ARDSLEY ADVISORY PARTNERS LP

Name: ARDSLEY ADVISORY PARTNERS LP: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in Norwalk, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 13, 2026. SEC CIK 900529.

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Reported value$960.2m
Positions145

Holdings: 145 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

ARDSLEY ADVISORY PARTNERS LP, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Put or call	Change on the quarter before
Sandisk CorpSNDK	COM	80004C200	56.7	5.9%	25,000		Reduced−17,000
Advanced Micro Devices IncAMD	COM	007903107	54.0	5.6%	93,000		Added+85,000
Sezzle IncSEZL	COM	78435P105	36.9	3.8%	215,000		Reduced−85,000
Terawulf IncWULF	COM	88080T104	23.7	2.5%	966,000		Reduced−84,000
Brightspring Health SVCS IncBTSG	COM	10950A106	22.7	2.4%	325,000		Reduced−25,000
Ebay Inc.EBAY	COM	278642103	22.3	2.3%	201,000		Added+60,500
Sunrun IncRUN	COM	86771W105	21.4	2.2%	1,600,000		Added+465,000
Viavi Solutions IncVIAV	COM	925550105	18.6	1.9%	390,000		Reduced−10,000
Everpure IncP	CL A	74624M102	18.3	1.9%	233,000		New+233,000
ARM Holdings plcARM	SPONSORED ADS	042068205	16.6	1.7%	47,000		Added+29,000
Shoals Technologies Group inSHLS	CL A	82489W107	16.5	1.7%	1,665,000		Reduced−595,000
Amazon Com IncAMZN	COM	023135106	16.4	1.7%	69,000		Reduced−37,000
United Therapeutics Corp DelUTHR	COM	91307C102	16.3	1.7%	30,000		Reduced−20,000
Teva Pharmaceutical Inds Ltd	SPONSORED ADS	881624209	15.8	1.6%	465,000		Reduced−90,000
Alphabet IncGOOGL	CAP STK CL C	02079K107	15.3	1.6%	43,500		Added+13,500
Palo Alto Networks IncPANW	COM	697435105	14.6	1.5%	43,000		New+43,000
Twilio IncTWLO	CL A	90138F102	14.2	1.5%	69,000		Added+21,800
Primoris SVCS CorpPRIM	COM	74164F103	13.4	1.4%	135,000		New+135,000
Apple IncAAPL	COM	037833100	13.0	1.4%	45,000		New+45,000
Zoom Communications IncZM	CL A	98980L101	12.5	1.3%	145,000		Added+62,000
Modine MFG CoMOD	COM	607828100	12.0	1.3%	45,000		Reduced−46,100
Onto Innovation IncONTO	COM	683344105	11.9	1.2%	31,500		New+31,500
TD Synnex CorporationSNX	COM	87162W100	11.6	1.2%	43,500		New+43,500
Brookdale SR Living IncBKD	COM	112463104	11.1	1.2%	690,000	Call	Unchanged
Enphase Energy IncENPH	COM	29355A107	10.8	1.1%	220,000		Added+135,000
Allegiant Travel CoALGT	COM	01748X102	10.6	1.1%	90,000		New+90,000
Okta IncOKTA	CL A	679295105	10.4	1.1%	76,500		Added+8,900
Equinix IncEQIX	COM	29444U700	10.4	1.1%	10,000		Added+2,050
HUT 8 CorpHUT	COM	44812J104	10.4	1.1%	90,000		Reduced−60,000
Alps ETF TR	ALERIAN MLP	00162Q452	10.4	1.1%	200,000		Unchanged
Oscar Health IncOSCR	CL A	687793109	10.0	1.0%	350,000		New+350,000
Bloom Energy CorpBE	COM CL A	093712107	9.4	1.0%	31,000		Added+18,000
Cipher Digital IncCIFR	COM	17253J106	9.2	1.0%	375,000		Reduced−75,000
NU Holdings Ltd	ORD SHS CL A	G6683N103	9.0	0.9%	675,000		Unchanged
Cerebras Systems IncCBRS	COM CL A	15675D103	8.7	0.9%	39,000		New+39,000
Lumentum Holdings IncLITE	COM	55024U109	8.5	0.9%	10,000		Added+3,800
Remitly Global IncRELY	COM	75960P104	8.4	0.9%	375,000		New+375,000
Devon Energy Corp NewDVN	COM	25179M103	8.3	0.9%	200,000		New+200,000
Broadcom IncAVGO	COM	11135F101	7.9	0.8%	21,000		Reduced−68,500
Alaska Air Group IncALK	COM	011659109	7.8	0.8%	150,000		Reduced−15,000
Corning IncGLW	COM	219350105	7.7	0.8%	30,000		New+30,000
Fluor CorpFLR	COM	343412102	7.5	0.8%	142,500		Added+60,000
Vertex Pharmaceuticals IncVRTX	COM	92532F100	7.5	0.8%	15,000		New+15,000
Veracyte IncVCYT	COM	92337F107	7.3	0.8%	125,000		Unchanged
Semtech CorpSMTC	COM	816850101	7.3	0.8%	45,000		Reduced−213,750
Jazz Pharmaceuticals plc	SHS USD	G50871105	7.2	0.8%	30,000		New+30,000
Ferroglobe plc	SHS	G33856108	6.9	0.7%	2,185,000		New+2,185,000
Akamai Technologies IncAKAM	COM	00971T101	6.6	0.7%	56,000		New+56,000
Oracle CorpORCL	COM	68389X105	6.6	0.7%	45,000	Call	New+45,000
Verizon Communications IncVZ	COM	92343V104	6.6	0.7%	155,000		Added+25,000
Box IncBOX	CL A	10316T104	6.4	0.7%	240,000		Added+4,000
Microchip Technology Inc.MCHP	COM	595017104	6.3	0.7%	70,000		New+70,000
SLB LimitedSLB	COM STK	806857108	6.3	0.7%	135,000		New+135,000
XPLR Infrastructure LPXIFR	COM UNIT PART IN	65341B106	6.2	0.6%	525,000		Added+50,000
Camtek Ltd	ORD	M20791105	6.0	0.6%	37,000		New+37,000
Mirion Technologies IncMIR	COM CL A	60471A101	5.8	0.6%	325,000		Unchanged
Salesforce IncCRM	COM	79466L302	5.6	0.6%	36,000		New+36,000
Guardian Metal Res plcGMTL	SPONSORED ADS	401382106	5.6	0.6%	400,000		New+400,000
Genedx Holdings CorpWGS	COM CL A	81663L200	5.1	0.5%	75,000		Reduced−25,000
Applied Optoelectronics IncAAOI	COM	03823U102	5.1	0.5%	35,000		New+35,000
Adma Biologics IncADMA	COM	000899104	5.0	0.5%	600,000		Added+175,000
Clearway Energy IncCWEN	CL C	18539C204	4.8	0.5%	140,000		Unchanged
Transalta CorpTAC	COM	89346D107	4.8	0.5%	345,000		Added+70,000
Impinj IncPI	COM	453204109	4.7	0.5%	33,000		Added+21,500
Borgwarner IncBWA	COM	099724106	4.6	0.5%	70,000		New+70,000
Navan IncNAVN	CL A	639193101	4.6	0.5%	200,000		New+200,000
Fuelcell Energy IncFCEL	COM NEW	35952H700	4.5	0.5%	125,000	Call	New+125,000
Globalfoundries Inc	ORDINARY SHARES	G39387108	4.5	0.5%	54,500		New+54,500
Flowserve CorpFLS	COM	34354P105	4.4	0.5%	60,000		New+60,000
Fuelcell Energy IncFCEL	COM NEW	35952H700	4.4	0.5%	120,000		Added+75,000
LAM Research CorpLRCX	COM NEW	512807306	4.3	0.5%	10,000		New+10,000
CVS Health CorpCVS	COM	126650100	4.1	0.4%	40,000		Reduced−45,000
Manhattan Associates IncMANH	COM	562750109	4.0	0.4%	28,500		New+28,500
Global E Online Ltd	SHS	M5216V106	3.9	0.4%	113,000		New+113,000
BWX Technologies IncBWXT	COM	05605H100	3.9	0.4%	20,000		Reduced−5,000
Amphenol CorpAPH	CL A	032095101	3.9	0.4%	22,000		New+22,000
Texas Instrs IncTXN	COM	882508104	3.9	0.4%	13,000		Added+7,000
Skeena Res Ltd NewSKE	COM	83056P715	3.9	0.4%	145,000		Reduced−30,000
Profound Med CorpPROF	COM NEW	74319B502	3.8	0.4%	575,000		Unchanged
Williams Cos IncWMB	COM	969457100	3.7	0.4%	50,000		Unchanged
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	3.7	0.4%	32,500		New+32,500
Western Digital CorpWDC	COM	958102105	3.5	0.4%	5,500		New+5,500
Aeva Technologies IncAEVA	COM NEW	00835Q202	3.5	0.4%	121,500		New+121,500
Orion Group Holdings IncORN	COM	68628V308	3.4	0.4%	200,000		Unchanged
TIC Solutions IncTIC	COM	00510N102	3.2	0.3%	400,000		Added+25,000
EOS Energy Enterprises IncEOSE	COM CL A	29415C101	3.2	0.3%	550,000		Added+250,000
Alamos Gold IncAGI	COM CL A	011532108	3.2	0.3%	105,000		Reduced−70,000
Cohu IncCOHU	COM	192576106	3.1	0.3%	41,700		New+41,700
Flex Ltd	ORD	Y2573F102	3.1	0.3%	19,000		New+19,000
Fortrea Holdings IncFTRE	COMMON STOCK	34965K107	3.0	0.3%	175,000		New+175,000
Stmicroelectronics N VSTM	NY REGISTRY	861012102	3.0	0.3%	41,000		New+41,000
Servicenow IncNOW	COM	81762P102	3.0	0.3%	30,000	Call	Added+18,000
Wolfspeed IncWOLF	COMMON STOCK	97785W106	2.9	0.3%	60,000		Reduced−80,000
Veeco Instrs Inc DelVECO	COM	922417100	2.8	0.3%	37,000		New+37,000
Atlassian CorporationTEAM	CL A	049468101	2.7	0.3%	35,000	Call	New+35,000
KBR IncKBR	COM	48242W106	2.6	0.3%	75,000		New+75,000
Energy Transfer L PET	COM UT LTD PTN	29273V100	2.4	0.2%	125,000		Added+50,000
Everpure IncP	CL A	74624M102	2.4	0.2%	30,000	Call	New+30,000
Pagaya Technologies Ltd	CL A NEW	M7S64L123	2.3	0.2%	125,000		New+125,000
Tripadvisor IncTRIP	COM	896945201	2.3	0.2%	166,000		New+166,000
HA Sustainable Infra Cap IncHASI	COM	41068X100	2.1	0.2%	55,000		Unchanged
Servicenow IncNOW	COM	81762P102	2.1	0.2%	21,500		Reduced−51,000
Aldeyra Therapeutics IncALDX	COM	01438T106	2.1	0.2%	975,000		Added+25,000
Sentinelone IncS	CL A	81730H109	2.0	0.2%	118,000		Added+72,000
Avery Dennison CorpAVY	COM	053611109	1.9	0.2%	12,000		Reduced−28,000
Baker Hughes CompanyBKR	CL A	05722G100	1.9	0.2%	35,000		New+35,000
Cognizant Technology SolutioCTSH	CL A	192446102	1.9	0.2%	50,000	Put	New+50,000
Energy Services of Amer CorpESOA	COM	29271Q103	1.9	0.2%	100,000		Unchanged
Nebius Group N.V.	SHS CLASS A	N97284108	1.9	0.2%	7,000		New+7,000
Cameco CorpCCJ	COM	13321L108	1.8	0.2%	17,500		Reduced−5,000
Snap IncSNAP	CL A	83304A106	1.6	0.2%	350,000		New+350,000
Comstock IncLODE	COM SHS	205750409	1.5	0.2%	350,000		Unchanged
Costar Group IncCSGP	COM	22160N109	1.4	0.1%	50,000	Put	New+50,000
TC Energy CorpTRP	COM	87807B107	1.3	0.1%	20,000		New+20,000
Ramaco Res IncMETC	COM CL A	75134P600	1.3	0.1%	100,000		Reduced−60,000
Aeva Technologies IncAEVA	COM NEW	00835Q202	1.3	0.1%	45,000	Call	New+45,000
Denison Mines CorpDNN	COM	248356107	1.2	0.1%	400,000		Reduced−1,000,000
AXT IncAXTI	COM	00246W103	1.2	0.1%	17,000		New+17,000
Viant Technology IncDSP	COM CL A	92557A101	1.2	0.1%	95,000		New+95,000
Netskope IncNTSK	CL A	64119N608	1.2	0.1%	109,500		New+109,500
Opera LtdOPRA	SPONSORED ADS	68373M107	1.2	0.1%	60,000		New+60,000
Zoom Communications IncZM	CL A	98980L101	1.1	0.1%	13,000	Call	Reduced−10,000
Equifax IncEFX	COM	294429105	1.1	0.1%	7,000		New+7,000
Western Midstream Partners LWES	COM UNIT LP INT	958669103	1.1	0.1%	25,000		New+25,000
Magnite IncMGNI	COM	55955D100	1.1	0.1%	57,500		Reduced−20,500
Himax Technologies IncHIMX	SPONSORED ADR	43289P106	1.1	0.1%	70,000	Call	Reduced−10,000
Sunpower IncSPWR	COM	20460L104	1.0	0.1%	1,416,065		Added+456,065
Commvault Sys IncCVLT	COM	204166102	0.9	<0.1%	6,100		New+6,100
American Superconductor CorpAMSC	SHS NEW	030111207	0.8	<0.1%	20,000		Reduced−5,000
LSB Inds IncLXU	COM	502160104	0.8	<0.1%	75,000		Added+50,000
Korn FerryKFY	COM NEW	500643200	0.7	<0.1%	10,000	Put	New+10,000
Itron IncITRI	COM	465741106	0.6	<0.1%	7,500		Reduced−7,500
Aldeyra Therapeutics IncALDX	COM	01438T106	0.6	<0.1%	300,000	Call	Unchanged
Niocorp Devs LtdNB	COM NEW	654484609	0.6	<0.1%	125,000		New+125,000
AXT IncAXTI	COM	00246W103	0.6	<0.1%	8,000	Call	New+8,000
Atlassian CorporationTEAM	CL A	049468101	0.5	<0.1%	7,000		New+7,000
Ftai Infrastructure IncFIP	COMMON STOCK	35953C106	0.5	<0.1%	100,000		New+100,000
Fluence Energy IncFLNC	COM CL A	34379V103	0.4	<0.1%	20,000		Reduced−165,000
Tronox Holdings plc	SHS	G9087Q102	0.3	<0.1%	50,000		New+50,000
Solaredge Technologies IncSEDG	COM	83417M104	0.3	<0.1%	5,000		New+5,000
MP Materials CorpMP	COM CL A	553368101	0.3	<0.1%	5,000		Reduced−10,000
Ivanhoe Electric IncIE	COM	46578C108	0.2	<0.1%	25,000		Unchanged
USA Rare Earth IncUSAR	COM	91733P107	0.2	<0.1%	10,000		New+10,000
Bioceres Crop Solutions Corp	SHS	G1117K114	0.2	<0.1%	475,000		Unchanged
Viant Technology IncDSP	COM CL A	92557A101	0.2	<0.1%	12,500	Call	New+12,500

Sold out: 74 positions

Held at the end of the quarter before and not reported this quarter.

ARDSLEY ADVISORY PARTNERS LP, positions sold out
Issuer	Class	CUSIP	Weight	Put or call	Change on the quarter before
Advanced Energy IndsAEIS	COM	007973100	0.0%		Sold out−5,000
Albemarle CorpALB	COM	012653101	0.0%		Sold out−1,500
Amazon Com IncAMZN	COM	023135106	0.0%	Call	Sold out−48,000
Amprius Technologies IncAMPX	COMMON STOCK	03214Q108	0.0%		Sold out−125,000
Analog Devices IncADI	COM	032654105	0.0%		Sold out−16,000
Anterix IncATEX	COM	03676C100	0.0%		Sold out−110,000
Apple IncAAPL	COM	037833100	0.0%	Put	Sold out−30,000
Applied Matls IncAMAT	COM	038222105	0.0%		Sold out−25,000
Arista Networks IncANET	COM SHS	040413205	0.0%		Sold out−173,700
Arista Networks IncANET	COM SHS	040413205	0.0%	Call	Sold out−25,000
Array Technologies IncARRY	COM SHS	04271T100	0.0%		Sold out−100,000
Bellring Brands IncBRBR	COMMON STOCK	07831C103	0.0%		Sold out−175,000
Boston Scientific CorpBSX	COM	101137107	0.0%		Sold out−150,000
Box IncBOX	CL A	10316T104	0.0%	Call	Sold out−100,000
Broadcom IncAVGO	COM	11135F101	0.0%	Call	Sold out−50,000
Brookdale SR Living IncBKD	COM	112463104	0.0%		Sold out−250,000
Cloudflare IncNET	CL A COM	18915M107	0.0%		Sold out−10,800
Coherent CorpCOHR	COM	19247G107	0.0%	Put	Sold out−10,000
Concentrix CorpCNXC	COM	20602D101	0.0%	Put	Sold out−40,000
Constellation Energy CorpCEG	COM	21037T109	0.0%		Sold out−5,000
Criteo S a	SPONS ADS	226718104	0.0%		Sold out−50,500
Daqo New Energy CorpDQ	SPNSRD ADS NEW	23703Q203	0.0%	Call	Sold out−50,000
Digitalocean Holdings IncDOCN	COM	25402D102	0.0%	Put	Sold out−35,000
Diodes IncDIOD	COM	254543101	0.0%		Sold out−29,500
Disney Walt CoDIS	COM	254687106	0.0%		Sold out−6,000
Dynatrace IncDT	COM NEW	268150109	0.0%		Sold out−40,000
ELI Lilly & CoLLY	COM	532457108	0.0%		Sold out−5,000
EQT CorpEQT	COM	26884L109	0.0%		Sold out−25,000
Equinix IncEQIX	COM	29444U700	0.0%	Call	Sold out−4,000
Exlservice Holdings IncEXLS	COM	302081104	0.0%	Put	Sold out−25,000
F5 IncFFIV	COM	315616102	0.0%		Sold out−7,100
Fortinet IncFTNT	COM	34959E109	0.0%	Call	Sold out−25,000
Fortinet IncFTNT	COM	34959E109	0.0%		Sold out−25,600
Hewlett Packard Enterprise CHPE	COM	42824C109	0.0%	Put	Sold out−155,000
Himax Technologies IncHIMX	SPONSORED ADR	43289P106	0.0%		Sold out−79,000
Honeywell International Inc	COM	438516106	0.0%		Sold out−16,500
Intel CorpINTC	COM	458140100	0.0%		Sold out−53,000
Intel CorpINTC	COM	458140100	0.0%	Call	Sold out−18,000
Invesco Exchange Traded FD T	S&P500 EQL WGT	46137V357	0.0%		Sold out−11,000
Lattice Semiconductor CorpLSCC	COM	518415104	0.0%		Sold out−81,500
Lattice Semiconductor CorpLSCC	COM	518415104	0.0%	Call	Sold out−7,000
Liveramp Holdings IncRAMP	COM	53815P108	0.0%		Sold out−14,000
Liveramp Holdings IncRAMP	COM	53815P108	0.0%	Call	Sold out−28,000
Magnite IncMGNI	COM	55955D100	0.0%	Call	Sold out−65,000
Mastec IncMTZ	COM	576323109	0.0%		Sold out−5,000
Meta Platforms IncMETA	CL A	30303M102	0.0%		Sold out−28,000
Micron Technology IncMU	COM	595112103	0.0%		Sold out−14,000
Micron Technology IncMU	COM	595112103	0.0%	Call	Sold out−17,000
Microsoft CorpMSFT	COM	594918104	0.0%		Sold out−8,000
Mosaic CoMOS	COM	61945C103	0.0%	Call	Sold out−50,000
Netflix Inc.NFLX	COM	64110L106	0.0%		Sold out−40,000
Nexgen Energy LtdNXE	COM	65340P106	0.0%		Sold out−300,000
Nvidia CorporationNVDA	COM	67066G104	0.0%	Call	Sold out−10,000
Nvidia CorporationNVDA	COM	67066G104	0.0%		Sold out−87,500
Okta IncOKTA	CL A	679295105	0.0%	Call	Sold out−5,000
Ormat Technologies IncORA	COM	686688102	0.0%		Sold out−30,000
Plexus CorpPLXS	COM	729132100	0.0%		Sold out−4,500
Roku IncROKU	COM CL A	77543R102	0.0%		Sold out−41,500
Sandisk CorpSNDK	COM	80004C200	0.0%	Call	Sold out−13,000
Select Sector SPDR TR	STATE STREET UTI	81369Y886	0.0%		Sold out−150,000
Select Sector SPDR TR	STATE STREET FIN	81369Y605	0.0%	Call	Sold out−20,000
Select Sector SPDR TR	STATE STREET FIN	81369Y605	0.0%		Sold out−23,000
Semtech CorpSMTC	COM	816850101	0.0%	Call	Sold out−30,000
Snap IncSNAP	CL A	83304A106	0.0%	Call	Sold out−50,000
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	0.0%	Call	Sold out−49,000
Sunopta Inc	COM	8676EP108	0.0%		Sold out−220,000
Taskus IncTASK	CLASS A COM	87652V109	0.0%		Sold out−65,000
Taskus IncTASK	CLASS A COM	87652V109	0.0%	Call	Sold out−170,000
Teradata Corp DelTDC	COM	88076W103	0.0%		Sold out−8,000
Teradata Corp DelTDC	COM	88076W103	0.0%	Call	Sold out−10,000
Teradyne IncTER	COM	880770102	0.0%		Sold out−7,500
Twilio IncTWLO	CL A	90138F102	0.0%	Call	Sold out−5,000
Uber Technologies IncUBER	COM	90353T100	0.0%		Sold out−24,500
Upwork IncUPWK	COM	91688F104	0.0%		Sold out−190,000

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-002590 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.