The Analysis of ARDSLEY ADVISORY PARTNERS LP's Holdings

Currently, ARDSLEY ADVISORY PARTNERS LP holds 113 types of securities in its portfolio with a total value $785.4M. In the most recent quarter, they have increased their positions in LLY (+40.0K shares, valued at $43.0M), FSLR (+117.5K shares, valued at $30.7M), LITE (+80.0K shares, valued at $29.5M); initiated new positions in LLY (+40.0K shares, valued at $43.0M), FSLR (+117.5K shares, valued at $30.7M), LITE (+80.0K shares, valued at $29.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO40.0K sharesnew addition2025-12-312026-02-17

FSLR FIRST SOLAR INC117.5K sharesnew addition2025-12-312026-02-17

LITE LUMENTUM HLDGS INC80.0K sharesnew addition2025-12-312026-02-17

BROADCOM INC BROADCOM INC84.0K sharesnew addition2025-12-312026-02-17

RUN SUNRUN INC1.5M sharesnew addition2025-12-312026-02-17

NVDA NVIDIA CORPORATION125.0K sharesnew addition2025-12-312026-02-17

ARGX ARGENX SE24.0K sharesnew addition2025-12-312026-02-17

SLV ISHARES SILVER TR295.0K sharesnew addition2025-12-312026-02-17

Sponsored

TEVA TEVA PHARMACEUTICAL INDS LTD580.0K sharesnew addition2025-12-312026-02-17

ALPHABET INC ALPHABET INC57.0K sharesnew addition2025-12-312026-02-17

SMTC SEMTECH CORP237.0K sharesnew addition2025-12-312026-02-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC73.5K sharesnew addition2025-12-312026-02-17

HUT 8 CORP HUT 8 CORP360.0K sharesnew addition2025-12-312026-02-17

SEZL SEZZLE INC245.0K sharesnew addition2025-12-312026-02-17

AEIS ADVANCED ENERGY INDS73.0K sharesnew addition2025-12-312026-02-17

WULF TERAWULF INC1.2M sharesnew addition2025-12-312026-02-17

Sponsored

SNDK SANDISK CORP56.0K sharesnew addition2025-12-312026-02-17

BTSG BRIGHTSPRING HEALTH SVCS INC350.0K sharesnew addition2025-12-312026-02-17

ARISTA NETWORKS INC ARISTA NETWORKS INC100.0K sharesnew addition2025-12-312026-02-17

SHOP SHOPIFY INC78.4K sharesnew addition2025-12-312026-02-17

AMZN AMAZON COM INC54.0K sharesnew addition2025-12-312026-02-17

TER TERADYNE INC60.0K sharesnew addition2025-12-312026-02-17

AGI ALAMOS GOLD INC NEW300.0K sharesnew addition2025-12-312026-02-17

DNN DENISON MINES CORP4.1M sharesnew addition2025-12-312026-02-17

Sponsored

MSFT MICROSOFT CORP22.2K sharesnew addition2025-12-312026-02-17

NU NU HLDGS LTD640.0K sharesnew addition2025-12-312026-02-17

TXN TEXAS INSTRS INC60.0K sharesnew addition2025-12-312026-02-17

NXE NEXGEN ENERGY LTD1.1M sharesnew addition2025-12-312026-02-17

GSM FERROGLOBE PLC2.1M sharesnew addition2025-12-312026-02-17

SMIN ISHARES TR140.0K sharesnew addition2025-12-312026-02-17

TWLO TWILIO INC62.5K sharesnew addition2025-12-312026-02-17

CRM SALESFORCE INC33.0K sharesnew addition2025-12-312026-02-17

Sponsored

MDB MONGODB INC20.8K sharesnew addition2025-12-312026-02-17

JAZZ JAZZ PHARMACEUTICALS PLC50.0K sharesnew addition2025-12-312026-02-17

VIAV VIAVI SOLUTIONS INC440.0K sharesnew addition2025-12-312026-02-17

MIR MIRION TECHNOLOGIES INC325.0K sharesnew addition2025-12-312026-02-17

ALDX ALDEYRA THERAPEUTICS INC1.4M sharesnew addition2025-12-312026-02-17

EBAY EBAY INC.85.0K sharesnew addition2025-12-312026-02-17

PANW PALO ALTO NETWORKS INC40.0K sharesnew addition2025-12-312026-02-17

WGS GENEDX HOLDINGS CORP55.0K sharesnew addition2025-12-312026-02-17

Sponsored

ONTO ONTO INNOVATION INC43.5K sharesnew addition2025-12-312026-02-17

SANM SANMINA CORPORATION45.2K sharesnew addition2025-12-312026-02-17

CVS CVS HEALTH CORP85.0K sharesnew addition2025-12-312026-02-17

BRBR BELLRING BRANDS INC240.0K sharesnew addition2025-12-312026-02-17

EOSE EOS ENERGY ENTERPRISES INC555.0K sharesnew addition2025-12-312026-02-17

LSCC LATTICE SEMICONDUCTOR CORP86.0K sharesnew addition2025-12-312026-02-17

ORCL ORACLE CORP30.0K sharesnew addition2025-12-312026-02-17

RH RH30.0K sharesnew addition2025-12-312026-02-17

Sponsored

VCYT VERACYTE INC125.0K sharesnew addition2025-12-312026-02-17

CWEN CLEARWAY ENERGY INC150.0K sharesnew addition2025-12-312026-02-17

THC TENET HEALTHCARE CORP25.0K sharesnew addition2025-12-312026-02-17

OWL BLUE OWL CAPITAL INC325.0K sharesnew addition2025-12-312026-02-17

XIFR XPLR INFRASTRUCTURE LP450.0K sharesnew addition2025-12-312026-02-17

BE BLOOM ENERGY CORP51.0K sharesnew addition2025-12-312026-02-17

BWXT BWX TECHNOLOGIES INC25.0K sharesnew addition2025-12-312026-02-17

XLU SELECT SECTOR SPDR TR100.0K sharesnew addition2025-12-312026-02-17

Sponsored

ORN ORION GROUP HLDGS INC400.0K sharesnew addition2025-12-312026-02-17

BKR BAKER HUGHES COMPANY85.0K sharesnew addition2025-12-312026-02-17

AVY AVERY DENNISON CORP21.0K sharesnew addition2025-12-312026-02-17

NOK NOKIA CORP560.0K sharesnew addition2025-12-312026-02-17

DECK DECKERS OUTDOOR CORP35.0K sharesnew addition2025-12-312026-02-17

PROF PROFOUND MED CORP450.0K sharesnew addition2025-12-312026-02-17

ABNB AIRBNB INC26.0K sharesnew addition2025-12-312026-02-17

ORA ORMAT TECHNOLOGIES INC30.0K sharesnew addition2025-12-312026-02-17

Sponsored

MTZ MASTEC INC15.0K sharesnew addition2025-12-312026-02-17

CCJ CAMECO CORP35.0K sharesnew addition2025-12-312026-02-17

FLR FLUOR CORP NEW80.0K sharesnew addition2025-12-312026-02-17

NXPI NXP SEMICONDUCTORS N V14.5K sharesnew addition2025-12-312026-02-17

TE T1 ENERGY INC465.0K sharesnew addition2025-12-312026-02-17

WMB WILLIAMS COS INC50.0K sharesnew addition2025-12-312026-02-17

WOLF WOLFSPEED INC165.0K sharesnew addition2025-12-312026-02-17

HAL HALLIBURTON CO100.0K sharesnew addition2025-12-312026-02-17

Sponsored

STKL SUNOPTA INC690.0K sharesnew addition2025-12-312026-02-17

DQ DAQO NEW ENERGY CORP85.0K sharesnew addition2025-12-312026-02-17

MELI MERCADOLIBRE INC1.2K sharesnew addition2025-12-312026-02-17

TAC TRANSALTA CORP180.0K sharesnew addition2025-12-312026-02-17

SOLUNA HOLDINGS INC SOLUNA HOLDINGS INC1.7M sharesnew addition2025-12-312026-02-17

NEE NEXTERA ENERGY INC25.0K sharesnew addition2025-12-312026-02-17

INTC INTEL CORP51.0K sharesnew addition2025-12-312026-02-17

CTSH COGNIZANT TECHNOLOGY SOLUTIO22.0K sharesnew addition2025-12-312026-02-17

Sponsored

NOW SERVICENOW INC11.8K sharesnew addition2025-12-312026-02-17

HASI HA SUSTAINABLE INFRA CAP INC55.0K sharesnew addition2025-12-312026-02-17

TRIP TRIPADVISOR INC114.0K sharesnew addition2025-12-312026-02-17

SNAP SNAP INC200.0K sharesnew addition2025-12-312026-02-17

AFRM AFFIRM HLDGS INC21.0K sharesnew addition2025-12-312026-02-17

GLBE GLOBAL E ONLINE LTD39.0K sharesnew addition2025-12-312026-02-17

TIC TIC SOLUTIONS INC150.0K sharesnew addition2025-12-312026-02-17

AMRC AMERESCO INC50.0K sharesnew addition2025-12-312026-02-17

Sponsored

EPAM EPAM SYS INC7.0K sharesnew addition2025-12-312026-02-17

CW CURTISS WRIGHT CORP2.5K sharesnew addition2025-12-312026-02-17

EQT CORP EQT CORP25.0K sharesnew addition2025-12-312026-02-17

META META PLATFORMS INC2.0K sharesnew addition2025-12-312026-02-17

ITRI ITRON INC14.0K sharesnew addition2025-12-312026-02-17

ENPH ENPHASE ENERGY INC37.5K sharesnew addition2025-12-312026-02-17

PI IMPINJ INC6.5K sharesnew addition2025-12-312026-02-17

COMP COMPASS INC100.0K sharesnew addition2025-12-312026-02-17

Sponsored

ROKU ROKU INC9.0K sharesnew addition2025-12-312026-02-17

UEC URANIUM ENERGY CORP75.0K sharesnew addition2025-12-312026-02-17

AAOI APPLIED OPTOELECTRONICS INC25.0K sharesnew addition2025-12-312026-02-17

SPWR SUNPOWER INC520.0K sharesnew addition2025-12-312026-02-17

VST VISTRA CORP5.0K sharesnew addition2025-12-312026-02-17

BIOX BIOCERES CROP SOLUTIONS CORP475.0K sharesnew addition2025-12-312026-02-17

XMTR XOMETRY INC10.0K sharesnew addition2025-12-312026-02-17

WRBY WARBY PARKER INC26.5K sharesnew addition2025-12-312026-02-17

Sponsored

NFLX NETFLIX INC6.0K sharesnew addition2025-12-312026-02-17

RAMACO RES INC RAMACO RES INC30.0K sharesnew addition2025-12-312026-02-17

MOD MODINE MFG CO3.6K sharesnew addition2025-12-312026-02-17

ET ENERGY TRANSFER L P25.0K sharesnew addition2025-12-312026-02-17

ESOA ENERGY SVCS ACQUISITION CORP50.0K sharesnew addition2025-12-312026-02-17

ARRY ARRAY TECHNOLOGIES INC25.0K sharesnew addition2025-12-312026-02-17

AAON AAON INC3.0K sharesnew addition2025-12-312026-02-17

SHLS SHOALS TECHNOLOGIES GROUP IN25.0K sharesnew addition2025-12-312026-02-17

Sponsored

NFE NEW FORTRESS ENERGY INC150.0K sharesnew addition2025-12-312026-02-17

Call Option Holdings

BROADCOM INC Call CallBROADCOM INC50.0K sharesnew addition2025-12-312026-02-17

ORCL Call CallORACLE CORP48.0K sharesnew addition2025-12-312026-02-17

ARM Call CallARM HOLDINGS PLC85.0K sharesnew addition2025-12-312026-02-17

ABNB Call CallAIRBNB INC55.0K sharesnew addition2025-12-312026-02-17

BKD Call CallBROOKDALE SR LIVING INC690.0K sharesnew addition2025-12-312026-02-17

ICLN Call CallISHARES TR450.0K sharesnew addition2025-12-312026-02-17

PANW Call CallPALO ALTO NETWORKS INC29.0K sharesnew addition2025-12-312026-02-17

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC40.0K sharesnew addition2025-12-312026-02-17

TAN Call CallINVESCO EXCH TRADED FD TR II100.0K sharesnew addition2025-12-312026-02-17

CRM Call CallSALESFORCE INC18.0K sharesnew addition2025-12-312026-02-17

DQ Call CallDAQO NEW ENERGY CORP150.0K sharesnew addition2025-12-312026-02-17

NOW Call CallSERVICENOW INC26.5K sharesnew addition2025-12-312026-02-17

KWEB Call CallKRANESHARES TRUST100.0K sharesnew addition2025-12-312026-02-17

SANM Call CallSANMINA CORPORATION20.0K sharesnew addition2025-12-312026-02-17

FSLR Call CallFIRST SOLAR INC10.0K sharesnew addition2025-12-312026-02-17

ONTO Call CallONTO INNOVATION INC15.0K sharesnew addition2025-12-312026-02-17

INTC Call CallINTEL CORP60.0K sharesnew addition2025-12-312026-02-17

NFLX Call CallNETFLIX INC23.0K sharesnew addition2025-12-312026-02-17

SNAP Call CallSNAP INC230.0K sharesnew addition2025-12-312026-02-17

SMTC Call CallSEMTECH CORP22.0K sharesnew addition2025-12-312026-02-17

TRIP Call CallTRIPADVISOR INC100.0K sharesnew addition2025-12-312026-02-17

SEZL Call CallSEZZLE INC10.0K sharesnew addition2025-12-312026-02-17

ALDX Call CallALDEYRA THERAPEUTICS INC50.0K sharesnew addition2025-12-312026-02-17

Put Option Holdings

TTD Put PutTHE TRADE DESK INC165.0K sharesnew addition2025-12-312026-02-17

DELL Put PutDELL TECHNOLOGIES INC36.0K sharesnew addition2025-12-312026-02-17

INFY Put PutINFOSYS LTD140.0K sharesnew addition2025-12-312026-02-17

GLW Put PutCORNING INC20.0K sharesnew addition2025-12-312026-02-17

COHERENT CORP Put PutCOHERENT CORP7.0K sharesnew addition2025-12-312026-02-17

MARVELL TECHNOLOGY INC Put PutMARVELL TECHNOLOGY INC10.0K sharesnew addition2025-12-312026-02-17