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