AAP
Ardsley Advisory Partners Portfolio holdings
AUM
$652M
1-Year Est. Return
66.15%
1 Year Est. Return
+66.15%
AUM
$612M
AUM Growth
+$180M
(+42%)
Holding
176
Top Buys
| 1 | +$22.3M | |
| 2 | +$15.2M | |
| 3 | +$15.1M | |
| 4 |
Affirm
AFRM
|
+$13.5M |
| 5 |
BWX Technologies
BWXT
|
+$12.2M |
Top Sells
| 1 | +$15.3M | |
| 2 | +$14.7M | |
| 3 | +$11.3M | |
| 4 |
Sunrun
RUN
|
+$10.5M |
| 5 |
Freeport-McMoran
FCX
|
+$9.46M |
Sector Composition
| 1 | Technology | 47.51% |
| 2 | Healthcare | 14.1% |
| 3 | Industrials | 13.1% |
| 4 | Communication Services | 6.86% |
| 5 | Financials | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Riot Platforms
RIOT
$5.19B
| $3.67M | 0.48% |
+325,000
|
|
||
52
Denison Mines
DNN
$2.23B
| $3.64M | 0.48% |
2,000,000
+1,000,000
|
|
||
53
BrightSpring Health Services
BTSG
$5.77B
| $3.54M | 0.47% |
+150,000
|
|
||
54
Flex
FLEX
$22.2B
| $3.39M | 0.45% |
+68,000
|
|
||
55
Lattice Semiconductor
LSCC
$8.78B
| $3.18M | 0.42% |
65,000
-106,550
|
|
||
56
MP Materials
MP
$10.4B
| $3.17M | 0.42% |
95,000
-125,000
|
|
||
57
Orion Group Holdings
ORN
$379M
| $2.95M | 0.39% |
325,000
+75,000
|
|
||
58
Bloom Energy
BE
$26.5B
| $2.87M | 0.38% |
+120,000
|
|
||
59
Cameco
CCJ
$36.9B
| $2.82M | 0.37% |
38,000
-37,000
|
|
||
60
Applovin
APP
$188B
| $2.8M | 0.37% |
+8,000
|
|
||
61
Atlas Energy Solutions
AESI
$1.11B
| $2.67M | 0.35% |
+200,000
|
|
||
62
Amplitude
AMPL
$1.43B
| $2.6M | 0.34% |
210,000
+75,000
|
|
||
|
63
Sunrun
RUN
$4.33B
| $2.54M | 0.33% |
310,000
-1,280,000
|
|
||
64
First Solar
FSLR
$27.2B
| $2.48M | 0.33% |
15,000
+10,000
|
|
||
65
Autodesk
ADSK
$63.8B
| $2.48M | 0.33% |
8,000
-17,450
|
|
||
66
TripAdvisor
TRIP
$1.75B
| $2.47M | 0.32% |
189,000
+97,000
|
|
||
67
Robinhood
HOOD
$110B
| $2.44M | 0.32% |
+26,000
|
|
||
68
PayPal
PYPL
$58.8B
| $2.23M | 0.29% |
30,000
-3,000
|
|
||
|
WNS
69
DELISTED
WNS Holdings
WNS
| $2.21M | 0.29% |
35,000
-1,000
|
|
||
70
Nokia
NOK
$37.3B
| $1.97M | 0.26% |
+380,000
|
|
||
|
PROF
71
Profound Medical
PROF
$207M
| $1.95M | 0.26% |
330,000
+35,000
|
|
||
|
FISV
72
Fiserv Inc
FISV
$34.1B
| $1.78M | 0.23% |
+10,300
|
|
||
73
Clearway Energy Class C
CWEN
$4.3B
| $1.76M | 0.23% |
55,000
+5,000
|
|
||
74
Box
BOX
$4.64B
| $1.62M | 0.21% |
47,500
+23,500
|
|
||
75
Manhattan Associates
MANH
$10.7B
| $1.62M | 0.21% |
+8,200
|
|