WESTERLY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLR | 175K | $7.36M |
 | ANGI | 155K | $2.52M |
 | BE | 150K | $12.69M |
 | POWI | 120K | $4.83M |
 | GENI | 100K | $1.24M |
 | CGNX | 85K | $3.85M |
 | BIDU | 83K | $10.94M |
 | ESTC | 80K | $6.76M |
 | GTLB | 80K | $3.61M |
 | NWPX | 50K | $2.65M |
 | AMBA | 45K | $3.71M |
 | GLW | 40K | $3.28M |
 | BILL | 30K | $1.59M |
 | CEVA | 27K | $713.07K |
 | ORN | 25K | $208.00K |
 | PD | 20K | $330.40K |
 | FSLR | 16K | $3.53M |
 | VECO | 10K | $304.30K |
 | CSGS | 5K | $321.90K |
Fluor Corporation
FLR
Shares Held
175K
Value
$7.36M
Angi Inc.
ANGI
Shares Held
155K
Value
$2.52M
Bloom Energy Corporation
BE
Shares Held
150K
Value
$12.69M
Power Integrations, Inc.
POWI
Shares Held
120K
Value
$4.83M
Genius Sports Limited
GENI
Shares Held
100K
Value
$1.24M
Cognex Corporation
CGNX
Shares Held
85K
Value
$3.85M
Baidu, Inc.
BIDU
Shares Held
83K
Value
$10.94M
Elastic N.V.
ESTC
Shares Held
80K
Value
$6.76M
GitLab Inc.
GTLB
Shares Held
80K
Value
$3.61M
NWPX Infrastructure, Inc.
NWPX
Shares Held
50K
Value
$2.65M
Ambarella, Inc.
AMBA
Shares Held
45K
Value
$3.71M
Corning Incorporated
GLW
Shares Held
40K
Value
$3.28M
Bill.com Holdings, Inc.
BILL
Shares Held
30K
Value
$1.59M
CEVA, Inc.
CEVA
Shares Held
27K
Value
$713.07K
Orion Group Holdings, Inc.
ORN
Shares Held
25K
Value
$208.00K
PagerDuty, Inc.
PD
Shares Held
20K
Value
$330.40K
First Solar, Inc.
FSLR
Shares Held
16K
Value
$3.53M
Veeco Instruments Inc.
VECO
Shares Held
10K
Value
$304.30K
CSG Systems International, Inc.
CSGS
Shares Held
5K
Value
$321.90K