ARDSLEY ADVISORY PARTNERS LP
Top Portfolio Positions
110 positions ·
$795,764,681 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
134,000 | $46,377,400 | 5.83% |
| LLY |
ELI LILLY & Co
|
40,000 | $42,987,204 | 5.40% |
| FSLR |
First Solar, Inc.
Technology
|
127,500 | $33,306,825 | 4.19% |
| LITE |
Lumentum Holdings Inc.
Technology
|
80,000 | $29,487,200 | 3.71% |
| RUN |
Sunrun Inc.
|
1,480,000 | $27,232,000 | 3.42% |
| NVDA |
Nvidia Corp
Technology
|
125,000 | $23,312,500 | 2.93% |
| ARGX |
Argenx Se
|
24,000 | $20,182,800 | 2.54% |
| SMTC |
Semtech Corp
Technology
|
259,000 | $19,085,710 | 2.40% |
| SLV |
iShares Silver Trust
|
295,000 | $19,003,900 | 2.39% |
| TEL |
TE Connectivity plc
Technology
|
73,500 | $16,721,985 | 2.10% |
Portfolio Trend
Holdings in ALDX
Export CSVShares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,511,000 | 1,450,000 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $259,000 | 50,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $9,918,000 | 1,900,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,851,500 | 2,050,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,062,500 | 1,750,000 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,300,000 | 400,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,994,000 | 600,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $5,738,500 | 1,150,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,695,000 | 500,000 | Shares | Sole | 2024-11-14 | |
| 2020-09-30 | $460,161 | 62,100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $258,957 | 62,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $91,637 | 37,100 | Shares | Sole | 2020-05-15 | |
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