Ardsley Advisory Partners LP reported 126 positions worth $900.32M for the quarter ended Jun 30, 2026, up 44.2% on the prior quarter. It opened 58 new positions, added to 27, trimmed 30 and exited 41. Its largest holding is Sandisk Corp at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +85.0K | +1,062.5% | $49.38M | 6% |
| P Everpure, Inc. | +233.0K | – | $18.30M | 2.03% |
| PANW Palo Alto Networks Inc | +43.0K | – | $14.64M | 1.63% |
| PRIM Primoris Services Corp | +135.0K | – | $13.38M | 1.49% |
| AAPL Apple Inc. | +45.0K | – | $13.01M | 1.44% |
| ONTO Onto Innovation Inc. | +31.5K | – | $11.92M | 1.32% |
| SNX Td Synnex Corp | +43.5K | – | $11.63M | 1.29% |
| ALGT Allegiant Travel CO | +90.0K | – | $10.58M | 1.18% |
| ARM Arm Holdings Plc | +29.0K | +161.1% | $10.26M | 1.85% |
| OSCR Oscar Health, Inc. | +350.0K | – | $9.98M | 1.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | -17.0K | -40.5% | $38.55M | 6.3% |
| SMTC Semtech Corp | -213.8K | -82.6% | $34.60M | 0.809% |
| AVGO Broadcom Inc. | -68.5K | -76.5% | $25.86M | 0.88% |
| ANET Arista Networks, Inc. | -173.7K | -100.0% | $21.33M | Exited |
| META Meta Platforms, Inc. | -28.0K | -100.0% | $16.02M | Exited |
| NVDA Nvidia Corp | -87.5K | -100.0% | $15.26M | Exited |
| SEZL Sezzle Inc. | -85.0K | -28.3% | $14.59M | 4.1% |
| MOD Modine Manufacturing Co | -46.1K | -50.6% | $12.31M | 1.33% |
| UTHR UNITED THERAPEUTICS Corp | -20.0K | -40.0% | $10.84M | 1.81% |
| BSX Boston Scientific Corp | -150.0K | -100.0% | $9.41M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| P Everpure, Inc. | +233.0K | $18.30M | 2.03% |
| PANW Palo Alto Networks Inc | +43.0K | $14.64M | 1.63% |
| PRIM Primoris Services Corp | +135.0K | $13.38M | 1.49% |
| AAPL Apple Inc. | +45.0K | $13.01M | 1.44% |
| ONTO Onto Innovation Inc. | +31.5K | $11.92M | 1.32% |
| SNX Td Synnex Corp | +43.5K | $11.63M | 1.29% |
| ALGT Allegiant Travel CO | +90.0K | $10.58M | 1.18% |
| OSCR Oscar Health, Inc. | +350.0K | $9.98M | 1.11% |
| CBRS Cerebras Systems Inc. | +39.0K | $8.66M | 0.962% |
| RELY Remitly Global, Inc. | +375.0K | $8.40M | 0.933% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ANET Arista Networks, Inc. | -173.7K | $21.33M | 3.41% |
| META Meta Platforms, Inc. | -28.0K | $16.02M | 2.57% |
| NVDA Nvidia Corp | -87.5K | $15.26M | 2.44% |
| BSX Boston Scientific Corp | -150.0K | $9.41M | 1.51% |
| AMAT Applied Materials Inc | -25.0K | $8.54M | 1.37% |
| LSCC Lattice Semiconductor Corp | -81.5K | $7.56M | 1.21% |
| ADI Analog Devices Inc | -16.0K | $5.09M | 0.815% |
| MU Micron Technology Inc | -14.0K | $4.73M | 0.757% |
| LLY ELI LILLY & Co | -5,000 | $4.60M | 0.736% |
| ATEX Anterix Inc. | -110.0K | $4.20M | 0.673% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corp | Technology | 25.0K | $56.69M | 6.3% | -17.0K | -40.5% | Reduced | 0.02% |
| 2 | AMD Advanced Micro Devices Inc | Technology | 93.0K | $54.02M | 6% | +85.0K | +1,062.5% | Added | 0.01% |
| 3 | SEZL Sezzle Inc. | Technology | 215.0K | $36.90M | 4.1% | -85.0K | -28.3% | Reduced | 0.64% |
| 4 | WULF Terawulf Inc. | Technology | 966.0K | $23.69M | 2.63% | -84.0K | -8.0% | Reduced | 0.19% |
| 5 | BTSG BrightSpring Health Services, Inc. | Healthcare | 325.0K | $22.67M | 2.52% | -25.0K | -7.1% | Reduced | 0.16% |
| 6 | EBAY Ebay Inc | Technology | 201.0K | $22.26M | 2.47% | +60.5K | +43.1% | Added | 0.05% |
| 7 | RUN Sunrun Inc. | Industrials | 1.60M | $21.41M | 2.38% | +465.0K | +41.0% | Added | 0.67% |
| 8 | VIAV Viavi Solutions Inc. | Technology | 390.0K | $18.62M | 2.07% | -10.0K | -2.5% | Reduced | 0.16% |
| 9 | P Everpure, Inc. | Technology | 233.0K | $18.30M | 2.03% | +233.0K | – | New | 0.07% |
| 10 | ARM Arm Holdings Plc | Technology | 47.0K | $16.62M | 1.85% | +29.0K | +161.1% | Added | 0% |
| 11 | SHLS Shoals Technologies Group, Inc. | Industrials | 1.67M | $16.48M | 1.83% | -595.0K | -26.3% | Reduced | 0.99% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 69.0K | $16.45M | 1.83% | -37.0K | -34.9% | Reduced | 0% |
| 13 | UTHR UNITED THERAPEUTICS Corp | Healthcare | 30.0K | $16.25M | 1.81% | -20.0K | -40.0% | Reduced | 0.07% |
| 14 | TEVA Teva Pharmaceutical Industries Ltd | Healthcare | 465.0K | $15.75M | 1.75% | -90.0K | -16.2% | Reduced | 0.04% |
| 15 | GOOG Alphabet Inc. | Technology | 43.5K | $15.35M | 1.7% | +13.5K | +45.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Ardsley Advisory Partners.
As of its Q2 2026 13F filing, Ardsley Advisory Partners LP’s five largest positions were Sandisk Corp (SNDK) at 6.3%, Advanced Micro Devices Inc (AMD) at 6.0%, Sezzle Inc. (SEZL) at 4.1%, Terawulf Inc. (WULF) at 2.6%, BrightSpring Health Services, Inc. (BTSG) at 2.5% of the reported portfolio.
Ardsley Advisory Partners LP reported a 13F portfolio worth $900.32M across 126 positions for Q2 2026. That is up 44.2% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($49.38M), Everpure, Inc. ($18.30M), Palo Alto Networks Inc ($14.64M). It opened 58 new positions.
Its largest sales by value were Sandisk Corp ($38.55M), Semtech Corp ($34.60M), Broadcom Inc. ($25.86M). It exited 41 positions entirely.
From the Form 13F-HR reports Ardsley Advisory Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.