ARDSLEY ADVISORY PARTNERS LP
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
Holdings in LITE
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,357,112 | 6,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,487,200 | 80,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,993,060 | 86,000 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $839,500 | 10,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $10,489,552 | 124,950 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $1,628,110 | 20,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,727,520 | 17,700 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $1,051,820 | 14,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,279,644 | 150,800 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $570,010 | 7,000 | Call | Sole | 2020-08-14 | |
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