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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,526.00万 | 1.95% | 87,500 | -37,500 | -30.0% | -$654.00万 | 减仓 |
| RUN | SUNRUN INC | $1,539.06万 | 1.96% | 1,135,000 | -345,000 | -23.3% | -$467.82万 | 减仓 |
| AVGO | BROADCOM INC 看涨期权 | $1,547.55万 | 1.97% | 50,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,602.10万 | 2.04% | 28,000 | 26,000 | 1,300.0% | $1,487.67万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,671.66万 | 2.13% | 555,000 | -25,000 | -4.3% | -$75.30万 | 减仓 |
| SEZL | SEZZLE INC | $1,898.70万 | 2.42% | 300,000 | 55,000 | 22.4% | $348.10万 | 加仓 |
| MOD | MODINE MFG CO | $1,974.23万 | 2.52% | 91,100 | 87,500 | 2,430.6% | $1,896.21万 | 加仓 |
| SMTC | SEMTECH CORP | $1,989.53万 | 2.54% | 258,750 | 21,750 | 9.2% | $167.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,132.69万 | 2.72% | 173,700 | 73,700 | 73.7% | $904.89万 | 加仓 |
| AMZN | AMAZON COM INC | $2,207.66万 | 2.81% | 106,000 | 52,000 | 96.3% | $1,083.00万 | 加仓 |
| SNDK | SANDISK CORP | $2,670.95万 | 3.41% | 42,000 | -14,000 | -25.0% | -$890.32万 | 减仓 |
| AVGO | BROADCOM INC | $2,771.46万 | 3.53% | 89,500 | 5,500 | 6.5% | $170.31万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,964.90万 | 3.78% | 50,000 | 50,000 | — | $2,964.90万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $3,186.67万 | 4.06% | 49,000 | 49,000 | — | $3,186.67万 | 新建仓 |