Ardsley-Advisory-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITRI",
  "FN",
  null,
  "AGI.TO",
  "XP",
  "AES",
  "MP",
  "BEPC",
  "SMCI",
  "ARM",
  "MU",
  "ADBE",
  "BABA",
  null,
  "ALGM",
  "ADMA",
  "AMRC",
  "ARRY",
  "TEAM",
  "AVGO",
  "CLS",
  "FLNC",
  "MYRG",
  "ROKU",
  "PRIM",
  "EBAY",
  "SHLS",
  "FCX",
  "ALDX",
  "AOSL",
  "AMPL",
  "OSCR",
  "MIR",
  "SGRY",
  "STKL",
  "PWR",
  "MSFT",
  "CORZ",
  "DOCS",
  "FIS",
  "TEVA",
  "ORCL",
  null,
  "PYPL",
  "AAPL",
  "SPY",
  "NVDA",
  "SPRY",
  "PSTG",
  "SHOP",
  "TEL",
  "PCTY",
  "MGNI",
  "AAOI",
  "AEIS",
  null,
  "TRIP",
  "INDV.L",
  "LSCC",
  "PROF",
  "HASI",
  "ADSK",
  "WM",
  "FSLR",
  "GSM",
  null,
  "AMZN",
  "DKNG",
  "VERX",
  "VRRM",
  "WDAY",
  "ZBRA",
  "DNN",
  "SITM",
  "ORN",
  "FLR",
  "MTZ",
  "TTMI",
  "OKTA",
  "CRM",
  "NOVA",
  "TAC",
  "RUN",
  "S",
  "CHWY",
  "MELI",
  "WNS",
  "AVDX",
  "BRBR",
  "BIGC",
  "BIOX",
  "BL",
  "BOX",
  "CCJ",
  "CEVA",
  "GTLS",
  "CIEN",
  "CWEN",
  "CLNE",
  "COHR",
  "COMP",
  "BASE",
  "GLW",
  "CRDO",
  "CYBR",
  "DOCN",
  "WULF",
  "GOOG",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 109
Total Value: 396195153
Accession Number: 0001172661-25-002033
Form Type: 13F-HR
CIK: ardsley-advisory-partners-lp
Manager Name: Ardsley-Advisory-Partners-Lp

Data Enrichment

95% identified

104 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

109 positions • $396.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SITIME Corp

SITM|82982T106

Shares:25.1K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$396.2M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:15.0K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$396.2M)

Sunrun Inc.

RUN|86771W105

Shares:650.0K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$396.2M)

Apple Inc.

AAPL|037833100

Shares:15.0K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$396.2M)

TTM TECHNOLOGIES INC

TTMI|87305R109

Shares:157.0K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$396.2M)

Fabrinet

FN|G3323L100

Shares:15.8K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$396.2M)

CAMECO CORP

CCJ|13321L108

Shares:75.0K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$396.2M)

46138G706

Shares:100.0K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$396.2M)

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

Shares:31.0K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$396.2M)

Core Scientific, Inc./tx

CORZ|21874A106

Shares:400.0K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$396.2M)

MAGNITE, INC.

MGNI|55955D100

Shares:250.0K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$396.2M)

Compass, Inc.

COMP|20464U100

Shares:317.8K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$396.2M)

CEVA INC

CEVA|157210105

Shares:107.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$396.2M)

SentinelOne, Inc.

S|81730H109

Shares:150.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$396.2M)

ROKU, INC

ROKU|77543R102

Shares:38.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$396.2M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:25.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$396.2M)

Doximity, Inc.

DOCS|26622P107

Shares:45.0K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$396.2M)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:65.0K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$396.2M)

EBAY INC

EBAY|278642103

Shares:38.0K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$396.2M)

Mirion Technologies, Inc.

MIR|60471A101

Shares:175.0K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$396.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SITIME Corp(SITMcusip82982T106)	25.1K	QoQ NEW(+25.1K) YoY NEW(+25.1K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$396.2M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$396.2M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Sunrun Inc.(RUNcusip86771W105)	650.0K	QoQ +116.66% (+350.0K) YoY -82.40% (-3.0M)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$396.2M)	QoQ +37.26% (+$1.0M) YoY -92.19% (-$45.0M)
Apple Inc.(AAPLcusip037833100)	15.0K	QoQ NEW(+15.0K) YoY -40.00% (-10.0K)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$396.2M)	QoQ NEW(+$3.3M) YoY -22.27% (-$955.0K)
TTM TECHNOLOGIES INC(TTMIcusip87305R109)	157.0K	QoQ NEW(+157.0K) YoY NEW(+157.0K)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$396.2M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Fabrinet(FNcusipG3323L100)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$396.2M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
CAMECO CORP(CCJcusip13321L108)	75.0K	QoQ 0.00% (-0) YoY NEW(+75.0K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$396.2M)	QoQ -19.90% (-$767.3K) YoY NEW(+$3.1M)
(cusip46138G706)✕	100.0K	QoQ +100.00% (+50.0K) YoY NEW(+100.0K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$396.2M)	QoQ +83.93% (+$1.4M) YoY NEW(+$3.0M)
ADVANCED ENERGY INDUSTRIES INC(AEIScusip007973100)	31.0K	QoQ +24.00% (+6.0K) YoY NEW(+31.0K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$396.2M)	QoQ +2.20% (+$63.9K) YoY NEW(+$3.0M)
Core Scientific, Inc./tx(CORZcusip21874A106)	400.0K	QoQ NEW(+400.0K) YoY NEW(+400.0K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$396.2M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
MAGNITE, INC.(MGNIcusip55955D100)	250.0K	QoQ NEW(+250.0K) YoY +171.73% (+158.0K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$396.2M)	QoQ NEW(+$2.9M) YoY +188.42% (+$1.9M)
Compass, Inc.(COMPcusip20464U100)	317.8K	QoQ +388.92% (+252.8K) YoY NEW(+317.8K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$396.2M)	QoQ +629.62% (+$2.4M) YoY NEW(+$2.8M)
CEVA INC(CEVAcusip157210105)	107.0K	QoQ NEW(+107.0K) YoY NEW(+107.0K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$396.2M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
SentinelOne, Inc.(Scusip81730H109)	150.0K	QoQ +400.00% (+120.0K) YoY -72.00% (-385.8K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$396.2M)	QoQ +309.45% (+$2.1M) YoY -78.20% (-$9.8M)
ROKU, INC(ROKUcusip77543R102)	38.0K	QoQ NEW(+38.0K) YoY NEW(+38.0K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$396.2M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	25.0K	QoQ +25.00% (+5.0K) YoY -7.40% (-2.0K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$396.2M)	QoQ +8.20% (+$202.6K) YoY -20.88% (-$705.0K)
Doximity, Inc.(DOCScusip26622P107)	45.0K	QoQ NEW(+45.0K) YoY NEW(+45.0K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$396.2M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	65.0K	QoQ +71.05% (+27.0K) YoY +261.11% (+47.0K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$396.2M)	QoQ +2.20% (+$56.4K) YoY +584.38% (+$2.2M)
EBAY INC(EBAYcusip278642103)	38.0K	QoQ +43.39% (+11.5K) YoY -6.17% (-2.5K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$396.2M)	QoQ +56.77% (+$932.1K) YoY +20.26% (-$433.7K)
Mirion Technologies, Inc.(MIRcusip60471A101)	175.0K	QoQ +40.00% (+50.0K) YoY +40.00% (+50.0K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$396.2M)	QoQ +16.33% (+$356.3K) YoY +78.54% (+$1.1M)