13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004897
Total Value
$808.7M
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 415,000 | $34.9M | 4.31% |
| 2 | FIRST SOLAR INC | FSLR | 129,000 | $28.4M | 3.52% |
| 3 | HUT 8 CORP | HUT | 800,000 | $27.8M | 3.44% |
| 4 | SUNRUN INC | RUN | 1,600,000 | $27.7M | 3.42% |
| 5 | ORACLE CORP | ORCL-PD | 85,000 | $23.9M | 2.95% |
| 6 | BROADCOM INC | AVGO | 60,500 | $20.0M | 2.47% |
| 7 | MICROSOFT CORP | MSFT | 37,000 | $19.1M | 2.36% |
| 8 | ALPHABET INC | GOOG | 78,000 | $19.0M | 2.35% |
| 9 | EOS ENERGY ENTERPRISES INC | EOSE | 1,600,000 | $18.1M | 2.24% |
| 10 | ALPHABET INC | GOOG | 70,000 | $17.0M | 2.11% |
| 11 | AMAZON COM INC | AMZN | 75,500 | $16.6M | 2.05% |
| 12 | ARM HOLDINGS PLC | 042068205 | 108,000 | $15.3M | 1.89% |
| 13 | NVIDIA CORPORATION | NVDA | 79,000 | $14.7M | 1.82% |
| 14 | LUMENTUM HLDGS INC | LITE | 86,000 | $14.0M | 1.73% |
| 15 | CORNING INC | GLW | 167,878 | $13.8M | 1.70% |
| 16 | TERAWULF INC | WULF | 1,200,000 | $13.7M | 1.70% |
| 17 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 450,000 | $13.3M | 1.64% |
| 18 | SILICON MOTION TECHNOLOGY CO | SIMO | 133,000 | $12.6M | 1.56% |
| 19 | SHOPIFY INC | SHOP | 83,200 | $12.4M | 1.53% |
| 20 | TERADYNE INC | TER | 88,000 | $12.1M | 1.50% |
| 21 | ALAMOS GOLD INC NEW | AGI | 325,000 | $11.3M | 1.40% |
| 22 | SANDISK CORP | SNDK | 100,000 | $11.2M | 1.39% |
| 23 | ARGENX SE | ARGX | 15,000 | $11.1M | 1.37% |
| 24 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 500,000 | $10.1M | 1.25% |
| 25 | ISHARES TR | 464288224 | 650,000 | $10.1M | 1.24% |
| 26 | NU HLDGS LTD | NU | 625,000 | $10.0M | 1.24% |
| 27 | ALDEYRA THERAPEUTICS INC | ALDX | 1,900,000 | $9.9M | 1.23% |
| 28 | BROADCOM INC | AVGO | 30,000 | $9.9M | 1.22% |
| 29 | OKTA INC | OKTA | 106,000 | $9.7M | 1.20% |
| 30 | HUT 8 CORP | HUT | 275,000 | $9.6M | 1.18% |
| 31 | APPLIED OPTOELECTRONICS INC | AAOI | 364,500 | $9.6M | 1.18% |
| 32 | XPLR INFRASTRUCTURE LP | NEE-PW | 880,000 | $8.9M | 1.11% |
| 33 | RIOT PLATFORMS INC | RIOT | 450,000 | $8.6M | 1.06% |
| 34 | ISHARES SILVER TR | SLV | 200,000 | $8.5M | 1.05% |
| 35 | LATTICE SEMICONDUCTOR CORP | LSCC | 114,500 | $8.4M | 1.04% |
| 36 | PURE STORAGE INC | 74624M102 | 100,000 | $8.4M | 1.04% |
| 37 | MIRION TECHNOLOGIES INC | MIR | 328,220 | $7.6M | 0.94% |
| 38 | ADVANCED ENERGY INDS | 007973100 | 44,500 | $7.6M | 0.94% |
| 39 | CVS HEALTH CORP | CVS | 100,000 | $7.5M | 0.93% |
| 40 | BWX TECHNOLOGIES INC | BWXT | 40,000 | $7.4M | 0.91% |
| 41 | TENET HEALTHCARE CORP | THC | 35,000 | $7.1M | 0.88% |
| 42 | OSCAR HEALTH INC | OSCR | 375,000 | $7.1M | 0.88% |
| 43 | GENEDX HOLDINGS CORP | WGSWW | 60,000 | $6.5M | 0.80% |
| 44 | SALESFORCE INC | CRM | 27,000 | $6.4M | 0.79% |
| 45 | PALO ALTO NETWORKS INC | PANW | 31,300 | $6.4M | 0.79% |
| 46 | ADMA BIOLOGICS INC | ADMA | 425,000 | $6.2M | 0.77% |
| 47 | SUNOPTA INC | STKL | 1,020,000 | $6.0M | 0.74% |
| 48 | APPLOVIN CORP | APP | 8,000 | $5.7M | 0.71% |
| 49 | SEMTECH CORP | SMTC | 80,000 | $5.7M | 0.71% |
| 50 | FLUOR CORP NEW | FLR | 135,000 | $5.7M | 0.70% |
| 51 | DAQO NEW ENERGY CORP | DQ | 200,000 | $5.6M | 0.70% |
| 52 | AMPHENOL CORP NEW | 032095101 | 45,000 | $5.6M | 0.69% |
| 53 | DENISON MINES CORP | DNN | 2,000,000 | $5.5M | 0.68% |
| 54 | DRAFTKINGS INC NEW | DKNG | 145,000 | $5.4M | 0.67% |
| 55 | EBAY INC. | EBAY | 59,000 | $5.4M | 0.66% |
| 56 | ONTO INNOVATION INC | ONTO | 40,500 | $5.2M | 0.65% |
| 57 | INTERNATIONAL BUSINESS MACHS | INTR | 18,000 | $5.1M | 0.63% |
| 58 | ARISTA NETWORKS INC | ANET | 34,000 | $5.0M | 0.61% |
| 59 | WILLIAMS COS INC | 969457100 | 75,000 | $4.8M | 0.59% |
| 60 | PAYPAL HLDGS INC | PYPL | 66,000 | $4.4M | 0.55% |
| 61 | INVESCO EXCH TRADED FD TR II | IVZ | 100,000 | $4.4M | 0.54% |
| 62 | APPLIED OPTOELECTRONICS INC | AAOI | 165,000 | $4.3M | 0.53% |
| 63 | MASTEC INC | MTZ | 20,000 | $4.3M | 0.53% |
| 64 | MAGNITE INC | MGNI | 195,000 | $4.2M | 0.53% |
| 65 | ORACLE CORP | ORCL-PD | 15,000 | $4.2M | 0.52% |
| 66 | BAKER HUGHES COMPANY | BKR | 85,000 | $4.1M | 0.51% |
| 67 | FLOWSERVE CORP | FLS | 75,000 | $4.0M | 0.49% |
| 68 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,000 | $3.9M | 0.48% |
| 69 | PAGERDUTY INC | PD | 227,000 | $3.8M | 0.46% |
| 70 | INTEL CORP | INTC | 110,500 | $3.7M | 0.46% |
| 71 | ANALOG DEVICES INC | ADI | 15,000 | $3.7M | 0.46% |
| 72 | COHERENT CORP | COHR | 34,000 | $3.7M | 0.45% |
| 73 | COHERENT CORP | COHR | 33,500 | $3.6M | 0.45% |
| 74 | WESTERN DIGITAL CORP | WDC | 30,000 | $3.6M | 0.45% |
| 75 | CLEARWAY ENERGY INC | CWEN-A | 125,000 | $3.5M | 0.44% |
| 76 | PDD HOLDINGS INC | PDD | 25,000 | $3.3M | 0.41% |
| 77 | CONFLUENT INC | 20717M103 | 160,000 | $3.2M | 0.39% |
| 78 | ORION GROUP HLDGS INC | ORN | 375,000 | $3.1M | 0.39% |
| 79 | AAON INC | AAON | 32,200 | $3.0M | 0.37% |
| 80 | SEMTECH CORP | SMTC | 40,000 | $2.9M | 0.35% |
| 81 | ARM HOLDINGS PLC | 042068205 | 20,000 | $2.8M | 0.35% |
| 82 | DAQO NEW ENERGY CORP | DQ | 100,000 | $2.8M | 0.35% |
| 83 | PAGERDUTY INC | PD | 170,000 | $2.8M | 0.35% |
| 84 | ASTERA LABS INC | ALAB | 14,000 | $2.7M | 0.34% |
| 85 | CONFLUENT INC | 20717M103 | 135,000 | $2.7M | 0.33% |
| 86 | ETSY INC | ETSY | 38,000 | $2.5M | 0.31% |
| 87 | INFOSYS LTD | INFY | 140,000 | $2.3M | 0.28% |
| 88 | NEXGEN ENERGY LTD | NXE | 250,000 | $2.2M | 0.28% |
| 89 | SUNRUN INC | RUN | 125,000 | $2.2M | 0.27% |
| 90 | TRIPADVISOR INC | TRIP | 130,000 | $2.1M | 0.26% |
| 91 | NUSCALE PWR CORP | NU | 50,000 | $1.8M | 0.22% |
| 92 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 55,000 | $1.7M | 0.21% |
| 93 | AMERESCO INC | AMRC | 50,000 | $1.7M | 0.21% |
| 94 | PURE STORAGE INC | 74624M102 | 20,000 | $1.7M | 0.21% |
| 95 | AES CORP | AES | 125,000 | $1.6M | 0.20% |
| 96 | PROFOUND MED CORP | PROF | 330,000 | $1.6M | 0.20% |
| 97 | NOKIA CORP | NOKBF | 334,906 | $1.6M | 0.20% |
| 98 | TRANSALTA CORP | TACPF | 115,000 | $1.6M | 0.19% |
| 99 | AFFIRM HLDGS INC | AFRM | 20,000 | $1.5M | 0.18% |
| 100 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,000 | $1.5M | 0.18% |
| 101 | SALESFORCE INC | CRM | 6,000 | $1.4M | 0.18% |
| 102 | RAMACO RES INC | METCZ | 40,000 | $1.3M | 0.16% |
| 103 | MAGNITE INC | MGNI | 60,000 | $1.3M | 0.16% |
| 104 | CLEAN ENERGY FUELS CORP | CLNE | 500,000 | $1.3M | 0.16% |
| 105 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 175,000 | $1.0M | 0.12% |
| 106 | DOCUSIGN INC | DOCU | 13,000 | $937,170 | 0.12% |
| 107 | POWERFLEET INC | AIOT | 175,000 | $917,000 | 0.11% |
| 108 | PELOTON INTERACTIVE INC | PTON | 100,000 | $900,000 | 0.11% |
| 109 | CAMECO CORP | CCJ | 10,000 | $838,600 | 0.10% |
| 110 | ROKU INC | ROKU | 8,000 | $801,040 | 0.10% |
| 111 | ENERGY SVCS ACQUISITION CORP | 29271Q103 | 75,000 | $776,250 | 0.10% |
| 112 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 100,000 | $755,000 | 0.09% |
| 113 | NIKE INC | NKE | 10,000 | $697,300 | 0.09% |
| 114 | ZETA GLOBAL HOLDINGS CORP | ZETA | 35,000 | $695,450 | 0.09% |
| 115 | TIC SOLUTIONS INC | TICAW | 50,000 | $665,500 | 0.08% |
| 116 | SPRING VALLEY ACQUISTN CORP | G83752108 | 50,000 | $625,500 | 0.08% |
| 117 | BLOOM ENERGY CORP | BE | 5,000 | $422,850 | 0.05% |
| 118 | SUNPOWER INC | SPWRW | 210,000 | $369,600 | 0.05% |
| 119 | IDAHO STRATEGIC RESOURCES | IDR | 10,000 | $337,900 | 0.04% |
| 120 | NET POWER INC | NPWR-WT | 107,817 | $324,529 | 0.04% |
| 121 | LEGENCE CORP | LGN | 10,000 | $308,100 | 0.04% |
| 122 | ENERGY VAULT HOLDINGS INC | NRGV | 100,000 | $297,000 | 0.04% |
| 123 | TRIPADVISOR INC | TRIP | 18,000 | $292,680 | 0.04% |
| 124 | ON SEMICONDUCTOR CORP | ON | 5,000 | $246,550 | 0.03% |
| 125 | NIKE INC | NKE | 3,000 | $209,400 | 0.03% |
| 126 | PELOTON INTERACTIVE INC | PTON | 20,000 | $180,000 | 0.02% |
| 127 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 20,000 | $148,200 | 0.02% |
| 128 | CLEAN ENERGY FUELS CORP | CLNE | 50,000 | $129,000 | 0.02% |
| 129 | BUTTERFLY NETWORK INC | BFLY | 50,000 | $96,500 | 0.01% |
| 130 | BIOCERES CROP SOLUTIONS CORP | BIOX | 60,000 | $84,600 | 0.01% |