- New Purchases: BABA, SMAR, GH, VMW, CNC, CWEN, PANW, PCTY, ENPH, DGX, AVLR, CRM, GOOG, NBIX, BIO, DELL, COHR, PRAH, STM, MKSI, NEWR, CELH, IPHI, BAX, VST, RVLV, ZUO, GLNG, TUSK, HEXO, CSTM,
- Added Positions: BHVN, JE, FSLR, FTAI, CWEN.A, MBII, LPSN, WAAS, ITRI, WPRT, UPLD, PFPT, TPIC, COUP, CRON, BDX, GTLS, EA, STKL, AZRE, LITE, ABT, BE, AMRS, CLNE, ZBH, ADMA, SIEN, APEN,
- Reduced Positions: XLNX, AMD, PLAN, KN, DIS, MSFT, AY, RUN, STAA, EVA, ZEN, AQUA, NOW, OKTA, MED, PTE, HCA, LLY, HROW, FND, CLDR, ALXN, SPKE, BSX, SNE, CPST, ABEO, FIVN, MRK, ITI, GE, GNLN, RMBL,
- Sold Out: ANTM, ADBE, OGI, YEXT, PGNX, SKY, AIMC, UNH, CELG, TTOO, GNRC, CQQQ, TMO, WDAY, SYK, ENS, CNR, ADI, REZI, SEDG, XBI, CHRS, IBB, PODD, DQ, CSOD, ELAN, BMY, Z, TILE, MPWR, ZNGA, ASML, CTST, RPD, GSM, PD, CCJ, APPN, CEVA, NTNX, RUBI, AZRX, VIAV, FOLD, AMAT, ALDR, IEA, TAST, BNED, NOK,
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- Fortress Transportation and Infrastructure Investo (FTAI) - 2,227,000 shares, 7.61% of the total portfolio. Shares added by 9.81%
- Biohaven Pharmaceutical Holding Co Ltd (BHVN) - 664,450 shares, 6.24% of the total portfolio. Shares added by 155.07%
- Enviva Partners LP (EVA) - 731,242 shares, 5.28% of the total portfolio. Shares reduced by 8.65%
- Sunrun Inc (RUN) - 1,275,000 shares, 4.80% of the total portfolio. Shares reduced by 8.6%
- Just Energy Group Inc (JE) - 8,725,000 shares, 4.66% of the total portfolio. Shares added by 69.99%
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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