Position in GFS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,491,345
+$4,491,345 QoQ
Shares Held
54,500
Ownership
0.010%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#4
of 73 holders
Holding Since
Mar 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in GFS
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$1,061,140
PutShares
17,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026ARDSLEY ADVISORY PARTNERS LP holds $119,966,755 across 11 Semiconductors names. GFS ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
93,000 | $54,024,630 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
47,000 | $16,664,790 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
39,000 | $8,619,000 | |
| 4 | AVGO |
Broadcom Inc.
|
21,000 | $7,932,750 | |
| 5 | SMTC |
Semtech Corp
|
45,000 | $7,283,250 | |
| 6 | MCHP |
Microchip Technology Inc
|
70,000 | $6,384,000 | |
| 7 | PI |
Impinj Inc
|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
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|
54,500 | $4,491,345 |
All Filings in GFS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,491,345 | 54,500 | Shares | Sole | 2026-07-13 | |
| 2022-03-31 | $1,061,140 | 17,000 | Put | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||