ARDSLEY ADVISORY PARTNERS LP

13F filer, CIK 900529, Norwalk, CT

ARDSLEY ADVISORY PARTNERS LP reported $630,632,386 across 143 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 30.93% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000980

Period: 2024-12-31
Reported value: $631M
Holdings: 143
Top 10 weight: 30.93%
New: 74
Sold out: 59

Largest buys vs the previous quarter

Security	Shares change	Approx. value
CRMadded	+59,500	$19.9M
FLRadded	+219,650	$10.8M
LITEnew	+124,950	$10.5M
UNHnew	+20,000	$10.1M
CAMTadded	+111,000	$8.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CLSreduced	-240,000	-$22.2M
AVGOreduced	-56,500	-$13.1M
SUPER MICRO COMPUTER INCexited	-25,500	-$10.6M
ORCLexited	-60,000	-$10.2M
SMTCexited	-220,200	-$10.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000980, largest first. % of portfolio is the value over $516,333,956, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
CRMSALESFORCE INC	92,000	$30.8M	5.96%	+59,500	Timeline
FLRFLUOR CORP	555,000	$27.4M	5.3%	+219,650	Timeline
ITRIITRON INC	140,000	$15.2M	2.94%	-50,000	Timeline
OSCROSCAR HEALTH INC	1,125,000	$15.1M	2.93%	+22,400	Timeline
INDIVIOR PLCINDIVIOR PLC	1,200,000	$14.9M	2.89%	+238,550
MSFTMICROSOFT CORP	30,000	$12.6M	2.45%	-1,000	Timeline
AMZNAMAZON COM INC	52,500	$11.5M	2.23%	+2,500	Timeline
WULFTERAWULF INC	1,950,000	$11M	2.12%	-8,000	Timeline
STKLSUNOPTA INC	1,390,000	$10.7M	2.07%	-290,000	Timeline
LITELUMENTUM HLDGS INC	124,950	$10.5M	2.03%	new	Timeline
UNHUNITEDHEALTH GROUP INC	20,000	$10.1M	1.96%	new	Timeline
CAMTCAMTEK LTD	125,000	$10.1M	1.96%	+111,000	Timeline
NFLXNETFLIX INC.	11,000	$9.8M	1.9%	+5,500	Timeline
AGIALAMOS GOLD INC	525,000	$9.68M	1.87%	+125,000	Timeline
TACTRANSALTA CORP	675,000	$9.55M	1.85%	-225,000	Timeline
RUNSUNRUN INC	945,000	$8.74M	1.69%	-175,000	Timeline
GLWCORNING INC	180,000	$8.55M	1.66%	+28,500	Timeline
FLNCFLUENCE ENERGY INC	515,000	$8.18M	1.58%	+505,000	Timeline
NOWSERVICENOW INC	7,600	$8.06M	1.56%	new	Timeline
BRBRBELLRING BRANDS INC	105,000	$7.91M	1.53%	0	Timeline
MIRMMIRUM PHARMACEUTICALS INC	190,000	$7.86M	1.52%	0	Timeline
OKTAOKTA INC	97,200	$7.68M	1.49%	new	Timeline
SMCISUPER MICRO COMPUTER INC	245,000	$7.44M	1.44%	new	Timeline
FSLRFIRST SOLAR INC	41,000	$7.23M	1.4%	+13,000	Timeline
MRVLMARVELL TECHNOLOGY INC	60,000	$6.63M	1.28%	-72,100	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	300,000	$6.61M	1.28%	-52,900	Timeline
AVGOBROADCOM INC	28,000	$6.49M	1.26%	-56,500	Timeline
BIOXBIOCERES CROP SOLUTIONS CORP	1,064,614	$6.47M	1.25%	-514,774	Timeline
GSMFERROGLOBE PLC	1,667,595	$6.34M	1.23%	-246,750	Timeline
PYPLPAYPAL HLDGS INC	74,000	$6.32M	1.22%	+52,000	Timeline
LSCCLATTICE SEMICONDUCTOR CORP	110,500	$6.26M	1.21%	+75,000	Timeline
ELANELANCO ANIMAL HEALTH INC	500,000	$6.05M	1.17%	-75,000	Timeline
METAMETA PLATFORMS INC	10,000	$5.86M	1.13%	new	Timeline
AESAES CORP	450,000	$5.79M	1.12%	+412,000	Timeline
SSENTINELONE INC	260,000	$5.77M	1.12%	-375,100	Timeline
ALDXALDEYRA THERAPEUTICS INC	1,150,000	$5.74M	1.11%	+650,000	Timeline
GOOGALPHABET INC	30,100	$5.73M	1.11%	+27,600	Timeline
SGRYSURGERY PARTNERS INC	270,200	$5.72M	1.11%	+15,200	Timeline
DKNGDRAFTKINGS INC NEW	150,000	$5.57M	1.08%	-20,000	Timeline
CLSCELESTICA INC	60,000	$5.54M	1.07%	-240,000	Timeline
TELTE CONNECTIVITY PLC	36,800	$5.26M	1.02%	-700	Timeline
FTAIFTAI AVIATION LTD	35,000	$5.04M	0.98%	-1,050	Timeline
TERTERADYNE INC	39,500	$4.97M	0.96%	new	Timeline
MTZMASTEC INC	34,000	$4.63M	0.9%	-20,250	Timeline
IRENIREN LIMITED	450,000	$4.42M	0.86%	-175,000	Timeline
CLNECLEAN ENERGY FUELS CORP	1,750,000	$4.39M	0.85%	+225,000	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	22,000	$4.35M	0.84%	new	Timeline
AVAVAEROVIRONMENT INC	27,500	$4.23M	0.82%	new	Timeline
EXPEEXPEDIA GROUP INC	22,000	$4.1M	0.79%	new	Timeline
CCJCAMECO CORP	75,000	$3.85M	0.75%	-15,250	Timeline
GTLSCHART INDS INC	20,000	$3.82M	0.74%	new	Timeline
SNOWSNOWFLAKE INC	24,000	$3.71M	0.72%	+16,500	Timeline
MPMP MATERIALS CORP	230,000	$3.59M	0.69%	+175,000	Timeline
ONTOONTO INNOVATION INC	21,400	$3.57M	0.69%	+1,500	Timeline
BILLBILL HOLDINGS INC	41,000	$3.47M	0.67%	new	Timeline
XIFRXPLR INFRASTRUCTURE LP	190,000	$3.38M	0.66%	+170,000	Timeline
TEAMATLASSIAN CORPORATION	12,950	$3.15M	0.61%	new	Timeline
ASPNASPEN AEROGELS INC	261,100	$3.1M	0.6%	+136,100	Timeline
MUMICRON TECHNOLOGY INC	35,000	$2.95M	0.57%	+22,850	Timeline
AEISADVANCED ENERGY INDS	25,000	$2.89M	0.56%	-5,000	Timeline
REVELYST INCREVELYST INC	150,000	$2.88M	0.56%	new
PEVERPURE INC	45,000	$2.76M	0.54%	new	Timeline
MELIMERCADOLIBRE INC	1,600	$2.72M	0.53%	new	Timeline
RSPINVESCO EXCHANGE TRADED FD T	15,000	$2.63M	0.51%	new	Timeline
ARMARM HOLDINGS PLC	20,000	$2.47M	0.48%	new	Timeline
AMSCAMERICAN SUPERCONDUCTOR CORP	100,000	$2.46M	0.48%	0	Timeline
ENPHENPHASE ENERGY INC	35,000	$2.4M	0.47%	new	Timeline
PROFPROFOUND MED CORP	295,000	$2.22M	0.43%	+20,000	Timeline
XYZBLOCK INC	26,000	$2.21M	0.43%	new	Timeline
MIRMIRION TECHNOLOGIES INC	125,000	$2.18M	0.42%	0	Timeline
NETCLOUDFLARE INC	20,000	$2.14M	0.41%	new	Timeline
CIENCIENA CORP	25,000	$2.12M	0.41%	new	Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL	6,000	$2M	0.39%	new
ZSZSCALER INC	10,300	$1.86M	0.36%	new	Timeline
DNNDENISON MINES CORP	1,000,000	$1.8M	0.35%	+500,000	Timeline
BEBLOOM ENERGY CORP	80,000	$1.78M	0.34%	+5,000	Timeline
TAT&T INC	75,000	$1.71M	0.33%	new	Timeline
ETNEATON CORP PLC	5,000	$1.66M	0.32%	new	Timeline
EBAYEBAY INC.	26,500	$1.64M	0.32%	+20,500	Timeline
ORNORION GROUP HLDGS INC	200,000	$1.47M	0.28%	0	Timeline
NXENEXGEN ENERGY LTD	200,000	$1.32M	0.26%	+38,500	Timeline
TOSTTOAST INC	35,000	$1.28M	0.25%	new	Timeline
VIAVVIAVI SOLUTIONS INC	123,000	$1.24M	0.24%	new	Timeline
REAXTHE REAL BROKERAGE INC	250,000	$1.15M	0.22%	-350,000	Timeline
PCORPROCORE TECHNOLOGIES INC	15,000	$1.12M	0.22%	-45,000	Timeline
CLMTCALUMET INC	50,000	$1.1M	0.21%	+15,000	Timeline
ORAORMAT TECHNOLOGIES INC	15,000	$1.02M	0.2%	new	Timeline
WDCWESTERN DIGITAL CORP	17,000	$1.01M	0.2%	new	Timeline
MDUMDU RES GROUP INC	50,000	$901K	0.17%	+25,000	Timeline
ECGEVERUS CONSTR GROUP	12,500	$822K	0.16%	new	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	30,000	$805K	0.16%	+4,750	Timeline
BNEDBARNES & NOBLE ED INC	80,000	$803K	0.16%	new	Timeline
RIOTRIOT PLATFORMS INC	75,000	$766K	0.15%	new	Timeline
NCNONCINO INC	20,000	$672K	0.13%	new	Timeline
AIOTPOWERFLEET INC	100,000	$666K	0.13%	new	Timeline
OPALOPAL FUELS INC	150,000	$508K	0.1%	+25,000	Timeline
ASANASANA INC	25,000	$507K	0.1%	new	Timeline
COMPCOMPASS INC	60,000	$351K	0.07%	new	Timeline
INTCINTEL CORP	16,500	$331K	0.06%	new	Timeline
ALTUS POWER INCALTUS POWER INC	80,000	$326K	0.06%	-1,536,000
AMBAAMBARELLA INC	2,500	$182K	0.04%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
ANETARISTA NETWORKS INC COM	put	108,000	$11.9M	new
RSPINVESCO EXCHANGE TRADED FD T COM	call	60,000	$10.5M	new
SMTCSEMTECH CORP Stock	put	125,000	$7.73M	new
CRMSALESFORCE INC COM	call	20,000	$6.69M	-5,000
NVDANVIDIA CORPORATION COM	put	47,000	$6.31M	new
INTCINTEL CORP COM	call	305,000	$6.12M	new
FXIISHARES TR CHINA LG-CAP ETF	call	200,000	$6.09M	new
GOOGALPHABET INC COM	call	30,000	$5.71M	+11,000
FTNTFORTINET INC Stock	put	55,000	$5.2M	new
SNOWSNOWFLAKE INC Stock	call	25,000	$3.86M	new
WULFTERAWULF INC COM	call	650,000	$3.68M	-150,000
MUMICRON TECHNOLOGY INC COM	call	40,000	$3.37M	new
ALDXALDEYRA THERAPEUTICS INC COM	call	600,000	$2.99M	new
RUNSUNRUN INC COM	call	300,000	$2.77M	-245,000
CRDOCREDO TECHNOLOGY GROUP HOLDI Stock	put	38,000	$2.55M	new
FLRFLUOR CORP COM	call	50,000	$2.47M	new
ASPNASPEN AEROGELS INC COMMON STOCK	call	200,000	$2.38M	-200,000
AMBAAMBARELLA INC SHS	call	30,000	$2.18M	new
PANWPALO ALTO NETWORKS INC COM	put	10,000	$1.82M	new
XIFRXPLR INFRASTRUCTURE LP COM UNIT PART IN	call	100,000	$1.78M	new
FSLRFIRST SOLAR INC Stock	call	10,000	$1.76M	0
TANINVESCO EXCH TRADED FD TR II SOLAR ETF	call	50,000	$1.66M	new
DTDYNATRACE INC Stock	call	30,000	$1.63M	new
GLGLOBE LIFE INC COM	put	14,000	$1.56M	new
CLNECLEAN ENERGY FUELS CORP COMMON STOCK	call	500,000	$1.25M	new
MRVLMARVELL TECHNOLOGY INC COM	call	10,000	$1.1M	new
TREELENDINGTREE INC COM	put	27,000	$1.05M	new
OKTAOKTA INC STOK	call	12,000	$946K	new
LITELUMENTUM HLDGS INC Stock	call	10,000	$840K	new
ONTOONTO INNOVATION INC Stock	call	5,000	$833K	new
SMCISUPER MICRO COMPUTER INC COM NEW	put	25,000	$762K	new
PCORPROCORE TECHNOLOGIES INC Stock	call	10,000	$749K	new
SSENTINELONE INC CL A	call	30,000	$666K	-75,000
TERTERADYNE INC Stock	call	5,000	$630K	new
WDCWESTERN DIGITAL CORP COM	call	10,000	$596K	new
EXTREXTREME NETWORKS INC COM	put	30,000	$502K	new
COMPCOMPASS INC CL A	call	65,000	$380K	new
NCNONCINO INC COM	call	10,000	$336K	new
LYFTLYFT INC CL A COM	call	25,000	$322K	new
VIAVVIAVI SOLUTIONS INC COM	call	20,000	$202K	new
BNEDBARNES & NOBLE ED INC COMMON STOCK	call	20,000	$201K	new
NOVAQSUNNOVA ENERGY INTERNATIONAL I COM	call	50,000	$172K	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	40,000	$16.7M	call
KWEBKRANESHARES TRUST	350,000	$11.9M	call
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	25,500	$10.6M	shares
ORCLORACLE CORP	60,000	$10.2M	shares
SMTCSEMTECH CORP	220,200	$10.1M	shares
NVDANVIDIA CORPORATION	74,000	$8.99M	shares
PANWPALO ALTO NETWORKS INC	21,000	$7.18M	shares
DTDYNATRACE INC	125,500	$6.71M	shares
AMRCAMERESCO INC	170,000	$6.45M	shares
SLVISHARES SILVER TR	225,100	$6.4M	shares
AAPLAPPLE INC	26,200	$6.1M	shares
DYDYCOM INDS INC	30,000	$5.91M	shares
VISTA OUTDOOR INCVISTA OUTDOOR INC	150,000	$5.88M	shares
ILMNILLUMINA INC	45,000	$5.87M	shares
HUTHUT 8 CORP	475,000	$5.82M	shares
KWEBKRANESHARES TRUST	150,500	$5.11M	shares
TXNTEXAS INSTRS INC	24,000	$4.96M	shares
ADSKAUTODESK INC	17,000	$4.68M	shares
NUGTDIREXION SHARES ETF TRUST	75,000	$3.72M	shares
AEHRAEHR TEST SYS	270,000	$3.47M	shares
ONON SEMICONDUCTOR CORP	43,500	$3.16M	shares
URAGLOBAL X FDS	100,000	$2.86M	shares
WDAYWORKDAY INC	11,100	$2.71M	shares
BIDUBAIDU INC	22,000	$2.32M	shares
BLBLACKLINE INC	39,000	$2.15M	shares
GRMNGARMIN LTD	12,000	$2.11M	put
ADBEADOBE INC	4,000	$2.07M	shares
ONON SEMICONDUCTOR CORP	26,000	$1.89M	call
AKAMAKAMAI TECHNOLOGIES INC	17,750	$1.79M	shares
GDXJVANECK ETF TRUST	35,000	$1.71M	shares
UNGUNITED STS NAT GAS FD LP	100,000	$1.63M	call
MYRGMYR GROUP INC	15,000	$1.53M	shares
FLUTFLUTTER ENTMT PLC	6,000	$1.41M	shares
GDXVANECK ETF TRUST	35,000	$1.39M	shares
CEVACEVA INC	55,000	$1.33M	shares
DOCNDIGITALOCEAN HLDGS INC	30,500	$1.23M	shares
WPMWHEATON PRECIOUS METALS CORP	20,000	$1.22M	shares
INDIVIOR PLCINDIVIOR PLC	119,500	$1.17M	call
GSMFERROGLOBE PLC	250,500	$1.16M	call
BOXBOX INC	35,000	$1.15M	shares
HUBBHUBBELL INC	2,500	$1.07M	shares
AKAMAKAMAI TECHNOLOGIES INC	10,000	$1.01M	call
SHLSSHOALS TECHNOLOGIES GROUP IN	160,000	$898K	shares
FIVNFIVE9 INC	30,000	$862K	shares
VECOVEECO INSTRS INC DEL	25,000	$828K	shares
INFINERA CORPINFINERA CORP	119,000	$803K	call
BTDRBITDEER TECHNOLOGIES GROUP	100,000	$780K	shares
ZUORA INCZUORA INC	89,000	$767K	shares
BLDPBALLARD PWR SYS INC NEW	400,000	$720K	shares
HRBBLOCK H & R INC	9,000	$572K	call
CAMTCAMTEK LTD	6,000	$479K	call
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC	2,000	$478K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	5,000	$408K	put
DDOMINION ENERGY INC	4,950	$286K	shares
TSLATESLA INC	1,000	$262K	shares
NOVAQSUNNOVA ENERGY INTERNATIONAL I	25,000	$241K	shares
PPTAPERPETUA RESOURCES CORP	25,000	$234K	shares
EMCORE CorpEMCORE Corp	50,000	$110K	shares
SPRUSPRUCE POWER HOLDING CORP	13,512	$38.4K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000980	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC