Funds
Ardsley Advisory Partners
Филип Хемплман
13F AUM
960 M $
positions
136
filed
July 13, 2026
showing the 50 largest positions out of 136 — the full filing is on EDGAR
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| 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% | — |