13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003308
Total Value
$760.6M
Positions
145
Other Managers
0
Confidential Omitted
No
Holdings (145)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUOR CORP NEW | FLR | 796,000 | $40.8M | 5.37% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 448,000 | $34.7M | 4.56% |
| 3 | SPDR S&P 500 ETF TR | SPY | 50,000 | $30.9M | 4.06% |
| 4 | NVIDIA CORPORATION | NVDA | 151,000 | $23.8M | 3.13% |
| 5 | ARISTA NETWORKS INC | ANET | 218,000 | $22.3M | 2.93% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 155,000 | $22.0M | 2.89% |
| 7 | ORACLE CORP | ORCL-PD | 100,000 | $21.9M | 2.87% |
| 8 | BROADCOM INC | AVGO | 77,000 | $21.2M | 2.79% |
| 9 | CELESTICA INC | CLS | 135,000 | $21.1M | 2.77% |
| 10 | MICROSOFT CORP | MSFT | 42,000 | $20.9M | 2.75% |
| 11 | ARM HOLDINGS PLC | 042068205 | 107,500 | $17.4M | 2.29% |
| 12 | AMAZON COM INC | AMZN | 63,000 | $13.8M | 1.82% |
| 13 | AFFIRM HLDGS INC | AFRM | 197,000 | $13.5M | 1.78% |
| 14 | BWX TECHNOLOGIES INC | BWXT | 85,000 | $12.2M | 1.61% |
| 15 | HUMANA INC | HUM | 50,000 | $12.2M | 1.61% |
| 16 | SERVICENOW INC | NOW | 11,500 | $11.8M | 1.55% |
| 17 | NETFLIX INC | NFLX | 8,500 | $11.4M | 1.50% |
| 18 | INDIVIOR PLC | INDV | 725,000 | $10.7M | 1.40% |
| 19 | ALPHABET INC | GOOG | 58,000 | $10.3M | 1.35% |
| 20 | TE CONNECTIVITY PLC | TEL | 59,500 | $10.0M | 1.32% |
| 21 | MIRION TECHNOLOGIES INC | MIR | 463,220 | $10.0M | 1.31% |
| 22 | HUT 8 CORP | HUT | 525,000 | $9.8M | 1.28% |
| 23 | DAVE INC | 23834J201 | 35,000 | $9.4M | 1.24% |
| 24 | CIENA CORP | CIEN | 110,000 | $8.9M | 1.18% |
| 25 | MAGNITE INC | MGNI | 370,000 | $8.9M | 1.17% |
| 26 | ARS PHARMACEUTICALS INC | SPRY | 475,000 | $8.3M | 1.09% |
| 27 | CORNING INC | GLW | 152,000 | $8.0M | 1.05% |
| 28 | ALDEYRA THERAPEUTICS INC | ALDX | 2,050,000 | $7.9M | 1.03% |
| 29 | COHERENT CORP | COHR | 87,000 | $7.8M | 1.02% |
| 30 | CORE SCIENTIFIC INC NEW | 21874A106 | 450,000 | $7.7M | 1.01% |
| 31 | CVS HEALTH CORP | CVS | 110,000 | $7.6M | 1.00% |
| 32 | CYBERARK SOFTWARE LTD | M2682V108 | 18,150 | $7.4M | 0.97% |
| 33 | GENEDX HOLDINGS CORP | WGSWW | 80,000 | $7.4M | 0.97% |
| 34 | FERROGLOBE PLC | GSM | 2,007,595 | $7.4M | 0.97% |
| 35 | ADMA BIOLOGICS INC | ADMA | 400,000 | $7.3M | 0.96% |
| 36 | TERAWULF INC | WULF | 1,650,000 | $7.2M | 0.95% |
| 37 | META PLATFORMS INC | META | 9,500 | $7.0M | 0.92% |
| 38 | NU HLDGS LTD | NU | 500,000 | $6.9M | 0.90% |
| 39 | SHOPIFY INC | SHOP | 59,400 | $6.9M | 0.90% |
| 40 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 400,000 | $6.7M | 0.88% |
| 41 | SURGERY PARTNERS INC | SGRY | 300,000 | $6.7M | 0.88% |
| 42 | MEDTRONIC PLC | MDT | 70,000 | $6.1M | 0.80% |
| 43 | XPLR INFRASTRUCTURE LP | NEE-PW | 730,000 | $6.0M | 0.79% |
| 44 | SUNOPTA INC | STKL | 1,020,000 | $5.9M | 0.78% |
| 45 | REMITLY GLOBAL INC | RELY | 300,000 | $5.6M | 0.74% |
| 46 | DRAFTKINGS INC NEW | DKNG | 125,000 | $5.4M | 0.70% |
| 47 | ISHARES TR | 464288224 | 400,000 | $5.2M | 0.69% |
| 48 | ZSCALER INC | ZS | 16,000 | $5.0M | 0.66% |
| 49 | FIRST SOLAR INC | FSLR | 30,000 | $5.0M | 0.65% |
| 50 | MERCADOLIBRE INC | MELI | 1,800 | $4.7M | 0.62% |
| 51 | ADVANCED ENERGY INDS | 007973100 | 35,000 | $4.6M | 0.61% |
| 52 | ISHARES TR | 46429B614 | 60,000 | $4.6M | 0.61% |
| 53 | BIOCERES CROP SOLUTIONS CORP | BIOX | 993,614 | $4.4M | 0.58% |
| 54 | ARM HOLDINGS PLC | 042068205 | 25,000 | $4.0M | 0.53% |
| 55 | PALO ALTO NETWORKS INC | PANW | 19,500 | $4.0M | 0.52% |
| 56 | STMICROELECTRONICS N V | STMEF | 130,000 | $4.0M | 0.52% |
| 57 | FLUOR CORP NEW | FLR | 75,000 | $3.8M | 0.51% |
| 58 | RIOT PLATFORMS INC | RIOT | 325,000 | $3.7M | 0.48% |
| 59 | DENISON MINES CORP | DNN | 2,000,000 | $3.6M | 0.48% |
| 60 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 150,000 | $3.5M | 0.47% |
| 61 | MICROSOFT CORP | MSFT | 7,000 | $3.5M | 0.46% |
| 62 | INVESCO EXCH TRADED FD TR II | IVZ | 100,000 | $3.4M | 0.45% |
| 63 | FLEX LTD | FLEX | 68,000 | $3.4M | 0.45% |
| 64 | LATTICE SEMICONDUCTOR CORP | LSCC | 65,000 | $3.2M | 0.42% |
| 65 | MP MATERIALS CORP | MP | 95,000 | $3.2M | 0.42% |
| 66 | CROWDSTRIKE HLDGS INC | CRWD | 6,000 | $3.1M | 0.40% |
| 67 | ORION GROUP HLDGS INC | ORN | 325,000 | $2.9M | 0.39% |
| 68 | BLOOM ENERGY CORP | BE | 120,000 | $2.9M | 0.38% |
| 69 | CAMECO CORP | CCJ | 38,000 | $2.8M | 0.37% |
| 70 | APPLOVIN CORP | APP | 8,000 | $2.8M | 0.37% |
| 71 | ATLAS ENERGY SOLUTIONS INC | AESI | 200,000 | $2.7M | 0.35% |
| 72 | AMPLITUDE INC | AMPL | 210,000 | $2.6M | 0.34% |
| 73 | SUNRUN INC | RUN | 310,000 | $2.5M | 0.33% |
| 74 | FIRST SOLAR INC | FSLR | 15,000 | $2.5M | 0.33% |
| 75 | AUTODESK INC | ADSK | 8,000 | $2.5M | 0.33% |
| 76 | TRIPADVISOR INC | TRIP | 189,000 | $2.5M | 0.32% |
| 77 | MICRON TECHNOLOGY INC | MU | 20,000 | $2.5M | 0.32% |
| 78 | ROBINHOOD MKTS INC | 770700102 | 26,000 | $2.4M | 0.32% |
| 79 | ASML HOLDING N V | ASMLF | 3,000 | $2.4M | 0.32% |
| 80 | PAYPAL HLDGS INC | PYPL | 30,000 | $2.2M | 0.29% |
| 81 | HUBSPOT INC | HUBS | 4,000 | $2.2M | 0.29% |
| 82 | WNS HLDGS LTD | G98196101 | 35,000 | $2.2M | 0.29% |
| 83 | ACCENTURE PLC IRELAND | ACN | 7,000 | $2.1M | 0.28% |
| 84 | LATTICE SEMICONDUCTOR CORP | LSCC | 42,000 | $2.1M | 0.27% |
| 85 | NOKIA CORP | NOKBF | 380,000 | $2.0M | 0.26% |
| 86 | VANECK ETF TRUST | 92189F676 | 7,000 | $2.0M | 0.26% |
| 87 | PROFOUND MED CORP | PROF | 330,000 | $1.9M | 0.26% |
| 88 | FISERV INC | FISV | 10,300 | $1.8M | 0.23% |
| 89 | CLEARWAY ENERGY INC | CWEN-A | 55,000 | $1.8M | 0.23% |
| 90 | LAM RESEARCH CORP | LRCX | 18,000 | $1.8M | 0.23% |
| 91 | BOX INC | BXCAP | 50,000 | $1.7M | 0.22% |
| 92 | BOX INC | BXCAP | 47,500 | $1.6M | 0.21% |
| 93 | MANHATTAN ASSOCIATES INC | MANH | 8,200 | $1.6M | 0.21% |
| 94 | SUNRUN INC | RUN | 197,500 | $1.6M | 0.21% |
| 95 | ROBLOX CORP | RBLX | 15,000 | $1.6M | 0.21% |
| 96 | UNIVERSAL TECHNICAL INST INC | UTI | 45,000 | $1.5M | 0.20% |
| 97 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 55,000 | $1.5M | 0.19% |
| 98 | TERADYNE INC | TER | 15,900 | $1.4M | 0.19% |
| 99 | HUT 8 CORP | HUT | 75,000 | $1.4M | 0.18% |
| 100 | TERAWULF INC | WULF | 300,000 | $1.3M | 0.17% |
| 101 | FLOWSERVE CORP | FLS | 25,000 | $1.3M | 0.17% |
| 102 | CORE SCIENTIFIC INC NEW | 21874A106 | 75,000 | $1.3M | 0.17% |
| 103 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 300,000 | $1.3M | 0.17% |
| 104 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 200,000 | $1.2M | 0.16% |
| 105 | NOKIA CORP | NOKBF | 240,000 | $1.2M | 0.16% |
| 106 | FTAI INFRASTRUCTURE INC | FIP | 200,000 | $1.2M | 0.16% |
| 107 | ALIBABA GROUP HLDG LTD | BBAAY | 10,000 | $1.1M | 0.15% |
| 108 | TRANSALTA CORP | TACPF | 105,000 | $1.1M | 0.15% |
| 109 | OKLO INC | OKLO | 20,000 | $1.1M | 0.15% |
| 110 | ARCHER AVIATION INC | ACHR-WT | 100,000 | $1.1M | 0.14% |
| 111 | FLUENCE ENERGY INC | FLNC | 160,000 | $1.1M | 0.14% |
| 112 | AES CORP | AES | 100,000 | $1.1M | 0.14% |
| 113 | INTAPP INC | INTA | 20,000 | $1.0M | 0.14% |
| 114 | CLEAN ENERGY FUELS CORP | CLNE | 500,000 | $975,000 | 0.13% |
| 115 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,000 | $925,900 | 0.12% |
| 116 | PERPETUA RESOURCES CORP | PPTA | 75,000 | $910,500 | 0.12% |
| 117 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 200,000 | $850,000 | 0.11% |
| 118 | TD SYNNEX CORPORATION | SNX | 6,000 | $814,200 | 0.11% |
| 119 | NRG ENERGY INC | NRG | 5,000 | $802,900 | 0.11% |
| 120 | TRIPADVISOR INC | TRIP | 60,000 | $783,000 | 0.10% |
| 121 | PLANET LABS PBC | PL-WT | 125,000 | $762,500 | 0.10% |
| 122 | POWERFLEET INC | AIOT | 175,000 | $754,250 | 0.10% |
| 123 | CIPHER MINING INC | 17253J106 | 150,000 | $717,000 | 0.09% |
| 124 | ROGERS CORP | ROG | 10,000 | $684,800 | 0.09% |
| 125 | SAMSARA INC | IOT | 17,000 | $676,260 | 0.09% |
| 126 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 175,000 | $588,000 | 0.08% |
| 127 | ARLO TECHNOLOGIES INC | ARLO | 34,000 | $576,640 | 0.08% |
| 128 | THE TRADE DESK INC | 88339J105 | 8,000 | $575,920 | 0.08% |
| 129 | ZETA GLOBAL HOLDINGS CORP | ZETA | 37,000 | $573,130 | 0.08% |
| 130 | SOLARIS ENERGY INFRAS INC | SEI | 20,000 | $565,800 | 0.07% |
| 131 | GLOBAL E ONLINE LTD | GLBE | 16,000 | $536,640 | 0.07% |
| 132 | BLOCK INC | BSQKZ | 7,000 | $475,510 | 0.06% |
| 133 | CENTRUS ENERGY CORP | LEU | 2,500 | $457,950 | 0.06% |
| 134 | PUBMATIC INC | PUBM | 35,000 | $435,400 | 0.06% |
| 135 | PLUG POWER INC | PLUG | 250,000 | $372,575 | 0.05% |
| 136 | AMPLITUDE INC | AMPL | 30,000 | $372,000 | 0.05% |
| 137 | ON SEMICONDUCTOR CORP | ON | 7,000 | $366,870 | 0.05% |
| 138 | NEXGEN ENERGY LTD | NXE | 50,000 | $347,309 | 0.05% |
| 139 | AMBARELLA INC | AMBA | 5,000 | $330,325 | 0.04% |
| 140 | GREEN PLAINS INC | GPRE | 50,000 | $301,500 | 0.04% |
| 141 | CLEAN ENERGY FUELS CORP | CLNE | 100,000 | $195,000 | 0.03% |
| 142 | PLANET LABS PBC | PL-WT | 30,000 | $183,000 | 0.02% |
| 143 | GLOBAL E ONLINE LTD | GLBE | 4,000 | $134,160 | 0.02% |
| 144 | ARRAY TECHNOLOGIES INC | ARRY | 20,000 | $118,000 | 0.02% |
| 145 | BALLARD PWR SYS INC NEW | BALL | 50,000 | $79,500 | 0.01% |