§ 13F · FUND PROFILE
ARDSLEY ADVISORY PARTNERS LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $809M (13F)Positions · 130Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$214M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 49K | $32M | 4.1% | NEW |
| 2 | UTHR | UNITED THERAPEUTICS CORP DEL | 50K | $30M | 3.8% | NEW |
| 3 | AVGO | BROADCOM INC | 90K | $28M | 3.5% | +4% |
| 4 | SNDK | SANDISK CORP | 42K | $27M | 3.4% | −2% |
| 5 | AMZN | AMAZON COM INC | 106K | $22M | 2.8% | +185% |
| 6 | ANET | ARISTA NETWORKS INC | 174K | $21M | 2.7% | +42% |
| 7 | SMTC | SEMTECH CORP | 259K | $20M | 2.5% | +11% |
| 8 | MOD | MODINE MFG CO | 91K | $20M | 2.5% | +2431% |
| 9 | SEZL | SEZZLE INC | 300K | $19M | 2.4% | +18% |
| 10 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 555K | $17M | 2.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARDSLEY SIGNAL
AC read
ARDSLEY ADVISORY PARTNERS LP is a Other fund managing $809 million in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed