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Portfolio (Quarterly) Guide ↗

ARDSLEY ADVISORY PARTNERS LP

· CIK 0000900529
13F Portfolio $960M AUM 145 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 29 Added 33 Reduced 74 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NIOCORP DEVS LTD 125,000.0 $602K 0.06% NEW $4.82
62 AXTI CALL AXT INC Technology 8,000.0 $577K 0.06% NEW $72.08 +12.9%
63 TEAM ATLASSIAN CORPORATION Technology 7,000.0 $545K 0.06% NEW $77.79 +113.9%
64 FIP FTAI INFRASTRUCTURE INC Industrials 100,000.0 $464K 0.05% NEW $4.64 -11.5%
65 TROX TRONOX HOLDINGS PLC Basic Materials 50,000.0 $315K 0.03% NEW $6.30 -11.8%
66 SEDG SOLAREDGE TECHNOLOGIES INC Energy 5,000.0 $292K 0.03% NEW $58.44 -47.4%
67 USAR USA RARE EARTH INC Basic Materials 10,000.0 $216K 0.02% NEW $21.62 -12.9%
68 DSP CALL VIANT TECHNOLOGY INC Technology 12,500.0 $158K 0.02% NEW $12.66 +2.8%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Healthcare 12.9%
Industrials 10.1%
Financial Services 9.5%
Energy 9.1%
Consumer Cyclical 7.7%
Communication Services 4.7%
Basic Materials 1.4%
Utilities 1.2%
Real Estate 1.2%