Фонды

Ardsley Advisory Partners

Филип Хемплман

под управлением на дату подачи 960 млн $
позиций 136
подана 13 июля 2026

показаны 50 крупнейших позиций из 136 — полная подача лежит на EDGAR

Тикер Название Доля Δ снимка
SNDK SANDISK CORP 5.9%
AMD ADVANCED MICRO DEVICES INC 5.63%
SEZL SEZZLE INC 3.84%
WULF TERAWULF INC 2.47%
BTSG BRIGHTSPRING HEALTH SVCS INC 2.36%
EBAY EBAY INC. 2.32%
RUN SUNRUN INC 2.23%
P EVERPURE INC 2.15%
VIAV VIAVI SOLUTIONS INC 1.94%
ARM ARM HOLDINGS PLC 1.73%
SHLS SHOALS TECHNOLOGIES GROUP IN 1.72%
AMZN AMAZON COM INC 1.71%
UTHR UNITED THERAPEUTICS CORP DEL 1.69%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.64%
GOOG ALPHABET INC 1.6%
PANW PALO ALTO NETWORKS INC 1.52%
TWLO TWILIO INC 1.48%
ZM ZOOM COMMUNICATIONS INC 1.42%
PRIM PRIMORIS SVCS CORP 1.39%
AAPL APPLE INC 1.35%
MOD MODINE MFG CO 1.25%
ONTO ONTO INNOVATION INC 1.24%
SNX TD SYNNEX CORPORATION 1.21%
BKD BROOKDALE SR LIVING INC 1.16%
ENPH ENPHASE ENERGY INC 1.12%
ALGT ALLEGIANT TRAVEL CO 1.1%
OKTA OKTA INC 1.09%
EQIX EQUINIX INC 1.09%
HUT HUT 8 CORP 1.08%
AMLP ALPS ETF TR 1.08%
OSCR OSCAR HEALTH INC 1.04%
BE BLOOM ENERGY CORP 0.98%
CIFR CIPHER DIGITAL INC 0.96%
NU NU HLDGS LTD 0.94%
FCEL FUELCELL ENERGY INC 0.92%
CBRS CEREBRAS SYSTEMS INC 0.9%
LITE LUMENTUM HLDGS INC 0.89%
RELY REMITLY GLOBAL INC 0.88%
DVN DEVON ENERGY CORP NEW 0.86%
AVGO BROADCOM INC 0.83%
ALK ALASKA AIR GROUP INC 0.82%
GLW CORNING INC 0.8%
FLR FLUOR CORP 0.78%
VRTX VERTEX PHARMACEUTICALS INC 0.78%
VCYT VERACYTE INC 0.76%
SMTC SEMTECH CORP 0.76%
JAZZ JAZZ PHARMACEUTICALS PLC 0.75%
GSM FERROGLOBE PLC 0.72%
AKAM AKAMAI TECHNOLOGIES INC 0.69%
ORCL ORACLE CORP 0.69%