The Analysis of ARDSLEY ADVISORY PARTNERS LP's Holdings & P&L


Currently, ARDSLEY ADVISORY PARTNERS LP holds 117 types of securities in its portfolio with a total value $656.4M. In the most recent quarter, they have increased their positions in UTHR (+50.0K shares, valued at $29.6M), N/A (+89.5K shares, valued at $27.7M), SNDK (+42.0K shares, valued at $26.7M); initiated new positions in UTHR (+50.0K shares, valued at $29.6M), N/A (+89.5K shares, valued at $27.7M), SNDK (+42.0K shares, valued at $26.7M).


1M P&L
+106.9M+13.26%
3M P&L
+156.6M+20.70%
HY P&L
+275.0M+43.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors66.5M
9.7%
2Solar60.4M
8.8%
3Software - Infrastructure43.1M
6.3%

Top Industries by Stock Count

1Semiconductors8 stocks
7.5%
2Software - Infrastructure6 stocks
5.7%
3Engineering & Construction6 stocks
5.7%
Stock Holdings
UTHR
UNITED THERAPEUTICS CORP DEL
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
New
Shares89.5K
Event2026-03-31
Filed2026-05-15
SNDK
SANDISK CORP
New
Shares42.0K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
New
Shares106.0K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares173.7K
Event2026-03-31
Filed2026-05-15
SMTC
SEMTECH CORP
New
Shares258.8K
Event2026-03-31
Filed2026-05-15
MOD
MODINE MFG CO
New
Shares91.1K
Event2026-03-31
Filed2026-05-15
SEZL
SEZZLE INC
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
TEVA
TEVA PHARMACEUTICAL INDS LTD
New
Shares555.0K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
New
Shares28.0K
Event2026-03-31
Filed2026-05-15
RUN
SUNRUN INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
New
Shares87.5K
Event2026-03-31
Filed2026-05-15
WULF
TERAWULF INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
BTSG
BRIGHTSPRING HEALTH SVCS INC
New
Shares350.0K
Event2026-03-31
Filed2026-05-15
SHLS
SHOALS TECHNOLOGIES GROUP IN
New
Shares2.3M
Event2026-03-31
Filed2026-05-15
VIAV
VIAVI SOLUTIONS INC
New
Shares400.0K
Event2026-03-31
Filed2026-05-15
EBAY
EBAY INC.
New
Shares140.5K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
NU
NU HLDGS LTD
New
Shares675.0K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC CORP
New
Shares150.0K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
New
Shares8.0K
Event2026-03-31
Filed2026-05-15
AGI
ALAMOS GOLD INC
New
Shares175.0K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
New
Shares72.5K
Event2026-03-31
Filed2026-05-15
LSCC
LATTICE SEMICONDUCTOR CORP
New
Shares81.5K
Event2026-03-31
Filed2026-05-15
HUT 8 CORP
HUT 8 CORP
New
Shares150.0K
Event2026-03-31
Filed2026-05-15
AVY
AVERY DENNISON CORP
New
Shares40.0K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
New
Shares150.0K
Event2026-03-31
Filed2026-05-15
ZM
ZOOM COMMUNICATIONS INC
New
Shares83.0K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
New
Shares130.0K
Event2026-03-31
Filed2026-05-15
WGS
GENEDX HOLDINGS CORP
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
New
Shares85.0K
Event2026-03-31
Filed2026-05-15
ALK
ALASKA AIR GROUP INC
New
Shares165.0K
Event2026-03-31
Filed2026-05-15
MIR
MIRION TECHNOLOGIES INC
New
Shares325.0K
Event2026-03-31
Filed2026-05-15
TWLO
TWILIO INC
New
Shares47.2K
Event2026-03-31
Filed2026-05-15
CIFR
CIPHER DIGITAL INC
New
Shares450.0K
Event2026-03-31
Filed2026-05-15
BOX
BOX INC
New
Shares236.0K
Event2026-03-31
Filed2026-05-15
CWEN
CLEARWAY ENERGY INC
New
Shares140.0K
Event2026-03-31
Filed2026-05-15
OKTA
OKTA INC
New
Shares67.6K
Event2026-03-31
Filed2026-05-15
SKEENA RES LTD NEW
SKEENA RES LTD NEW
New
Shares175.0K
Event2026-03-31
Filed2026-05-15
BWXT
BWX TECHNOLOGIES INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
New
Shares16.0K
Event2026-03-31
Filed2026-05-15
XIFR
XPLR INFRASTRUCTURE LP
New
Shares475.0K
Event2026-03-31
Filed2026-05-15
DNN
DENISON MINES CORP
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
New
Shares14.0K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
LITE
LUMENTUM HLDGS INC
New
Shares6.2K
Event2026-03-31
Filed2026-05-15
ATEX
ANTERIX INC
New
Shares110.0K
Event2026-03-31
Filed2026-05-15
VCYT
VERACYTE INC
New
Shares125.0K
Event2026-03-31
Filed2026-05-15
ROKU
ROKU INC
New
Shares41.5K
Event2026-03-31
Filed2026-05-15
FLR
FLUOR CORP
New
Shares82.5K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
New
Shares40.0K
Event2026-03-31
Filed2026-05-15
ADMA
ADMA BIOLOGICS INC
New
Shares425.0K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
New
Shares16.5K
Event2026-03-31
Filed2026-05-15
PROF
PROFOUND MED CORP
New
Shares575.0K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
TAC
TRANSALTA CORP
New
Shares275.0K
Event2026-03-31
Filed2026-05-15
NXE
NEXGEN ENERGY LTD
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
BKD
BROOKDALE SR LIVING INC
New
Shares250.0K
Event2026-03-31
Filed2026-05-15
ORA
ORMAT TECHNOLOGIES INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
ENPH
ENPHASE ENERGY INC
New
Shares85.0K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
New
Shares8.0K
Event2026-03-31
Filed2026-05-15
BRBR
BELLRING BRANDS INC
New
Shares175.0K
Event2026-03-31
Filed2026-05-15
ARM
ARM HOLDINGS PLC
New
Shares18.0K
Event2026-03-31
Filed2026-05-15
FLNC
FLUENCE ENERGY INC
New
Shares185.0K
Event2026-03-31
Filed2026-05-15
RAMACO RES INC
RAMACO RES INC
New
Shares160.0K
Event2026-03-31
Filed2026-05-15
TIC
TIC SOLUTIONS INC
New
Shares375.0K
Event2026-03-31
Filed2026-05-15
CCJ
CAMECO CORP
New
Shares22.5K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
New
Shares53.0K
Event2026-03-31
Filed2026-05-15
WOLF
WOLFSPEED INC
New
Shares140.0K
Event2026-03-31
Filed2026-05-15
NET
CLOUDFLARE INC
New
Shares10.8K
Event2026-03-31
Filed2026-05-15
TER
TERADYNE INC
New
Shares7.5K
Event2026-03-31
Filed2026-05-15
ORN
ORION GROUP HLDGS INC
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares11.0K
Event2026-03-31
Filed2026-05-15
AMPX
AMPRIUS TECHNOLOGIES INC
New
Shares125.0K
Event2026-03-31
Filed2026-05-15
FTNT
FORTINET INC
New
Shares25.6K
Event2026-03-31
Filed2026-05-15
UPWK
UPWORK INC
New
Shares190.0K
Event2026-03-31
Filed2026-05-15
FFIV
F5 INC
New
Shares7.1K
Event2026-03-31
Filed2026-05-15
HASI
HA SUSTAINABLE INFRA CAP INC
New
Shares55.0K
Event2026-03-31
Filed2026-05-15
DIOD
DIODES INC
New
Shares29.5K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
New
Shares24.5K
Event2026-03-31
Filed2026-05-15
BE
BLOOM ENERGY CORP
New
Shares13.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
New
Shares8.0K
Event2026-03-31
Filed2026-05-15
AEIS
ADVANCED ENERGY INDS
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
MTZ
MASTEC INC
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
ALDX
ALDEYRA THERAPEUTICS INC
New
Shares950.0K
Event2026-03-31
Filed2026-05-15
EQT CORP
EQT CORP
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
EOSE
EOS ENERGY ENTERPRISES INC
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
DT
DYNATRACE INC
New
Shares40.0K
Event2026-03-31
Filed2026-05-15
ET
ENERGY TRANSFER L P
New
Shares75.0K
Event2026-03-31
Filed2026-05-15
STKL
SUNOPTA INC
New
Shares220.0K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
ITRI
ITRON INC
New
Shares15.0K
Event2026-03-31
Filed2026-05-15
ESOA
ENERGY SERVICES OF AMER CORP
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
SPWR
SUNPOWER INC
New
Shares960.0K
Event2026-03-31
Filed2026-05-15
PI
IMPINJ INC
New
Shares11.5K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
New
Shares6.0K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
New
Shares23.0K
Event2026-03-31
Filed2026-05-15
COMSTOCK INC
COMSTOCK INC
New
Shares350.0K
Event2026-03-31
Filed2026-05-15
MGNI
MAGNITE INC
New
Shares78.0K
Event2026-03-31
Filed2026-05-15
PLXS
PLEXUS CORP
New
Shares4.5K
Event2026-03-31
Filed2026-05-15
CRTO
CRITEO S A
New
Shares50.5K
Event2026-03-31
Filed2026-05-15
AMSC
AMERICAN SUPERCONDUCTOR CORP
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
MP
MP MATERIALS CORP
New
Shares15.0K
Event2026-03-31
Filed2026-05-15
ARRY
ARRAY TECHNOLOGIES INC
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
HIMX
HIMAX TECHNOLOGIES INC
New
Shares79.0K
Event2026-03-31
Filed2026-05-15
S
SENTINELONE INC
New
Shares46.0K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
New
Shares6.0K
Event2026-03-31
Filed2026-05-15
TASK
TASKUS INC
New
Shares65.0K
Event2026-03-31
Filed2026-05-15
LXU
LSB INDS INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
RAMP
LIVERAMP HLDGS INC
New
Shares14.0K
Event2026-03-31
Filed2026-05-15
IE
IVANHOE ELECTRIC INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
FCEL
FUELCELL ENERGY INC
New
Shares45.0K
Event2026-03-31
Filed2026-05-15
ALB
ALBEMARLE CORP
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
BIOX
BIOCERES CROP SOLUTIONS CORP
New
Shares475.0K
Event2026-03-31
Filed2026-05-15
TDC
TERADATA CORP DEL
New
Shares8.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
SPY Call
STATE STR SPDR S&P 500 ETF T
New
Shares49.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC Call
BROADCOM INC
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
AMZN Call
AMAZON COM INC
New
Shares48.0K
Event2026-03-31
Filed2026-05-15
BKD Call
BROOKDALE SR LIVING INC
New
Shares690.0K
Event2026-03-31
Filed2026-05-15
SNDK Call
SANDISK CORP
New
Shares13.0K
Event2026-03-31
Filed2026-05-15
MU Call
MICRON TECHNOLOGY INC
New
Shares17.0K
Event2026-03-31
Filed2026-05-15
EQIX Call
EQUINIX INC
New
Shares4.0K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC Call
ARISTA NETWORKS INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
BOX Call
BOX INC
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
SMTC Call
SEMTECH CORP
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
FTNT Call
FORTINET INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
ZM Call
ZOOM COMMUNICATIONS INC
New
Shares23.0K
Event2026-03-31
Filed2026-05-15
NVDA Call
NVIDIA CORPORATION
New
Shares10.0K
Event2026-03-31
Filed2026-05-15
MOS Call
MOSAIC CO
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
NOW Call
SERVICENOW INC
New
Shares12.0K
Event2026-03-31
Filed2026-05-15
TASK Call
TASKUS INC
New
Shares170.0K
Event2026-03-31
Filed2026-05-15
DQ Call
DAQO NEW ENERGY CORP
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
XLF Call
SELECT SECTOR SPDR TR
New
Shares20.0K
Event2026-03-31
Filed2026-05-15
INTC Call
INTEL CORP
New
Shares18.0K
Event2026-03-31
Filed2026-05-15
MGNI Call
MAGNITE INC
New
Shares65.0K
Event2026-03-31
Filed2026-05-15
RAMP Call
LIVERAMP HLDGS INC
New
Shares28.0K
Event2026-03-31
Filed2026-05-15
LSCC Call
LATTICE SEMICONDUCTOR CORP
New
Shares7.0K
Event2026-03-31
Filed2026-05-15
HIMX Call
HIMAX TECHNOLOGIES INC
New
Shares80.0K
Event2026-03-31
Filed2026-05-15
TWLO Call
TWILIO INC
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
ALDX Call
ALDEYRA THERAPEUTICS INC
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
OKTA Call
OKTA INC
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
TDC Call
TERADATA CORP DEL
New
Shares10.0K
Event2026-03-31
Filed2026-05-15
SNAP Call
SNAP INC
New
Shares50.0K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
AAPL Put
APPLE INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
HPE Put
HEWLETT PACKARD ENTERPRISE C
New
Shares155.0K
Event2026-03-31
Filed2026-05-15
DOCN Put
DIGITALOCEAN HLDGS INC
New
Shares35.0K
Event2026-03-31
Filed2026-05-15
COHERENT CORP Put
COHERENT CORP
New
Shares10.0K
Event2026-03-31
Filed2026-05-15
CNXC Put
CONCENTRIX CORP
New
Shares40.0K
Event2026-03-31
Filed2026-05-15
EXLS Put
EXLSERVICE HLDGS INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15