0001172661-23-002130.txt : 20230515
0001172661-23-002130.hdr.sgml : 20230515
20230515092802
ACCESSION NUMBER: 0001172661-23-002130
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ARDSLEY ADVISORY PARTNERS LP
CENTRAL INDEX KEY: 0000900529
IRS NUMBER: 000000000
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04639
FILM NUMBER: 23919014
BUSINESS ADDRESS:
STREET 1: 262 HARBOR DRIVE, 4TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06902
BUSINESS PHONE: 203-564-4230
MAIL ADDRESS:
STREET 1: 262 HARBOR DRIVE, 4TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06902
FORMER COMPANY:
FORMER CONFORMED NAME: ARDSLEY ADVISORY PARTNERS
DATE OF NAME CHANGE: 19940208
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0000900529
XXXXXXXX
03-31-2023
03-31-2023
false
ARDSLEY ADVISORY PARTNERS LP
262 Harbor Drive, 4th Floor
Stamford
CT
06902
13F HOLDINGS REPORT
028-04639
000301116
801-114966
N
Steven Napoli
Partner
203-564-4230
/s/ Steve Napoli
Stamford
CT
05-15-2023
0
101
455249975
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
BBG001S6C009
6419250
75000
SH
SOLE
75000
0
0
ADTRAN HOLDINGS INC
COM
00486H105
BBG0169CH7Y8
9110777
574450
SH
SOLE
574450
0
0
ADVISORSHARES TR
PURE US CANNABIS
00768Y453
BBG00X28J8Y2
57400
10000
SH
SOLE
10000
0
0
AEHR TEST SYS
COM
00760J108
BBG001SB1CS4
5738700
185000
SH
SOLE
185000
0
0
AGNICO EAGLE MINES LTD
COM
008474108
BBG001S77MK3
9429450
185000
SH
SOLE
185000
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
1464144
14100
SH
SOLE
14100
0
0
ALTIMMUNE INC
COM NEW
02155H200
6107395
1447250
SH
SOLE
1447250
0
0
ALTUS POWER INC
COM CL A
02217A102
BBG00Y48ZM97
5130376
936200
SH
SOLE
936200
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
1032900
10000
SH
SOLE
10000
0
0
ANSYS INC
COM
03662Q105
BBG001S926L8
832000
2500
SH
SOLE
2500
0
0
ARCOSA INC
COM
039653100
BBG00JGMWGB9
735610
11656
SH
SOLE
11656
0
0
ASPEN AEROGELS INC
COM
04523Y105
5557700
746000
SH
SOLE
746000
0
0
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
BBG001SF8W86
1199250
9000
SH
SOLE
9000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
BBG013QNJHW0
6290000
185000
SH
SOLE
185000
0
0
BIOCERES CROP SOLUTIONS CORP
SHS
G1117K114
BBG00K817GY4
22554167
1942650
SH
SOLE
1942650
0
0
CAMECO CORP
COM
13321L108
BBG001S5Y5S6
1962750
75000
SH
SOLE
75000
0
0
CHARGEPOINT HOLDINGS INC
COM CL A
15961R105
BBG00Q741ZS7
467100
45000
SH
SOLE
45000
0
0
CHART INDS INC
COM
16115Q308
BBG001SQV7W4
1254000
10000
SH
SOLE
10000
0
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
714400
15200
SH
SOLE
15200
0
0
CLEAN ENERGY FUELS CORP
COM
184499101
3289620
754500
SH
SOLE
754500
0
0
CNH INDL N V
SHS
N20944109
BBG0059JSF67
152700
10000
SH
SOLE
10000
0
0
CREDIT ACCEP CORP MICH
COM
225310101
1744160
4000
SH
SOLE
4000
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
BBG006Q52QW1
887880
6000
SH
SOLE
6000
0
0
DELL TECHNOLOGIES INC
CL C
24703L202
BBG00DW3SZT0
562800
14000
SH
SOLE
14000
0
0
DENISON MINES CORP
COM
248356107
BBG001S9ZPX7
109000
100000
SH
SOLE
100000
0
0
DIREXION SHS ETF TR
DLY GOLD INDX 2X
25460G781
BBG001TGX0X7
5670000
135000
SH
SOLE
135000
0
0
DISNEY WALT CO
COM
254687106
18732100
187100
SH
SOLE
187100
0
0
DYNATRACE INC
COM NEW
268150109
BBG00PNN7CW9
1480500
35000
SH
SOLE
35000
0
0
ELECTRONIC ARTS INC
COM
285512109
BBG001S5T5C9
1776638
14750
SH
SOLE
14750
0
0
ENERGY FUELS INC
COM NEW
292671708
BBG001S9FH94
139500
25000
SH
SOLE
25000
0
0
ENVIVA INC
COM
29415B103
BBG007FH8JY3
7728288
267600
SH
SOLE
267600
0
0
EOG RES INC
COM
26875P101
BBG001S5ZB93
7485339
65300
SH
SOLE
65300
0
0
EOS ENERGY ENTERPRISES INC
COM CL A
29415C101
BBG00V1KJ6G4
878500
350000
SH
SOLE
350000
0
0
EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
30049H102
BBG00W1PPKY3
5873400
1882500
SH
SOLE
1882500
0
0
FARFETCH LTD
ORD SH CL A
30744W107
761050
155000
SH
SOLE
155000
0
0
FERROGLOBE PLC
SHS
G33856108
BBG00B6BGDB6
2353910
476500
SH
SOLE
476500
0
0
FIRST SOLAR INC
COM
336433107
BBG001S991Z7
40672500
187000
SH
SOLE
187000
0
0
FIVE9 INC
COM
338307101
BBG001V0P7K7
343378
4750
SH
SOLE
4750
0
0
FLEX LTD
ORD
Y2573F102
BBG001SC5SP6
11228880
488000
SH
SOLE
488000
0
0
FLUOR CORP NEW
COM
343412102
BBG001S5Q738
8252970
267000
SH
SOLE
267000
0
0
FTAI AVIATION LTD
SHS
G3730V105
8597700
307500
SH
SOLE
307500
0
0
FTAI INFRASTRUCTURE INC
COMMON STOCK
35953C106
BBG0174VKJB4
1215000
405000
SH
SOLE
405000
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
BBG001S5PVD5
2390000
25000
SH
SOLE
25000
0
0
GLOBAL X FDS
GLOBAL X URANIUM
37954Y871
BBG001TF8NP6
996500
50000
SH
SOLE
50000
0
0
HARMONIC INC
COM
413160102
15680603
1074750
SH
SOLE
1074750
0
0
IMPINJ INC
COM
453204109
BBG001T313Q3
884268
6525
SH
SOLE
6525
0
0
IRON MTN INC DEL
COM
46284V101
BBG001SCQ2X1
7670500
145000
SH
SOLE
145000
0
0
ISHARES SILVER TR
ISHARES
46428Q109
BBG001SQLN69
5530000
250000
SH
SOLE
250000
0
0
ITRON INC
COM
465741106
26945928
485950
SH
SOLE
485950
0
0
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
BBG00TTGH6N2
8679600
180000
SH
SOLE
180000
0
0
LIVEPERSON INC
COM
538146101
BBG001SCKYC0
154350
35000
SH
SOLE
35000
0
0
MARVELL TECHNOLOGY INC
COM
573874104
2165000
50000
SH
SOLE
50000
0
0
MASTEC INC
COM
576323109
BBG001S95HF8
4374461
46320
SH
SOLE
46320
0
0
MERCADOLIBRE INC
COM
58733R102
BBG001SM32G3
1977090
1500
SH
SOLE
1500
0
0
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
890190
4200
SH
SOLE
4200
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
6393819
22150
SH
SOLE
22150
0
0
MODEL N INC
COM
607525102
BBG001SQGHS4
475274
14200
SH
SOLE
14200
0
0
MONOLITHIC PWR SYS INC
COM
609839105
BBG001SDRGP6
2252430
4500
SH
SOLE
4500
0
0
MP MATERIALS CORP
COM CL A
553368101
BBG00TJGL0T5
7616938
270200
SH
SOLE
270200
0
0
NAVITAS SEMICONDUCTOR CORP
COM
63942X106
BBG00YQ6KTM3
146200
20000
SH
SOLE
20000
0
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
1901405
5500
SH
SOLE
5500
0
0
NEW YORK CMNTY BANCORP INC
COM
649445103
BBG001SD32Z2
90400
10000
SH
SOLE
10000
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
2432238
8750
SH
SOLE
8750
0
0
OKTA INC
CL A
679295105
BBG001YV1SN3
1336720
15500
SH
SOLE
15500
0
0
OPAL FUELS INC
CLASS A COM
68347P103
BBG00Z8LJ952
393812
56501
SH
SOLE
56501
0
0
OVERSTOCK COM INC DEL
COM
690370101
719585
35500
SH
SOLE
35500
0
0
PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
BBG001SS9G64
10491480
906000
SH
SOLE
906000
0
0
PACWEST BANCORP DEL
COM
695263103
BBG001SFDBF8
729750
75000
SH
SOLE
75000
0
0
PAGERDUTY INC
COM
69553P100
BBG0043BYPD6
279840
8000
SH
SOLE
8000
0
0
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
1797660
9000
SH
SOLE
9000
0
0
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
607520
8000
SH
SOLE
8000
0
0
PRIMORIS SVCS CORP
COM
74164F103
BBG001S64801
246600
10000
SH
SOLE
10000
0
0
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
BBG001STFTT2
16776000
600000
SH
SOLE
600000
0
0
PROVIDENT BANCORP INC
COM NEW
74383L105
BBG00PF4SXJ6
136800
20000
SH
SOLE
20000
0
0
ROGERS CORP
COM
775133101
BBG001S5TTY3
2565851
15700
SH
SOLE
15700
0
0
ROKU INC
COM CL A
77543R102
BBG001ZZPQM2
756930
11500
SH
SOLE
11500
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
1198680
6000
SH
SOLE
6000
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
BBG0113JGQG9
528960
8000
SH
SOLE
8000
0
0
SEMTECH CORP
COM
816850101
506940
21000
SH
SOLE
21000
0
0
SENTINELONE INC
CL A
81730H109
3945678
239750
SH
SOLE
239750
0
0
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
2788320
6000
SH
SOLE
6000
0
0
SPRUCE POWER HOLDING CORP
COM CL A
9837FR100
BBG00PP0KRM0
908642
1108100
SH
SOLE
1108100
0
0
STEM INC
COM
85859N102
BBG00XP8NRN2
7541100
1330000
SH
SOLE
1330000
0
0
SUNNOVA ENERGY INTL INC.
COM
86745K104
BBG00PLQ1KH9
234300
15000
SH
SOLE
15000
0
0
SUNOPTA INC
COM
8676EP108
BBG001S6V9S9
22984500
2985000
SH
SOLE
2985000
0
0
SUNPOWER CORP
COM
867652406
BBG001SN52J6
207750
15000
SH
SOLE
15000
0
0
SUNRUN INC
COM
86771W105
BBG0025XVR94
12523225
621500
SH
SOLE
621500
0
0
SURGERY PARTNERS INC
COM
86881A100
BBG009T0TKW7
5859900
170000
SH
SOLE
170000
0
0
TABOOLA.COM LTD
ORD SHS
M8744T106
BBG011MN6XF6
3828400
1407500
SH
SOLE
1407500
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
BBG001S9TN41
715800
6000
SH
SOLE
6000
0
0
TRITIUM DCFC LIMITED
ORDINARY SHARES
Q9225T108
BBG0133V0BG8
57600
45000
SH
SOLE
45000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
1093650
34500
SH
SOLE
34500
0
0
UNITED STS NAT GAS FD LP
UNIT PAR
912318300
BBG001ST67S1
6237000
900000
SH
SOLE
900000
0
0
VERTEX INC
CL A
92538J106
BBG00VVT2FV3
2294521
110900
SH
SOLE
110900
0
0
VICOR CORP
COM
925815102
BBG001S6JQ96
234700
5000
SH
SOLE
5000
0
0
VISTRA CORP
COM
92840M102
BBG00DXDL6R0
15828000
659500
SH
SOLE
659500
0
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
BBG011386VG3
634200
42000
SH
SOLE
42000
0
0
WOLFSPEED INC
COM
977852102
9028050
139000
SH
SOLE
139000
0
0
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
1135970
5500
SH
SOLE
5500
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
2237805
50500
SH
SOLE
50500
0
0
ZUORA INC
COM CL A
98983V106
BBG001SS0FH3
217360
22000
SH
SOLE
22000
0
0