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 |
|---|---|---|---|---|---|---|---|---|
| HASI | HA SUSTAINABLE INFRA CAP INC | $214.78万 | 0.22% | 55,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $213.45万 | 0.22% | 21,500 | -51,000 | -70.3% | -$506.33万 | 减仓 |
| — | ALDEYRA THERAPEUTICS INC | $207.68万 | 0.22% | 975,000 | 25,000 | 2.6% | $5.33万 | 加仓 |
| S | SENTINELONE INC | $200.25万 | 0.21% | 118,000 | 72,000 | 156.5% | $122.18万 | 加仓 |
| AVY | AVERY DENNISON CORP | $194.82万 | 0.20% | 12,000 | -28,000 | -70.0% | -$454.58万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $194.25万 | 0.20% | 35,000 | -50,000 | -58.8% | -$277.50万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO 看跌期权 | $193.65万 | 0.20% | 50,000 | 50,000 | — | $193.65万 | 新建仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $193.40万 | 0.20% | 100,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $191.89万 | 0.20% | 7,000 | 7,000 | — | $191.89万 | 新建仓 |
| CCJ | CAMECO CORP | $178.25万 | 0.19% | 17,500 | -5,000 | -22.2% | -$50.93万 | 减仓 |
| SNAP | SNAP INC | $155.40万 | 0.16% | 350,000 | 150,000 | 75.0% | $66.60万 | 重新持有 |
| LODE | COMSTOCK INC | $145.60万 | 0.15% | 350,000 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC 看跌期权 | $141.60万 | 0.15% | 50,000 | 50,000 | — | $141.60万 | 新建仓 |
| TRP | TC ENERGY CORP | $132.58万 | 0.14% | 20,000 | 20,000 | — | $132.58万 | 新建仓 |
| METC | RAMACO RES INC | $132.30万 | 0.14% | 100,000 | -60,000 | -37.5% | -$79.38万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC 看涨期权 | $129.24万 | 0.13% | 45,000 | 45,000 | — | $129.24万 | 新建仓 |
| DNN | DENISON MINES CORP | $122.40万 | 0.13% | 400,000 | -1,000,000 | -71.4% | -$306.00万 | 减仓 |
| AXTI | AXT INC | $121.31万 | 0.13% | 17,000 | 17,000 | — | $121.31万 | 新建仓 |
| DSP | VIANT TECHNOLOGY INC | $120.27万 | 0.13% | 95,000 | 95,000 | — | $120.27万 | 新建仓 |
| NTSK | NETSKOPE INC | $119.79万 | 0.12% | 109,500 | 109,500 | — | $119.79万 | 新建仓 |
| OPRA | OPERA LTD | $118.98万 | 0.12% | 60,000 | 60,000 | — | $118.98万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC 看涨期权 | $112.20万 | 0.12% | 13,000 | -10,000 | -43.5% | -$86.31万 | 减仓 |
| EFX | EQUIFAX INC | $111.10万 | 0.12% | 7,000 | 7,000 | — | $111.10万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $109.40万 | 0.11% | 25,000 | 25,000 | — | $109.40万 | 新建仓 |
| MGNI | MAGNITE INC | $109.14万 | 0.11% | 57,500 | -20,500 | -26.3% | -$38.91万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC 看涨期权 | $107.38万 | 0.11% | 70,000 | -10,000 | -12.5% | -$15.34万 | 减仓 |
| — | SUNPOWER INC | $97.33万 | 0.10% | 1,416,065 | 456,065 | 47.5% | $31.35万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $86.46万 | 0.09% | 6,100 | 6,100 | — | $86.46万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $83.02万 | 0.09% | 20,000 | -5,000 | -20.0% | -$20.75万 | 减仓 |
| LXU | LSB INDS INC | $81.08万 | 0.08% | 75,000 | 50,000 | 200.0% | $54.05万 | 加仓 |
| KFY | KORN FERRY 看跌期权 | $66.58万 | 0.07% | 10,000 | 10,000 | — | $66.58万 | 新建仓 |
| ITRI | ITRON INC | $64.90万 | 0.07% | 7,500 | -7,500 | -50.0% | -$64.90万 | 减仓 |
| — | ALDEYRA THERAPEUTICS INC 看涨期权 | $63.90万 | 0.07% | 300,000 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $60.25万 | 0.06% | 125,000 | 125,000 | — | $60.25万 | 新建仓 |
| AXTI | AXT INC 看涨期权 | $57.66万 | 0.06% | 8,000 | 8,000 | — | $57.66万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $54.45万 | 0.06% | 7,000 | 7,000 | — | $54.45万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $46.40万 | 0.05% | 100,000 | 100,000 | — | $46.40万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $39.54万 | 0.04% | 20,000 | -165,000 | -89.2% | -$326.20万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $31.50万 | 0.03% | 50,000 | 50,000 | — | $31.50万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $29.22万 | 0.03% | 5,000 | 5,000 | — | $29.22万 | 新建仓 |
| MP | MP MATERIALS CORP | $28.04万 | 0.03% | 5,000 | -10,000 | -66.7% | -$56.08万 | 减仓 |
| IE | IVANHOE ELECTRIC INC | $24.02万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $21.62万 | 0.02% | 10,000 | 10,000 | — | $21.62万 | 新建仓 |
| — | BIOCERES CROP SOLUTIONS CORP | $16.63万 | 0.02% | 475,000 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC 看涨期权 | $15.82万 | 0.02% | 12,500 | 12,500 | — | $15.82万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -49,000 | -100.0% | -$3,186.67万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -173,700 | -100.0% | -$2,132.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -28,000 | -100.0% | -$1,602.10万 | 清仓 |
| AVGO | BROADCOM INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,547.55万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -87,500 | -100.0% | -$1,526.00万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -48,000 | -100.0% | -$999.70万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -150,000 | -100.0% | -$941.25万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$854.48万 | 清仓 |
| SNDK | SANDISK CORP 看涨期权 | $0 | 0.00% | 0 | -13,000 | -100.0% | -$825.94万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$761.37万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -81,500 | -100.0% | -$755.99万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -150,000 | -100.0% | -$687.60万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -17,000 | -100.0% | -$574.33万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$509.02万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$472.70万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -5,000 | -100.0% | -$459.88万 | 清仓 |
| ATEX | ANTERIX INC | $0 | 0.00% | 0 | -110,000 | -100.0% | -$420.09万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -41,500 | -100.0% | -$392.67万 | 清仓 |
| EQIX | EQUINIX INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$392.10万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -40,000 | -100.0% | -$384.64万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -16,500 | -100.0% | -$372.95万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看跌期权 | $0 | 0.00% | 0 | -155,000 | -100.0% | -$369.06万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -300,000 | -100.0% | -$348.00万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$342.00万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$335.76万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$306.95万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$300.23万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$295.97万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -175,000 | -100.0% | -$281.57万 | 清仓 |
| COHR | COHERENT CORP 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$238.21万 | 清仓 |
| BOX | BOX INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$236.40万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -53,000 | -100.0% | -$234.21万 | 清仓 |
| SMTC | SEMTECH CORP 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$230.67万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -10,800 | -100.0% | -$222.80万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$222.34万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,000 | -100.0% | -$211.11万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$210.62万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -25,600 | -100.0% | -$209.20万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -190,000 | -100.0% | -$208.24万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -7,100 | -100.0% | -$205.42万 | 清仓 |
| FTNT | FORTINET INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$204.30万 | 清仓 |
| DIOD | DIODES INC | $0 | 0.00% | 0 | -29,500 | -100.0% | -$201.37万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -24,500 | -100.0% | -$176.23万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$174.40万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -5,000 | -100.0% | -$161.35万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$160.87万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$159.10万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$147.92万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -220,000 | -100.0% | -$142.56万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$139.29万 | 清仓 |
| MOS | MOSAIC CO 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$127.50万 | 清仓 |
| TASK | TASKUS INC 看涨期权 | $0 | 0.00% | 0 | -170,000 | -100.0% | -$114.07万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -23,000 | -100.0% | -$113.60万 | 清仓 |
| CNXC | CONCENTRIX CORP 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$109.44万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$106.35万 | 清仓 |