Ardsley Advisory Partners LP
Annual return '25
+12.2%
SPY '25
+17.7%
Alpha
-5.5ptsvs SPY
Invested
$784.4M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Sold 17.2% (1.56M → 1.29M shares)
5.5%
02
$SNDK
SANDISK CORP
Q1 2026: Increased +21.8% (29.7k → 36.1k shares)
4.5%
03
$AMZN
AMAZON COM INC
Q4 2025: Sold 99.7% (75.5k → 226 shares)
4.1%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (184 shares)
4.1%
05
$UTHR
UNITED THERAPEUTICS CORP DEL
Q1 2026: Sold 0.8% (14.2k → 14.1k shares)
3.8%
06
$ANET
ARISTA NETWORKS INC
Q1 2026: Sold 8.8% (224.6k → 204.8k shares)
3.1%
07
$SMTC
SEMTECH CORP
Q1 2026: Increased +27.5% (14.8k → 18.9k shares)
2.8%
08
$MOD
MODINE MFG CO
Q1 2026: Increased +30.3% (1.3k → 1.7k shares)
2.5%
09
$SEZL
SEZZLE INC
Q1 2026: Increased +1474.6% (67 → 1.1k shares)
2.4%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 5.7% (6.57M → 6.20M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:01 UTC.