Ardsley Advisory Partners LP holds a diversified book of 130 stocks worth $921.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Everpure Inc-A and trimmed Sandisk Corp. Their largest long position is Sandisk Corp at 6% of the equity book. They also disclosed $4.0M in put options (a bearish bet) and $35.1M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ardsley Advisory Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $199.5B |
| UBS Group AG | 79 / 80 | $53.8B |
| BlackRock, Inc. | 78 / 80 | $932.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $206.6B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $112.9B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $90.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $56.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $46.7B |
Ranked by how many of Ardsley Advisory Partners LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $56.7M | 25.0K | 6.2% | ▼−40% Reduced · −17K sh | |
| 2 | Advanced Micro Devices Inc COM | $54.0M | 93.0K | 5.9% | ▲12× Added · +85K sh | |
| 3 | Sezzle Inc COM | $36.9M | 215.0K | 4.0% | ▼−28% Reduced · −85K sh | |
| 4 | Terawulf Inc COM | $23.7M | 966.0K | 2.6% | ▼−8.0% Reduced · −84K sh | |
| 5 | Brightspring Health Svcs Inc COM | $22.7M | 325.0K | 2.5% | ▼−7.1% Reduced · −25K sh | |
| 6 | Ebay Inc. COM | $22.3M | 201.0K | 2.4% | ▲+43% Added · +61K sh | |
| 7 | Sunrun Inc COM | $21.4M | 1.60M | 2.3% | ▲+41% Added · +465K sh | |
| 8 | Viavi Solutions Inc COM | $18.6M | 390.0K | 2.0% | ▼−2.5% Reduced · −10K sh | |
| 9 | Everpure Inc CL A | $18.3M | 233.0K | 2.0% | ▲New New position | |
| 10 | Arm Holdings PLC SPONSORED ADS | $16.6M | 47.0K | 1.8% | ▲+161% Added · +29K sh | |
| 11 | Shoals Technologies Group In CL A | $16.5M | 1.67M | 1.8% | ▼−26% Reduced · −595K sh | |
| 12 | Amazon Com Inc COM | $16.4M | 69.0K | 1.8% | ▼−35% Reduced · −37K sh | |
| 13 | United Therapeutics Corp Del COM | $16.3M | 30.0K | 1.8% | ▼−40% Reduced · −20K sh | |
| 14 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $15.8M | 465.0K | 1.7% | ▼−16% Reduced · −90K sh | |
| 15 | Alphabet Inc CAP STK CL C | $15.3M | 43.5K | 1.7% | ▲+45% Added · +14K sh | |
| 16 | Palo Alto Networks Inc COM | $14.6M | 43.0K | 1.6% | ▲New New position | |
| 17 | Twilio Inc CL A | $14.2M | 69.0K | 1.5% | ▲+46% Added · +22K sh | |
| 18 | Primoris Svcs Corp COM | $13.4M | 135.0K | 1.5% | ▲New New position | |
| 19 | Apple Inc COM | $13.0M | 45.0K | 1.4% | ▲New New position | |
| 20 | Zoom Communications Inc CL A | $12.5M | 145.0K | 1.4% | ▲+75% Added · +62K sh | |
| 21 | Modine MFG Co COM | $12.0M | 45.0K | 1.3% | ▼−51% Reduced · −46K sh | |
| 22 | Onto Innovation Inc COM | $11.9M | 31.5K | 1.3% | ▲New New position | |
| 23 | TD Synnex Corporation COM | $11.6M | 43.5K | 1.3% | ▲New New position | |
| 24 | Enphase Energy Inc COM | $10.8M | 220.0K | 1.2% | ▲+159% Added · +135K sh | |
| 25 | Allegiant Travel Co COM | $10.6M | 90.0K | 1.1% | ▲New New position | |
| 26 | Okta Inc CL A | $10.4M | 76.5K | 1.1% | ▲+13% Added · +9K sh | |
| 27 | Equinix Inc COM | $10.4M | 10.0K | 1.1% | ▲+26% Added · +2K sh | |
| 28 | Hut 8 Corp COM | $10.4M | 90.0K | 1.1% | ▼−40% Reduced · −60K sh | |
| 29 | ALPS ETF TR ALERIAN MLP | $10.4M | 200.0K | 1.1% | —Held | |
| 30 | Oscar Health Inc CL A | $10.0M | 350.0K | 1.1% | ▲New New position | |
| 31 | Bloom Energy Corp COM CL A | $9.4M | 31.0K | 1.0% | ▲+138% Added · +18K sh | |
| 32 | Cipher Digital Inc COM | $9.2M | 375.0K | 1.0% | ▼−17% Reduced · −75K sh | |
| 33 | Nu Hldgs Ltd ORD SHS CL A | $9.0M | 675.0K | 1.0% | —Held | |
| 34 | Cerebras Systems Inc COM CL A | $8.7M | 39.0K | 0.9% | ▲New New position | |
| 35 | Lumentum Hldgs Inc COM | $8.5M | 10.0K | 0.9% | ▲+61% Added · +4K sh | |
| 36 | Remitly Global Inc COM | $8.4M | 375.0K | 0.9% | ▲New New position | |
| 37 | Devon Energy Corp New COM | $8.3M | 200.0K | 0.9% | ▲New New position | |
| 38 | Broadcom Inc COM | $7.9M | 21.0K | 0.9% | ▼−77% Reduced · −69K sh | |
| 39 | Alaska Air Group Inc COM | $7.8M | 150.0K | 0.9% | ▼−9.1% Reduced · −15K sh | |
| 40 | Corning Inc COM | $7.7M | 30.0K | 0.8% | ▲New New position | |
| 41 | Fluor Corp COM | $7.5M | 142.5K | 0.8% | ▲+73% Added · +60K sh | |
| 42 | Vertex Pharmaceuticals Inc COM | $7.5M | 15.0K | 0.8% | ▲New New position | |
| 43 | Veracyte Inc COM | $7.3M | 125.0K | 0.8% | —Held | |
| 44 | Semtech Corp COM | $7.3M | 45.0K | 0.8% | ▼−83% Reduced · −214K sh | |
| 45 | Jazz Pharmaceuticals PLC SHS USD | $7.2M | 30.0K | 0.8% | ▲New New position | |
| 46 | Ferroglobe PLC SHS | $6.9M | 2.19M | 0.8% | ▲New New position | |
| 47 | Akamai Technologies Inc COM | $6.6M | 56.0K | 0.7% | ▲New New position | |
| 48 | Verizon Communications Inc COM | $6.6M | 155.0K | 0.7% | ▲+19% Added · +25K sh | |
| 49 | Box Inc CL A | $6.4M | 240.0K | 0.7% | ▲+1.7% Added · +4K sh | |
| 50 | Microchip Technology Inc. COM | $6.3M | 70.0K | 0.7% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/900529/holdings"
Use Arkolith to show ARDSLEY ADVISORY PARTNERS LP's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | BROOKDALE SENIOR LIVING INCBKD | $11.1M | 690K |
| CALL · bullish | ORACLE CORPORCL | $6.6M | 45K |
| CALL · bullish | FUELCELL ENERGY INCFCEL | $4.5M | 125K |
| CALL · bullish | SERVICENOW INCNOW | $3.0M | 30K |
| CALL · bullish | ATLASSIAN CORP-CL ATEAM | $2.7M | 35K |
| CALL · bullish | EVERPURE INC-AP | $2.4M | 30K |
| PUT · bearish | COGNIZANT TECH SOLUTIONS-ACTSH | $1.9M | 50K |
| PUT · bearish | COSTAR GROUP INCCSGP | $1.4M | 50K |
| CALL · bullish | AEVA TECHNOLOGIES INCAEVA | $1.3M | 45K |
| CALL · bullish | ZOOM COMMUNICATIONS INCZM | $1.1M | 13K |
| CALL · bullish | HIMAX TECHNOLOGIES INC-ADRHIMX | $1.1M | 70K |
| PUT · bearish | KORN FERRYKFY | $666K | 10K |
| CALL · bullish | ALDEYRA THERAPEUTICS INCALDX | $639K | 300K |
| CALL · bullish | AXT INCAXTI | $577K | 8K |
| CALL · bullish | VIANT TECHNOLOGY INC-ADSP | $158K | 13K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 145 | $960.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 151 | $784.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 142 | $911.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 130 | $808.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 145 | $760.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 139 | $522.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 143 | $630.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 128 | $608.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 140 | $680.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 124 | $696.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 138 | $647.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 114 | $447.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 121 | $591.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 101 | $455.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 119 | $482.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 103 | $446.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 124 | $607.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 126 | $599.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 106 | $524.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 126 | $656.0M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 130 | $851.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 123 | $822.1M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 128 | $609.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 145 | $518.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.