ARDSLEY ADVISORY PARTNERS LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, ARDSLEY ADVISORY PARTNERS LP held in its portfolio 124 assets valued at $911,130,100 (i.e. $911.13M).

The most valuable assets in the portfolio included: BROADCOM INC ($46.39M), ELI LILLY & CO ($42.99M), and FIRST SOLAR INC ($33.31M).

The chart below shows the top 10 valuable assets, and the table below shows the top 124 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in ARDSLEY ADVISORY PARTNERS LP Portfolio
BROADCOM INC
ELI LILLY & CO
FIRST SOLAR INC
LUMENTUM HLDGS INC
SUNRUN INC
NVIDIA CORPORATION
ARGENX SE
SEMTECH CORP
ISHARES SILVER TR
ARISTA NETWORKS INC
ARDSLEY ADVISORY PARTNERS LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
BROADCOM INC 134000 46385800 COM
ELI LILLY & CO 40000 42987200 COM
FIRST SOLAR INC 127500 33306825 COM
LUMENTUM HLDGS INC 80000 29487200 COM
SUNRUN INC 1480000 27232000 COM
NVIDIA CORPORATION 125000 23312500 COM
ARGENX SE 24000 20182800 SPONSORED ADR
SEMTECH CORP 259000 19085710 COM
ISHARES SILVER TR 295000 18989150 ISHARES
ARISTA NETWORKS INC 140000 18344200 COM SHS
TEVA PHARMACEUTICAL INDS LTD 580000 18101800 SPONSORED ADS
ALPHABET INC 57000 17886600 CAP STK CL C
TE CONNECTIVITY PLC 73500 16721985 ORD SHS
HUT 8 CORP 360000 16538400 COM
SEZZLE INC 255000 16186125 COM
ADVANCED ENERGY INDS 73000 15284010 COM
ORACLE CORP 78000 15202980 COM
SALESFORCE INC 51000 13501500 COM
TERAWULF INC 1165000 13385850 COM
SANDISK CORP 56000 13293280 COM
BRIGHTSPRING HEALTH SVCS INC 350000 13107500 COM
PALO ALTO NETWORKS INC 69000 12709800 COM
SHOPIFY INC 78400 12621616 CL A SUB VTG SHS
AMAZON COM INC 54000 12469140 COM
TERADYNE INC 60000 11613600 COM
ALAMOS GOLD INC NEW 300000 11574000 COM CL A
AIRBNB INC 81000 10993320 COM CL A
DENISON MINES CORP 4100000 10906000 COM
MICROSOFT CORP 22200 10735920 COM
NU HLDGS LTD 640000 10707200 ORD SHS CL A
TEXAS INSTRS INC 60000 10409400 COM
NEXGEN ENERGY LTD 1125000 10346736 COM
FERROGLOBE PLC 2120000 9836800 SHS
ISHARES TR 140000 9787400 MSCI INDIA SM CP
SANMINA CORPORATION 65200 9784564 COM
ARM HOLDINGS PLC 85000 9291350 SPONSORED ADS
ONTO INNOVATION INC 58500 9234810 COM
TWILIO INC 62500 8890000 CL A
MONGODB INC 20750 8694250 CL A
JAZZ PHARMACEUTICALS PLC 50000 8500000 SHS USD
VIAVI SOLUTIONS INC 440000 7840800 COM
ALDEYRA THERAPEUTICS INC 1500000 7770000 COM
MIRION TECHNOLOGIES INC 325000 7611500 COM CL A
BROOKDALE SR LIVING INC 690000 7445100 COM
EBAY INC. 85000 7403500 COM
ISHARES TR 450000 7393500 GL CLEAN ENE ETF
GENEDX HOLDINGS CORP 55000 7153300 COM CL A
DAQO NEW ENERGY CORP 235000 6932500 SPNSRD ADS NEW
CVS HEALTH CORP 85000 6745600 COM
BELLRING BRANDS INC 240000 6415200 COMMON STOCK
EOS ENERGY ENTERPRISES INC 555000 6360300 COM CL A
LATTICE SEMICONDUCTOR CORP 86000 6327880 COM
THE TRADE DESK INC 165000 6263400 COM CL A
SERVICENOW INC 38350 5872704 COM
RH 30000 5374500 COM
VERACYTE INC 125000 5262500 COM
CLEARWAY ENERGY INC 150000 4989000 CL C
TENET HEALTHCARE CORP 25000 4968000 COM NEW
INVESCO EXCH TRADED FD TR II 100000 4912000 SOLAR ETF
BLUE OWL CAPITAL INC 325000 4855500 COM CL A
DELL TECHNOLOGIES INC 36000 4531680 CL C
XPLR INFRASTRUCTURE LP 450000 4500000 COM UNIT PART IN
BLOOM ENERGY CORP 51000 4431390 COM CL A
BWX TECHNOLOGIES INC 25000 4321000 COM
SELECT SECTOR SPDR TR 100000 4272000 STATE STREET UTI
INTEL CORP 111000 4095900 COM
ORION GROUP HLDGS INC 400000 3976000 COM
BAKER HUGHES COMPANY 85000 3870900 CL A
AVERY DENNISON CORP 21000 3819480 COM
NOKIA CORP 560000 3667000 SPONSORED ADR
DECKERS OUTDOOR CORP 35000 3628450 COM
PROFOUND MED CORP 450000 3541500 COM NEW
SNAP INC 430000 3470100 CL A
KRANESHARES TRUST 100000 3405000 CSI CHI INTERNET
ORMAT TECHNOLOGIES INC 30000 3314100 COM
MASTEC INC 15000 3260550 COM
CAMECO CORP 35000 3202150 COM
FLUOR CORP NEW 79986 3169845 COM
NXP SEMICONDUCTORS N V 14500 3147370 COM
TRIPADVISOR INC 214000 3115840 COM
T1 ENERGY INC 465000 3096900 COM NEW
WILLIAMS COS INC 50000 3005500 COM
WOLFSPEED INC 165000 2872650 COMMON STOCK
HALLIBURTON CO 100000 2826000 COM
NETFLIX INC 29000 2719220 COM
SUNOPTA INC 690000 2622000 COM
INFOSYS LTD 140000 2494800 SPONSORED ADR
MERCADOLIBRE INC 1200 2417112 COM
TRANSALTA CORP 180000 2276555 COM
SOLUNA HOLDINGS INC 1725000 2018250 COM NEW
NEXTERA ENERGY INC 25000 2007000 COM
COGNIZANT TECHNOLOGY SOLUTIO 22000 1826000 CL A
CORNING INC 20000 1751200 COM
HA SUSTAINABLE INFRA CAP INC 55000 1728650 COM
AFFIRM HLDGS INC 21000 1556312 COM CL A
GLOBAL E ONLINE LTD 39000 1533090 SHS
TIC SOLUTIONS INC 150000 1516500 COM
AMERESCO INC 50000 1464500 CL A
EPAM SYS INC 7000 1434160 COM
CURTISS WRIGHT CORP 2500 1378175 COM
EQT CORP 25000 1340000 COM
META PLATFORMS INC 2000 1320180 CL A
ITRON INC 14000 1300040 COM
COHERENT CORP 7000 1291990 COM
ENPHASE ENERGY INC 37500 1203750 COM
IMPINJ INC 6500 1131065 COM
COMPASS INC 100000 1057000 CL A
ROKU INC 9000 976320 COM CL A
URANIUM ENERGY CORP 75000 876000 COM
APPLIED OPTOELECTRONICS INC 25000 871500 COM
MARVELL TECHNOLOGY INC 10000 849800 COM
SUNPOWER INC 520000 816400 COM
VISTRA CORP 5000 806600 COM
BIOCERES CROP SOLUTIONS CORP 475000 622250 SHS
XOMETRY INC 10000 594700 CLASS A COM
WARBY PARKER INC 26500 577435 CL A COM
RAMACO RES INC 30000 540000 COM CL A
MODINE MFG CO 3600 480636 COM
ENERGY TRANSFER L P 25000 412250 COM UT LTD PTN
ENERGY SVCS ACQUISITION CORP 50000 408500 COM
ARRAY TECHNOLOGIES INC 25000 230500 COM SHS
AAON INC 3000 228750 COM PAR $0.004
SHOALS TECHNOLOGIES GROUP IN 25000 212500 CL A
NEW FORTRESS ENERGY INC 150000 171000 COM CL A