StockDriftsStockDriftsTop 50 Ardsley Advisory Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.52% | 50.0K | $29.6M | new | $540.11(+5.27%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.22% | 89.5K | $27.7M | +6.55%(+5.50K) | $234.75(+81.13%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 4.07% | 42.0K | $26.7M | -25.00%(-14.00K) | $78.77(+1686.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.36% | 106.0K | $22.1M | +96.30%(+52.00K) | $206.15(+28.13%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 3.25% | 173.7K | $21.3M | +73.70%(+73.70K) | $121.69(+16.66%) | 2026-03-31 | |
| SMTC | SEMTECH CORP | 3.03% | 258.8K | $19.9M | +9.18%(+21.75K) | $59.23(+132.39%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 3.01% | 91.1K | $19.7M | +2430.56%(+87.50K) | $173.64(+56.22%) | 2026-03-31 | |
| SEZL | SEZZLE INC | 2.89% | 300.0K | $19.0M | +22.45%(+55.00K) | $70.01(+40.86%) | 2026-03-31 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.55% | 555.0K | $16.7M | -4.31%(-25.00K) | $18.41(+86.29%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.44% | 28.0K | $16.0M | +1300.00%(+26.00K) | $613.46(+0.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.77% | +139.36% |
| Top 20 Holdings Unweighted | +37.65% | +160.83% |
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