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AAP
Ardsley Advisory Partners Portfolio holdings
AUM
$656M
1-Year Est. Return
155.41%
This Fund
S&P 500
1 Year Est. Return
+155.41%
AUM
$656M
AUM Growth
-$129M
(-16%)
Holding
177
Top Buys
| 1 | +$24.9M | |
| 2 | +$18.3M | |
| 3 | +$16.7M | |
| 4 |
Modine Manufacturing
MOD
|
+$16.5M |
| 5 |
Boston Scientific
BSX
|
+$12M |
Top Sells
| 1 | +$40.5M | |
| 2 | +$35.5M | |
| 3 | +$30.7M | |
| 4 |
argenx
ARGX
|
+$20.2M |
| 5 |
Advanced Energy
AEIS
|
+$19.7M |
Sector Composition
| 1 | Technology | 39.53% |
| 2 | Healthcare | 15.91% |
| 3 | Consumer Discretionary | 9.37% |
| 4 | Financials | 8.05% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
United Therapeutics
UTHR
$23.2B
| $29.6M | 4.52% |
+50,000
|
|
||
2
Broadcom
AVGO
$1.82T
| $27.7M | 4.22% |
89,500
+5,500
|
|
||
|
SNDK
3
Sandisk
SNDK
$293B
| $26.7M | 4.07% |
42,000
-14,000
|
|
||
4
Amazon
AMZN
$2.57T
| $22.1M | 3.36% |
106,000
+52,000
|
|
||
5
Arista Networks
ANET
$206B
| $21.3M | 3.25% |
173,700
+73,700
|
|
||
6
Semtech
SMTC
$15.5B
| $19.9M | 3.03% |
258,750
+21,750
|
|
||
|
7
Modine Manufacturing
MOD
$14.5B
| $19.7M | 3.01% |
91,100
+87,500
|
|
||
|
SEZL
8
Sezzle
SEZL
$4.46B
| $19M | 2.89% |
300,000
+55,000
|
|
||
9
Teva Pharmaceuticals
TEVA
$40.3B
| $16.7M | 2.55% |
555,000
-25,000
|
|
||
10
Meta Platforms (Facebook)
META
$1.44T
| $16M | 2.44% |
28,000
+26,000
|
|
||
11
Sunrun
RUN
$3.07B
| $15.4M | 2.34% |
1,135,000
-345,000
|
|
||
12
NVIDIA
NVDA
$4.97T
| $15.3M | 2.32% |
87,500
-37,500
|
|
||
13
TeraWulf
WULF
$12.9B
| $15.1M | 2.3% |
1,050,000
-115,000
|
|
||
14
BrightSpring Health Services
BTSG
$12.4B
| $14.9M | 2.27% |
350,000
|
|
||
15
Shoals Technologies Group
SHLS
$1.75B
| $14.9M | 2.27% |
2,260,000
+2,235,000
|
|
||
16
Viavi Solutions
VIAV
$13.2B
| $13.3M | 2.03% |
400,000
-40,000
|
|
||
17
eBay
EBAY
$48.2B
| $12.8M | 1.95% |
140,500
+55,500
|
|
||
18
Alerian MLP ETF
AMLP
$12.3B
| $10.5M | 1.6% |
+200,000
|
|
||
19
Nu Holdings
NU
$59.3B
| $9.7M | 1.48% |
675,000
+35,000
|
|
||
|
20
Boston Scientific
BSX
$69.7B
| $9.41M | 1.43% |
+150,000
|
|
||
21
Alphabet (Google) Class C
GOOG
$4.37T
| $8.61M | 1.31% |
30,000
-27,000
|
|
||
22
Applied Materials
AMAT
$450B
| $8.54M | 1.3% |
+25,000
|
|
||
23
Equinix
EQIX
$104B
| $7.79M | 1.19% |
+7,950
|
|
||
24
Alamos Gold
AGI
$14.8B
| $7.78M | 1.18% |
175,000
-125,000
|
|
||
25
ServiceNow
NOW
$105B
| $7.58M | 1.15% |
72,500
+60,650
|
|