000	$3.4m30.0k shares
MICROSOFT CORP MSFT	MSFT	8,000	$3.0m8.0k shares
BELLRING BRANDS INC BRBR	BRBR	175,000	$2.8m175.0k shares
INTEL CORP INTC	INTC	53,000	$2.3m53.0k shares
CLOUDFLARE INC NET	NET	10,800	$2.2m10.8k shares
TERADYNE INC TER	TER	7,500	$2.2m7.5k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	11,000	$2.1m11.0k shares
AMPRIUS TECHNOLOGIES INC AMPX	AMPX	125,000	$2.1m125.0k shares
FORTINET INC FTNT	FTNT	25,600	$2.1m25.6k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
BROOKDALE SR LIVING INC BKD · Call	BKD	Call	690,000	$11.1m690.0k shares	Unchanged
ORACLE CORP ORCL · Call	ORCL	Call	45,000	$6.6m45.0k shares	New
FUELCELL ENERGY INC FCEL · Call	FCEL	Call	125,000	$4.5m125.0k shares	New
SERVICENOW INC NOW · Call	NOW	Call	30,000	$3.0m30.0k shares	Added
ATLASSIAN CORPORATION TEAM · Call	TEAM	Call	35,000	$2.7m35.0k shares	New
PURE STORAGE INC P · Call	P	Call	30,000	$2.4m30.0k shares	New
COGNIZANT TECHNOLOGY SOLUTIO CTSH · Put	CTSH	Put	50,000	$1.9m50.0k shares	New
COSTAR GROUP INC CSGP · Put	CSGP	Put	50,000	$1.4m50.0k shares	New
AEVA TECHNOLOGIES INC AEVA · Call	AEVA	Call	45,000	$1.3m45.0k shares	New
ZOOM COMMUNICATIONS INC ZM · Call	ZM	Call	13,000	$1.1m13.0k shares	Reduced
HIMAX TECHNOLOGIES INC HIMX · Call	HIMX	Call	70,000	$1.1m70.0k shares	Reduced
KORN FERRY KFY · Put	KFY	Put	10,000	$665.8k10.0k shares	New
ALDEYRA THERAPEUTICS INC ALDX · Call	ALDX	Call	300,000	$639.0k300.0k shares	Unchanged
AXT INC AXTI · Call	AXTI	Call	8,000	$576.6k8.0k shares	New
VIANT TECHNOLOGY INC DSP · Call	DSP	Call	12,500	$158.2k12.5k shares	New