Stock Taper 
ARDSLEY ADVISORY PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GLOBALFOUNDRIES Inc. | GFS | 54.5K | $4.49M |
 Tronox Holdings plc | TROX | 50K | $315K |
 The Williams Companies, Inc. | WMB | 50K | $3.72M |
 Arm Holdings plc American Depositary Shares | ARM | 47K | $16.62M |
 Modine Manufacturing Company | MOD | 45K | $12.02M |
 Semtech Corporation | SMTC | 45K | $7.28M |
 Apple Inc. | AAPL | 45K | $13.01M |
 TD Synnex Corp | SNX | 43.5K | $11.63M |
 Alphabet Inc. | GOOG | 43.5K | $15.35M |
 Palo Alto Networks, Inc. | PANW | 43K | $14.64M |
 Cohu, Inc. | COHU | 41.7K | $3.08M |
 STMicroelectronics N.V. | STM | 41K | $3.02M |
 CVS Health Corp. | CVS | 40K | $4.14M |
 Cerebras Systems Inc. | CBRS | 39K | $8.66M |
 Veeco Instruments Inc. | VECO | 37K | $2.8M |
 Camtek Ltd. | CAMT | 37K | $6.04M |
 Salesforce, Inc. | CRM | 36K | $5.64M |
 Baker Hughes Company | BKR | 35K | $1.94M |
 Applied Optoelectronics, Inc. | AAOI | 35K | $5.13M |
 Impinj, Inc. | PI | 33K | $4.73M |