13F-HR filed by ARDSLEY ADVISORY PARTNERS LP
ARDSLEY ADVISORY PARTNERS LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-13, with 145 holding rows worth $960,211,633.
- Accession
- 0001172661-26-002590
- Filer
- CIK 900529
- Filed
- 2026-07-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 145 entries on the cover page, a total value of $960,211,633 stated on the cover page (in dollars after the unit check, H1), rows summing to $960,211,633 with VALUE read as dollars as filed, 13F file number 028-04639. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SanDisk Corporation | 80004C200 | COM | 25,000 | $56,690,500 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 93,000 | $54,024,630 | dollars as filed | |
| SEZZLE INC | 78435P105 | COM | 215,000 | $36,900,450 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 966,000 | $23,686,320 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 325,000 | $22,665,500 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 201,000 | $22,261,554 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 1,600,000 | $21,408,000 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 390,000 | $18,622,500 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 233,000 | $18,302,150 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 47,000 | $16,623,900 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 1,665,000 | $16,483,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 69,000 | $16,445,460 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 30,000 | $16,254,900 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 465,000 | $15,754,200 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 43,500 | $15,347,670 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 43,000 | $14,638,060 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 69,000 | $14,236,770 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 135,000 | $13,383,900 | dollars as filed | |
| Apple Inc | 037833100 | COM | 45,000 | $13,005,000 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 145,000 | $12,514,950 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 45,000 | $12,015,900 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 31,500 | $11,921,175 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 43,500 | $11,629,290 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 690,000 | $11,102,100 | dollars as filed | call |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 220,000 | $10,782,200 | dollars as filed | |
| ALLEGIANT TRAVEL CO | 01748X102 | COM | 90,000 | $10,584,000 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 76,500 | $10,438,425 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 10,000 | $10,423,900 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 90,000 | $10,390,050 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 200,000 | $10,370,000 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 350,000 | $9,982,000 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 31,000 | $9,399,200 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 375,000 | $9,179,963 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 675,000 | $9,004,500 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 39,000 | $8,658,000 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 10,000 | $8,525,100 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 375,000 | $8,403,750 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 200,000 | $8,260,000 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 21,000 | $7,927,290 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 150,000 | $7,830,000 | dollars as filed | |
| CORNING INC | 219350105 | COM | 30,000 | $7,662,300 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 142,500 | $7,465,575 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 15,000 | $7,450,950 | dollars as filed | |
| VERACYTE INC COM | 92337F107 | Stock | 125,000 | $7,341,250 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 45,000 | $7,283,250 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 30,000 | $7,229,100 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 2,185,000 | $6,948,300 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 56,000 | $6,619,760 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 45,000 | $6,594,750 | dollars as filed | call |
| Verizon Communications Inc | 92343V104 | COM | 155,000 | $6,568,900 | dollars as filed | |
| BOX INC CL A | 10316T104 | Stock | 240,000 | $6,369,600 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 70,000 | $6,335,000 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 135,000 | $6,276,150 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 525,000 | $6,200,250 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 37,000 | $6,035,440 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 325,000 | $5,827,250 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 36,000 | $5,639,760 | dollars as filed | |
| GUARDIAN METAL RES PLC | 401382106 | CMN | 400,000 | $5,604,000 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 75,000 | $5,148,750 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 35,000 | $5,133,800 | dollars as filed | |
| ADMA BIOLOGICS INC | 000899104 | COM | 600,000 | $5,022,000 | dollars as filed | |
| CLEARWAY ENERGY INC CL C | 18539C204 | Stock | 140,000 | $4,785,200 | dollars as filed | |
| TRANSALTA CORP | 89346D107 | COM | 345,000 | $4,772,881 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 33,000 | $4,726,590 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 70,000 | $4,648,000 | dollars as filed | |
| NAVAN INC CL A | 639193101 | Stock | 200,000 | $4,574,000 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H700 | COMMON STOCK | 125,000 | $4,501,250 | dollars as filed | call |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 54,500 | $4,491,345 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 60,000 | $4,449,600 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H700 | COMMON STOCK | 120,000 | $4,354,800 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 10,000 | $4,333,300 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 40,000 | $4,138,000 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 28,500 | $3,968,625 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 113,000 | $3,924,490 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 20,000 | $3,893,000 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 22,000 | $3,879,040 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 13,000 | $3,874,910 | dollars as filed | |
| SKEENA RES LTD NEW | 83056P715 | COM | 145,000 | $3,865,700 | dollars as filed | |
| PROFOUND MED CORP | 74319B502 | COM NEW | 575,000 | $3,823,750 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 50,000 | $3,717,000 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 32,500 | $3,708,900 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 5,500 | $3,513,054 | dollars as filed | |
| AEVA TECHNOLOGIES INC COM NEW | 00835Q202 | Stock | 121,500 | $3,489,480 | dollars as filed | |
| ORION GROUP HOLDINGS INC | 68628V308 | COMMON STOCK | 200,000 | $3,364,000 | dollars as filed | |
| ACUREN CORP | 00510N102 | COM | 400,000 | $3,236,000 | dollars as filed | |
| EOS ENERGY ENTERPRISES INC COM CL A | 29415C101 | Stock | 550,000 | $3,227,070 | dollars as filed | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 105,000 | $3,185,700 | dollars as filed | |
| COHU INC | 192576106 | COM | 41,700 | $3,082,047 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 19,000 | $3,079,330 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 175,000 | $3,045,000 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 41,000 | $3,021,402 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 30,000 | $2,978,400 | dollars as filed | call |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 60,000 | $2,895,000 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 37,000 | $2,804,600 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 35,000 | $2,722,650 | dollars as filed | call |
| KBR INC COM | 48242W106 | Stock | 75,000 | $2,589,750 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 125,000 | $2,393,750 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 30,000 | $2,363,700 | dollars as filed | call |
| PAGAYA TECHNOLOGIES LTD | M7S64L123 | CL A NEW | 125,000 | $2,286,250 | dollars as filed | |
| TRIPADVISOR INC | 896945201 | COM | 166,000 | $2,275,860 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 55,000 | $2,147,750 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 21,500 | $2,134,520 | dollars as filed | |
| ALDEYRA THERAPEUTICS INC | 01438T106 | COM | 975,000 | $2,076,750 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 118,000 | $2,002,460 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 12,000 | $1,948,200 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 35,000 | $1,942,500 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 50,000 | $1,936,500 | dollars as filed | put |
| ENERGY SVCS ACQUISITION CORP | 29271Q103 | COM | 100,000 | $1,934,000 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 7,000 | $1,918,910 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 17,500 | $1,782,550 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 350,000 | $1,554,000 | dollars as filed | |
| COMSTOCK INC | 205750409 | COMMON STOCK | 350,000 | $1,456,000 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 50,000 | $1,416,000 | dollars as filed | put |
| TC ENERGY CORP | 87807B107 | COM | 20,000 | $1,325,800 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 100,000 | $1,323,000 | dollars as filed | |
| AEVA TECHNOLOGIES INC COM NEW | 00835Q202 | Stock | 45,000 | $1,292,400 | dollars as filed | call |
| DENISON MINES CORP | 248356107 | COM | 400,000 | $1,224,000 | dollars as filed | |
| AXT INC | 00246W103 | COM | 17,000 | $1,213,120 | dollars as filed | |
| VIANT TECHNOLOGY INC A | 92557A101 | COMMON STOCK | 95,000 | $1,202,700 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 109,500 | $1,197,930 | dollars as filed | |
| OPERA LTD SPONSORED ADS | 68373M107 | ADR | 60,000 | $1,189,800 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 13,000 | $1,122,030 | dollars as filed | call |
| EQUIFAX INC COM | 294429105 | Stock | 7,000 | $1,111,040 | dollars as filed | |
| WESTERN MIDSTREAM PARTNERS L | 958669103 | COM UNIT LP INT | 25,000 | $1,094,000 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 57,500 | $1,091,350 | dollars as filed | |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | 43289P106 | ADR | 70,000 | $1,073,800 | dollars as filed | call |
| SUNPOWER INC | 20460L104 | COM | 1,416,065 | $973,261 | dollars as filed | |
| COMMVAULT SYS INC COM | 204166102 | Stock | 6,100 | $864,553 | dollars as filed | |
| AMERICAN SUPERCONDUCTOR CORP | 030111207 | SHS NEW | 20,000 | $830,200 | dollars as filed | |
| LSB INDS INC | 502160104 | COM | 75,000 | $810,750 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 10,000 | $665,800 | dollars as filed | put |
| ITRON INC COM | 465741106 | Stock | 7,500 | $648,975 | dollars as filed | |
| ALDEYRA THERAPEUTICS INC | 01438T106 | COM | 300,000 | $639,000 | dollars as filed | call |
| NIOCORP DEVS LTD | 654484609 | COM NEW | 125,000 | $602,500 | dollars as filed | |
| AXT INC | 00246W103 | COM | 8,000 | $576,640 | dollars as filed | call |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 7,000 | $544,530 | dollars as filed | |
| FTAI INFRASTRUCTURE INC | 35953C106 | COMMON STOCK | 100,000 | $464,000 | dollars as filed | |
| FLUENCE ENERGY INC | 34379V103 | COM CL A | 20,000 | $395,400 | dollars as filed | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 50,000 | $315,000 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 5,000 | $292,200 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 5,000 | $280,400 | dollars as filed | |
| IVANHOE ELECTRIC INC US | 46578C108 | COMMON STOCK | 25,000 | $240,250 | dollars as filed | |
| USA RARE EARTH INC COM | 91733P107 | Stock | 10,000 | $216,200 | dollars as filed | |
| BIOCERES CROP SOLUTIONS CORP | G1117K114 | CMN | 475,000 | $166,298 | dollars as filed | |
| VIANT TECHNOLOGY INC A | 92557A101 | COMMON STOCK | 12,500 | $158,250 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002590 | this filing | 2026-07-13 | acceptance time not in the bulk data set |