Westerly Capital Management
$407M 13F equity value
49 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Westerly Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| COUR | COURSERA INC | 6,085,000 | $34M | 8.4% |
| VIAV | VIAVI SOLUTIONS INC | 575,000 | $27M | 6.7% |
| ANET | ARISTA NETWORKS INC | 125,000 | $21M | 5.2% |
| ASAN | ASANA INC - CL A | 3,030,000 | $21M | 5.2% |
| HDSN | HUDSON TECHNOLOGIES INC(NAS) | 3,380,000 | $19M | 4.8% |
| HIPO | HIPPO HOLDINGS INC | 645,000 | $18M | 4.5% |
| ADBE | ADOBE INC | 73,000 | $15M | 3.7% |
| FLR | FLUOR CORP | 283,000 | $15M | 3.6% |
| CRM | SALESFORCE INC | 92,000 | $14M | 3.5% |
| ENPH | ENPHASE ENERGY INC(NMS) | 275,000 | $14M | 3.3% |
Track Westerly Capital Management's 13F portfolio: $407M in reported holdings, 49 positions. Top holdings and quarterly changes on SentiSense.
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