ARDSLEY ADVISORY PARTNERS LP
Top Portfolio Positions
122 positions ·
$754,080,296 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
139,500 | $43,176,645 | 5.73% | |
| SNDK |
Sandisk Corp
Technology
|
55,000 | $34,943,700 | 4.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,000 | $32,073,580 | 4.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
49,000 | $31,866,660 | 4.23% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
50,000 | $29,649,000 | 3.93% | |
| ANET |
Arista Networks, Inc.
Technology
|
198,700 | $24,396,386 | 3.24% | |
| SMTC |
Semtech Corp
Technology
|
288,750 | $22,201,987 | 2.94% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
91,100 | $19,742,281 | 2.62% | |
| SEZL |
Sezzle Inc.
Financial Services
|
300,000 | $18,987,000 | 2.52% | |
| NVDA |
Nvidia Corp
Technology
|
97,500 | $17,004,000 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STKL
Shares Held
Position Value (USD)
33 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,425,600 | 220,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,622,000 | 690,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,977,200 | 1,020,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,916,000 | 1,020,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,394,600 | 1,110,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,703,000 | 1,390,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,718,400 | 1,680,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,903,000 | 2,945,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,178,550 | 3,665,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,167,537 | 4,966,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,022,000 | 600,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $16,897,004 | 5,013,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,047,980 | 4,342,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,984,500 | 2,985,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,712,040 | 2,691,000 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $844,000 | 100,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $910,000 | 100,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $24,374,350 | 2,678,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $778,000 | 100,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $37,892,490 | 4,870,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,631,100 | 5,305,000 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $5,522,000 | 1,100,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $7,645,000 | 1,100,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $28,259,395 | 4,066,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,465,000 | 500,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $28,674,230 | 3,211,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,877,800 | 2,032,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,658,160 | 2,008,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $29,175 | 2,500 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $39,637,318 | 3,396,514 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $62,165,435 | 8,378,091 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $56,894,228 | 12,105,155 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,820,866 | 12,105,155 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||