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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $5,669.05万 | 5.90% | 25,000 | -17,000 | -40.5% | -$3,854.95万 | 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 |
| SEZL | SEZZLE INC | $3,690.05万 | 3.84% | 215,000 | -85,000 | -28.3% | -$1,458.86万 | 减仓 |
| WULF | TERAWULF INC | $2,368.63万 | 2.47% | 966,000 | -84,000 | -8.0% | -$205.97万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,266.55万 | 2.36% | 325,000 | -25,000 | -7.1% | -$174.35万 | 减仓 |
| EBAY | EBAY INC. | $2,226.16万 | 2.32% | 201,000 | 60,500 | 43.1% | $670.06万 | 加仓 |
| RUN | SUNRUN INC | $2,140.80万 | 2.23% | 1,600,000 | 465,000 | 41.0% | $622.17万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,862.25万 | 1.94% | 390,000 | -10,000 | -2.5% | -$47.75万 | 减仓 |
| P | EVERPURE INC | $1,830.21万 | 1.91% | 233,000 | 233,000 | — | $1,830.21万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $1,662.39万 | 1.73% | 47,000 | 29,000 | 161.1% | $1,025.73万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,648.35万 | 1.72% | 1,665,000 | -595,000 | -26.3% | -$589.05万 | 减仓 |
| AMZN | AMAZON COM INC | $1,644.55万 | 1.71% | 69,000 | -37,000 | -34.9% | -$881.86万 | 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 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,575.42万 | 1.64% | 465,000 | -90,000 | -16.2% | -$304.92万 | 减仓 |
| GOOG | ALPHABET INC | $1,534.77万 | 1.60% | 43,500 | 13,500 | 45.0% | $476.31万 | 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 |
| TWLO | TWILIO INC | $1,423.68万 | 1.48% | 69,000 | 21,800 | 46.2% | $449.80万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $1,338.39万 | 1.39% | 135,000 | 135,000 | — | $1,338.39万 | 新建仓 |
| AAPL | APPLE INC | $1,300.50万 | 1.35% | 45,000 | 45,000 | — | $1,300.50万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,251.49万 | 1.30% | 145,000 | 62,000 | 74.7% | $535.12万 | 加仓 |
| MOD | MODINE MFG CO | $1,201.59万 | 1.25% | 45,000 | -46,100 | -50.6% | -$1,230.96万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,192.12万 | 1.24% | 31,500 | -12,000 | -27.6% | -$454.14万 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $1,162.93万 | 1.21% | 43,500 | 43,500 | — | $1,162.93万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC 看涨期权 | $1,110.21万 | 1.16% | 690,000 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1,078.22万 | 1.12% | 220,000 | 135,000 | 158.8% | $661.63万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,058.40万 | 1.10% | 90,000 | 90,000 | — | $1,058.40万 | 新建仓 |
| OKTA | OKTA INC | $1,043.84万 | 1.09% | 76,500 | 8,900 | 13.2% | $121.44万 | 加仓 |
| EQIX | EQUINIX INC | $1,042.39万 | 1.09% | 10,000 | 2,050 | 25.8% | $213.69万 | 加仓 |
| HUT | HUT 8 CORP | $1,039.01万 | 1.08% | 90,000 | -60,000 | -40.0% | -$692.67万 | 减仓 |
| AMLP | ALPS ETF TR | $1,037.00万 | 1.08% | 200,000 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $998.20万 | 1.04% | 350,000 | 350,000 | — | $998.20万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $939.92万 | 0.98% | 31,000 | 18,000 | 138.5% | $545.76万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $918.00万 | 0.96% | 375,000 | -75,000 | -16.7% | -$183.60万 | 减仓 |
| NU | NU HLDGS LTD | $900.45万 | 0.94% | 675,000 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $865.80万 | 0.90% | 39,000 | 39,000 | — | $865.80万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $852.51万 | 0.89% | 10,000 | 3,800 | 61.3% | $323.95万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $840.38万 | 0.88% | 375,000 | 375,000 | — | $840.38万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $826.00万 | 0.86% | 200,000 | 200,000 | — | $826.00万 | 新建仓 |
| AVGO | BROADCOM INC | $792.73万 | 0.83% | 21,000 | -68,500 | -76.5% | -$2,585.81万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $783.00万 | 0.82% | 150,000 | -15,000 | -9.1% | -$78.30万 | 减仓 |
| GLW | CORNING INC | $766.23万 | 0.80% | 30,000 | 30,000 | — | $766.23万 | 新建仓 |
| FLR | FLUOR CORP | $746.56万 | 0.78% | 142,500 | 60,000 | 72.7% | $314.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $745.10万 | 0.78% | 15,000 | 15,000 | — | $745.10万 | 新建仓 |
| VCYT | VERACYTE INC | $734.12万 | 0.76% | 125,000 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $728.33万 | 0.76% | 45,000 | -213,750 | -82.6% | -$3,459.54万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $722.91万 | 0.75% | 30,000 | -20,000 | -40.0% | -$481.94万 | 重新持有 |
| GSM | FERROGLOBE PLC | $694.83万 | 0.72% | 2,185,000 | 65,000 | 3.1% | $20.67万 | 重新持有 |
| AKAM | AKAMAI TECHNOLOGIES INC | $661.98万 | 0.69% | 56,000 | 56,000 | — | $661.98万 | 新建仓 |
| ORCL | ORACLE CORP 看涨期权 | $659.48万 | 0.69% | 45,000 | -3,000 | -6.2% | -$43.97万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $656.89万 | 0.68% | 155,000 | 25,000 | 19.2% | $105.95万 | 加仓 |
| BOX | BOX INC | $636.96万 | 0.66% | 240,000 | 4,000 | 1.7% | $10.62万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $633.50万 | 0.66% | 70,000 | 70,000 | — | $633.50万 | 新建仓 |
| SLB | SLB LIMITED | $627.62万 | 0.65% | 135,000 | 135,000 | — | $627.62万 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $620.02万 | 0.65% | 525,000 | 50,000 | 10.5% | $59.05万 | 加仓 |
| CAMT | CAMTEK LTD | $603.54万 | 0.63% | 37,000 | 37,000 | — | $603.54万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $582.73万 | 0.61% | 325,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $563.98万 | 0.59% | 36,000 | 3,000 | 9.1% | $47.00万 | 重新持有 |
| — | GUARDIAN METAL RES PLC | $560.40万 | 0.58% | 400,000 | 400,000 | — | $560.40万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $514.88万 | 0.54% | 75,000 | -25,000 | -25.0% | -$171.62万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $513.38万 | 0.53% | 35,000 | 10,000 | 40.0% | $146.68万 | 重新持有 |
| ADMA | ADMA BIOLOGICS INC | $502.20万 | 0.52% | 600,000 | 175,000 | 41.2% | $146.47万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $478.52万 | 0.50% | 140,000 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP | $477.29万 | 0.50% | 345,000 | 70,000 | 25.5% | $96.84万 | 加仓 |
| PI | IMPINJ INC | $472.66万 | 0.49% | 33,000 | 21,500 | 187.0% | $307.94万 | 加仓 |
| BWA | BORGWARNER INC | $464.80万 | 0.48% | 70,000 | 70,000 | — | $464.80万 | 新建仓 |
| NAVN | NAVAN INC | $457.40万 | 0.48% | 200,000 | 200,000 | — | $457.40万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC 看涨期权 | $450.12万 | 0.47% | 125,000 | 125,000 | — | $450.12万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $449.13万 | 0.47% | 54,500 | 54,500 | — | $449.13万 | 新建仓 |
| FLS | FLOWSERVE CORP | $444.96万 | 0.46% | 60,000 | 60,000 | — | $444.96万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $435.48万 | 0.45% | 120,000 | 75,000 | 166.7% | $272.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $433.33万 | 0.45% | 10,000 | 10,000 | — | $433.33万 | 新建仓 |
| CVS | CVS HEALTH CORP | $413.80万 | 0.43% | 40,000 | -45,000 | -52.9% | -$465.52万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $396.86万 | 0.41% | 28,500 | 28,500 | — | $396.86万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $392.45万 | 0.41% | 113,000 | 74,000 | 189.7% | $257.00万 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $389.30万 | 0.41% | 20,000 | -5,000 | -20.0% | -$97.33万 | 减仓 |
| APH | AMPHENOL CORP | $387.90万 | 0.40% | 22,000 | 22,000 | — | $387.90万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $387.49万 | 0.40% | 13,000 | 7,000 | 116.7% | $208.65万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $386.57万 | 0.40% | 145,000 | -30,000 | -17.1% | -$79.98万 | 减仓 |
| — | PROFOUND MED CORP | $382.38万 | 0.40% | 575,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $371.70万 | 0.39% | 50,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $370.89万 | 0.39% | 32,500 | -45,900 | -58.5% | -$523.81万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $351.31万 | 0.37% | 5,500 | 5,500 | — | $351.31万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $348.95万 | 0.36% | 121,500 | 121,500 | — | $348.95万 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $336.40万 | 0.35% | 200,000 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $323.60万 | 0.34% | 400,000 | 25,000 | 6.7% | $20.23万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $322.71万 | 0.34% | 550,000 | 250,000 | 83.3% | $146.69万 | 加仓 |
| AGI | ALAMOS GOLD INC | $318.57万 | 0.33% | 105,000 | -70,000 | -40.0% | -$212.38万 | 减仓 |
| COHU | COHU INC | $308.20万 | 0.32% | 41,700 | 41,700 | — | $308.20万 | 新建仓 |
| FLEX | FLEX LTD | $307.93万 | 0.32% | 19,000 | 19,000 | — | $307.93万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $304.50万 | 0.32% | 175,000 | 175,000 | — | $304.50万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $302.14万 | 0.31% | 41,000 | 41,000 | — | $302.14万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $297.84万 | 0.31% | 30,000 | 18,000 | 150.0% | $178.70万 | 加仓 |
| WOLF | WOLFSPEED INC | $289.50万 | 0.30% | 60,000 | -80,000 | -57.1% | -$386.00万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $280.46万 | 0.29% | 37,000 | 37,000 | — | $280.46万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION 看涨期权 | $272.26万 | 0.28% | 35,000 | 35,000 | — | $272.26万 | 新建仓 |
| KBR | KBR INC | $258.98万 | 0.27% | 75,000 | 75,000 | — | $258.98万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $239.38万 | 0.25% | 125,000 | 50,000 | 66.7% | $95.75万 | 加仓 |
| P | EVERPURE INC 看涨期权 | $236.37万 | 0.25% | 30,000 | 30,000 | — | $236.37万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $228.62万 | 0.24% | 125,000 | 125,000 | — | $228.62万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $227.59万 | 0.24% | 166,000 | 52,000 | 45.6% | $71.29万 | 重新持有 |