§ 13F · FUND PROFILE
ARDSLEY ADVISORY PARTNERS LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $808.7T (13F)Positions · 130Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$267.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 40K | $43.0T | 4.7% | NEW |
| 2 | FSLR | FIRST SOLAR INC | 118K | $30.7T | 3.4% | −9% |
| 3 | LITE | LUMENTUM HLDGS INC | 80K | $29.5T | 3.2% | −7% |
| 4 | AVGO | BROADCOM INC | 84K | $29.1T | 3.2% | +39% |
| 5 | RUN | SUNRUN INC | 1.48M | $27.2T | 3.0% | −7% |
| 6 | NVDA | NVIDIA CORPORATION | 125K | $23.3T | 2.6% | +58% |
| 7 | ARGX | ARGENX SE | 24K | $20.2T | 2.2% | +60% |
| 8 | SLV | ISHARES SILVER TR | 295K | $19.0T | 2.1% | +48% |
| 9 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 580K | $18.1T | 2.0% | +16% |
| 10 | GOOG | ALPHABET INC | 57K | $17.9T | 2.0% | −19% |
§ 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 $808665.0 trillion in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed