StockDriftsStockDriftsTop 50 Ardsley Advisory Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 6.15% | 25.0K | $56.7M | -40.48%(-17.00K) | $78.77(+1509.57%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.87% | 93.0K | $54.0M | +1062.50%(+85.00K) | $373.02(+24.94%) | 2026-06-30 | |
| SEZL | SEZZLE INC | 4.01% | 215.0K | $36.9M | -28.33%(-85.00K) | $70.01(+74.97%) | 2026-06-30 | |
| WULF | TERAWULF INC | 2.57% | 966.0K | $23.7M | -8.00%(-84.00K) | $4.42(+285.49%) | 2026-06-30 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 2.46% | 325.0K | $22.7M | -7.14%(-25.00K) | $24.65(+148.89%) | 2026-06-30 | |
| EBAY | EBAY INC. | 2.42% | 201.0K | $22.3M | +43.06%(+60.50K) | $86.44(+23.36%) | 2026-06-30 | |
| RUN | SUNRUN INC | 2.32% | 1.60M | $21.4M | +40.97%(+465.00K) | $12.82(-21.21%) | 2026-06-30 | |
| VIAV | VIAVI SOLUTIONS INC | 2.02% | 390.0K | $18.6M | -2.50%(-10.00K) | $13.66(+182.52%) | 2026-06-30 | |
| PSTG | EVERPURE INC | 1.99% | 233.0K | $18.3M | new | $65.14(+24.62%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 1.8% | 47.0K | $16.6M | +161.11%(+29.00K) | $199.79(+34.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +52.79% | +256.69% | +18.62% | +134.88% |
| Top 20 Holdings Unweighted | +54.28% | +267.23% | +20.36% | +152.58% |
Ardsley Advisory Partners LP reports $960.21M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (6.2%), AMD (5.9%) and SEZL (4.0%). The top 20 holdings account for 47.69% of reported assets. Its disclosed equity book has returned +256.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ardsley Advisory Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 900529). View Ardsley Advisory Partners LP’s 13F filings on SEC