ARDSLEY ADVISORY PARTNERS LP: 13F holdings
CIK 9005292026Q2
| Positions | 136 |
|---|
| Reported value | $960.2m |
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| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 136 (+9 vs prior quarter) |
|---|
| Reported value | $960.2m (+22.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 25,000 | $56.7m | 5.9% |
| AMD ADVANCED MICRO DEVICES INC | 93,000 | $54.0m | 5.6% |
| SEZL SEZZLE INC | 215,000 | $36.9m | 3.8% |
| WULF TERAWULF INC | 966,000 | $23.7m | 2.5% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 325,000 | $22.7m | 2.4% |
| EBAY EBAY INC. | 201,000 | $22.3m | 2.3% |
| RUN SUNRUN INC | 1,600,000 | $21.4m | 2.2% |
| VIAV VIAVI SOLUTIONS INC | 390,000 | $18.6m | 1.9% |
| P EVERPURE INC | 233,000 | $18.3m | 1.9% |
| ARM ARM HOLDINGS PLC | 47,000 | $16.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="900529")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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