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ARDSLEY ADVISORY PARTNERS LP
Period ended Jun 30, 2026 · Latest filing Jul 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $960,211,633
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SANDISK CORP · COM · 80004C200 · shares: $56,690,500
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $54,024,630
- SEZZLE INC · COM · 78435P105 · shares: $36,900,450
- TERAWULF INC · COM · 88080T104 · shares: $23,686,320
- BRIGHTSPRING HEALTH SVCS INC · COM · 10950A106 · shares: $22,665,500
- EBAY INC. · COM · 278642103 · shares: $22,261,554
- SUNRUN INC · COM · 86771W105 · shares: $21,408,000
- VIAVI SOLUTIONS INC · COM · 925550105 · shares: $18,622,500
- EVERPURE INC · CL A · 74624M102 · shares: $18,302,150
- ARM HOLDINGS PLC · SPONSORED ADS · 042068205 · shares: $16,623,900
Reported holdings
145 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | — | 55,000 shares | $2,147,750 |
| SERVICENOW INC | COM | 81762P102 | — | 21,500 shares | $2,134,520 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 | — | 975,000 shares | $2,076,750 |
| SENTINELONE INC | CL A | 81730H109 | — | 118,000 shares | $2,002,460 |
| AVERY DENNISON CORP | COM | 053611109 | — | 12,000 shares | $1,948,200 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 35,000 shares | $1,942,500 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | PUT | 50,000 shares | $1,936,500 |
| ENERGY SERVICES OF AMER CORP | COM | 29271Q103 | — | 100,000 shares | $1,934,000 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 7,000 shares | $1,918,910 |
| CAMECO CORP | COM | 13321L108 | — | 17,500 shares | $1,782,550 |
| SNAP INC | CL A | 83304A106 | — | 350,000 shares | $1,554,000 |
| COMSTOCK INC | COM SHS | 205750409 | — | 350,000 shares | $1,456,000 |
| COSTAR GROUP INC | COM | 22160N109 | PUT | 50,000 shares | $1,416,000 |
| TC ENERGY CORP | COM | 87807B107 | — | 20,000 shares | $1,325,800 |
| RAMACO RES INC | COM CL A | 75134P600 | — | 100,000 shares | $1,323,000 |
| AEVA TECHNOLOGIES INC | COM NEW | 00835Q202 | CALL | 45,000 shares | $1,292,400 |
| DENISON MINES CORP | COM | 248356107 | — | 400,000 shares | $1,224,000 |
| AXT INC | COM | 00246W103 | — | 17,000 shares | $1,213,120 |
| VIANT TECHNOLOGY INC | COM CL A | 92557A101 | — | 95,000 shares | $1,202,700 |
| NETSKOPE INC | CL A | 64119N608 | — | 109,500 shares | $1,197,930 |
| OPERA LTD | SPONSORED ADS | 68373M107 | — | 60,000 shares | $1,189,800 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | CALL | 13,000 shares | $1,122,030 |
| EQUIFAX INC | COM | 294429105 | — | 7,000 shares | $1,111,040 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | — | 25,000 shares | $1,094,000 |
| MAGNITE INC | COM | 55955D100 | — | 57,500 shares | $1,091,350 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | CALL | 70,000 shares | $1,073,800 |
| SUNPOWER INC | COM | 20460L104 | — | 1,416,065 shares | $973,261 |
| COMMVAULT SYS INC | COM | 204166102 | — | 6,100 shares | $864,553 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | — | 20,000 shares | $830,200 |
| LSB INDS INC | COM | 502160104 | — | 75,000 shares | $810,750 |
| KORN FERRY | COM NEW | 500643200 | PUT | 10,000 shares | $665,800 |
| ITRON INC | COM | 465741106 | — | 7,500 shares | $648,975 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 | CALL | 300,000 shares | $639,000 |
| NIOCORP DEVS LTD | COM NEW | 654484609 | — | 125,000 shares | $602,500 |
| AXT INC | COM | 00246W103 | CALL | 8,000 shares | $576,640 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 7,000 shares | $544,530 |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | — | 100,000 shares | $464,000 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 | — | 20,000 shares | $395,400 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | — | 50,000 shares | $315,000 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | — | 5,000 shares | $292,200 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 5,000 shares | $280,400 |
| IVANHOE ELECTRIC INC | COM | 46578C108 | — | 25,000 shares | $240,250 |
| USA RARE EARTH INC | COM | 91733P107 | — | 10,000 shares | $216,200 |
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | — | 475,000 shares | $166,298 |
| VIANT TECHNOLOGY INC | COM CL A | 92557A101 | CALL | 12,500 shares | $158,250 |