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Portfolio (Quarterly) Guide ↗

ARDSLEY ADVISORY PARTNERS LP

· CIK 0000900529
13F Portfolio $911M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 142 New
Page 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 25,000.0 $212K 0.02% NEW $8.50 +9.2%
142 NFE NEW FORTRESS ENERGY INC Utilities 150,000.0 $171K 0.02% NEW $1.14 -39.4%
Page 8 of 8  ·  142 positions

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 35.2%
Healthcare 18.9%
Energy 13.1%
Financial Services 8.9%
Industrials 8.3%
Consumer Cyclical 5.2%
Communication Services 4.3%
Basic Materials 3.0%
Utilities 1.8%
Consumer Defensive 1.2%