§ 13F · FUND PROFILE
ARDSLEY ADVISORY PARTNERS LP.
AUM · $960M (13F)Positions · 145Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$282M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 25K | $57M | 5.9% | −55% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 93K | $54M | 5.6% | +1063% |
| 3 | SEZL | SEZZLE INC | 215K | $37M | 3.8% | −28% |
| 4 | WULF | TERAWULF INC | 966K | $24M | 2.5% | −8% |
| 5 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 325K | $23M | 2.4% | −7% |
| 6 | EBAY | EBAY INC. | 201K | $22M | 2.3% | +43% |
| 7 | RUN | SUNRUN INC | 1.60M | $21M | 2.2% | +41% |
| 8 | VIAV | VIAVI SOLUTIONS INC | 390K | $19M | 1.9% | −2% |
| 9 | PSTG | EVERPURE INC | 233K | $18M | 1.9% | NEW |
| 10 | ARM | ARM HOLDINGS PLC | 47K | $17M | 1.7% | +161% |
§ 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 $960 million in assets. The fund runs a portfolio of 145 positions.
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