Ardsley Advisory Partners
Ardsley Advisory Partners reported 130 stocks worth $921M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SNDK (6.2%), AMD (5.9%) and SEZL (4.0%). Compared with Q1 2026, the fund opened new positions in P, PANW and PRIM, added to AMD, EBAY and RUN, trimmed SNDK, SEZL and WULF and sold out of ANET, META and NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $56.7M | 6.2% | 25K | −17K (−40%) | 4 of 8 | |
| 2 |  AMD Advanced Micro Devices Inc | $54M | 5.9% | 93K | +85K (+1063%) | 2 of 8 | |
| 3 |  SEZL Sezzle Inc | $36.9M | 4.0% | 215K | −85K (−28%) | 3 of 8 | |
| 4 |  WULF Terawulf Inc | $23.7M | 2.6% | 966K | −84K (−8%) | 8 of 8 | |
| 5 |  BTSG Brightspring Health Svcs Inc | $22.7M | 2.5% | 325K | −25K (−7%) | 5 of 8 | |
| 6 |  EBAY Ebay Inc | $22.3M | 2.4% | 201K | +61K (+43%) | 7 of 8 | |
| 7 |  RUN Sunrun Inc | $21.4M | 2.3% | 1.6M | +465K (+41%) | 8 of 8 | |
| 8 |  VIAV Viavi Solutions Inc | $18.6M | 2.0% | 390K | −10K (−3%) | 4 of 8 | |
| 9 |  P Pure Storage | $18.3M | 2.0% | 233K | New position | 4 of 8 | |
| 10 |  ARM Arm Hldgs PLC Equity A F | $16.6M | 1.8% | 47K | +29K (+161%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ANET Arista Networks Inc | $21.3M | 174K |
 META Meta Platforms Inc | $16M | 28K |
 NVDA Nvidia Corporation | $15.3M | 88K |
 BSX Boston Scientific Corp | $9.4M | 150K |
 AMAT Applied Matls Inc | $8.5M | 25K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 BKD Brookdale SR Living Inc | Call | $11.1M | 690K | 0 |
 ORCL Oracle Corp | Call | $6.6M | 45K | +45,000 |
 FCEL Fuelcell Energy Inc | Call | $4.5M | 125K | +125,000 |
 NOW Servicenow Inc | Call | $3M | 30K | +18,000 |
 TEAM Atlassian Corporation | Call | $2.7M | 35K | +35,000 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ardsley Advisory Partners 13F FAQ
What does Ardsley Advisory Partners own?
Ardsley Advisory Partners reported 130 stocks worth $921M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SNDK (6.2%), AMD (5.9%) and SEZL (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Ardsley Advisory Partners buy and sell in Q2 2026?
Compared with Q1 2026: 58 new positions, 28 added to, 31 trimmed and 45 sold out. New positions include P, PANW and PRIM. It sold all of ANET, META and NVDA.
When will Ardsley Advisory Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ardsley Advisory Partners's portfolio worth?
The Q2 2026 filing reports $921M in US stocks ($960M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.