13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000980
Total Value
$630.6M
Positions
143
Other Managers
0
Confidential Omitted
No
Holdings (143)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 92,000 | $30.8M | 4.88% |
| 2 | FLUOR CORP NEW | FLR | 555,000 | $27.4M | 4.34% |
| 3 | ITRON INC | ITRI | 140,000 | $15.2M | 2.41% |
| 4 | OSCAR HEALTH INC | OSCR | 1,125,000 | $15.1M | 2.40% |
| 5 | INDIVIOR PLC | INDV | 1,200,000 | $14.9M | 2.37% |
| 6 | MICROSOFT CORP | MSFT | 30,000 | $12.6M | 2.01% |
| 7 | ARISTA NETWORKS INC | ANET | 108,000 | $11.9M | 1.89% |
| 8 | AMAZON COM INC | AMZN | 52,500 | $11.5M | 1.83% |
| 9 | TERAWULF INC | WULF | 1,950,000 | $11.0M | 1.74% |
| 10 | SUNOPTA INC | STKL | 1,390,000 | $10.7M | 1.70% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 60,000 | $10.5M | 1.67% |
| 12 | LUMENTUM HLDGS INC | LITE | 124,950 | $10.5M | 1.66% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 20,000 | $10.1M | 1.60% |
| 14 | CAMTEK LTD | CAMT | 125,000 | $10.1M | 1.60% |
| 15 | NETFLIX INC | NFLX | 11,000 | $9.8M | 1.55% |
| 16 | ALAMOS GOLD INC NEW | AGI | 525,000 | $9.7M | 1.54% |
| 17 | TRANSALTA CORP | TACPF | 675,000 | $9.5M | 1.51% |
| 18 | SUNRUN INC | RUN | 945,000 | $8.7M | 1.39% |
| 19 | CORNING INC | GLW | 180,000 | $8.6M | 1.36% |
| 20 | FLUENCE ENERGY INC | FLNC | 515,000 | $8.2M | 1.30% |
| 21 | SERVICENOW INC | NOW | 7,600 | $8.1M | 1.28% |
| 22 | BELLRING BRANDS INC | BRBR | 105,000 | $7.9M | 1.25% |
| 23 | MIRUM PHARMACEUTICALS INC | MIRM | 190,000 | $7.9M | 1.25% |
| 24 | SEMTECH CORP | SMTC | 125,000 | $7.7M | 1.23% |
| 25 | OKTA INC | OKTA | 97,200 | $7.7M | 1.22% |
| 26 | SUPER MICRO COMPUTER INC | SMCI | 245,000 | $7.4M | 1.18% |
| 27 | FIRST SOLAR INC | FSLR | 41,000 | $7.2M | 1.15% |
| 28 | SALESFORCE INC | CRM | 20,000 | $6.7M | 1.06% |
| 29 | MARVELL TECHNOLOGY INC | MRVL | 60,000 | $6.6M | 1.05% |
| 30 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 300,000 | $6.6M | 1.05% |
| 31 | BROADCOM INC | AVGO | 28,000 | $6.5M | 1.03% |
| 32 | BIOCERES CROP SOLUTIONS CORP | BIOX | 1,064,614 | $6.5M | 1.03% |
| 33 | FERROGLOBE PLC | GSM | 1,667,595 | $6.3M | 1.00% |
| 34 | PAYPAL HLDGS INC | PYPL | 74,000 | $6.3M | 1.00% |
| 35 | NVIDIA CORPORATION | NVDA | 47,000 | $6.3M | 1.00% |
| 36 | LATTICE SEMICONDUCTOR CORP | LSCC | 110,500 | $6.3M | 0.99% |
| 37 | INTEL CORP | INTC | 305,000 | $6.1M | 0.97% |
| 38 | ISHARES TR | 464287184 | 200,000 | $6.1M | 0.97% |
| 39 | ELANCO ANIMAL HEALTH INC | ELAN | 500,000 | $6.1M | 0.96% |
| 40 | META PLATFORMS INC | META | 10,000 | $5.9M | 0.93% |
| 41 | AES CORP | AES | 450,000 | $5.8M | 0.92% |
| 42 | SENTINELONE INC | S | 260,000 | $5.8M | 0.92% |
| 43 | ALDEYRA THERAPEUTICS INC | ALDX | 1,150,000 | $5.7M | 0.91% |
| 44 | ALPHABET INC | GOOG | 30,100 | $5.7M | 0.91% |
| 45 | SURGERY PARTNERS INC | SGRY | 270,200 | $5.7M | 0.91% |
| 46 | ALPHABET INC | GOOG | 30,000 | $5.7M | 0.91% |
| 47 | DRAFTKINGS INC NEW | DKNG | 150,000 | $5.6M | 0.88% |
| 48 | CELESTICA INC | CLS | 60,000 | $5.5M | 0.88% |
| 49 | TE CONNECTIVITY PLC | TEL | 36,800 | $5.3M | 0.83% |
| 50 | FORTINET INC | FTNT | 55,000 | $5.2M | 0.82% |
| 51 | FTAI AVIATION LTD | FTAIN | 35,000 | $5.0M | 0.80% |
| 52 | TERADYNE INC | TER | 39,500 | $5.0M | 0.79% |
| 53 | MASTEC INC | MTZ | 34,000 | $4.6M | 0.73% |
| 54 | IREN LIMITED | IREN | 450,000 | $4.4M | 0.70% |
| 55 | CLEAN ENERGY FUELS CORP | CLNE | 1,750,000 | $4.4M | 0.70% |
| 56 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 22,000 | $4.4M | 0.69% |
| 57 | AEROVIRONMENT INC | AVAV | 27,500 | $4.2M | 0.67% |
| 58 | EXPEDIA GROUP INC | EXPE | 22,000 | $4.1M | 0.65% |
| 59 | SNOWFLAKE INC | SNOW | 25,000 | $3.9M | 0.61% |
| 60 | CAMECO CORP | CCJ | 75,000 | $3.9M | 0.61% |
| 61 | CHART INDS INC | 16115Q308 | 20,000 | $3.8M | 0.61% |
| 62 | SNOWFLAKE INC | SNOW | 24,000 | $3.7M | 0.59% |
| 63 | TERAWULF INC | WULF | 650,000 | $3.7M | 0.58% |
| 64 | MP MATERIALS CORP | MP | 230,000 | $3.6M | 0.57% |
| 65 | ONTO INNOVATION INC | ONTO | 21,400 | $3.6M | 0.57% |
| 66 | BILL HOLDINGS INC | BILL | 41,000 | $3.5M | 0.55% |
| 67 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 190,000 | $3.4M | 0.54% |
| 68 | MICRON TECHNOLOGY INC | MU | 40,000 | $3.4M | 0.53% |
| 69 | ATLASSIAN CORPORATION | TEAM | 12,950 | $3.2M | 0.50% |
| 70 | ASPEN AEROGELS INC | ASPN | 261,100 | $3.1M | 0.49% |
| 71 | ALDEYRA THERAPEUTICS INC | ALDX | 600,000 | $3.0M | 0.47% |
| 72 | MICRON TECHNOLOGY INC | MU | 35,000 | $2.9M | 0.47% |
| 73 | ADVANCED ENERGY INDS | 007973100 | 25,000 | $2.9M | 0.46% |
| 74 | REVELYST INC | 690045109 | 150,000 | $2.9M | 0.46% |
| 75 | SUNRUN INC | RUN | 300,000 | $2.8M | 0.44% |
| 76 | PURE STORAGE INC | 74624M102 | 45,000 | $2.8M | 0.44% |
| 77 | MERCADOLIBRE INC | MELI | 1,600 | $2.7M | 0.43% |
| 78 | INVESCO EXCHANGE TRADED FD T | IVZ | 15,000 | $2.6M | 0.42% |
| 79 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 38,000 | $2.6M | 0.40% |
| 80 | ARM HOLDINGS PLC | 042068205 | 20,000 | $2.5M | 0.39% |
| 81 | FLUOR CORP NEW | FLR | 50,000 | $2.5M | 0.39% |
| 82 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 100,000 | $2.5M | 0.39% |
| 83 | ENPHASE ENERGY INC | ENPH | 35,000 | $2.4M | 0.38% |
| 84 | ASPEN AEROGELS INC | ASPN | 200,000 | $2.4M | 0.38% |
| 85 | PROFOUND MED CORP | PROF | 295,000 | $2.2M | 0.35% |
| 86 | BLOCK INC | BSQKZ | 26,000 | $2.2M | 0.35% |
| 87 | AMBARELLA INC | AMBA | 30,000 | $2.2M | 0.35% |
| 88 | MIRION TECHNOLOGIES INC | MIR | 125,000 | $2.2M | 0.35% |
| 89 | CLOUDFLARE INC | NET | 20,000 | $2.1M | 0.34% |
| 90 | CIENA CORP | CIEN | 25,000 | $2.1M | 0.34% |
| 91 | CYBERARK SOFTWARE LTD | M2682V108 | 6,000 | $2.0M | 0.32% |
| 92 | ZSCALER INC | ZS | 10,300 | $1.9M | 0.29% |
| 93 | PALO ALTO NETWORKS INC | PANW | 10,000 | $1.8M | 0.29% |
| 94 | DENISON MINES CORP | DNN | 1,000,000 | $1.8M | 0.29% |
| 95 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 100,000 | $1.8M | 0.28% |
| 96 | BLOOM ENERGY CORP | BE | 80,000 | $1.8M | 0.28% |
| 97 | FIRST SOLAR INC | FSLR | 10,000 | $1.8M | 0.28% |
| 98 | AT&T INC | T-PC | 75,000 | $1.7M | 0.27% |
| 99 | EATON CORP PLC | ETN | 5,000 | $1.7M | 0.26% |
| 100 | INVESCO EXCH TRADED FD TR II | IVZ | 50,000 | $1.7M | 0.26% |
| 101 | EBAY INC. | EBAY | 26,500 | $1.6M | 0.26% |
| 102 | DYNATRACE INC | DT | 30,000 | $1.6M | 0.26% |
| 103 | GLOBE LIFE INC | GL-PD | 14,000 | $1.6M | 0.25% |
| 104 | ORION GROUP HLDGS INC | ORN | 200,000 | $1.5M | 0.23% |
| 105 | NEXGEN ENERGY LTD | NXE | 200,000 | $1.3M | 0.21% |
| 106 | TOAST INC | TOST | 35,000 | $1.3M | 0.20% |
| 107 | CLEAN ENERGY FUELS CORP | CLNE | 500,000 | $1.3M | 0.20% |
| 108 | VIAVI SOLUTIONS INC | VIAV | 123,000 | $1.2M | 0.20% |
| 109 | THE REAL BROKERAGE INC | 75585H206 | 250,000 | $1.1M | 0.18% |
| 110 | PROCORE TECHNOLOGIES INC | PCOR | 15,000 | $1.1M | 0.18% |
| 111 | MARVELL TECHNOLOGY INC | MRVL | 10,000 | $1.1M | 0.18% |
| 112 | CALUMET INC | CLMT | 50,000 | $1.1M | 0.17% |
| 113 | LENDINGTREE INC NEW | TREE | 27,000 | $1.0M | 0.17% |
| 114 | ORMAT TECHNOLOGIES INC | ORA | 15,000 | $1.0M | 0.16% |
| 115 | WESTERN DIGITAL CORP | WDC | 17,000 | $1.0M | 0.16% |
| 116 | OKTA INC | OKTA | 12,000 | $945,600 | 0.15% |
| 117 | MDU RES GROUP INC | 552690109 | 50,000 | $901,000 | 0.14% |
| 118 | LUMENTUM HLDGS INC | LITE | 10,000 | $839,500 | 0.13% |
| 119 | ONTO INNOVATION INC | ONTO | 5,000 | $833,350 | 0.13% |
| 120 | EVERUS CONSTR GROUP | EVEX-WT | 12,500 | $821,875 | 0.13% |
| 121 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 30,000 | $804,900 | 0.13% |
| 122 | BARNES & NOBLE ED INC | BNED | 80,000 | $803,200 | 0.13% |
| 123 | RIOT PLATFORMS INC | RIOT | 75,000 | $765,750 | 0.12% |
| 124 | SUPER MICRO COMPUTER INC | SMCI | 25,000 | $762,000 | 0.12% |
| 125 | PROCORE TECHNOLOGIES INC | PCOR | 10,000 | $749,300 | 0.12% |
| 126 | NCINO INC | NCNO | 20,000 | $671,600 | 0.11% |
| 127 | SENTINELONE INC | S | 30,000 | $666,000 | 0.11% |
| 128 | POWERFLEET INC | AIOT | 100,000 | $666,000 | 0.11% |
| 129 | TERADYNE INC | TER | 5,000 | $629,600 | 0.10% |
| 130 | WESTERN DIGITAL CORP | WDC | 10,000 | $596,300 | 0.09% |
| 131 | OPAL FUELS INC | OPAL | 150,000 | $508,500 | 0.08% |
| 132 | ASANA INC | ASAN | 25,000 | $506,750 | 0.08% |
| 133 | EXTREME NETWORKS | EXTR | 30,000 | $502,200 | 0.08% |
| 134 | COMPASS INC | COMP | 65,000 | $380,250 | 0.06% |
| 135 | COMPASS INC | COMP | 60,000 | $351,000 | 0.06% |
| 136 | NCINO INC | NCNO | 10,000 | $335,800 | 0.05% |
| 137 | INTEL CORP | INTC | 16,500 | $330,825 | 0.05% |
| 138 | ALTUS POWER INC | 02217A102 | 80,000 | $325,600 | 0.05% |
| 139 | LYFT INC | LYFT | 25,000 | $322,500 | 0.05% |
| 140 | VIAVI SOLUTIONS INC | VIAV | 20,000 | $202,000 | 0.03% |
| 141 | BARNES & NOBLE ED INC | BNED | 20,000 | $200,800 | 0.03% |
| 142 | AMBARELLA INC | AMBA | 2,500 | $181,850 | 0.03% |
| 143 | SUNNOVA ENERGY INTL INC. | 86745K104 | 50,000 | $171,500 | 0.03% |