ARDSLEY ADVISORY PARTNERS LP — 13F holdings

ARDSLEY ADVISORY PARTNERS LP reported 145 holdings worth $960M in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

1. SNDK SANDISK CORP — $56.7M (5.9%)
2. AMD ADVANCED MICRO DEVICES INC — $54.0M (5.6%)
3. SEZL SEZZLE INC — $36.9M (3.8%)
4. WULF Terawulf Inc — $23.7M (2.5%)
5. BTSG BRIGHTSPRING HEALTH SVCS INC — $22.7M (2.4%)
6. EBAY EBAY INC. — $22.3M (2.3%)
7. RUN SUNRUN INC — $21.4M (2.2%)
8. P PURE STORAGE INC — $20.7M (2.2%)
9. VIAV VIAVI SOLUTIONS INC — $18.6M (1.9%)
10. ARM ARM HOLDINGS PLC — $16.6M (1.7%)