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CIK: 0000900529
Total reported value
$960.2M
$960.2M
109 檔
11.4%
At the close of Q1 2025, Ardsley Advisory Partners LP disclosed equity holdings valued at approximately $960.2M, spread across 109 reported holdings.
In Q1 2025, Ardsley Advisory Partners LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLR | Fluor CORP | Stock-Industrials | 5.21% | +0.29% | +25.62% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.18% | -4.68% | +477.50% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 4.01% | +0.69% | NEW | |
| 4 | CLS | Celestica Inc | Stock-Tech | 3.70% | — | +308.33% | |
| 5 | AGI | Alamos Gold Inc-class A | Stock-Materials | 2.82% | -0.66% | +4.76% | |
| 6 | SMCI | Super Micro Computer Inc | Stock-Tech | 2.60% | — | +46.93% | |
| 7 | RUN | Sunrun Inc | Stock-Tech | 2.51% | +0.27% | +79.92% | |
| 8 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 2.33% | +0.01% | +22.86% | |
| 9 | OKTA | Okta Inc | Stock-Tech | 2.17% | +0.36% | -1.56% | |
| 10 | TEL | TE Connectivity plc | Stock-Tech | 2.04% | — | +104.89% | |
| 11 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.97% | — | — | |
| 12 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.92% | — | +221.88% | |
| 13 | WULF | Terawulf Inc | Stock-Financials | 1.82% | +0.54% | +33.65% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.81% | — | — | |
| 15 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 1.77% | +0.01% | +236.21% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | -2.17% | EXIT | |
| 17 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.72% | -1.05% | EXIT | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | -2.38% | -21.33% | |
| 19 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.47% | -0.49% | +66.67% | |
| 20 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 1.35% | -0.36% | EXIT | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.33% | -1.33% | EXIT | |
| 22 | CIEN | Ciena CORP | Stock-Tech | 1.32% | — | +358.00% | |
| 23 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.32% | — | +352.63% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.30% | -0.49% | EXIT | |
| 25 | ✓ | Ferroglobe PLC | Stock-Other | 1.28% | +0.72% | NEW | |
| 26 | ADSK | Autodesk Inc | Stock-Tech | 1.28% | — | — | |
| 27 | AMRC | Ameresco Inc-cl A | Stock-Other | 1.27% | — | — | |
| 28 | GLW | Corning Inc | Stock-Tech | 1.23% | +0.80% | NEW | |
| 29 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.22% | +1.38% | +199.25% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.38% | EXIT | |
| 31 | COHR | Coherent CORP | Stock-Tech | 1.17% | -0.30% | EXIT | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.16% | +0.59% | NEW | |
| 33 | INDV | Indivior Pharmaceuticals, Inc. | Stock-Other | 1.14% | — | -47.92% | |
| 34 | ADMA | Adma Biologics Inc | Stock-Healthcare | 1.14% | +0.03% | — | |
| 35 | SGRY | Surgery Partners Inc | Stock-Other | 1.14% | — | -7.48% | |
| 36 | STKL | Sunopta Inc | Stock-Other | 1.03% | -0.18% | EXIT | |
| 37 | MP | Mp Materials CORP | Stock-Materials | 1.03% | -0.06% | -4.35% | |
| 38 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.92% | — | -3.33% | |
| 39 | MTZ | Mastec Inc | Stock-Industrials | 0.89% | -0.21% | EXIT | |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.89% | — | — | |
| 41 | MGNI | Magnite Inc | Stock-Other | 0.89% | -0.11% | — | |
| 42 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.88% | +1.04% | NEW | |
| 43 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.87% | +0.34% | NEW | |
| 44 | ITRI | Itron Inc | Stock-Tech | 0.85% | -0.10% | -69.64% | |
| 45 | BIOX | Bioceres Crop Solutions Corp. | Stock-Other | 0.83% | -0.01% | -10.90% | |
| 46 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.82% | — | +111.67% | |
| 47 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.78% | — | — | |
| 48 | AES | Aes CORP | Stock-Utilities | 0.75% | — | -30.00% | |
| 49 | P | Everpure Inc-a | Stock-Tech | 0.75% | +2.15% | NEW | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.74% | +0.39% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLR | Fluor CORP | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | ORCL | Oracle CORP | — | NEW | New buy |
| 4 | CLS | Celestica Inc | — | NEW | New buy |
| 5 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 6 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 7 | RUN | Sunrun Inc | — | NEW | New buy |
| 8 | ALDX | Aldeyra Therapeutics Inc | — | NEW | New buy |
| 9 | OKTA | Okta Inc | — | NEW | New buy |
| 10 | TEL | TE Connectivity plc | — | NEW | New buy |
| 11 | ICLN | Ishares Global Clean Energy | — | NEW | New buy |
| 12 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 13 | WULF | Terawulf Inc | — | NEW | New buy |
| 14 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 15 | XIFR | Xplr Infrastructure LP | — | NEW | New buy |
| 16 | NVDA | Nvidia CORP | — | NEW | New buy |
| 17 | LSCC | Lattice Semiconductor CORP | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 20 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 21 | MU | Micron Technology Inc | — | NEW | New buy |
| 22 | CIEN | Ciena CORP | — | NEW | New buy |
| 23 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 24 | NFLX | Netflix Inc | — | NEW | New buy |
| 25 | ✓ | Ferroglobe PLC | — | NEW | New buy |
| 26 | ADSK | Autodesk Inc | — | NEW | New buy |
| 27 | AMRC | Ameresco Inc-cl A | — | NEW | New buy |
| 28 | GLW | Corning Inc | — | NEW | New buy |
| 29 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 30 | MSFT | Microsoft CORP | — | NEW | New buy |
| 31 | COHR | Coherent CORP | — | NEW | New buy |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | INDV | Indivior Pharmaceuticals, Inc. | — | NEW | New buy |
| 34 | ADMA | Adma Biologics Inc | — | NEW | New buy |
| 35 | SGRY | Surgery Partners Inc | — | NEW | New buy |
| 36 | STKL | Sunopta Inc | — | NEW | New buy |
| 37 | MP | Mp Materials CORP | — | NEW | New buy |
| 38 | DKNG | Draftkings Inc-cl A | — | NEW | New buy |
| 39 | MTZ | Mastec Inc | — | NEW | New buy |
| 40 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 41 | MGNI | Magnite Inc | — | NEW | New buy |
| 42 | OSCR | Oscar Health Inc - Class A | — | NEW | New buy |
| 43 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 44 | ITRI | Itron Inc | — | NEW | New buy |
| 45 | BIOX | Bioceres Crop Solutions Corp. | — | NEW | New buy |
| 46 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 47 | SPRY | Ars Pharmaceuticals Inc | — | NEW | New buy |
| 48 | AES | Aes CORP | — | NEW | New buy |
| 49 | P | Everpure Inc-a | — | NEW | New buy |
| 50 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, Ardsley Advisory Partners LP reported a total U.S. public equity portfolio value of $960.2M across 109 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FLR, AVGO, ORCL) accounted for 11.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
FLR
市值: $27.2M
During Q1 2025, Ardsley Advisory Partners LP's top holdings by market value included FLR (5.2%)、AVGO (5.2%)、ORCL (4.0%). The largest single position, FLR, represented 5.2% of total portfolio value.
In Q1 2025, Ardsley Advisory Partners LP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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