13F HOLDINGS REPORT
ARDSLEY ADVISORY PARTNERS LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000864
Total Value
$911.1M
Positions
142
Other Managers
0
Confidential Omitted
No
Holdings (142)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 40,000 | $43.0M | 4.72% |
| 2 | FIRST SOLAR INC | FSLR | 117,500 | $30.7M | 3.37% |
| 3 | LUMENTUM HLDGS INC | LITE | 80,000 | $29.5M | 3.24% |
| 4 | BROADCOM INC | AVGO | 84,000 | $29.1M | 3.19% |
| 5 | SUNRUN INC | RUN | 1,480,000 | $27.2M | 2.99% |
| 6 | NVIDIA CORPORATION | NVDA | 125,000 | $23.3M | 2.56% |
| 7 | ARGENX SE | ARGX | 24,000 | $20.2M | 2.22% |
| 8 | ISHARES SILVER TR | SLV | 295,000 | $19.0M | 2.08% |
| 9 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 580,000 | $18.1M | 1.99% |
| 10 | ALPHABET INC | GOOG | 57,000 | $17.9M | 1.96% |
| 11 | SEMTECH CORP | SMTC | 237,000 | $17.5M | 1.92% |
| 12 | BROADCOM INC | AVGO | 50,000 | $17.3M | 1.90% |
| 13 | TE CONNECTIVITY PLC | TEL | 73,500 | $16.7M | 1.84% |
| 14 | HUT 8 CORP | HUT | 360,000 | $16.5M | 1.82% |
| 15 | SEZZLE INC | SEZL | 245,000 | $15.6M | 1.71% |
| 16 | ADVANCED ENERGY INDS | 007973100 | 73,000 | $15.3M | 1.68% |
| 17 | TERAWULF INC | WULF | 1,165,000 | $13.4M | 1.47% |
| 18 | SANDISK CORP | SNDK | 56,000 | $13.3M | 1.46% |
| 19 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 350,000 | $13.1M | 1.44% |
| 20 | ARISTA NETWORKS INC | ANET | 100,000 | $13.1M | 1.44% |
| 21 | SHOPIFY INC | SHOP | 78,400 | $12.6M | 1.39% |
| 22 | AMAZON COM INC | AMZN | 54,000 | $12.5M | 1.37% |
| 23 | TERADYNE INC | TER | 60,000 | $11.6M | 1.27% |
| 24 | ALAMOS GOLD INC NEW | AGI | 300,000 | $11.6M | 1.27% |
| 25 | DENISON MINES CORP | DNN | 4,100,000 | $10.9M | 1.20% |
| 26 | MICROSOFT CORP | MSFT | 22,200 | $10.7M | 1.18% |
| 27 | NU HLDGS LTD | NU | 640,000 | $10.7M | 1.18% |
| 28 | TEXAS INSTRS INC | 882508104 | 60,000 | $10.4M | 1.14% |
| 29 | NEXGEN ENERGY LTD | NXE | 1,125,000 | $10.3M | 1.14% |
| 30 | FERROGLOBE PLC | GSM | 2,120,000 | $9.8M | 1.08% |
| 31 | ISHARES TR | 46429B614 | 140,000 | $9.8M | 1.07% |
| 32 | ORACLE CORP | ORCL-PD | 48,000 | $9.4M | 1.03% |
| 33 | ARM HOLDINGS PLC | 042068205 | 85,000 | $9.3M | 1.02% |
| 34 | TWILIO INC | TWLO | 62,500 | $8.9M | 0.98% |
| 35 | SALESFORCE INC | CRM | 33,000 | $8.7M | 0.96% |
| 36 | MONGODB INC | MDB | 20,750 | $8.7M | 0.95% |
| 37 | JAZZ PHARMACEUTICALS PLC | JAZZ | 50,000 | $8.5M | 0.93% |
| 38 | VIAVI SOLUTIONS INC | VIAV | 440,000 | $7.8M | 0.86% |
| 39 | MIRION TECHNOLOGIES INC | MIR | 325,000 | $7.6M | 0.84% |
| 40 | ALDEYRA THERAPEUTICS INC | ALDX | 1,450,000 | $7.5M | 0.82% |
| 41 | AIRBNB INC | ABNB | 55,000 | $7.5M | 0.82% |
| 42 | BROOKDALE SR LIVING INC | 112463104 | 690,000 | $7.4M | 0.82% |
| 43 | EBAY INC. | EBAY | 85,000 | $7.4M | 0.81% |
| 44 | ISHARES TR | 464288224 | 450,000 | $7.4M | 0.81% |
| 45 | PALO ALTO NETWORKS INC | PANW | 40,000 | $7.4M | 0.81% |
| 46 | GENEDX HOLDINGS CORP | WGSWW | 55,000 | $7.2M | 0.79% |
| 47 | ONTO INNOVATION INC | ONTO | 43,500 | $6.9M | 0.75% |
| 48 | SANMINA CORPORATION | SANM | 45,200 | $6.8M | 0.74% |
| 49 | CVS HEALTH CORP | CVS | 85,000 | $6.7M | 0.74% |
| 50 | BELLRING BRANDS INC | BRBR | 240,000 | $6.4M | 0.70% |
| 51 | EOS ENERGY ENTERPRISES INC | EOSE | 555,000 | $6.4M | 0.70% |
| 52 | LATTICE SEMICONDUCTOR CORP | LSCC | 86,000 | $6.3M | 0.69% |
| 53 | THE TRADE DESK INC | 88339J105 | 165,000 | $6.3M | 0.69% |
| 54 | ORACLE CORP | ORCL-PD | 30,000 | $5.8M | 0.64% |
| 55 | RH | RH | 30,000 | $5.4M | 0.59% |
| 56 | PALO ALTO NETWORKS INC | PANW | 29,000 | $5.3M | 0.59% |
| 57 | VERACYTE INC | VCYT | 125,000 | $5.3M | 0.58% |
| 58 | ARISTA NETWORKS INC | ANET | 40,000 | $5.2M | 0.58% |
| 59 | CLEARWAY ENERGY INC | CWEN-A | 150,000 | $5.0M | 0.55% |
| 60 | TENET HEALTHCARE CORP | THC | 25,000 | $5.0M | 0.55% |
| 61 | INVESCO EXCH TRADED FD TR II | IVZ | 100,000 | $4.9M | 0.54% |
| 62 | BLUE OWL CAPITAL INC | OWL | 325,000 | $4.9M | 0.53% |
| 63 | SALESFORCE INC | CRM | 18,000 | $4.8M | 0.52% |
| 64 | DELL TECHNOLOGIES INC | DELL | 36,000 | $4.5M | 0.50% |
| 65 | XPLR INFRASTRUCTURE LP | NEE-PW | 450,000 | $4.5M | 0.49% |
| 66 | BLOOM ENERGY CORP | BE | 51,000 | $4.4M | 0.49% |
| 67 | DAQO NEW ENERGY CORP | DQ | 150,000 | $4.4M | 0.49% |
| 68 | BWX TECHNOLOGIES INC | BWXT | 25,000 | $4.3M | 0.47% |
| 69 | SELECT SECTOR SPDR TR | 81369Y886 | 100,000 | $4.3M | 0.47% |
| 70 | SERVICENOW INC | NOW | 26,500 | $4.1M | 0.45% |
| 71 | ORION GROUP HLDGS INC | ORN | 400,000 | $4.0M | 0.44% |
| 72 | BAKER HUGHES COMPANY | BKR | 85,000 | $3.9M | 0.42% |
| 73 | AVERY DENNISON CORP | AVY | 21,000 | $3.8M | 0.42% |
| 74 | NOKIA CORP | NOKBF | 560,000 | $3.7M | 0.40% |
| 75 | DECKERS OUTDOOR CORP | DECK | 35,000 | $3.6M | 0.40% |
| 76 | PROFOUND MED CORP | PROF | 450,000 | $3.5M | 0.39% |
| 77 | AIRBNB INC | ABNB | 26,000 | $3.5M | 0.39% |
| 78 | KRANESHARES TRUST | 500767306 | 100,000 | $3.4M | 0.37% |
| 79 | ORMAT TECHNOLOGIES INC | ORA | 30,000 | $3.3M | 0.36% |
| 80 | MASTEC INC | MTZ | 15,000 | $3.3M | 0.36% |
| 81 | CAMECO CORP | CCJ | 35,000 | $3.2M | 0.35% |
| 82 | FLUOR CORP NEW | FLR | 79,986 | $3.2M | 0.35% |
| 83 | NXP SEMICONDUCTORS N V | NXPI | 14,500 | $3.1M | 0.35% |
| 84 | T1 ENERGY INC | TE-WT | 465,000 | $3.1M | 0.34% |
| 85 | WILLIAMS COS INC | 969457100 | 50,000 | $3.0M | 0.33% |
| 86 | SANMINA CORPORATION | SANM | 20,000 | $3.0M | 0.33% |
| 87 | WOLFSPEED INC | WOLF | 165,000 | $2.9M | 0.32% |
| 88 | HALLIBURTON CO | HAL | 100,000 | $2.8M | 0.31% |
| 89 | SUNOPTA INC | STKL | 690,000 | $2.6M | 0.29% |
| 90 | FIRST SOLAR INC | FSLR | 10,000 | $2.6M | 0.29% |
| 91 | DAQO NEW ENERGY CORP | DQ | 85,000 | $2.5M | 0.28% |
| 92 | INFOSYS LTD | INFY | 140,000 | $2.5M | 0.27% |
| 93 | MERCADOLIBRE INC | MELI | 1,200 | $2.4M | 0.27% |
| 94 | ONTO INNOVATION INC | ONTO | 15,000 | $2.4M | 0.26% |
| 95 | TRANSALTA CORP | TACPF | 180,000 | $2.3M | 0.25% |
| 96 | INTEL CORP | INTC | 60,000 | $2.2M | 0.24% |
| 97 | NETFLIX INC | NFLX | 23,000 | $2.2M | 0.24% |
| 98 | SOLUNA HOLDINGS INC | SLNHP | 1,725,000 | $2.0M | 0.22% |
| 99 | NEXTERA ENERGY INC | NEE-PW | 25,000 | $2.0M | 0.22% |
| 100 | INTEL CORP | INTC | 51,000 | $1.9M | 0.21% |
| 101 | SNAP INC | SNAP | 230,000 | $1.9M | 0.20% |
| 102 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 22,000 | $1.8M | 0.20% |
| 103 | SERVICENOW INC | NOW | 11,850 | $1.8M | 0.20% |
| 104 | CORNING INC | GLW | 20,000 | $1.8M | 0.19% |
| 105 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 55,000 | $1.7M | 0.19% |
| 106 | TRIPADVISOR INC | TRIP | 114,000 | $1.7M | 0.18% |
| 107 | SEMTECH CORP | SMTC | 22,000 | $1.6M | 0.18% |
| 108 | SNAP INC | SNAP | 200,000 | $1.6M | 0.18% |
| 109 | AFFIRM HLDGS INC | AFRM | 21,000 | $1.6M | 0.17% |
| 110 | GLOBAL E ONLINE LTD | GLBE | 39,000 | $1.5M | 0.17% |
| 111 | TIC SOLUTIONS INC | TICAW | 150,000 | $1.5M | 0.17% |
| 112 | AMERESCO INC | AMRC | 50,000 | $1.5M | 0.16% |
| 113 | TRIPADVISOR INC | TRIP | 100,000 | $1.5M | 0.16% |
| 114 | EPAM SYS INC | EPAM | 7,000 | $1.4M | 0.16% |
| 115 | CURTISS WRIGHT CORP | CW | 2,500 | $1.4M | 0.15% |
| 116 | EQT CORP | EQT | 25,000 | $1.3M | 0.15% |
| 117 | META PLATFORMS INC | META | 2,000 | $1.3M | 0.14% |
| 118 | ITRON INC | ITRI | 14,000 | $1.3M | 0.14% |
| 119 | COHERENT CORP | COHR | 7,000 | $1.3M | 0.14% |
| 120 | ENPHASE ENERGY INC | ENPH | 37,500 | $1.2M | 0.13% |
| 121 | IMPINJ INC | PI | 6,500 | $1.1M | 0.12% |
| 122 | COMPASS INC | COMP | 100,000 | $1.1M | 0.12% |
| 123 | ROKU INC | ROKU | 9,000 | $976,320 | 0.11% |
| 124 | URANIUM ENERGY CORP | UEC | 75,000 | $876,000 | 0.10% |
| 125 | APPLIED OPTOELECTRONICS INC | AAOI | 25,000 | $871,500 | 0.10% |
| 126 | MARVELL TECHNOLOGY INC | MRVL | 10,000 | $849,800 | 0.09% |
| 127 | SUNPOWER INC | SPWRW | 520,000 | $816,400 | 0.09% |
| 128 | VISTRA CORP | VST | 5,000 | $806,600 | 0.09% |
| 129 | SEZZLE INC | SEZL | 10,000 | $634,750 | 0.07% |
| 130 | BIOCERES CROP SOLUTIONS CORP | BIOX | 475,000 | $622,250 | 0.07% |
| 131 | XOMETRY INC | XMTR | 10,000 | $594,700 | 0.07% |
| 132 | WARBY PARKER INC | WRBY | 26,500 | $577,435 | 0.06% |
| 133 | NETFLIX INC | NFLX | 6,000 | $562,740 | 0.06% |
| 134 | RAMACO RES INC | METCZ | 30,000 | $540,000 | 0.06% |
| 135 | MODINE MFG CO | 607828100 | 3,600 | $480,636 | 0.05% |
| 136 | ENERGY TRANSFER L P | ET-PI | 25,000 | $412,250 | 0.05% |
| 137 | ENERGY SVCS ACQUISITION CORP | 29271Q103 | 50,000 | $408,500 | 0.04% |
| 138 | ALDEYRA THERAPEUTICS INC | ALDX | 50,000 | $259,000 | 0.03% |
| 139 | ARRAY TECHNOLOGIES INC | ARRY | 25,000 | $230,500 | 0.03% |
| 140 | AAON INC | AAON | 3,000 | $228,750 | 0.03% |
| 141 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 25,000 | $212,500 | 0.02% |
| 142 | NEW FORTRESS ENERGY INC | NFE | 150,000 | $171,000 | 0.02% |