Position in NTSK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,197,930
New position
Shares Held
109,500
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2
of 16 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ARDSLEY ADVISORY PARTNERS LP holds $69,703,285 across 10 Software - Infrastructure names. NTSK ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
43,000 | $14,663,860 | |
| 2 | TWLO |
Twilio Inc
|
69,000 | $14,236,770 | |
| 3 | OKTA |
Okta, Inc.
|
76,500 | $10,438,425 | |
| 4 | RELY |
Remitly Global, Inc.
|
375,000 | $8,403,750 | |
| 5 | AKAM |
Akamai Technologies Inc
|
56,000 | $6,619,760 | |
| 6 | BOX |
Box Inc
|
240,000 | $6,369,600 | |
| 7 | AEVA |
Aeva Technologies, Inc.
|
121,500 | $3,489,480 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
125,000 | $2,281,250 |
All Filings in NTSK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,930 | 109,500 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||