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