Фонды
Ardsley Advisory Partners
Филип Хемплман
под управлением на дату подачи
960 млн $
позиций
136
с прошлой подачи
+176 млн $
подана
13 июля 2026
Купили
| Тикер | Название | Доля | Δ доли | Δ снимка |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 5.63% | +5.63 | новая |
| P | EVERPURE INC | 2.15% | +2.15 | новая |
| ARM | ARM HOLDINGS PLC | 1.73% | +1.73 | новая |
| PANW | PALO ALTO NETWORKS INC | 1.52% | +1.52 | новая |
| SNDK | SANDISK CORP | 5.9% | +1.45 | докупили |
| SEZL | SEZZLE INC | 3.84% | +1.42 | докупили |
| PRIM | PRIMORIS SVCS CORP | 1.39% | +1.39 | новая |
| ONTO | ONTO INNOVATION INC | 1.24% | +1.24 | новая |
| SNX | TD SYNNEX CORPORATION | 1.21% | +1.21 | новая |
| ENPH | ENPHASE ENERGY INC | 1.12% | +1.12 | новая |
| ALGT | ALLEGIANT TRAVEL CO | 1.1% | +1.1 | новая |
| OSCR | OSCAR HEALTH INC | 1.04% | +1.04 | новая |
| BE | BLOOM ENERGY CORP | 0.98% | +0.98 | новая |
| FCEL | FUELCELL ENERGY INC | 0.92% | +0.92 | новая |
| CBRS | CEREBRAS SYSTEMS INC | 0.9% | +0.9 | новая |
| LITE | LUMENTUM HLDGS INC | 0.89% | +0.89 | новая |
| RELY | REMITLY GLOBAL INC | 0.88% | +0.88 | новая |
| DVN | DEVON ENERGY CORP NEW | 0.86% | +0.86 | новая |
| GLW | CORNING INC | 0.8% | +0.8 | новая |
| FLR | FLUOR CORP | 0.78% | +0.78 | новая |
| VRTX | VERTEX PHARMACEUTICALS INC | 0.78% | +0.78 | новая |
| VCYT | VERACYTE INC | 0.76% | +0.76 | новая |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 0.75% | +0.75 | новая |
| GSM | FERROGLOBE PLC | 0.72% | +0.72 | новая |
| AKAM | AKAMAI TECHNOLOGIES INC | 0.69% | +0.69 | новая |
| ORCL | ORACLE CORP | 0.69% | +0.69 | новая |
| EBAY | EBAY INC. | 2.32% | +0.69 | докупили |
| TWLO | TWILIO INC | 1.48% | +0.65 | докупили |
| WULF | TERAWULF INC | 2.47% | +0.54 | докупили |
| GOOG | ALPHABET INC | 1.6% | +0.5 | докупили |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 2.36% | +0.46 | докупили |
| AAPL | APPLE INC | 1.35% | +0.38 | докупили |
| OKTA | OKTA INC | 1.09% | +0.36 | докупили |
| ZM | ZOOM COMMUNICATIONS INC | 1.42% | +0.33 | докупили |
| RUN | SUNRUN INC | 2.23% | +0.27 | докупили |
| VIAV | VIAVI SOLUTIONS INC | 1.94% | +0.24 | докупили |
| CIFR | CIPHER DIGITAL INC | 0.96% | +0.22 | докупили |
| HUT | HUT 8 CORP | 1.08% | +0.19 | докупили |
| ALK | ALASKA AIR GROUP INC | 0.82% | +0.04 | докупили |
Продали
| Тикер | Название | Доля | Δ доли | Δ снимка |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 0.83% | -4.68 | продали |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.06% | -4.06 | закрыли |
| ANET | ARISTA NETWORKS INC | 3.11% | -3.11 | закрыли |
| AMZN | AMAZON COM INC | 1.71% | -2.38 | продали |
| NVDA | NVIDIA CORPORATION | 2.17% | -2.17 | закрыли |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1.69% | -2.09 | продали |
| SMTC | SEMTECH CORP | 0.76% | -2.07 | продали |
| META | META PLATFORMS INC | 2.04% | -2.04 | закрыли |
| MU | MICRON TECHNOLOGY INC | 1.33% | -1.33 | закрыли |
| MOD | MODINE MFG CO | 1.25% | -1.27 | продали |
| BSX | BOSTON SCIENTIFIC CORP | 1.2% | -1.2 | закрыли |
| NOW | SERVICENOW INC | 1.13% | -1.13 | закрыли |
| AMAT | APPLIED MATLS INC | 1.09% | -1.09 | закрыли |
| LSCC | LATTICE SEMICONDUCTOR CORP | 1.05% | -1.05 | закрыли |
| BOX | BOX INC | 1.01% | -1.01 | закрыли |
| AGI | ALAMOS GOLD INC | 0.99% | -0.99 | закрыли |
| XLU | SELECT SECTOR SPDR TR | 0.88% | -0.88 | закрыли |
| AVY | AVERY DENNISON CORP | 0.88% | -0.88 | закрыли |
| VZ | VERIZON COMMUNICATIONS INC | 0.83% | -0.83 | закрыли |
| WGS | GENEDX HOLDINGS CORP | 0.82% | -0.82 | закрыли |
| CVS | CVS HEALTH CORP | 0.78% | -0.78 | закрыли |
| MIR | MIRION TECHNOLOGIES INC | 0.77% | -0.77 | закрыли |
| CWEN | CLEARWAY ENERGY INC | 0.7% | -0.7 | закрыли |
| SKE | SKEENA RES LTD NEW | 0.66% | -0.66 | закрыли |
| BWXT | BWX TECHNOLOGIES INC | 0.65% | -0.65 | закрыли |
| ADI | ANALOG DEVICES INC | 0.65% | -0.65 | закрыли |
| XIFR | XPLR INFRASTRUCTURE LP | 0.64% | -0.64 | закрыли |
| DNN | DENISON MINES CORP | 0.63% | -0.63 | закрыли |
| LLY | ELI LILLY & CO | 0.59% | -0.59 | закрыли |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 1.64% | -0.49 | продали |
| BKD | BROOKDALE SR LIVING INC | 1.16% | -0.48 | продали |
| EQIX | EQUINIX INC | 1.09% | -0.41 | продали |
| NU | NU HLDGS LTD | 0.94% | -0.3 | продали |
| AMLP | ALPS ETF TR | 1.08% | -0.26 | продали |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 1.72% | -0.18 | продали |