Ardsley Advisory Partners Buys Biohaven Pharmaceutical Holding Co, Alibaba Group Holding, Just Energy Group Inc, Sells Anthem Inc, Xilinx Inc, Advanced Micro Devices Inc

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Dec 21, 2019
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Stamford, CT, based Investment company Ardsley Advisory Partners (Current Portfolio) buys Biohaven Pharmaceutical Holding Co, Alibaba Group Holding, Just Energy Group Inc, Smartsheet Inc, Guardant Health Inc, sells Anthem Inc, Xilinx Inc, Advanced Micro Devices Inc, Adobe Inc, Anaplan Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Ardsley Advisory Partners. As of 2019Q3, Ardsley Advisory Partners owns 132 stocks with a total value of $444 million. These are the details of the buys and sells.

For the details of ARDSLEY ADVISORY PARTNERS's stock buys and sells, go to https://www.gurufocus.com/guru/ardsley+advisory+partners/current-portfolio/portfolio

These are the top 5 holdings of ARDSLEY ADVISORY PARTNERS
  1. Fortress Transportation and Infrastructure Investo (FTAI) - 2,227,000 shares, 7.61% of the total portfolio. Shares added by 9.81%
  2. Biohaven Pharmaceutical Holding Co Ltd (BHVN) - 664,450 shares, 6.24% of the total portfolio. Shares added by 155.07%
  3. Enviva Partners LP (EVA) - 731,242 shares, 5.28% of the total portfolio. Shares reduced by 8.65%
  4. Sunrun Inc (RUN) - 1,275,000 shares, 4.80% of the total portfolio. Shares reduced by 8.6%
  5. Just Energy Group Inc (JE) - 8,725,000 shares, 4.66% of the total portfolio. Shares added by 69.99%
New Purchase: Alibaba Group Holding Ltd (BABA)

Ardsley Advisory Partners initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $153.67 and $182.51, with an estimated average price of $171.94. The stock is now traded at around $212.25. The impact to a portfolio due to this purchase was 3.02%. The holding were 80,250 shares as of .

New Purchase: Smartsheet Inc (SMAR)

Ardsley Advisory Partners initiated holding in Smartsheet Inc. The purchase prices were between $36.03 and $54.94, with an estimated average price of $47.72. The stock is now traded at around $44.07. The impact to a portfolio due to this purchase was 1.34%. The holding were 165,100 shares as of .

New Purchase: Guardant Health Inc (GH)

Ardsley Advisory Partners initiated holding in Guardant Health Inc. The purchase prices were between $62.59 and $110.3, with an estimated average price of $88.06. The stock is now traded at around $82.78. The impact to a portfolio due to this purchase was 1.15%. The holding were 80,000 shares as of .

New Purchase: VMware Inc (VMW)

Ardsley Advisory Partners initiated holding in VMware Inc. The purchase prices were between $130.56 and $181.87, with an estimated average price of $157.36. The stock is now traded at around $151.04. The impact to a portfolio due to this purchase was 0.72%. The holding were 21,250 shares as of .

New Purchase: Centene Corp (CNC)

Ardsley Advisory Partners initiated holding in Centene Corp. The purchase prices were between $43.13 and $54.51, with an estimated average price of $48.71. The stock is now traded at around $61.93. The impact to a portfolio due to this purchase was 0.68%. The holding were 70,000 shares as of .

New Purchase: Clearway Energy Inc (CWEN)

Ardsley Advisory Partners initiated holding in Clearway Energy Inc. The purchase prices were between $16.86 and $18.43, with an estimated average price of $17.7. The stock is now traded at around $19.99. The impact to a portfolio due to this purchase was 0.41%. The holding were 100,000 shares as of .

Added: Biohaven Pharmaceutical Holding Co Ltd (BHVN)

Ardsley Advisory Partners added to a holding in Biohaven Pharmaceutical Holding Co Ltd by 155.07%. The purchase prices were between $37.38 and $49.47, with an estimated average price of $42.24. The stock is now traded at around $53.17. The impact to a portfolio due to this purchase was 3.79%. The holding were 664,450 shares as of .

Added: Just Energy Group Inc (JE)

Ardsley Advisory Partners added to a holding in Just Energy Group Inc by 69.99%. The purchase prices were between $1.09 and $4.4, with an estimated average price of $2.64. The stock is now traded at around $1.62. The impact to a portfolio due to this purchase was 1.92%. The holding were 8,725,000 shares as of .

Added: First Solar Inc (FSLR)

Ardsley Advisory Partners added to a holding in First Solar Inc by 61.87%. The purchase prices were between $58.01 and $67.31, with an estimated average price of $64.07. The stock is now traded at around $57.31. The impact to a portfolio due to this purchase was 0.72%. The holding were 144,556 shares as of .

Added: Clearway Energy Inc (CWEN.A)

Ardsley Advisory Partners added to a holding in Clearway Energy Inc by 256.67%. The purchase prices were between $15.88 and $17.59, with an estimated average price of $16.87. The stock is now traded at around $19.17. The impact to a portfolio due to this purchase was 0.6%. The holding were 214,000 shares as of .

Added: LivePerson Inc (LPSN)

Ardsley Advisory Partners added to a holding in LivePerson Inc by 500.00%. The purchase prices were between $27.79 and $40.64, with an estimated average price of $35.36. The stock is now traded at around $39.61. The impact to a portfolio due to this purchase was 0.33%. The holding were 48,000 shares as of .

Added: AquaVenture Holdings Ltd (WAAS)

Ardsley Advisory Partners added to a holding in AquaVenture Holdings Ltd by 25.45%. The purchase prices were between $16.38 and $20.17, with an estimated average price of $18.15. The stock is now traded at around $21.76. The impact to a portfolio due to this purchase was 0.32%. The holding were 357,318 shares as of .

Sold Out: Anthem Inc (ANTM)

Ardsley Advisory Partners sold out a holding in Anthem Inc. The sale prices were between $237.69 and $310.48, with an estimated average price of $273.94.

Sold Out: Adobe Inc (ADBE)

Ardsley Advisory Partners sold out a holding in Adobe Inc. The sale prices were between $272.47 and $311.27, with an estimated average price of $292.03.

Sold Out: OrganiGram Holdings Inc (OGI)

Ardsley Advisory Partners sold out a holding in OrganiGram Holdings Inc. The sale prices were between $3.44 and $7.08, with an estimated average price of $5.26.

Sold Out: Yext Inc (YEXT)

Ardsley Advisory Partners sold out a holding in Yext Inc. The sale prices were between $15.77 and $22.34, with an estimated average price of $19.01.

Sold Out: Progenics Pharmaceuticals Inc (PGNX)

Ardsley Advisory Partners sold out a holding in Progenics Pharmaceuticals Inc. The sale prices were between $3.54 and $5.96, with an estimated average price of $4.99.

Sold Out: Skyline Champion Corp (SKY)

Ardsley Advisory Partners sold out a holding in Skyline Champion Corp. The sale prices were between $26.67 and $31.96, with an estimated average price of $28.89.

Reduced: Xilinx Inc (XLNX)

Ardsley Advisory Partners reduced to a holding in Xilinx Inc by 93.29%. The sale prices were between $95.9 and $132.14, with an estimated average price of $109.45. The stock is now traded at around $97.74. The impact to a portfolio due to this sale was -1.29%. Ardsley Advisory Partners still held 5,000 shares as of .

Reduced: Advanced Micro Devices Inc (AMD)

Ardsley Advisory Partners reduced to a holding in Advanced Micro Devices Inc by 76.13%. The sale prices were between $27.99 and $34.39, with an estimated average price of $31.36. The stock is now traded at around $44.15. The impact to a portfolio due to this sale was -1.22%. Ardsley Advisory Partners still held 79,500 shares as of .

Reduced: Anaplan Inc (PLAN)

Ardsley Advisory Partners reduced to a holding in Anaplan Inc by 44.84%. The sale prices were between $46.27 and $59.9, with an estimated average price of $54.24. The stock is now traded at around $53.00. The impact to a portfolio due to this sale was -1.11%. Ardsley Advisory Partners still held 171,000 shares as of .

Reduced: Knowles Corp (KN)

Ardsley Advisory Partners reduced to a holding in Knowles Corp by 76.48%. The sale prices were between $17.34 and $21.29, with an estimated average price of $19.6. The stock is now traded at around $21.61. The impact to a portfolio due to this sale was -0.78%. Ardsley Advisory Partners still held 83,500 shares as of .

Reduced: The Walt Disney Co (DIS)

Ardsley Advisory Partners reduced to a holding in The Walt Disney Co by 25.46%. The sale prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $146.88. The impact to a portfolio due to this sale was -0.78%. Ardsley Advisory Partners still held 103,050 shares as of .

Reduced: Microsoft Corp (MSFT)

Ardsley Advisory Partners reduced to a holding in Microsoft Corp by 22.37%. The sale prices were between $132.21 and $141.34, with an estimated average price of $137.52. The stock is now traded at around $157.41. The impact to a portfolio due to this sale was -0.7%. Ardsley Advisory Partners still held 114,500 shares as of .



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