ARDSLEY ADVISORY PARTNERS LP
Norwalk CT · SEC CIK 0000900529
$9.60亿2026Q2 申报市值
145持仓数
30.3%前十大占比 · 第一大 5.9%
56 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$4,937.73万
P 新建仓+$1,830.21万
PRIM 新建仓+$1,338.39万
AAPL 新建仓+$1,300.50万
SNX 新建仓+$1,162.93万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$3,854.95万
SMTC 减仓-$3,459.54万
AVGO 减仓-$2,585.81万
ANET 清仓-$2,132.69万
META 清仓-$1,602.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,300.50万 | 1.35% | 45,000 | 45,000 | — | $1,300.50万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $1,338.39万 | 1.39% | 135,000 | 135,000 | — | $1,338.39万 | 新建仓 |
| TWLO | TWILIO INC | $1,423.68万 | 1.48% | 69,000 | 21,800 | 46.2% | $449.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,463.81万 | 1.52% | 43,000 | 3,000 | 7.5% | $102.13万 | 重新持有 |
| GOOG | ALPHABET INC | $1,534.77万 | 1.60% | 43,500 | 13,500 | 45.0% | $476.31万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,575.42万 | 1.64% | 465,000 | -90,000 | -16.2% | -$304.92万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,625.49万 | 1.69% | 30,000 | -20,000 | -40.0% | -$1,083.66万 | 减仓 |
| AMZN | AMAZON COM INC | $1,644.55万 | 1.71% | 69,000 | -37,000 | -34.9% | -$881.86万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,648.35万 | 1.72% | 1,665,000 | -595,000 | -26.3% | -$589.05万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,662.39万 | 1.73% | 47,000 | 29,000 | 161.1% | $1,025.73万 | 加仓 |
| P | EVERPURE INC | $1,830.21万 | 1.91% | 233,000 | 233,000 | — | $1,830.21万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,862.25万 | 1.94% | 390,000 | -10,000 | -2.5% | -$47.75万 | 减仓 |
| RUN | SUNRUN INC | $2,140.80万 | 2.23% | 1,600,000 | 465,000 | 41.0% | $622.17万 | 加仓 |
| EBAY | EBAY INC. | $2,226.16万 | 2.32% | 201,000 | 60,500 | 43.1% | $670.06万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,266.55万 | 2.36% | 325,000 | -25,000 | -7.1% | -$174.35万 | 减仓 |
| WULF | TERAWULF INC | $2,368.63万 | 2.47% | 966,000 | -84,000 | -8.0% | -$205.97万 | 减仓 |
| SEZL | SEZZLE INC | $3,690.05万 | 3.84% | 215,000 | -85,000 | -28.3% | -$1,458.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,402.46万 | 5.63% | 93,000 | 85,000 | 1,062.5% | $4,937.73万 | 加仓 |
| SNDK | SANDISK CORP | $5,669.05万 | 5.90% | 25,000 | -17,000 | -40.5% | -$3,854.95万 | 减仓 |