Q2 2026 13F · SEC CIK 900529

Ardsley Advisory Partners LP

Hedge fundFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $921.1M
Reported positions: 130
Top holdings a year, 3 yrs: +46.2%
Assets under management: $1.6B

Ardsley Advisory Partners LP is a hedge fund that reported 130 positions worth $921.1M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Sandisk Corp (SNDK, 6.2%), Advanced Micro Devices Inc (AMD, 5.9%), Sezzle Inc. (SEZL, 4.0%). A portfolio copying its top holdings returned 46.2% a year over the last 3 years, against 20.4% for the S&P 500.

Ardsley Advisory Partners LP holdings largest 50 of 130 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ardsley Advisory Partners LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SNDKSandisk Corp	6.2%	4.1%	25,000	-40.5%	$56.7M
AMDAdvanced Micro Devices Inc	5.9%	—	93,000	—	$54.0M
SEZLSezzle Inc.	4.0%	2.9%	215,000	-28.3%	$36.9M
WULFTerawulf Inc	2.6%	2.3%	966,000	-8.0%	$23.7M
BTSGBrightspring Health Services I	2.5%	2.3%	325,000	-7.1%	$22.7M
EBAYEbay Inc.	2.4%	1.9%	201,000	+43.1%	$22.3M
RUNSunrun Inc	2.3%	2.3%	1,600,000	+41.0%	$21.4M
VIAVViavi Solutions Inc	2.0%	2.0%	390,000	-2.5%	$18.6M
PSTGEverpure Inc	2.0%	—	233,000	—	$18.3M
ARMArm Holdings PLC	1.8%	—	47,000	—	$16.6M
SHLSShoals Technologies Group Cl A Ord	1.8%	2.3%	1,665,000	-26.3%	$16.5M
AMZNAmazon Com Inc	1.8%	3.4%	69,000	-34.9%	$16.4M
UTHRUnited Therapeutics Corp Del	1.8%	4.5%	30,000	-40.0%	$16.3M
TEVATeva Pharmaceutical Inds Ltd	1.7%	2.5%	465,000	-16.2%	$15.8M
GOOGAlphabet Inc	1.7%	1.3%	43,500	+45.0%	$15.3M
PANWPalo Alto Networks Inc	1.6%	—	43,000	—	$14.6M
TWLOTwilio Inc	1.5%	0.9%	69,000	+46.2%	$14.2M
PRIMPrimoris Services Corp	1.5%	—	135,000	—	$13.4M
AAPLApple Inc	1.4%	—	45,000	—	$13.0M
ZMZoom Communications Inc	1.4%	1.0%	145,000	+74.7%	$12.5M
MODModine Manufacturing Co	1.3%	3.0%	45,000	-50.6%	$12.0M
ONTOOnto Innovation Inc	1.3%	—	31,500	—	$11.9M
SNXTD SYNNEX Corp	1.3%	—	43,500	—	$11.6M
ENPHEnphase Energy Inc	1.2%	—	220,000	—	$10.8M
ALGTAllegiant Travel	1.1%	—	90,000	—	$10.6M
OKTAOkta Inc	1.1%	0.8%	76,500	+13.2%	$10.4M
EQIXEquinix Inc	1.1%	1.2%	10,000	+25.8%	$10.4M
HUTHut 8 Corp	1.1%	1.1%	90,000	-40.0%	$10.4M
AMLPAlps ETF Tr	1.1%	1.6%	200,000	+0.0%	$10.4M
OSCROscar Health, Inc.	1.1%	—	350,000	—	$10.0M
BEBloom Energy Corp	1.0%	—	31,000	—	$9.4M
CIFRCipher Digital Inc	1.0%	0.9%	375,000	-16.7%	$9.2M
NUNu Hldgs Ltd	1.0%	1.5%	675,000	+0.0%	$9.0M
CBRSCerebras Systems Inc	0.9%	—	39,000	—	$8.7M
LITELumentum Hldgs Inc	0.9%	0.7%	10,000	+61.3%	$8.5M
RELYRemitly Global Inc Com	0.9%	—	375,000	—	$8.4M
DVNDevon Energy Corp New	0.9%	—	200,000	—	$8.3M
AVGOBroadcom Inc	0.9%	4.2%	21,000	-76.5%	$7.9M
ALKAlaska Air Group Inc	0.8%	0.9%	150,000	-9.1%	$7.8M
GLWCorning Inc	0.8%	—	30,000	—	$7.7M
FLRFluor Corp Com	0.8%	—	142,500	—	$7.5M
VRTXVertex Pharmaceuticals Inc	0.8%	—	15,000	—	$7.5M
VCYTVeracyte Inc	0.8%	0.6%	125,000	+0.0%	$7.3M
SMTCSemtech Corp	0.8%	3.0%	45,000	-82.6%	$7.3M
JAZZJazz Pharmaceuticals PLC	0.8%	—	30,000	—	$7.2M
GSMFerroglobe PLC	0.8%	—	2,185,000	—	$6.9M
AKAMAkamai Technologies Inc	0.7%	—	56,000	—	$6.6M
VZVerizon Communications Inc	0.7%	1.0%	155,000	+19.2%	$6.6M
BOXBox Inc	0.7%	0.8%	240,000	+1.7%	$6.4M
MCHPMicrochip Technology Inc.	0.7%	—	70,000	—	$6.3M

What Ardsley Advisory Partners LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ZM Zoom Communications Inc+74.7% shares
LITE Lumentum Hldgs Inc+61.3% shares
TWLO Twilio Inc+46.2% shares
GOOG Alphabet Inc+45.0% shares
EBAY Ebay Inc.+43.1% shares
RUN Sunrun Inc+41.0% shares
EQIX Equinix Inc+25.8% shares
VZ Verizon Communications Inc+19.2% shares

Reduced

SMTC Semtech Corp-82.6% shares
AVGO Broadcom Inc-76.5% shares
MOD Modine Manufacturing Co-50.6% shares
SNDK Sandisk Corp-40.5% shares
UTHR United Therapeutics Corp Del-40.0% shares
HUT Hut 8 Corp-40.0% shares
AMZN Amazon Com Inc-34.9% shares
SEZL Sezzle Inc.-28.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +61.6% /yr; S&P 500 +20.1%
3 years: +46.2% /yr; S&P 500 +20.4%
5 years: +16.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$921.1M	130
Q1 2026	$656.4M	117
Q4 2025	$785.4M	113
Q3 2025	$652.1M	99
Q2 2025	$611.9M	108
Q1 2025	$431.7M	102
Q4 2024	$516.3M	101
Q3 2024	$528.5M	109
Q2 2024	$552.7M	108
Q1 2024	$696.1M	124
Q4 2023	$465.1M	100
Q3 2023	$369.2M	90

Questions about Ardsley Advisory Partners LP's portfolio

What stocks does Ardsley Advisory Partners LP own?

Ardsley Advisory Partners LP's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 130 positions worth $921.1M. The largest are Sandisk Corp (SNDK) at 6.2%, Advanced Micro Devices Inc (AMD) at 5.9%, Sezzle Inc. (SEZL) at 4.0%, Terawulf Inc (WULF) at 2.6% and Brightspring Health Services I (BTSG) at 2.5%.

What did Ardsley Advisory Partners LP buy last quarter?

In Q2 2026, Ardsley Advisory Partners LP added Zoom Communications Inc (ZM) (+74.7% shares), Lumentum Hldgs Inc (LITE) (+61.3% shares) and Twilio Inc (TWLO) (+46.2% shares), compared with its Q1 2026 filing.

What did Ardsley Advisory Partners LP sell last quarter?

In Q2 2026, Ardsley Advisory Partners LP cut from its top 50 Arista Networks Inc (ANET), cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Nvidia Corporation (NVDA), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Applied Matls Inc (AMAT), Semtech Corp (SMTC) (-82.6% shares), Broadcom Inc (AVGO) (-76.5% shares) and Modine Manufacturing Co (MOD) (-50.6% shares), compared with its Q1 2026 filing.

How has Ardsley Advisory Partners LP's portfolio performed?

A portfolio copying Ardsley Advisory Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +46.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +61.6% against +20.1%. Over 5 years: +16.8% a year against +11.6%.

When is Ardsley Advisory Partners LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ardsley Advisory Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ardsley Advisory Partners LP manage?

Ardsley Advisory Partners LP reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $921.1M.