Institutional Fund
Ardsley Advisory Partners LP
Norwalk, CTCIK 9005295 filings on record
Portfolio Value
$656.41M
Q1 2026
Holdings
117
Reported positions
New Buys
48
Opened this quarter
QoQ Change
-16.4%
from $785.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- United Therapeutics Corp Del4.5%
- Broadcom Inc4.2%
- Sandisk Corp4.1%
- Amazon Com Inc3.4%
- Arista Networks Inc3.2%
- Semtech Corp3.0%
- Other77.5%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 50.0K | $29.65M | 4.5% | +50.0K | New |
| 2 | Broadcom Inc | 89.5K | $27.71M | 4.2% | +5.5K | Added |
| 3 | Sandisk Corp | 42.0K | $26.71M | 4.1% | −14.0K | Reduced |
| 4 | Amazon Com Inc | 106.0K | $22.08M | 3.4% | +52.0K | Added |
| 5 | Arista Networks Inc | 173.7K | $21.33M | 3.2% | +73.7K | Added |
| 6 | Semtech Corp | 258.8K | $19.90M | 3.0% | +21.8K | Added |
| 7 | Modine Mfg Co | 91.1K | $19.74M | 3.0% | +87.5K | Added |
| 8 | Sezzle Inc | 300.0K | $18.99M | 2.9% | +55.0K | Added |
| 9 | Teva Pharmaceutical Inds Ltd | 555.0K | $16.72M | 2.5% | −25.0K | Reduced |
| 10 | Meta Platforms Inc | 28.0K | $16.02M | 2.4% | +26.0K | Added |
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