Ardsley Advisory Partners LP
Ardsley Advisory Partners LP, managed by Philip Hempleman, reported 130 positions worth $921.02M in its 2026 Q2 13F filing: 58 new and 45 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +148.3% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +28.7% | +11.4% |
| 2025 Q3 | +18.7% | +7.6% |
| 2025 Q4 | +10.7% | +3.1% |
| 2026 Q1 | +2.9% | -5.8% |
| 2026 Q2 | +42.5% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| SNDK | SANDISK CORP | $56.69M | 6.20% | -40.5% |
| AMD | ADVANCED MICRO DEVICES INC | $54.02M | 5.90% | +1062.5% |
| SEZL | SEZZLE INC | $36.90M | 4.00% | -28.3% |
| WULF | TERAWULF INC | $23.69M | 2.60% | -8% |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $22.67M | 2.50% | -7.1% |
| EBAY | EBAY INC. | $22.26M | 2.40% | +43.1% |
| RUN | SUNRUN INC | $21.41M | 2.30% | +41% |
| VIAV | VIAVI SOLUTIONS INC | $18.62M | 2.00% | -2.5% |
| P | EVERPURE INC | $18.30M | 2.00% | NEW |
| ARM | ARM HOLDINGS PLC | $16.62M | 1.80% | +161.1% |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $16.48M | 1.80% | -26.3% |
| AMZN | AMAZON COM INC | $16.45M | 1.80% | -34.9% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $16.25M | 1.80% | -40% |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $15.75M | 1.70% | -16.2% |
| GOOG | ALPHABET INC | $15.35M | 1.70% | +45% |
| PANW | PALO ALTO NETWORKS INC | $14.64M | 1.60% | NEW |
| TWLO | TWILIO INC | $14.24M | 1.50% | +46.2% |
| PRIM | PRIMORIS SVCS CORP | $13.38M | 1.50% | NEW |
| AAPL | APPLE INC | $13.01M | 1.40% | NEW |
| ZM | ZOOM COMMUNICATIONS INC | $12.51M | 1.40% | +74.7% |
| MOD | MODINE MFG CO | $12.02M | 1.30% | -50.6% |
| ONTO | ONTO INNOVATION INC | $11.92M | 1.30% | NEW |
| SNX | TD SYNNEX CORPORATION | $11.63M | 1.30% | NEW |
| ENPH | ENPHASE ENERGY INC | $10.78M | 1.20% | +158.8% |
| ALGT | ALLEGIANT TRAVEL CO | $10.58M | 1.10% | NEW |
| OKTA | OKTA INC | $10.44M | 1.10% | +13.2% |
| EQIX | EQUINIX INC | $10.42M | 1.10% | +25.8% |
| HUT | HUT 8 CORP | $10.39M | 1.10% | -40% |
| AMLP | ALPS ETF TR | $10.37M | 1.10% | NO CHANGE |
| OSCR | OSCAR HEALTH INC | $9.98M | 1.10% | NEW |
| BE | BLOOM ENERGY CORP | $9.40M | 1.00% | +138.5% |
| CIFR | CIPHER DIGITAL INC | $9.18M | 1.00% | -16.7% |
| NU | NU HLDGS LTD | $9.00M | 0.98% | NO CHANGE |
| CBRS | CEREBRAS SYSTEMS INC | $8.66M | 0.94% | NEW |
| LITE | LUMENTUM HLDGS INC | $8.53M | 0.93% | +61.3% |
| RELY | REMITLY GLOBAL INC | $8.40M | 0.91% | NEW |
| DVN | DEVON ENERGY CORP NEW | $8.26M | 0.90% | NEW |
| AVGO | BROADCOM INC | $7.93M | 0.86% | -76.5% |
| ALK | ALASKA AIR GROUP INC | $7.83M | 0.85% | -9.1% |
| GLW | CORNING INC | $7.66M | 0.83% | NEW |
| FLR | FLUOR CORP | $7.47M | 0.81% | +72.7% |
| VRTX | VERTEX PHARMACEUTICALS INC | $7.45M | 0.81% | NEW |
| VCYT | VERACYTE INC | $7.34M | 0.80% | NO CHANGE |
| SMTC | SEMTECH CORP | $7.28M | 0.79% | -82.6% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $7.23M | 0.78% | NEW |
| GSM | FERROGLOBE PLC | $6.95M | 0.75% | NEW |
| AKAM | AKAMAI TECHNOLOGIES INC | $6.62M | 0.72% | NEW |
| VZ | VERIZON COMMUNICATIONS INC | $6.57M | 0.71% | +19.2% |
| BOX | BOX INC | $6.37M | 0.69% | +1.7% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.33M | 0.69% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.