Ardsley Advisory Partners LP Portfolio Holdings

Ardsley Advisory Partners LP

  • $610 Million
  • Q2 2025

Ardsley Advisory Partners LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $610 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fluor Corp with a value of $40.8M, Nvidia Corp with a value of $23.9M, Oracle Corp with a value of $21.9M, Broadcom Inc. with a value of $21.2M, and Microsoft Corp with a value of $20.9M.

Examining the 13F form we can see an increase of $165M in the current position value, from $445M to 610M.

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 $610 Million
Technology: $290 Million
Industrials: $82.9 Million
Healthcare: $56.4 Million
ETFs: $46.1 Million
Communication Services: $39.2 Million
Consumer Cyclical: $28.9 Million
Financial Services: $18.3 Million
Basic Materials: $16.2 Million
Other: $30.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.17B
$40.8 Million 6.69% of portfolio
796,000
Q2 2025 Added 8.3%
$456B
$23.9 Million 3.91% of portfolio
151,000
Q2 2025 Added 177.06%
$684B
$21.9 Million 3.58% of portfolio
100,000
Q2 2025 Added 25.0%
$127B
$21.2 Million 3.48% of portfolio
77,000
Q2 2025 Reduced 41.93%
$3.95T
$20.9 Million 3.42% of portfolio
42,000
Q2 2025 Added 258.97%
$2.26T
$13.8 Million 2.26% of portfolio
63,000
Q2 2025 Added 73.55%
$17.6B
$13.6 Million 2.23% of portfolio
197,000
Q2 2025 New
$16.3B
$12.2 Million 2.01% of portfolio
85,000
Q2 2025 New
$34.8B
$12.2 Million 2.0% of portfolio
50,000
Q2 2025 New
$172B
$11.8 Million 1.94% of portfolio
11,500
Q2 2025 New
$545B
$11.4 Million 1.87% of portfolio
8,500
Q2 2025 Added 16.44%
$1.24T
$10.3 Million 1.69% of portfolio
58,000
Q2 2025 Added 1,833.33%
$4.46B
$9.97 Million 1.63% of portfolio
463,220
Q2 2025 Added 164.7%
$14.2B
$8.95 Million 1.47% of portfolio
110,000
Q2 2025 Added 10.55%
$2.96B
$8.92 Million 1.46% of portfolio
370,000
Q2 2025 Added 137.18%
$55.6B
$7.99 Million 1.31% of portfolio
152,000
Q2 2025 Added 68.89%
$86B
$7.59 Million 1.24% of portfolio
110,000
Q2 2025 New
$774M
$7.37 Million 1.21% of portfolio
2,007,595
Q2 2025 Added 11.37%
$17B
$7.38 Million 1.21% of portfolio
18,150
Q2 2025 Added 42.91%
$3.29B
$7.28 Million 1.19% of portfolio
400,000
Q2 2025 Added 33.33%
$653M
$7.23 Million 1.18% of portfolio
1,650,000
Q2 2025 Reduced 44.54%
$1.78T
$7.01 Million 1.15% of portfolio
9,500
Q2 2025 New
$43.6B
$6.86 Million 1.12% of portfolio
500,000
Q2 2025 New
$178B
$6.85 Million 1.12% of portfolio
59,400
Q2 2025 Added 46.13%
$18.4B
$6.7 Million 1.1% of portfolio
400,000
Q2 2025 Reduced 20.0%
$2.07B
$6.67 Million 1.09% of portfolio
300,000
Q2 2025 Added 20.0%
$759M
$6.6 Million 1.08% of portfolio
730,000
Q2 2025 Reduced 16.57%
$122B
$6.1 Million 1.0% of portfolio
70,000
Q2 2025 New
$686M
$5.92 Million 0.97% of portfolio
1,020,000
Q2 2025 Reduced 8.11%
$3.26B
$5.63 Million 0.92% of portfolio
300,000
Q2 2025 New
$19.3B
$5.36 Million 0.88% of portfolio
125,000
Q2 2025 Reduced 13.79%
$39.4B
$5.02 Million 0.82% of portfolio
16,000
Q2 2025 New
$118B
$4.7 Million 0.77% of portfolio
1,800
Q2 2025 Reduced 65.05%
$5.93B
$4.64 Million 0.76% of portfolio
35,000
Q2 2025 Added 12.9%
$0
$4.63 Million 0.76% of portfolio
60,000
Q2 2025 New
$197M
$4.44 Million 0.73% of portfolio
993,614
Q2 2025 Added 4.74%
$23.9B
$3.95 Million 0.65% of portfolio
130,000
Q2 2025 New
$52.5B
$3.99 Million 0.65% of portfolio
19,500
Q2 2025 New
$1.91B
$3.67 Million 0.6% of portfolio
325,000
Q2 2025 New
$1.77B
$3.64 Million 0.6% of portfolio
2,000,000
Q2 2025 Added 100.0%
$23.4B
$3.39 Million 0.56% of portfolio
68,000
Q2 2025 New
$8.68B
$3.18 Million 0.52% of portfolio
65,000
Q2 2025 Reduced 62.11%
$13.1B
$3.16 Million 0.52% of portfolio
95,000
Q2 2025 Reduced 56.82%
$218M
$2.95 Million 0.48% of portfolio
325,000
Q2 2025 Added 30.0%
$7.39B
$2.87 Million 0.47% of portfolio
120,000
Q2 2025 New
$136B
$2.8 Million 0.46% of portfolio
8,000
Q2 2025 New
$33.9B
$2.82 Million 0.46% of portfolio
38,000
Q2 2025 Reduced 49.33%
$744M
$2.6 Million 0.43% of portfolio
210,000
Q2 2025 Added 55.56%
$2.43B
$2.54 Million 0.42% of portfolio
310,000
Q2 2025 Reduced 80.5%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $610 Million
  • Prior Value $445 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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