ARDSLEY ADVISORY PARTNERS LP
Norwalk CT · SEC CIK 0000900529
$7.84亿2026Q1 申报市值
151持仓数
29.9%前十大占比 · 第一大 4.1%
67 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UTHR 新建仓+$2,964.90万
MOD 加仓+$1,896.21万
META 加仓+$1,487.67万
SHLS 加仓+$1,470.63万
AMZN 加仓+$1,083.00万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$5,195.37万
LLY 减仓-$3,219.20万
FSLR 清仓-$3,069.45万
AEIS 减仓-$2,194.43万
ARGX 清仓-$2,018.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -117,500 | -100.0% | -$3,069.45万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2,018.28万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -295,000 | -100.0% | -$1,898.91万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -73,500 | -100.0% | -$1,672.20万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSM | FERROGLOBE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | -140,000 | -100.0% | -$978.74万 | 清仓 |
| ORCL | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $0 | 0.00% | 0 | -85,000 | -100.0% | -$929.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -20,750 | -100.0% | -$869.42万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABNB | AIRBNB INC 看涨期权 | $0 | 0.00% | 0 | -55,000 | -100.0% | -$746.46万 | 清仓 |
| ICLN | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -450,000 | -100.0% | -$739.35万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -45,200 | -100.0% | -$678.32万 | 清仓 |
| TTD | THE TRADE DESK INC 看跌期权 | $0 | 0.00% | 0 | -165,000 | -100.0% | -$626.34万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$584.73万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -30,000 | -100.0% | -$537.45万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -29,000 | -100.0% | -$534.18万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$496.80万 | 清仓 |
| TAN | INVESCO EXCH TRADED FD TR II 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$491.20万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -325,000 | -100.0% | -$485.55万 | 清仓 |
| CRM | SALESFORCE INC 看涨期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$476.84万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -36,000 | -100.0% | -$453.17万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -560,000 | -100.0% | -$366.70万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -35,000 | -100.0% | -$362.85万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$352.87万 | 清仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$340.50万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -14,500 | -100.0% | -$314.74万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -465,000 | -100.0% | -$309.69万 | 清仓 |
| SANM | SANMINA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$300.14万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$282.60万 | 清仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$261.23万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | -85,000 | -100.0% | -$250.75万 | 清仓 |
| INFY | INFOSYS LTD 看跌期权 | $0 | 0.00% | 0 | -140,000 | -100.0% | -$249.48万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$241.71万 | 清仓 |
| ONTO | ONTO INNOVATION INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$236.79万 | 清仓 |
| NFLX | NETFLIX INC 看涨期权 | $0 | 0.00% | 0 | -23,000 | -100.0% | -$215.65万 | 清仓 |
| — | SOLUNA HOLDINGS INC | $0 | 0.00% | 0 | -1,725,000 | -100.0% | -$201.82万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$200.70万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -22,000 | -100.0% | -$182.60万 | 清仓 |
| GLW | CORNING INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$175.12万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$155.63万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMRC | AMERESCO INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$146.45万 | 清仓 |
| TRIP | TRIPADVISOR INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$145.60万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$143.42万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$137.82万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.70万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$87.60万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$84.98万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$80.66万 | 清仓 |
| SEZL | SEZZLE INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$63.48万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$59.47万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -26,500 | -100.0% | -$57.74万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.88万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$17.10万 | 清仓 |
| TDC | TERADATA CORP DEL | $20.50万 | 0.03% | 8,000 | 8,000 | — | $20.50万 | 新建仓 |
| — | BIOCERES CROP SOLUTIONS CORP | $21.13万 | 0.03% | 475,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC 看涨期权 | $23.00万 | 0.03% | 50,000 | -180,000 | -78.3% | -$82.80万 | 减仓 |
| TDC | TERADATA CORP DEL 看涨期权 | $25.63万 | 0.03% | 10,000 | 10,000 | — | $25.63万 | 新建仓 |
| ALB | ALBEMARLE CORP | $26.93万 | 0.03% | 1,500 | 1,500 | — | $26.93万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $29.39万 | 0.04% | 45,000 | 45,000 | — | $29.39万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $29.55万 | 0.04% | 25,000 | 25,000 | — | $29.55万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $37.13万 | 0.05% | 14,000 | 14,000 | — | $37.13万 | 新建仓 |
| LXU | LSB INDS INC | $37.25万 | 0.05% | 25,000 | 25,000 | — | $37.25万 | 新建仓 |
| OKTA | OKTA INC 看涨期权 | $39.35万 | 0.05% | 5,000 | 5,000 | — | $39.35万 | 新建仓 |
| TASK | TASKUS INC | $43.62万 | 0.06% | 65,000 | 65,000 | — | $43.62万 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC 看涨期权 | $50.70万 | 0.06% | 300,000 | 250,000 | 500.0% | $42.25万 | 加仓 |
| DIS | DISNEY WALT CO | $57.82万 | 0.07% | 6,000 | 6,000 | — | $57.82万 | 新建仓 |
| S | SENTINELONE INC | $59.25万 | 0.08% | 46,000 | 46,000 | — | $59.25万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $62.17万 | 0.08% | 79,000 | 79,000 | — | $62.17万 | 新建仓 |
| TWLO | TWILIO INC 看涨期权 | $62.91万 | 0.08% | 5,000 | 5,000 | — | $62.91万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC 看涨期权 | $62.96万 | 0.08% | 80,000 | 80,000 | — | $62.96万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP 看涨期权 | $64.93万 | 0.08% | 7,000 | 7,000 | — | $64.93万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $72.30万 | 0.09% | 100,000 | 75,000 | 300.0% | $54.23万 | 加仓 |
| MP | MP MATERIALS CORP | $72.38万 | 0.09% | 15,000 | 15,000 | — | $72.38万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC 看涨期权 | $74.26万 | 0.09% | 28,000 | 28,000 | — | $74.26万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC 看跌期权 | $76.12万 | 0.10% | 25,000 | 25,000 | — | $76.12万 | 新建仓 |
| MGNI | MAGNITE INC 看涨期权 | $77.22万 | 0.10% | 65,000 | -130,000 | -66.7% | -$154.44万 | 重新持有 |
| INTC | INTEL CORP 看涨期权 | $79.43万 | 0.10% | 18,000 | -42,000 | -70.0% | -$185.35万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $84.62万 | 0.11% | 25,000 | 25,000 | — | $84.62万 | 新建仓 |
| CRTO | CRITEO S A | $90.55万 | 0.12% | 50,500 | 50,500 | — | $90.55万 | 新建仓 |
| PLXS | PLEXUS CORP | $91.14万 | 0.12% | 4,500 | 4,500 | — | $91.14万 | 新建仓 |
| MGNI | MAGNITE INC | $92.66万 | 0.12% | 78,000 | 18,000 | 30.0% | $21.38万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $98.74万 | 0.13% | 20,000 | 20,000 | — | $98.74万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP 看涨期权 | $106.35万 | 0.14% | 50,000 | -100,000 | -66.7% | -$212.70万 | 减仓 |
| LODE | COMSTOCK INC | $106.75万 | 0.14% | 350,000 | 350,000 | — | $106.75万 | 新建仓 |
| CNXC | CONCENTRIX CORP 看跌期权 | $109.44万 | 0.14% | 40,000 | 40,000 | — | $109.44万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $113.60万 | 0.14% | 23,000 | 23,000 | — | $113.60万 | 新建仓 |
| TASK | TASKUS INC 看涨期权 | $114.07万 | 0.15% | 170,000 | 170,000 | — | $114.07万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $116.48万 | 0.15% | 6,000 | -54,000 | -90.0% | -$1,048.36万 | 减仓 |
| PI | IMPINJ INC | $118.11万 | 0.15% | 11,500 | 5,000 | 76.9% | $51.35万 | 加仓 |
| — | SUNPOWER INC | $121.92万 | 0.16% | 960,000 | 440,000 | 84.6% | $55.88万 | 加仓 |