Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARDSLEY ADVISORY PARTNERS LP (CIK 900529) reported $784.4M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($43.2M, 5.51%), SNDK ($35.0M, 4.46%), AMZN ($32.1M, 4.09%), SPY ($31.9M, 4.06%), UTHR ($29.6M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $43.2M | 5.51% | 139,500 | Added |
| 2 | SNDK | SANDISK CORP | $35.0M | 4.46% | 55,000 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $32.1M | 4.09% | 154,000 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $31.9M | 4.06% | 49,000 | New |
| 5 | UTHR | UNITED THERAPEUTICS CORP DEL | $29.6M | 3.78% | 50,000 | New |
| 6 | ANET | ARISTA NETWORKS INC | $24.4M | 3.11% | 198,700 | Added |
| 7 | SMTC | SEMTECH CORP | $22.2M | 2.83% | 288,750 | Added |
| 8 | MOD | MODINE MFG CO | $19.7M | 2.52% | 91,100 | Added |
| 9 | SEZL | SEZZLE INC | $19.0M | 2.42% | 300,000 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $17.0M | 2.17% | 97,500 | Trimmed |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $16.7M | 2.13% | 555,000 | Trimmed |
| 12 | META | META PLATFORMS INC | $16.0M | 2.04% | 28,000 | Added |
| 13 | RUN | SUNRUN INC | $15.4M | 1.96% | 1.1M | Trimmed |
| 14 | WULF | TERAWULF INC | $15.1M | 1.93% | 1.1M | Trimmed |
| 15 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $14.9M | 1.90% | 2.3M | Added |
| 16 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $14.9M | 1.90% | 350,000 | Hold |
| 17 | VIAV | VIAVI SOLUTIONS INC | $13.3M | 1.70% | 400,000 | Trimmed |
| 18 | BKD | BROOKDALE SR LIVING INC | $12.9M | 1.64% | 940,000 | Added |
| 19 | EBAY | EBAY INC. | $12.8M | 1.63% | 140,500 | Added |
| 20 | EQIX | EQUINIX INC | $11.7M | 1.49% | 11,950 | New |
| 21 | AMLP | ALPS ETF TR | $10.5M | 1.34% | 200,000 | New |
| 22 | MU | MICRON TECHNOLOGY INC | $10.5M | 1.33% | 31,000 | New |
| 23 | NU | NU HLDGS LTD | $9.7M | 1.24% | 675,000 | Added |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $9.4M | 1.20% | 150,000 | New |
| 25 | NOW | SERVICENOW INC | $8.8M | 1.13% | 84,500 | Added |
Source: SEC Form 13F filings · as of 2026-03-31