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AAP

Ardsley Advisory Partners Portfolio holdings

AUM $656M
1-Year Est. Return 155.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+155.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$18.3M
3
+$16.7M
4
MOD icon
Modine Manufacturing
MOD
+$16.5M
5
BSX icon
Boston Scientific
BSX
+$12M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$30.7M
4
ARGX icon
argenx
ARGX
+$20.2M
5
AEIS icon
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
MGNI icon
101
Magnite
MGNI
$2.33B
$927K 0.14%
+78,000
PLXS icon
102
Plexus
PLXS
$7.89B
$911K 0.14%
+4,500
CRTO icon
103
Criteo
CRTO
$897M
$905K 0.14%
+50,500
AMSC icon
104
American Superconductor
AMSC
$1.91B
$846K 0.13%
+25,000
MP icon
105
MP Materials
MP
$10.2B
$724K 0.11%
+15,000
ARRY icon
106
Array Technologies
ARRY
$1.2B
$723K 0.11%
100,000
+75,000
HIMX
107
Himax Technologies
HIMX
$3.09B
$622K 0.09%
+79,000
S icon
108
SentinelOne
S
$5.09B
$592K 0.09%
+46,000
DIS icon
109
Walt Disney
DIS
$174B
$578K 0.09%
+6,000
TASK icon
110
TaskUs
TASK
$502M
$436K 0.07%
+65,000
LXU icon
111
LSB Industries
LXU
$878M
$373K 0.06%
+25,000
RAMP icon
112
LiveRamp
RAMP
$2.26B
$371K 0.06%
+14,000
IE icon
113
Ivanhoe Electric
IE
$1.75B
$296K 0.05%
+25,000
FCEL icon
114
FuelCell Energy
FCEL
$1.15B
$294K 0.04%
+45,000
ALB icon
115
Albemarle
ALB
$20.1B
$269K 0.04%
+1,500
BIOX icon
116
Bioceres Crop Solutions
BIOX
$26.8M
$211K 0.03%
475,000
TDC icon
117
Teradata
TDC
$3.11B
$205K 0.03%
+8,000
AAOI icon
118
Applied Optoelectronics
AAOI
$13.6B
– –
-25,000
AAON icon
119
Aaon
AAON
$10.4B
– –
-3,000
AAPL icon
120
Apple
AAPL
$4.28T
– –
0
ABNB icon
121
Airbnb
ABNB
$78.5B
– –
-26,000
AFRM icon
122
Affirm
AFRM
$22.2B
– –
-21,000
AMRC icon
123
Ameresco
AMRC
$1.49B
– –
-50,000
ARGX icon
124
argenx
ARGX
$55.6B
– –
-24,000
CW icon
125
Curtiss-Wright
CW
$28B
– –
-2,500
3 4
5
6 7