WESTERLY CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
36 positions ·
$324,499,880 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UDMY |
Udemy, Inc.
Consumer Defensive
|
4,300,000 | $19,866,000 | 6.12% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
200,000 | $19,810,000 | 6.10% | |
| HDSN |
Hudson Technologies Inc /Ny
Basic Materials
|
3,175,000 | $18,669,000 | 5.75% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
225,000 | $17,457,750 | 5.38% | |
| LUMN |
Lumen Technologies, Inc.
Communication Services
|
2,200,000 | $15,290,000 | 4.71% | |
| FRSH |
Freshworks Inc.
Technology
|
1,900,000 | $15,257,000 | 4.70% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
400,000 | $15,124,000 | 4.66% | |
| NOK |
Nokia Corp
Technology
|
1,800,000 | $14,472,000 | 4.46% | |
| VIAV |
Viavi Solutions Inc.
Technology
|
425,000 | $14,144,000 | 4.36% | |
| HIPO |
Hippo Holdings Inc.
Financial Services
|
500,000 | $13,030,000 | 4.02% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SCOR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,225,180 | 897,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,055,000 | 470,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,492,000 | 400,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,928,000 | 400,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,713,650 | 395,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,809,792 | 309,896 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,104,900 | 310,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,398,900 | 310,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,774,000 | 310,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,177,000 | 310,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||