Holdings
Westerly Capital Management, LLC
As of Jun 30, 2026, Westerly Capital Management, LLC reported 40 positions worth US$391M. Largest: Coursera, Inc., Viavi Solutions Inc. and Arista Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coursera, Inc. | 6.08M | US$34.3M | +4.38M | Jun 30, 2026 |
| Viavi Solutions Inc. | 575K | US$27.5M | +150K | Jun 30, 2026 |
| Arista Networks, Inc. | 125K | US$21.2M | new | Jun 30, 2026 |
| Asana, Inc. | 3.03M | US$21.2M | +1.76M | Jun 30, 2026 |
| Hudson Technologies, Inc. | 3.38M | US$19.4M | +205K | Jun 30, 2026 |
| Hippo Holdings Inc. | 645K | US$18.2M | +145K | Jun 30, 2026 |
| Adobe Inc. | 73,000 | US$15M | new | Jun 30, 2026 |
| Fluor Corporation | 283K | US$14.8M | +33,000 | Jun 30, 2026 |
| Salesforce, Inc. | 92,000 | US$14.4M | new | Jun 30, 2026 |
| Enphase Energy, Inc. | 275K | US$13.5M | −125K | Jun 30, 2026 |