Ardsley Advisory Partners LP 13F 持仓 · 2026年Q2
Ardsley Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 130 只证券，申报市值合计 9.60 亿美元。前几大持仓：SNDK（5.90%）、AMD（5.63%）、SEZL（3.84%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $56.7M | 5.90% | 25,000 | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $54.0M | 5.63% | 93,000 | 增持 |
| 3 | SEZL | SEZZLE INC | $36.9M | 3.84% | 215,000 | 减持 |
| 4 | WULF | TERAWULF INC | $23.7M | 2.47% | 966,000 | 减持 |
| 5 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $22.7M | 2.36% | 325,000 | 减持 |
| 6 | EBAY | EBAY INC. | $22.3M | 2.32% | 201,000 | 增持 |
| 7 | RUN | SUNRUN INC | $21.4M | 2.23% | 1.6M | 增持 |
| 8 | P | EVERPURE INC | $20.7M | 2.15% | 263,000 | 新建仓 |
| 9 | VIAV | VIAVI SOLUTIONS INC | $18.6M | 1.94% | 390,000 | 减持 |
| 10 | ARM | ARM HOLDINGS PLC | $16.6M | 1.73% | 47,000 | 增持 |
| 11 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $16.5M | 1.72% | 1.7M | 减持 |
| 12 | AMZN | AMAZON COM INC | $16.4M | 1.71% | 69,000 | 减持 |
| 13 | UTHR | UNITED THERAPEUTICS CORP DEL | $16.3M | 1.69% | 30,000 | 减持 |
| 14 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $15.8M | 1.64% | 465,000 | 减持 |
| 15 | GOOG | ALPHABET INC | $15.3M | 1.60% | 43,500 | 增持 |
| 16 | PANW | PALO ALTO NETWORKS INC | $14.6M | 1.52% | 43,000 | 新建仓 |
| 17 | TWLO | TWILIO INC | $14.2M | 1.48% | 69,000 | 增持 |
| 18 | ZM | ZOOM COMMUNICATIONS INC | $13.6M | 1.42% | 158,000 | 增持 |
| 19 | PRIM | PRIMORIS SVCS CORP | $13.4M | 1.39% | 135,000 | 新建仓 |
| 20 | AAPL | APPLE INC | $13.0M | 1.35% | 45,000 | 增持 |
| 21 | MOD | MODINE MFG CO | $12.0M | 1.25% | 45,000 | 减持 |
| 22 | ONTO | ONTO INNOVATION INC | $11.9M | 1.24% | 31,500 | 新建仓 |
| 23 | SNX | TD SYNNEX CORPORATION | $11.6M | 1.21% | 43,500 | 新建仓 |
| 24 | BKD | BROOKDALE SR LIVING INC | $11.1M | 1.16% | 690,000 | 减持 |
| 25 | ENPH | ENPHASE ENERGY INC | $10.8M | 1.12% | 220,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR