13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004816
Total Value
$608.0M
Positions
128
Other Managers
0
Confidential Omitted
No
Holdings (128)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OSCAR HEALTH INC | OSCR | 1,102,600 | $23.4M | 3.85% |
| 2 | ITRON INC | ITRI | 190,000 | $20.3M | 3.34% |
| 3 | SUNRUN INC | RUN | 1,120,000 | $20.2M | 3.33% |
| 4 | SUPER MICRO COMPUTER INC | SMCI | 40,000 | $16.7M | 2.74% |
| 5 | FLUOR CORP NEW | FLR | 335,350 | $16.0M | 2.63% |
| 6 | CELESTICA INC | CLS | 300,000 | $15.3M | 2.52% |
| 7 | SENTINELONE INC | S | 635,100 | $15.2M | 2.50% |
| 8 | BROADCOM INC | AVGO | 84,500 | $14.6M | 2.40% |
| 9 | MICROSOFT CORP | MSFT | 31,000 | $13.3M | 2.19% |
| 10 | BIOCERES CROP SOLUTIONS CORP | BIOX | 1,579,388 | $12.4M | 2.04% |
| 11 | KRANESHARES TRUST | 500767306 | 350,000 | $11.9M | 1.96% |
| 12 | ASPEN AEROGELS INC | ASPN | 400,000 | $11.1M | 1.82% |
| 13 | SUNOPTA INC | STKL | 1,680,000 | $10.7M | 1.76% |
| 14 | SUPER MICRO COMPUTER INC | SMCI | 25,500 | $10.6M | 1.75% |
| 15 | ORACLE CORP | ORCL-PD | 60,000 | $10.2M | 1.67% |
| 16 | SEMTECH CORP | SMTC | 220,200 | $10.1M | 1.65% |
| 17 | SUNRUN INC | RUN | 545,000 | $9.8M | 1.62% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 132,100 | $9.5M | 1.57% |
| 19 | INDIVIOR PLC | INDV | 961,450 | $9.4M | 1.54% |
| 20 | TRANSALTA CORP | TACPF | 900,000 | $9.3M | 1.53% |
| 21 | AMAZON COM INC | AMZN | 50,000 | $9.3M | 1.53% |
| 22 | TERAWULF INC | WULF | 1,958,000 | $9.2M | 1.51% |
| 23 | NVIDIA CORPORATION | NVDA | 74,000 | $9.0M | 1.48% |
| 24 | SALESFORCE INC | CRM | 32,500 | $8.9M | 1.46% |
| 25 | FERROGLOBE PLC | GSM | 1,914,345 | $8.9M | 1.46% |
| 26 | ELANCO ANIMAL HEALTH INC | ELAN | 575,000 | $8.4M | 1.39% |
| 27 | SURGERY PARTNERS INC | SGRY | 255,000 | $8.2M | 1.35% |
| 28 | ALAMOS GOLD INC NEW | AGI | 400,000 | $8.0M | 1.31% |
| 29 | MIRUM PHARMACEUTICALS INC | MIRM | 190,000 | $7.4M | 1.22% |
| 30 | PALO ALTO NETWORKS INC | PANW | 21,000 | $7.2M | 1.18% |
| 31 | FIRST SOLAR INC | FSLR | 28,000 | $7.0M | 1.15% |
| 32 | SALESFORCE INC | CRM | 25,000 | $6.8M | 1.13% |
| 33 | CORNING INC | GLW | 151,500 | $6.8M | 1.13% |
| 34 | DYNATRACE INC | DT | 125,500 | $6.7M | 1.10% |
| 35 | MASTEC INC | MTZ | 54,250 | $6.7M | 1.10% |
| 36 | DRAFTKINGS INC NEW | DKNG | 170,000 | $6.7M | 1.10% |
| 37 | AMERESCO INC | AMRC | 170,000 | $6.4M | 1.06% |
| 38 | ISHARES SILVER TR | SLV | 225,100 | $6.4M | 1.05% |
| 39 | BELLRING BRANDS INC | BRBR | 105,000 | $6.4M | 1.05% |
| 40 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 352,900 | $6.4M | 1.05% |
| 41 | APPLE INC | AAPL | 26,200 | $6.1M | 1.00% |
| 42 | DYCOM INDS INC | 267475101 | 30,000 | $5.9M | 0.97% |
| 43 | VISTA OUTDOOR INC | 928377100 | 150,000 | $5.9M | 0.97% |
| 44 | ILLUMINA INC | ILMN | 45,000 | $5.9M | 0.97% |
| 45 | HUT 8 CORP | HUT | 475,000 | $5.8M | 0.96% |
| 46 | TE CONNECTIVITY PLC | TEL | 37,500 | $5.7M | 0.93% |
| 47 | IRIS ENERGY LTD | IREN | 625,000 | $5.3M | 0.87% |
| 48 | ALTUS POWER INC | 02217A102 | 1,616,000 | $5.1M | 0.85% |
| 49 | KRANESHARES TRUST | 500767306 | 150,500 | $5.1M | 0.84% |
| 50 | TEXAS INSTRS INC | 882508104 | 24,000 | $5.0M | 0.82% |
| 51 | FTAI AVIATION LTD | FTAIN | 36,050 | $4.8M | 0.79% |
| 52 | CLEAN ENERGY FUELS CORP | CLNE | 1,525,000 | $4.7M | 0.78% |
| 53 | AUTODESK INC | ADSK | 17,000 | $4.7M | 0.77% |
| 54 | CAMECO CORP | CCJ | 90,250 | $4.3M | 0.71% |
| 55 | ONTO INNOVATION INC | ONTO | 19,900 | $4.1M | 0.68% |
| 56 | NETFLIX INC | NFLX | 5,500 | $3.9M | 0.64% |
| 57 | TERAWULF INC | WULF | 800,000 | $3.7M | 0.62% |
| 58 | DIREXION SHS ETF TR | 25460G781 | 75,000 | $3.7M | 0.61% |
| 59 | PROCORE TECHNOLOGIES INC | PCOR | 60,000 | $3.7M | 0.61% |
| 60 | AEHR TEST SYS | AEHR | 270,000 | $3.5M | 0.57% |
| 61 | ASPEN AEROGELS INC | ASPN | 125,000 | $3.5M | 0.57% |
| 62 | THE REAL BROKERAGE INC | 75585H206 | 600,000 | $3.3M | 0.55% |
| 63 | ALPHABET INC | GOOG | 19,000 | $3.2M | 0.52% |
| 64 | ON SEMICONDUCTOR CORP | ON | 43,500 | $3.2M | 0.52% |
| 65 | ADVANCED ENERGY INDS | 007973100 | 30,000 | $3.2M | 0.52% |
| 66 | GLOBAL X FDS | 37954Y871 | 100,000 | $2.9M | 0.47% |
| 67 | WORKDAY INC | WDAY | 11,100 | $2.7M | 0.45% |
| 68 | ALDEYRA THERAPEUTICS INC | ALDX | 500,000 | $2.7M | 0.44% |
| 69 | SENTINELONE INC | S | 105,000 | $2.5M | 0.41% |
| 70 | FIRST SOLAR INC | FSLR | 10,000 | $2.5M | 0.41% |
| 71 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 100,000 | $2.4M | 0.39% |
| 72 | BAIDU INC | BAIDF | 22,000 | $2.3M | 0.38% |
| 73 | PROFOUND MED CORP | PROF | 275,000 | $2.2M | 0.36% |
| 74 | BLACKLINE INC | BL | 39,000 | $2.2M | 0.35% |
| 75 | GARMIN LTD | GRMN | 12,000 | $2.1M | 0.35% |
| 76 | ADOBE INC | ADBE | 4,000 | $2.1M | 0.34% |
| 77 | ON SEMICONDUCTOR CORP | ON | 26,000 | $1.9M | 0.31% |
| 78 | LATTICE SEMICONDUCTOR CORP | LSCC | 35,500 | $1.9M | 0.31% |
| 79 | AKAMAI TECHNOLOGIES INC | AKAM | 17,750 | $1.8M | 0.29% |
| 80 | PAYPAL HLDGS INC | PYPL | 22,000 | $1.7M | 0.28% |
| 81 | VANECK ETF TRUST | 92189F791 | 35,000 | $1.7M | 0.28% |
| 82 | UNITED STS NAT GAS FD LP | UNTCW | 100,000 | $1.6M | 0.27% |
| 83 | MYR GROUP INC DEL | MYRG | 15,000 | $1.5M | 0.25% |
| 84 | FLUTTER ENTMT PLC | G3643J108 | 6,000 | $1.4M | 0.23% |
| 85 | VANECK ETF TRUST | 92189F106 | 35,000 | $1.4M | 0.23% |
| 86 | MIRION TECHNOLOGIES INC | MIR | 125,000 | $1.4M | 0.23% |
| 87 | CEVA INC | CEVA | 55,000 | $1.3M | 0.22% |
| 88 | MICRON TECHNOLOGY INC | MU | 12,150 | $1.3M | 0.21% |
| 89 | DIGITALOCEAN HLDGS INC | DOCN | 30,500 | $1.2M | 0.20% |
| 90 | WHEATON PRECIOUS METALS CORP | WPM | 20,000 | $1.2M | 0.20% |
| 91 | INDIVIOR PLC | INDV | 119,500 | $1.2M | 0.19% |
| 92 | FERROGLOBE PLC | GSM | 250,500 | $1.2M | 0.19% |
| 93 | ORION GROUP HLDGS INC | ORN | 200,000 | $1.2M | 0.19% |
| 94 | BOX INC | BXCAP | 35,000 | $1.1M | 0.19% |
| 95 | CAMTEK LTD | CAMT | 14,000 | $1.1M | 0.18% |
| 96 | HUBBELL INC | HUBB | 2,500 | $1.1M | 0.18% |
| 97 | NEXGEN ENERGY LTD | NXE | 161,500 | $1.1M | 0.17% |
| 98 | AKAMAI TECHNOLOGIES INC | AKAM | 10,000 | $1.0M | 0.17% |
| 99 | MP MATERIALS CORP | MP | 55,000 | $970,750 | 0.16% |
| 100 | DENISON MINES CORP | DNN | 500,000 | $915,000 | 0.15% |
| 101 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 160,000 | $897,600 | 0.15% |
| 102 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 25,250 | $870,368 | 0.14% |
| 103 | FIVE9 INC | FIVN | 30,000 | $861,900 | 0.14% |
| 104 | SNOWFLAKE INC | SNOW | 7,500 | $861,450 | 0.14% |
| 105 | VEECO INSTRS INC DEL | 922417100 | 25,000 | $828,250 | 0.14% |
| 106 | INFINERA CORP | 45667G103 | 119,000 | $803,250 | 0.13% |
| 107 | BLOOM ENERGY CORP | BE | 75,000 | $792,000 | 0.13% |
| 108 | BITDEER TECHNOLOGIES GROUP | BTDR | 100,000 | $780,000 | 0.13% |
| 109 | ZUORA INC | 98983V106 | 89,000 | $767,180 | 0.13% |
| 110 | AES CORP | AES | 38,000 | $762,280 | 0.13% |
| 111 | BALLARD PWR SYS INC NEW | BALL | 400,000 | $720,000 | 0.12% |
| 112 | MDU RES GROUP INC | 552690109 | 25,000 | $685,250 | 0.11% |
| 113 | CALUMET INC | CLMT | 35,000 | $623,700 | 0.10% |
| 114 | BLOCK H & R INC | BSQKZ | 9,000 | $571,950 | 0.09% |
| 115 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 20,000 | $552,400 | 0.09% |
| 116 | CAMTEK LTD | CAMT | 6,000 | $479,100 | 0.08% |
| 117 | ASPEN TECHNOLOGY INC | 29109X106 | 2,000 | $477,640 | 0.08% |
| 118 | OPAL FUELS INC | OPAL | 125,000 | $456,250 | 0.08% |
| 119 | ALPHABET INC | GOOG | 2,500 | $417,975 | 0.07% |
| 120 | LAM RESEARCH CORP | LRCX | 5,000 | $408,040 | 0.07% |
| 121 | EBAY INC. | EBAY | 6,000 | $390,660 | 0.06% |
| 122 | DOMINION ENERGY INC | D | 4,950 | $286,061 | 0.05% |
| 123 | TESLA INC | TSLA | 1,000 | $261,543 | 0.04% |
| 124 | SUNNOVA ENERGY INTL INC. | 86745K104 | 25,000 | $240,520 | 0.04% |
| 125 | PERPETUA RESOURCES CORP | PPTA | 25,000 | $233,750 | 0.04% |
| 126 | FLUENCE ENERGY INC | FLNC | 10,000 | $227,100 | 0.04% |
| 127 | EMCORE CORP | 290846401 | 50,000 | $110,500 | 0.02% |
| 128 | SPRUCE POWER HOLDING CORP | SPRU | 13,512 | $38,374 | 0.01% |