Stock Taper 
WESTERLY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bloom Energy Corporation | BE | 15K | $4.54M |
 First Solar, Inc. | FSLR | 15K | $3.54M |
 Ferrari N.V. | RACE | 17K | $6.33M |
 NVIDIA Corporation | NVDA | 30K | $6M |
 Amphenol Corporation | APH | 40K | $7.05M |
 Elastic N.V. | ESTC | 50K | $2.85M |
 Cisco Systems, Inc. | CSCO | 55K | $6.46M |
 Netflix, Inc. | NFLX | 70K | $5M |
 Guidewire Software, Inc. | GWRE | 70K | $8.61M |
 Adobe Inc. | ADBE | 73K | $14.97M |
 Nextpower Inc. | NXT | 75K | $8.94M |
 Ambarella, Inc. | AMBA | 80K | $6.86M |
 Salesforce, Inc. | CRM | 92K | $14.41M |
 Arista Networks, Inc. | ANET | 125K | $21.23M |
 Cognex Corporation | CGNX | 170K | $12.31M |
 Amplitude, Inc. | AMPL | 200K | $1.53M |
 Calix, Inc. | CALX | 205K | $7.65M |
 Figma, Inc. | FIG | 250K | $4.52M |
 Applied Aerospace & Defense, Inc. | AADX | 250K | $5.7M |
 BlackLine, Inc. | BL | 250K | $7.02M |