WESTERLY CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 15461722026Q2
| Positions | 46 |
|---|---|
| Reported value | $541.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 P @ 680 AUG 26 | 175,000 | $128.9m | 23.8% |
| COUR COURSERA INC | 6,085,000 | $34.3m | 6.3% |
| VIAV VIAVI SOLUTIONS INC | 575,000 | $27.5m | 5.1% |
| ANET ARISTA NETWORKS INC | 125,000 | $21.2m | 3.9% |
| ASAN ASANA INC - CL A | 3,030,000 | $21.2m | 3.9% |
| HDSN HUDSON TECHNOLOGIES INC(NAS) | 3,380,000 | $19.4m | 3.6% |
| HIPPO HOLDINGS INC | 645,000 | $18.2m | 3.4% |
| ADBE ADOBE INC | 73,000 | $15.0m | 2.8% |
| FLR FLUOR CORP | 283,000 | $14.8m | 2.7% |
| CRM SALESFORCE INC | 92,000 | $14.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1546172")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.