Ardsley Advisory Partners Lp Activity in Q2 2026: Significant Purchases and Sales Observed
This analysis details observable buying and selling activity by Ardsley Advisory Partners Lp during the second quarter of 2026, based on reported changes to their portfolio holdings.
Portfolio Overview
The investment strategy of Ardsley Advisory Partners Lp, as reflected in its portfolio holdings, appears focused on specific sectors. The total portfolio value stood at approximately $870 million as of June 30, 2026.
Observed Purchases This Quarter
The investor was notably active during Q2 2026 with several significant purchases observed across different sectors. These actions suggest confidence in certain areas or a strategic rebalancing of the portfolio.
- In Technology, substantial increases were noted for AMD (+1062.5% increase), PSTG (exactly +100%), and ARM (+161.11%).
- The Technology sector also saw a purchase for PRIM, which increased by +100%.
Observed Sales This Quarter
In parallel to the buying activity, Ardsley Advisory Partners Lp also divested from several holdings during Q2 2026. These sales could indicate a shift in focus or underperformance of certain assets.
- The Technology sector experienced reductions for SMTC (-82.61% decrease).
- In Healthcare, the investor sold positions in DVN, ADMA, and FTRE.
- Financial Services saw a notable sale of shares in SNDK (-40.48% decrease).
Detailed Holdings Changes
The following table provides a detailed breakdown of the observed changes in holdings for Ardsley Advisory Partners Lp:
| Symbol | Stock Name | Sector | Total Shares (Q2) | % Change in Shares |
|---|---|---|---|---|
| DNN | DENISON MINES CORP | Energy | -71.43% | DNN|
| SNDK | SANDISK CORP | Financial Services | -40.48% | SNDK|
| AMD | ADVANCED MICRO DEVICES INC | Technology | +1062.5% | AMD|
| PSTG | EVERPURE INC | Technology | +100.0% | PSTG|
| ARM | ARM HOLDINGS PLC | Technology | +161.11% | ARM|
| PRIM | PRIMORIS SVCS CORP | Industrials | +100.0% | PRIM|
| SHLS | SHOALS TECHNOLOGIES GROUP INC | Technology | -26.33% | SHLS|
| CSLR | SUNPOWER INC | Technology | +47.51% | CSLR|
| RELY | REMITLY GLOBAL INC | Technology | +100.0% | RELY|
| OSCR | OSCAR HEALTH INC | OSCR|||
| DVN | DEVON ENERGY CORP NEW | Energy | +100.0% | DVN|
| ADMA | ADMA BIOLOGICS INC | ADMA|||
| FTRE | FORTREA HLDGS INC | FTRE|||
| SMTC | Semtech Corp | SMTC
No Such Activity Disclosed
The provided data does not indicate any purchases or sales activity in the following sectors during this period: Real Estate, Consumer Defensive.
Conclusion and Further Information
Ardsley Advisory Partners Lp demonstrated significant buying interest in several Technology stocks like AMD, PSTG, ARM, and PRIM during Q2 2026. Conversely, they reduced their positions in SNDK (Financial Services) and SMTC (Technology), among others, including some Energy holdings. For a comprehensive view of the investor's portfolio performance or detailed stock analysis, please visit Ardsley Advisory Partners Lp and explore individual stock profiles at Insider Set.