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Livermore
Livermore
ZHEN

Ardsley Advisory Partners LP

SEC CIK
0000900529
Latest filing
Jul 13, 2026

The latest 13F from Ardsley Advisory Partners LP covers Q2 2026 (filed Jul 13, 2026): 130 long positions worth $921.1M. The top 10 holdings make up 31.6% of the portfolio, and the largest is Sandisk Corp (SNDK) at 6.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
58
Est. +$283.9M
Added
28
Est. +$125.8M
Reduced
31
Est. −$201.5M
Sold out
45
Est. −$167.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. SNDKSandisk Corp
    6.2%$56.7MHistory
  2. AMDAdvanced Micro Devices Inc
    5.9%$54.0MHistory
  3. SEZLSezzle Inc.
    4.0%$36.9MHistory
  4. WULFTerawulf Inc.
    2.6%$23.7MHistory
  5. BTSGBrightSpring Health Services, Inc.
    2.5%$22.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. AMDAdvanced Micro Devices Inc
    +$49.4MAddedHistory
  2. PEverpure, Inc.
    +$18.3MNewHistory
  3. PANWPalo Alto Networks Inc
    +$14.6MNewHistory
  4. PRIMPrimoris Services Corp
    +$13.4MNewHistory
  5. AAPLApple Inc.
    +$13.0MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +5.62 pp0.2% → 5.9%History
  2. PEverpure, Inc.
    +1.99 pp0.0% → 2.0%History
  3. PANWPalo Alto Networks Inc
    +1.59 pp0.0% → 1.6%History
  4. PRIMPrimoris Services Corp
    +1.45 pp0.0% → 1.5%History
  5. AAPLApple Inc.
    +1.41 pp0.0% → 1.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SNDKSandisk Corp
    −$38.5MReducedHistory
  2. SMTCSemtech Corp
    −$34.6MReducedHistory
  3. AVGOBroadcom Inc.
    −$25.9MReducedHistory
  4. ANETArista Networks, Inc.
    −$21.3MSold outHistory
  5. METAMeta Platforms, Inc.
    −$16.0MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AVGOBroadcom Inc.
    −3.36 pp4.2% → 0.9%History
  2. ANETArista Networks, Inc.
    −3.25 pp3.2% → 0.0%History
  3. UTHRUnited Therapeutics Corp
    −2.75 pp4.5% → 1.8%History
  4. METAMeta Platforms, Inc.
    −2.44 pp2.4% → 0.0%History
  5. NVDANVIDIA Corp
    −2.32 pp2.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$921.1M
+$264.7M (+40.3%) vs. prior quarter
Positions
130
+13 vs. prior quarter
Top 10 concentration
31.6%
Top 10 as share of value
Turnover
46.8%
Q2 2026, one quarter
Average holding period
4.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $921.1M (Q2 2026)

Q1 2021: $570.8MQ2 2021: $598.3MQ3 2021: $479.2MQ4 2021: $423.5MQ1 2022: $486.0MQ2 2022: $403.4MQ3 2022: $378.8MQ4 2022: $394.8MQ1 2023: $455.2MQ2 2023: $443.0MQ3 2023: $369.2MQ4 2023: $465.1MQ1 2024: $696.1MQ2 2024: $552.7MQ3 2024: $528.5MQ4 2024: $516.3MQ1 2025: $431.7MQ2 2025: $611.9MQ3 2025: $652.1MQ4 2025: $785.4MQ1 2026: $656.4MQ2 2026: $921.1M
Q1 2021Q2 2026
13F filings of Ardsley Advisory Partners LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 13, 2026130$921.1MSNDKAMDSEZLvs. Q1 2026SEC
Q1 2026May 15, 2026117$656.4MUTHRAVGOSNDKvs. Q4 2025SEC
Q4 2025Feb 17, 2026113$785.4MLLYFSLRLITEvs. Q3 2025SEC
Q3 2025Nov 14, 202599$652.1MFSLRHUTRUNvs. Q2 2025SEC
Q2 2025Aug 14, 2025108$611.9MFLRNVDAANETvs. Q1 2025SEC
Q1 2025May 15, 2025102$431.7MFLRAVGOAGIvs. Q4 2024SEC
Q4 2024Feb 14, 2025101$516.3MCRMFLRITRIvs. Q3 2024SEC
Q3 2024Nov 14, 2024109$528.5MOSCRITRIRUNvs. Q2 2024SEC
Q2 2024Aug 14, 2024108$552.7MRUNFTAICLSvs. Q1 2024SEC
Q1 2024May 15, 2024124$696.1MSPYRUNCLSvs. Q4 2023SEC
Q4 2023Feb 14, 2024100$465.1MCLSSTKLBIOXvs. Q3 2023SEC
Q3 2023Nov 14, 202390$369.2MCLSBIOXSTKLvs. Q2 2023SEC
Q2 2023Aug 14, 2023100$443.0MSTKLITRIBIOXvs. Q1 2023SEC
Q1 2023May 15, 2023101$455.2MFSLRITRISTKLvs. Q4 2022SEC
Q4 2022Feb 14, 202389$394.8MFSLRSTKLBIOXvs. Q3 2022SEC
Q3 2022Nov 14, 202272$378.8MSTKLFSLRRUNvs. Q2 2022SEC
Q2 2022Aug 15, 202286$403.4MSTKLCTLPMBIIvs. Q1 2022SEC
Q1 2022May 16, 202297$486.0MCTLPSTKLSTAAvs. Q4 2021SEC
Q4 2021Feb 14, 202282$423.5MCTLPSTKLDTvs. Q3 2021SEC
Q3 2021Nov 15, 2021101$479.2MCTLPDTHZNPvs. Q2 2021SEC
Q2 2021Aug 16, 202199$598.3MCTLPDTHZNPvs. Q1 2021SEC
Q1 2021May 17, 202193$570.8MUSA Technologies IncSTKLMBII–SEC

13D and 13G filings

Companies where Ardsley Advisory Partners LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Ardsley Advisory Partners LP does not currently report owning 5% or more of any company.

Latest filings

12 filings on file made by Ardsley Advisory Partners LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Ardsley Advisory Partners LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ASBPAspire Biopharma Holdings, Inc.May 13, 20261:00 PM ET13G/A0.00%0 shares−7.76 ppfrom 7.76%Below 5%Dec 31, 2025SEC
ASBPAspire Biopharma Holdings, Inc.Feb 12, 20261:00 PM ET13G7.76%10.8M sharesNewDec 31, 2025SEC
SDIGStronghold Digital Mining, Inc.Jan 25, 202313G/AOld format–––SEC
CTLPCantaloupe, Inc.Jan 25, 202313G/AOld format–––SEC
BIOXBioceres Crop Solutions Corp.Jan 25, 202313GOld format–New–SEC
CTLPCantaloupe, Inc.Feb 8, 202213GOld format–––SEC
MBIIPro Farm Group, Inc.Feb 8, 202213GOld format–––SEC
SDIGStronghold Digital Mining, Inc.Feb 8, 202213GOld format–New–SEC
CTLPCantaloupe, Inc.Feb 12, 202113G/AOld format–––SEC
STKLSunOpta Inc.Feb 12, 202113G/AOld format–––SEC
MBIIPro Farm Group, Inc.Feb 12, 202113D/AOld format–––SEC
Just Energy Group Inc.Feb 12, 202113G/AOld format–––SEC