HoldingsChannel.com
Ardsley Advisory Partners LP Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SUNOPTA INC 12,105,155 UNCH $56,894
     STKL12,105,155UNCH$56,894
T MOBILE US INC      $39,526
     Call200,000+200,000$20,830
     TMUS179,510+179,510$18,696
MICROSOFT CORP 131,050 +109,550 $26,666
     MSFT131,050+109,550$26,666
ABBVIE INC 230,500 +141,500 $22,621
     ABBV230,500+141,500$22,621
ENVIVA PARTNERS LP 628,940 +139,728 $22,122
     EVA628,940+139,728$22,122
BIOHAVEN PHARMACTL HLDG CO L 301,900 -69,350 $22,072
     BHVN301,900-69,350$22,072
FORTRESS TRANS INFRST INVS L 1,420,814 -821,686 $18,456
     FTAI1,420,814-821,686$18,456
MARRONE BIO INNOVATIONS INC 13,959,758 +429,176 $14,673
     MBII13,959,758+429,176$14,673
LUMENTUM HLDGS INC      $12,850
     LITE150,800+150,800$12,280
     Call7,000+7,000$570
AMAZON COM INC 4,600 +400 $12,691
     AMZN4,600+400$12,691
UPLAND SOFTWARE INC 347,500 -75,000 $12,079
     UPLD347,500-75,000$12,079
FLOOR & DECOR HLDGS INC 200,000 -100,000 $11,530
     FND200,000-100,000$11,530
QUALCOMM INC      $11,264
     QCOM126,000+126,000$11,492
     Put2,500+2,500$228
VIVINT SOLAR INC      $10,875
     VSLR598,500+297,600$5,925
     Call500,000UNCH$4,950
SUNRUN INC 500,000 -425,000 $9,860
     RUN500,000-425,000$9,860
COVANTA HLDG CORP 985,500 +820,500 $9,451
     CVA985,500+820,500$9,451
CLEARWAY ENERGY INC      $8,388
     CWEN.A400,000+20,000$8,388
ALIBABA GROUP HLDG LTD 35,000 +35,000 $7,550
     BABA35,000+35,000$7,550
VMWARE INC 45,400 +45,400 $7,031
     VMW45,400+45,400$7,031
MARATHON PETE CORP 151,700 +151,700 $5,671
     MPC151,700+151,700$5,671
SIMPLY GOOD FOODS CO 304,500 +304,500 $5,658
     SMPL304,500+304,500$5,658
JPMORGAN CHASE & CO 60,000 +60,000 $5,644
     JPM60,000+60,000$5,644
DELTA AIR LINES INC DEL      $5,610
     Call200,000+200,000$5,610
POWERFLEET INC 1,092,072 +30,000 $5,045
     PWFL1,092,072+30,000$5,045
AXONICS MODULATION TECHNOLOG 140,000 -25,000 $4,915
     AXNX140,000-25,000$4,915
HANNON ARMSTRONG SUST INFR C 170,000 UNCH $4,838
     HASI170,000UNCH$4,838
BRISTOL MYERS SQUIBB CO 80,500 +80,500 $4,733
     BMY80,500+80,500$4,733
STAAR SURGICAL CO 75,000 -200,000 $4,616
     STAA75,000-200,000$4,616
DYNATRACE INC 108,000 +108,000 $4,385
     DT108,000+108,000$4,385
ELASTIC N V 45,000 +45,000 $4,149
     ESTC45,000+45,000$4,149
AMICUS THERAPEUTICS INC 255,000 +255,000 $3,845
     FOLD255,000+255,000$3,845
AERIE PHARMACEUTICALS INC 260,000 +30,000 $3,838
     AERI260,000+30,000$3,838
DEUTSCHE BANK A G      $3,827
     Call402,000UNCH$3,827
PAYPAL HLDGS INC 20,000 +13,500 $3,485
     PYPL20,000+13,500$3,485
GENERAL ELECTRIC CO      $2,732
     Call400,000-1,250,000$2,732
ANALOG DEVICES INC 19,500 +15,000 $2,391
     ADI19,500+15,000$2,391
FRANCHISE GROUP INC 100,057 +41,233 $1,902
     FRG100,057+41,233$1,902
TWILIO INC 8,500 +8,500 $1,865
     TWLO8,500+8,500$1,865
PG&E CORP 180,000 +180,000 $1,597
     PCG180,000+180,000$1,597
WAYFAIR INC      $1,581
     W6,000+6,000$1,186
     Call5,000+5,000$988
     Put3,000+3,000$593
PLUG POWER INC 191,000 +191,000 $1,568
     PLUG191,000+191,000$1,568
CNH INDL N V 208,000 +208,000 $1,462
     CNHI208,000+208,000$1,462
JUST ENERGY GROUP INC 2,631,735 -4,348,265 $1,352
     JE2,631,735-4,348,265$1,352
MAXLINEAR INC 62,000 +62,000 $1,331
     MXL62,000+62,000$1,331
COHERENT INC 10,000 +10,000 $1,310
     COHR10,000+10,000$1,310
SKYWORKS SOLUTIONS INC 10,000 +10,000 $1,279
     SWKS10,000+10,000$1,279
ALPHABET INC 900 +900 $1,274
     GOOG900+900$1,274
ACTIVISION BLIZZARD INC 16,000 -7,500 $1,214
     ATVI16,000-7,500$1,214
RINGCENTRAL INC 4,000 +4,000 $1,140
     RNG4,000+4,000$1,140
AGORA INC 25,000 +25,000 $1,104
     API25,000+25,000$1,104

See Full List: All Stocks Held By Ardsley Advisory Partners LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ardsley Advisory Partners LP

Size ($ in 1000's)
At 06/30/2020: $470,102
At 03/31/2020: $255,230

Ardsley Advisory Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ardsley Advisory Partners LP 13F filings. Link to 13F filings: SEC filings

Ardsley Advisory Partners LP Top Holdings 13F Filings | www.HoldingsChannel.com

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