Position in PI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,726,590
+$3,545,540 QoQ
Shares Held
33,000
+187.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#4
of 50 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PI Over Time
Shares Held
Position Value (USD)
Derivatives in PI
reported options exposure · as of Jun 30, 2022CallValue
$293,350
CallShares
5,000
PutValue
$0
PutShares
0
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. PI ranks #7 (3.9% 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
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|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
54,500 | $4,491,345 |
All Filings in PI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,726,590 | 33,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,181,050 | 11,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,131,065 | 6,500 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $642,050 | 5,000 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $1,098,212 | 12,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $884,268 | 6,525 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,189,059 | 20,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,360,510 | 17,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,350 | 5,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $1,569,422 | 26,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $762,480 | 12,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||