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CIK: 0000900529
Total reported value
$960.2M
$960.2M
111 檔
17.5%
In Q3 2025, Ardsley Advisory Partners LP's U.S. equity holdings reached a combined market value of $960.2M, distributed across 111 disclosed stock positions.
In Q3 2025, Ardsley Advisory Partners LP displayed an active expansion posture, initiating 22 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUT | Hut 8 CORP | Stock-Financials | 4.63% | +0.18% | +79.17% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.46% | +0.50% | +155.17% | |
| 3 | MRVL | Marvell Technology Inc | Stock-Tech | 4.31% | — | -7.37% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.69% | -4.68% | +17.53% | |
| 5 | RUN | Sunrun Inc | Stock-Tech | 3.69% | +0.27% | +239.90% | |
| 6 | FSLR | First Solar Inc | Stock-Tech | 3.52% | — | +186.67% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.47% | +0.69% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.38% | EXIT | |
| 9 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 2.24% | +0.15% | — | |
| 10 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.24% | +1.38% | -3.40% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | -2.38% | +19.84% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | -2.17% | EXIT | |
| 13 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.73% | +0.33% | — | |
| 14 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.71% | +0.53% | NEW | |
| 15 | GLW | Corning Inc | Stock-Tech | 1.70% | +0.80% | NEW | |
| 16 | WULF | Terawulf Inc | Stock-Financials | 1.70% | +0.54% | -38.46% | |
| 17 | BTSG | Brightspring Health Services | Stock-Other | 1.64% | +0.46% | +200.00% | |
| 18 | SIMO | Silicon Motion Technol-adr | Stock-Other | 1.56% | — | — | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.53% | +0.39% | NEW | |
| 20 | TER | Teradyne Inc | Stock-Tech | 1.50% | -0.28% | EXIT | |
| 21 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.40% | -0.66% | — | |
| 22 | SNDK | Sandisk CORP | Stock-Tech | 1.39% | +1.44% | — | |
| 23 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.37% | — | — | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.25% | -0.49% | +25.00% | |
| 25 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.24% | — | +62.50% | |
| 26 | P | Everpure Inc-a | Stock-Tech | 1.24% | +2.15% | NEW | |
| 27 | NU | Nu Holdings Ltd. | Stock-Financials | 1.24% | -0.30% | +25.00% | |
| 28 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 1.23% | +0.01% | -7.32% | |
| 29 | OKTA | Okta Inc | Stock-Tech | 1.20% | +0.36% | — | |
| 30 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 1.11% | +0.01% | +20.55% | |
| 31 | SMTC | Semtech CORP | Stock-Tech | 1.06% | -2.07% | — | |
| 32 | RIOT | Riot Platforms Inc | Stock-Financials | 1.06% | — | +38.46% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 1.05% | — | — | |
| 34 | DQ | Daqo New Energy Corp-adr | Stock-Other | 1.04% | -0.14% | EXIT | |
| 35 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.04% | -1.05% | EXIT | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.97% | +0.59% | NEW | |
| 37 | MIR | Mirion Technologies Inc | Stock-Industrials | 0.94% | -0.16% | -29.14% | |
| 38 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.94% | -0.21% | EXIT | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.93% | -0.35% | -9.09% | |
| 40 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.91% | -0.24% | -52.94% | |
| 41 | COHR | Coherent CORP | Stock-Tech | 0.90% | -0.30% | EXIT | |
| 42 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.88% | — | — | |
| 43 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.88% | +1.04% | NEW | |
| 44 | PD | Pagerduty Inc | Stock-Other | 0.81% | — | — | |
| 45 | WGS | Genedx Holdings CORP | Stock-Other | 0.80% | -0.28% | -25.00% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +1.52% | NEW | |
| 47 | ADMA | Adma Biologics Inc | Stock-Healthcare | 0.77% | +0.03% | +6.25% | |
| 48 | STKL | Sunopta Inc | Stock-Other | 0.74% | -0.18% | EXIT | |
| 49 | 8QR | Confluent Inc-class A | Stock-Other | 0.72% | — | — | |
| 50 | APP | Applovin Corp-class A | Stock-Tech | 0.71% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +4.4% | +155.17% | Add |
| 2 | FSLR | First Solar Inc | +3.2% | +186.67% | Add |
| 3 | AAOI | Applied Optoelectronics Inc | +1.6% | — | Add |
| 4 | RUN | Sunrun Inc | +1.2% | +239.90% | Trim |
| 5 | MSFT | Microsoft CORP | +1.2% | -24.49% | Add |
| 6 | ARM | Arm Holdings Plc-adr | +1% | -3.40% | Add |
| 7 | SHOP | Shopify Inc - Class A | +0.8% | +40.07% | Add |
| 8 | AMZN | Amazon.com Inc | +0.6% | +19.84% | Add |
| 9 | P | Everpure Inc-a | +0.5% | — | Add |
| 10 | GLW | Corning Inc | +0.5% | +10.45% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -47.68% | Trim |
| 12 | ORCL | Oracle CORP | -0.5% | — | Trim |
| 13 | CRDO | Credo Technology Group Holding Ltd | -1.1% | — | Trim |
| 14 | FLR | Fluor CORP | -4.5% | -84.50% | Trim |
| 15 | HUT | Hut 8 CORP | — | NEW | New buy |
| 16 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 17 | CLS | Celestica Inc | — | EXIT | Sold out |
| 18 | EOSE | Eos Energy Enterprises Inc | — | NEW | New buy |
| 19 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 20 | SMCI | Super Micro Computer Inc | — | EXIT | Sold out |
| 21 | BTSG | Brightspring Health Services | — | NEW | New buy |
| 22 | SIMO | Silicon Motion Technol-adr | — | NEW | New buy |
| 23 | TER | Teradyne Inc | — | NEW | New buy |
| 24 | SNDK | Sandisk CORP | — | NEW | New buy |
| 25 | ARGX | Argenx Se - Adr | — | NEW | New buy |
| 26 | TEL | TE Connectivity plc | — | EXIT | Sold out |
| 27 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 28 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 29 | FCX | Freeport-mcmoran Inc | — | EXIT | Sold out |
| 30 | SMTC | Semtech CORP | — | NEW | New buy |
| 31 | RIOT | Riot Platforms Inc | — | NEW | New buy |
| 32 | DQ | Daqo New Energy Corp-adr | — | NEW | New buy |
| 33 | CVS | Cvs Health CORP | — | NEW | New buy |
| 34 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 35 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 36 | BRBR | Bellring Brands Inc | — | EXIT | Sold out |
| 37 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 38 | CIEN | Ciena CORP | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 40 | ✓ | Ferroglobe PLC | — | EXIT | Sold out |
| 41 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 42 | PD | Pagerduty Inc | — | NEW | New buy |
| 43 | WGS | Genedx Holdings CORP | — | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | INDV | Indivior Pharmaceuticals, Inc. | — | EXIT | Sold out |
| 46 | SGRY | Surgery Partners Inc | — | EXIT | Sold out |
| 47 | 8QR | Confluent Inc-class A | — | NEW | New buy |
| 48 | APP | Applovin Corp-class A | — | NEW | New buy |
| 49 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 50 | MP | Mp Materials CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Ardsley Advisory Partners LP reported a total U.S. public equity portfolio value of $960.2M across 111 disclosed positions in Q3 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 HUT, GOOG, MRVL) accounted for 17.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
HUT
市值: $37.4M
Top Position Liquidated / Trimmed
CLS
前期市值: $19.3M
During Q3 2025, Ardsley Advisory Partners LP's top holdings by market value included HUT (4.6%)、GOOG (4.5%)、MRVL (4.3%). The largest single position, HUT, represented 4.6% of total portfolio value.
In Q3 2025, Ardsley Advisory Partners LP made 50 total portfolio adjustments, initiating 22 new buys, adding to 9 positions, trimming 5 holdings, and fully liquidating 14 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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