1y return+77.1%S&P 500 +20.9%
3y return+153.2%S&P 500 +68.5%
5y return+86.7%S&P 500 +74.5%
10y return+398.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $499 against $357 in the S&P 500.2
Ardsley Advisory Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNDKSandisk Corp | $56.7M | 6.2% | −40.5% |
| AMDAdvanced Micro Devices Inc | $54.0M | 5.9% | +1062.5% |
| SEZLSezzle Inc | $36.9M | 4.0% | −28.3% |
| WULFTerawulf Inc | $23.7M | 2.6% | −8.0% |
| BTSGBrightspring Health Svcs Inc | $22.7M | 2.5% | −7.1% |
| EBAYEbay Inc. | $22.3M | 2.4% | +43.1% |
| RUNSunrun Inc | $21.4M | 2.3% | +41.0% |
| VIAVViavi Solutions Inc | $18.6M | 2.0% | −2.5% |
| PEverpure Inc | $18.3M | 2.0% | New |
| ARMArm Holdings PLC | $16.6M | 1.8% | +161.1% |
| SHLSShoals Technologies Group In | $16.5M | 1.8% | −26.3% |
| AMZNAmazon Com Inc | $16.4M | 1.8% | −34.9% |
| UTHRUnited Therapeutics Corp Del | $16.3M | 1.8% | −40.0% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $15.8M | 1.7% | −16.2% |
| GOOGAlphabet Inc | $15.3M | 1.7% | +45.0% |
| PANWPalo Alto Networks Inc | $14.6M | 1.6% | New |
| TWLOTwilio Inc | $14.2M | 1.5% | +46.2% |
| PRIMPrimoris Svcs Corp | $13.4M | 1.5% | New |
| AAPLApple Inc | $13.0M | 1.4% | New |
| ZMZoom Communications Inc | $12.5M | 1.4% | +74.7% |
| MODModine Mfg Co | $12.0M | 1.3% | −50.6% |
| ONTOOnto Innovation Inc | $11.9M | 1.3% | New |
| SNXTd Synnex Corporation | $11.6M | 1.3% | New |
| ENPHEnphase Energy Inc | $10.8M | 1.2% | +158.8% |
| ALGTAllegiant Travel Co | $10.6M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HUTHut 8 Corp | June 30, 2025 | +520.7% | $10.4M |
| WULFTerawulf Inc | June 30, 2024 | +455.1% | $23.7M |
| LITELumentum Hldgs Inc | September 30, 2025 | +427.4% | $8.5M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $15.3M |
| SHLSShoals Technologies Group In | March 31, 2025 | +198.2% | $16.5M |
| BTSGBrightspring Health Svcs Inc | June 30, 2025 | +195.6% | $22.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $54.0M |
| SEZLSezzle Inc | December 31, 2025 | +170.4% | $36.9M |
| VIAVViavi Solutions Inc | December 31, 2025 | +168.0% | $18.6M |
| ARMArm Holdings PLC | March 31, 2026 | +134.4% | $16.6M |
Sold off last quarter
- ANETArista Networks Inc was $21.3M
- METAMeta Platforms Inc was $16.0M
- NVDANvidia Corporation was $15.3M
- BSXBoston Scientific Corp was $9.4M
- AMATApplied Matls Inc was $8.5M
- LSCCLattice Semiconductor Corp was $7.6M
- XLUSelect Sector Spdr Tr was $6.9M
- ADIAnalog Devices Inc was $5.1M
- MUMicron Technology Inc was $4.7M
- LLYEli Lilly & Co was $4.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +30.7% | +14.8% |
| March 31, 2026 | +3.6% | −4.6% |
| December 31, 2025 | +10.7% | +2.4% |
| September 30, 2025 | +18.3% | +7.8% |
| June 30, 2025 | +28.7% | +10.5% |
| March 31, 2025 | −14.3% | −4.6% |
| December 31, 2024 | +3.4% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +20.6% | +11.2% |
| September 30, 2023 | −10.2% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +9.1% | +7.0% |
| December 31, 2022 | −5.5% | +7.1% |
| September 30, 2022 | +3.9% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −13.0% | −4.9% |
| December 31, 2021 | −4.9% | +10.7% |
| September 30, 2021 | −8.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ardsley Advisory Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=900529&type=13F-HR&dateb=&owner=include&count=40CIK 900529
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/900529/000117266126002590/Filed July 13, 2026 · accession 0001172661-26-002590