Steven Napoli
Ardsley Advisory Partners Lp
Assets Managed
$784.36M
Holdings
127
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-13.91%(2Q avg: -0.62%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ardsley Advisory Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.
Assets under management
The assets under management (AUM) of Ardsley Advisory Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 784.36M in assets, with a quarterly growth rate of -13.91% and a 2-quarter average growth rate of -0.62%. The portfolio is managed by Steven Napoli, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AVGO Broadcom Inc
| 5.51% | $43.19M 139,500 shares@ $309.61 avg price | Increased 4.11% |
SNDK Sandisk Corp
| 4.46% | $34.969M 55,000 shares@ $635.8 avg price | Decreased -1.78% |
AMZN Amazon.com Inc
| 4.09% | $32.074M 154,000 shares@ $208.27 avg price | Increased 185.19% |
SPY Spdr S&p 500 Etf Trust
| 4.07% | $31.867M↑ Call 49,000 shares@ $650.34 avg price | New Position |
UTHR United Therapeutics Corp
| 3.79% | $29.649M 50,000 shares@ $592.98 avg price | New Position |
ANET Arista Networks Inc
| 3.12% | $24.396M 198,700 shares@ $122.78 avg price | Increased 41.93% |
SMTC Semtech Corp
| 2.84% | $22.202M 288,750 shares@ $76.9 avg price | Increased 11.49% |
MOD Modine Manufacturing Co
| 2.52% | $19.742M 91,100 shares@ $216.71 avg price | Increased 2430.56% |
SEZL Sezzle Inc
| 2.43% | $18.987M 300,000 shares@ $63.29 avg price | Increased 17.65% |
NVDA Nvidia Corp
| 2.17% | $17.004M 97,500 shares@ $174.4 avg price | Decreased -22% |
1-10 of 127