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 Market Cap. of $2 Billions to $10 Billions

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%
$4.46B
$9.97 Million 1.63% of portfolio
463,220
Q2 2025 Added 164.7%
$2.96B
$8.92 Million 1.46% of portfolio
370,000
Q2 2025 Added 137.18%
$3.29B
$7.28 Million 1.19% of portfolio
400,000
Q2 2025 Added 33.33%
$2.07B
$6.67 Million 1.09% of portfolio
300,000
Q2 2025 Added 20.0%
$3.26B
$5.63 Million 0.92% of portfolio
300,000
Q2 2025 New
$5.93B
$4.64 Million 0.76% of portfolio
35,000
Q2 2025 Added 12.9%
$8.68B
$3.18 Million 0.52% of portfolio
65,000
Q2 2025 Reduced 62.11%
$7.39B
$2.87 Million 0.47% of portfolio
120,000
Q2 2025 New
$2.43B
$2.54 Million 0.42% of portfolio
310,000
Q2 2025 Reduced 80.5%
$2.28B
$2.47 Million 0.4% of portfolio
189,000
Q2 2025 Added 105.43%
$2.41B
$1.76 Million 0.29% of portfolio
55,000
Q2 2025 Added 10.0%
$4.42B
$1.62 Million 0.27% of portfolio
47,500
Q2 2025 Added 97.92%
$2.3B
$1.48 Million 0.24% of portfolio
55,000
Q2 2025 Added 57.14%
$6.95B
$1.31 Million 0.21% of portfolio
25,000
Q2 2025 New
$3.32B
$1.13 Million 0.19% of portfolio
105,000
Q2 2025 Reduced 19.23%
$5.32B
$536,000 0.09% of portfolio
16,000
Q2 2025 New
$2.99B
$457,000 0.07% of portfolio
2,500
Q2 2025 New
$3.32B
$347,000 0.06% of portfolio
50,000
Q2 2025 New
$2.66B
$330,000 0.05% of portfolio
5,000
Q2 2025 New

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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