Stock Taper 
ARDSLEY ADVISORY PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MP Materials Corp. | MP | 5K | $280.4K |
 SolarEdge Technologies, Inc. | SEDG | 5K | $292.2K |
 Western Digital Corporation | WDC | 5.5K | $3.51M |
 Commvault Systems, Inc. | CVLT | 6.1K | $864.55K |
 Nebius Group N.V. | NBIS | 7K | $1.92M |
 Atlassian Corporation | TEAM | 7K | $544.53K |
 Equifax Inc. | EFX | 7K | $1.11M |
 Itron, Inc. | ITRI | 7.5K | $648.98K |
 USA Rare Earth Inc | USAR | 10K | $216.2K |
 Equinix, Inc. | EQIX | 10K | $10.42M |
 Lam Research Corporation | LRCX | 10K | $4.33M |
 Lumentum Holdings Inc. | LITE | 10K | $8.53M |
 Avery Dennison Corporation | AVY | 12K | $1.95M |
 Texas Instruments Incorporated | TXN | 13K | $3.87M |
 Vertex Pharmaceuticals Incorporated | VRTX | 15K | $7.45M |
 AXT, Inc. | AXTI | 17K | $1.21M |
 Cameco Corporation | CCJ | 17.5K | $1.78M |
 Flex Ltd. | FLEX | 19K | $3.08M |
 American Superconductor Corporation | AMSC | 20K | $830.2K |
 TC Energy Corporation | TRP | 20K | $1.33M |