Ardsley Advisory Partners LP Portfolio Holdings

Ardsley Advisory Partners LP

  • $703 Million
  • Q3 2025

Ardsley Advisory Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $703 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Solar, Inc. with a value of $28.4M, Sunrun Inc. with a value of $27.7M, Oracle Corp with a value of $23.9M, Broadcom Inc. with a value of $20M, and Microsoft Corp with a value of $19.2M.

Examining the 13F form we can see an increase of $92.4M in the current position value, from $610M to 703M.

Ardsley Advisory Partners LP is based out at Stamford, CT

Below you can find more details about Ardsley Advisory Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $703 Million
Technology: $390 Million
Industrials: $65.7 Million
Healthcare: $60.7 Million
Communication Services: $42.4 Million
Consumer Cyclical: $37.6 Million
Financial Services: $28.5 Million
ETFs: $22.9 Million
Energy: $19.9 Million
Other: $34.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27B
$28.4 Million 4.05% of portfolio
129,000
Q3 2025 Added 760.0%
$3.96B
$27.7 Million 3.94% of portfolio
1,600,000
Q3 2025 Added 416.13%
$593B
$23.9 Million 3.4% of portfolio
85,000
Q3 2025 Reduced 15.0%
$139B
$20 Million 2.84% of portfolio
60,500
Q3 2025 Reduced 21.43%
$3.78T
$19.2 Million 2.73% of portfolio
37,000
Q3 2025 Reduced 11.9%
$1.74T
$19 Million 2.7% of portfolio
78,000
Q3 2025 Added 34.48%
$874M
$17.6 Million 2.51% of portfolio
1,600,000
Q3 2025 New
$2.39T
$16.6 Million 2.36% of portfolio
75,500
Q3 2025 Added 19.84%
$465B
$14.7 Million 2.1% of portfolio
79,000
Q3 2025 Reduced 47.68%
$1.45B
$14 Million 2.0% of portfolio
1,200,000
Q3 2025 Reduced 27.27%
$15.8B
$14 Million 1.99% of portfolio
86,000
Q3 2025 New
$69.4B
$13.8 Million 1.96% of portfolio
167,878
Q3 2025 Added 10.45%
$2.87B
$12.6 Million 1.79% of portfolio
133,000
Q3 2025 New
$174B
$12.4 Million 1.76% of portfolio
83,200
Q3 2025 Added 40.07%
$26.6B
$12.1 Million 1.72% of portfolio
88,000
Q3 2025 Added 453.46%
$13.1B
$11.3 Million 1.61% of portfolio
325,000
Q3 2025 New
$28.2B
$10.1 Million 1.44% of portfolio
500,000
Q3 2025 Added 25.0%
$56.3B
$10 Million 1.42% of portfolio
625,000
Q3 2025 Added 25.0%
$296M
$9.82 Million 1.4% of portfolio
1,900,000
Q3 2025 Reduced 7.32%
$12.7B
$9.72 Million 1.38% of portfolio
106,000
Q3 2025 New
$598M
$9.3 Million 1.32% of portfolio
364,500
Q3 2025 New
$2.33B
$8.56 Million 1.22% of portfolio
450,000
Q3 2025 Added 38.46%
$24.1B
$8.47 Million 1.21% of portfolio
200,000
Q3 2025 New
$8.81B
$8.4 Million 1.19% of portfolio
114,500
Q3 2025 Added 76.15%
$25.3B
$8.38 Million 1.19% of portfolio
100,000
Q3 2025 New
$759M
$7.96 Million 1.13% of portfolio
880,000
Q3 2025 Added 20.55%
$4.98B
$7.63 Million 1.09% of portfolio
328,220
Q3 2025 Reduced 29.14%
$7.56B
$7.57 Million 1.08% of portfolio
44,500
Q3 2025 Added 27.14%
$103B
$7.54 Million 1.07% of portfolio
100,000
Q3 2025 Reduced 9.09%
$16.3B
$7.37 Million 1.05% of portfolio
40,000
Q3 2025 Reduced 52.94%
$20.8B
$7.11 Million 1.01% of portfolio
35,000
Q3 2025 New
$2.46B
$7.1 Million 1.01% of portfolio
375,000
Q3 2025 New
$61.4B
$6.37 Million 0.91% of portfolio
31,300
Q3 2025 Added 60.51%
$3.06B
$6.23 Million 0.89% of portfolio
425,000
Q3 2025 Added 6.25%
$444M
$5.98 Million 0.85% of portfolio
1,020,000
Q2 2025 Reduced 8.11%
$163B
$5.75 Million 0.82% of portfolio
8,000
Q2 2025 New
$4.16B
$5.72 Million 0.81% of portfolio
80,000
Q3 2025 New
$6.02B
$5.68 Million 0.81% of portfolio
135,000
Q3 2025 Reduced 83.04%
$2.03B
$5.5 Million 0.78% of portfolio
2,000,000
Q2 2025 Added 100.0%
$13.3B
$5.42 Million 0.77% of portfolio
145,000
Q3 2025 Added 16.0%
$46.1B
$5.37 Million 0.76% of portfolio
59,000
Q3 2025 New
$6.36B
$5.23 Million 0.74% of portfolio
40,500
Q3 2025 New
$266B
$5.08 Million 0.72% of portfolio
18,000
Q3 2025 New
$74.3B
$4.75 Million 0.68% of portfolio
75,000
Q3 2025 New
$71.6B
$4.43 Million 0.63% of portfolio
66,000
Q3 2025 Added 120.0%
$15B
$4.26 Million 0.61% of portfolio
20,000
Q3 2025 New
$48.8B
$4.14 Million 0.59% of portfolio
85,000
Q3 2025 New
$8.78B
$3.99 Million 0.57% of portfolio
75,000
Q3 2025 Added 200.0%
$1.46T
$3.91 Million 0.56% of portfolio
14,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $703 Million
  • Prior Value $610 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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