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Portfolio (Quarterly) Guide ↗

ARDSLEY ADVISORY PARTNERS LP

· CIK 0000900529
13F Portfolio $784M AUM 151 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 72 New 33 Added 34 Reduced
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HIMX HIMAX TECHNOLOGIES INC Technology 79,000.0 $622K 0.08% NEW — $7.87 +83.0%
62 S SENTINELONE INC Technology 46,000.0 $592K 0.08% NEW — $12.88 +77.4%
63 DIS DISNEY WALT CO Communication Services 6,000.0 $578K 0.07% NEW — $96.37 +9.6%
64 TASK TASKUS INC Technology 65,000.0 $436K 0.06% NEW — $6.71 +20.3%
65 OKTA CALL OKTA INC Technology 5,000.0 $394K 0.05% NEW — $78.71 +153.8%
66 LXU LSB INDS INC Basic Materials 25,000.0 $372K 0.05% NEW — $14.90 -34.0%
67 RAMP LIVERAMP HLDGS INC Technology 14,000.0 $371K 0.05% NEW — $26.52 +41.5%
68 IE IVANHOE ELECTRIC INC Technology 25,000.0 $296K 0.04% NEW — $11.82 -11.0%
69 FCEL FUELCELL ENERGY INC Industrials 45,000.0 $294K 0.04% NEW — $6.53 +154.4%
70 ALB ALBEMARLE CORP Basic Materials 1,500.0 $269K 0.03% NEW — $179.53 -38.5%
71 TDC CALL TERADATA CORP DEL Technology 10,000.0 $256K 0.03% NEW — $25.63 +14.6%
72 TDC TERADATA CORP DEL Technology 8,000.0 $205K 0.03% NEW — $25.63 +14.6%
Page 4 of 4  ·  72 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Healthcare 17.3%
Consumer Cyclical 9.1%
Energy 8.6%
Financial Services 8.6%
Industrials 8.2%
Communication Services 7.1%
Utilities 2.7%
Basic Materials 1.6%
Real Estate 1.3%