13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002033
Total Value
$522.4M
Positions
139
Other Managers
0
Confidential Omitted
No
Holdings (139)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUOR CORP NEW | FLR | 735,000 | $26.3M | 5.04% |
| 2 | BROADCOM INC | AVGO | 132,600 | $22.2M | 4.25% |
| 3 | ALAMOS GOLD INC NEW | AGI | 550,000 | $14.7M | 2.82% |
| 4 | CELESTICA INC | CLS | 186,000 | $14.7M | 2.81% |
| 5 | OKTA INC | OKTA | 107,500 | $11.3M | 2.17% |
| 6 | ORACLE CORP | ORCL-PD | 80,000 | $11.2M | 2.14% |
| 7 | ISHARES TR | 464288224 | 900,000 | $10.3M | 1.97% |
| 8 | MERCADOLIBRE INC | MELI | 5,150 | $10.0M | 1.92% |
| 9 | ALDEYRA THERAPEUTICS INC | ALDX | 1,750,000 | $9.9M | 1.89% |
| 10 | ORACLE CORP | ORCL-PD | 70,000 | $9.8M | 1.87% |
| 11 | FREEPORT-MCMORAN INC | FCX | 250,000 | $9.5M | 1.81% |
| 12 | SUNRUN INC | RUN | 1,590,000 | $9.3M | 1.78% |
| 13 | SUPER MICRO COMPUTER INC | SMCI | 270,000 | $9.2M | 1.77% |
| 14 | LATTICE SEMICONDUCTOR CORP | LSCC | 171,550 | $9.0M | 1.72% |
| 15 | XPLR INFRASTRUCTURE LP | NEE-PW | 875,000 | $8.3M | 1.59% |
| 16 | TERAWULF INC | WULF | 2,975,000 | $8.1M | 1.55% |
| 17 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 500,000 | $7.7M | 1.47% |
| 18 | BELLRING BRANDS INC | BRBR | 95,000 | $7.1M | 1.35% |
| 19 | MICRON TECHNOLOGY INC | MU | 80,000 | $7.0M | 1.33% |
| 20 | AMAZON COM INC | AMZN | 36,300 | $6.9M | 1.32% |
| 21 | NETFLIX INC | NFLX | 7,300 | $6.8M | 1.30% |
| 22 | FERROGLOBE PLC | GSM | 1,802,595 | $6.7M | 1.28% |
| 23 | AUTODESK INC | ADSK | 25,450 | $6.7M | 1.28% |
| 24 | TE CONNECTIVITY PLC | TEL | 43,000 | $6.1M | 1.16% |
| 25 | SALESFORCE INC | CRM | 22,500 | $6.0M | 1.16% |
| 26 | CIENA CORP | CIEN | 99,500 | $6.0M | 1.15% |
| 27 | INDIVIOR PLC | INDV | 625,000 | $6.0M | 1.14% |
| 28 | ADMA BIOLOGICS INC | ADMA | 300,000 | $6.0M | 1.14% |
| 29 | SURGERY PARTNERS INC | SGRY | 250,000 | $5.9M | 1.14% |
| 30 | NVIDIA CORPORATION | NVDA | 54,500 | $5.9M | 1.13% |
| 31 | COHERENT CORP | COHR | 89,500 | $5.8M | 1.11% |
| 32 | SUNOPTA INC | STKL | 1,110,000 | $5.4M | 1.03% |
| 33 | MP MATERIALS CORP | MP | 220,000 | $5.4M | 1.03% |
| 34 | BROADCOM INC | AVGO | 29,100 | $4.9M | 0.93% |
| 35 | AMERESCO INC | AMRC | 400,000 | $4.8M | 0.92% |
| 36 | DRAFTKINGS INC NEW | DKNG | 145,000 | $4.8M | 0.92% |
| 37 | MASTEC INC | MTZ | 40,000 | $4.7M | 0.89% |
| 38 | CELESTICA INC | CLS | 59,000 | $4.6M | 0.89% |
| 39 | ISHARES SILVER TR | SLV | 150,000 | $4.6M | 0.89% |
| 40 | OSCAR HEALTH INC | OSCR | 350,000 | $4.6M | 0.88% |
| 41 | TE CONNECTIVITY PLC | TEL | 32,400 | $4.6M | 0.88% |
| 42 | ATLASSIAN CORPORATION | TEAM | 21,400 | $4.5M | 0.87% |
| 43 | ITRON INC | ITRI | 42,500 | $4.5M | 0.85% |
| 44 | MICROSOFT CORP | MSFT | 11,700 | $4.4M | 0.84% |
| 45 | SUPER MICRO COMPUTER INC | SMCI | 126,700 | $4.3M | 0.83% |
| 46 | BIOCERES CROP SOLUTIONS CORP | BIOX | 948,614 | $4.3M | 0.83% |
| 47 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 107,000 | $4.3M | 0.82% |
| 48 | CYBERARK SOFTWARE LTD | M2682V108 | 12,700 | $4.3M | 0.82% |
| 49 | CORNING INC | GLW | 90,000 | $4.1M | 0.79% |
| 50 | ARS PHARMACEUTICALS INC | SPRY | 325,000 | $4.1M | 0.78% |
| 51 | AES CORP | AES | 315,000 | $3.9M | 0.75% |
| 52 | SHOPIFY INC | SHOP | 40,650 | $3.9M | 0.74% |
| 53 | SITIME CORP | SITM | 25,100 | $3.8M | 0.73% |
| 54 | QUANTA SVCS INC | 74762E102 | 15,000 | $3.8M | 0.73% |
| 55 | SUNRUN INC | RUN | 650,000 | $3.8M | 0.73% |
| 56 | ARM HOLDINGS PLC | 042068205 | 34,850 | $3.7M | 0.71% |
| 57 | APPLE INC | AAPL | 15,000 | $3.3M | 0.64% |
| 58 | NVIDIA CORPORATION | NVDA | 30,000 | $3.3M | 0.62% |
| 59 | TTM TECHNOLOGIES INC | TTMI | 157,000 | $3.2M | 0.62% |
| 60 | FABRINET | FN | 15,750 | $3.1M | 0.60% |
| 61 | CAMECO CORP | CCJ | 75,000 | $3.1M | 0.59% |
| 62 | INVESCO EXCH TRADED FD TR II | IVZ | 100,000 | $3.0M | 0.58% |
| 63 | PURE STORAGE INC | 74624M102 | 68,000 | $3.0M | 0.58% |
| 64 | ADVANCED ENERGY INDS | 007973100 | 31,000 | $3.0M | 0.57% |
| 65 | CORE SCIENTIFIC INC NEW | 21874A106 | 400,000 | $2.9M | 0.55% |
| 66 | MAGNITE INC | MGNI | 250,000 | $2.9M | 0.55% |
| 67 | COMPASS INC | COMP | 317,800 | $2.8M | 0.53% |
| 68 | CEVA INC | CEVA | 107,000 | $2.7M | 0.52% |
| 69 | SENTINELONE INC | S | 150,000 | $2.7M | 0.52% |
| 70 | ROKU INC | ROKU | 38,000 | $2.7M | 0.51% |
| 71 | ARM HOLDINGS PLC | 042068205 | 25,000 | $2.7M | 0.51% |
| 72 | DOXIMITY INC | DOCS | 45,000 | $2.6M | 0.50% |
| 73 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 65,000 | $2.6M | 0.50% |
| 74 | EBAY INC. | EBAY | 38,000 | $2.6M | 0.49% |
| 75 | MIRION TECHNOLOGIES INC | MIR | 175,000 | $2.5M | 0.49% |
| 76 | ALDEYRA THERAPEUTICS INC | ALDX | 400,000 | $2.3M | 0.44% |
| 77 | CORNING INC | GLW | 50,000 | $2.3M | 0.44% |
| 78 | SPDR S&P 500 ETF TR | SPY | 4,000 | $2.2M | 0.43% |
| 79 | WNS HLDGS LTD | G98196101 | 36,000 | $2.2M | 0.42% |
| 80 | CHART INDS INC | 16115Q308 | 15,000 | $2.2M | 0.41% |
| 81 | PAYPAL HLDGS INC | PYPL | 33,000 | $2.2M | 0.41% |
| 82 | PRIMORIS SVCS CORP | 74164F103 | 35,000 | $2.0M | 0.38% |
| 83 | MICROSOFT CORP | MSFT | 5,000 | $1.9M | 0.36% |
| 84 | AMERESCO INC | AMRC | 150,000 | $1.8M | 0.35% |
| 85 | MAGNITE INC | MGNI | 156,000 | $1.8M | 0.34% |
| 86 | DIGITALOCEAN HLDGS INC | DOCN | 52,500 | $1.8M | 0.34% |
| 87 | PROFOUND MED CORP | PROF | 295,000 | $1.7M | 0.33% |
| 88 | VERTEX INC | VERX | 47,000 | $1.6M | 0.31% |
| 89 | CLEARWAY ENERGY INC | CWEN-A | 50,000 | $1.5M | 0.29% |
| 90 | AMPLITUDE INC | AMPL | 135,000 | $1.4M | 0.26% |
| 91 | TERAWULF INC | WULF | 500,000 | $1.4M | 0.26% |
| 92 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 53,700 | $1.3M | 0.26% |
| 93 | ORION GROUP HLDGS INC | ORN | 250,000 | $1.3M | 0.25% |
| 94 | TRIPADVISOR INC | TRIP | 92,000 | $1.3M | 0.25% |
| 95 | DENISON MINES CORP | DNN | 1,000,000 | $1.3M | 0.25% |
| 96 | TRIPADVISOR INC | TRIP | 90,000 | $1.3M | 0.24% |
| 97 | FIRST SOLAR INC | FSLR | 10,000 | $1.3M | 0.24% |
| 98 | TRANSALTA CORP | TACPF | 130,000 | $1.2M | 0.23% |
| 99 | ALIBABA GROUP HLDG LTD | BBAAY | 9,000 | $1.2M | 0.23% |
| 100 | CHEWY INC | CHWY | 36,000 | $1.2M | 0.22% |
| 101 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 350,000 | $1.2M | 0.22% |
| 102 | ADOBE INC | ADBE | 3,000 | $1.2M | 0.22% |
| 103 | GLOBAL X FDS | 37954Y871 | 50,000 | $1.1M | 0.22% |
| 104 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 4,000 | $1.1M | 0.22% |
| 105 | CLEAN ENERGY FUELS CORP | CLNE | 700,000 | $1.1M | 0.21% |
| 106 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 35,000 | $1.0M | 0.20% |
| 107 | DIGITALOCEAN HLDGS INC | DOCN | 30,000 | $1.0M | 0.19% |
| 108 | AMAZON COM INC | AMZN | 5,000 | $951,300 | 0.18% |
| 109 | XPLR INFRASTRUCTURE LP | NEE-PW | 100,000 | $950,000 | 0.18% |
| 110 | WASTE MGMT INC DEL | 94106L109 | 4,000 | $926,040 | 0.18% |
| 111 | CIENA CORP | CIEN | 15,000 | $906,450 | 0.17% |
| 112 | FLUOR CORP NEW | FLR | 25,000 | $895,500 | 0.17% |
| 113 | PURE STORAGE INC | 74624M102 | 20,000 | $885,400 | 0.17% |
| 114 | ALLEGRO MICROSYSTEMS INC | ALGM | 32,500 | $816,725 | 0.16% |
| 115 | PAYLOCITY HLDG CORP | PCTY | 4,200 | $786,828 | 0.15% |
| 116 | CLEAN ENERGY FUELS CORP | CLNE | 500,000 | $775,000 | 0.15% |
| 117 | BOX INC | BXCAP | 24,000 | $740,640 | 0.14% |
| 118 | COUCHBASE INC | 22207T101 | 46,500 | $732,375 | 0.14% |
| 119 | FLUENCE ENERGY INC | FLNC | 150,000 | $727,500 | 0.14% |
| 120 | WORKDAY INC | WDAY | 3,000 | $700,590 | 0.13% |
| 121 | BROOKFIELD RENEWABLE CORP | BEPC | 25,000 | $698,000 | 0.13% |
| 122 | FIRST SOLAR INC | FSLR | 5,000 | $632,150 | 0.12% |
| 123 | MYR GROUP INC DEL | MYRG | 5,000 | $565,450 | 0.11% |
| 124 | ALLEGRO MICROSYSTEMS INC | ALGM | 20,000 | $502,600 | 0.10% |
| 125 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 20,000 | $497,200 | 0.10% |
| 126 | ARRAY TECHNOLOGIES INC | ARRY | 100,000 | $487,000 | 0.09% |
| 127 | ALPHABET INC | GOOG | 3,000 | $468,690 | 0.09% |
| 128 | APPLIED OPTOELECTRONICS INC | AAOI | 30,000 | $460,500 | 0.09% |
| 129 | VERRA MOBILITY CORP | VRRM | 20,000 | $450,200 | 0.09% |
| 130 | FIDELITY NATL INFORMATION SV | 31620M106 | 5,000 | $373,400 | 0.07% |
| 131 | BIGCOMMERCE HLDGS INC | CMRC | 64,500 | $371,520 | 0.07% |
| 132 | VERTEX INC | VERX | 10,000 | $350,100 | 0.07% |
| 133 | COHERENT CORP | COHR | 5,000 | $324,700 | 0.06% |
| 134 | VERRA MOBILITY CORP | VRRM | 12,000 | $270,120 | 0.05% |
| 135 | BLACKLINE INC | BL | 5,000 | $242,100 | 0.05% |
| 136 | XP INC | XP | 15,000 | $206,250 | 0.04% |
| 137 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 15,000 | $127,200 | 0.02% |
| 138 | BLACKLINE INC | BL | 2,500 | $121,050 | 0.02% |
| 139 | SUNNOVA ENERGY INTL INC. | 86745K104 | 50,000 | $18,600 | 0.00% |