ARDSLEY ADVISORY PARTNERS LP

CIK
900529
City
Norwalk
State / Country
CT

Top Portfolio Positions

121 positions · $749,035,796 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AVGO
Broadcom Inc.
Technology
139,500 $43,176,645 5.76%
SNDK
Sandisk Corp
Technology
55,000 $34,943,700 4.67%
AMZN
Amazon Com Inc
Consumer Cyclical
154,000 $32,073,580 4.28%
SPY
Spdr S&P 500 Etf Trust
49,000 $31,866,660 4.25%
UTHR
UNITED THERAPEUTICS Corp
Healthcare
50,000 $29,649,000 3.96%
ANET
Arista Networks, Inc.
Technology
198,700 $24,396,386 3.26%
SMTC
Semtech Corp
Technology
288,750 $22,201,987 2.96%
MOD
Modine Manufacturing Co
Consumer Cyclical
91,100 $19,742,281 2.64%
SEZL
Sezzle Inc.
Financial Services
300,000 $18,987,000 2.53%
NVDA
Nvidia Corp
Technology
97,500 $17,004,000 2.27%

Portfolio Trend

25 quarters · across all stocks

Holdings in EOSE

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Shares Held

Position Value (USD)

15 of 15 shown
Report Date Value (USD) Shares
2026-03-31 $1,488,000 300,000
2025-12-31 $6,360,300 555,000
2025-09-30 $18,224,000 1,600,000
2024-06-30 $825,500 650,000
2024-06-30 $1,905,000 1,500,000
2024-03-31 $3,553,500 3,450,000
2023-12-31 $1,090,000 1,000,000
2023-12-31 $4,773,110 4,379,000
2023-09-30 $2,150,000 1,000,000
2023-09-30 $4,531,125 2,107,500
2023-06-30 $1,395,310 321,500
2023-03-31 $899,500 350,000
2022-12-31 $518,000 350,000
2022-09-30 $838,340 502,000
2022-03-31 $104,500 25,000