StockDriftsStockDriftsTop 35 Westerly Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UDMY | UDEMY INC | 6.12% | 4.30M | $19.9M | +7.50%(+300.00K) | $6.66(-30.45%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 6.1% | 200.0K | $19.8M | +0.00%(+0) | $76.41(+221.00%) | 2026-03-31 | |
| HDSN | HUDSON TECHNOLOGIES INC | 5.75% | 3.17M | $18.7M | +24.51%(+625.00K) | $7.71(-22.35%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 5.38% | 225.0K | $17.5M | new | $77.31(+45.76%) | 2026-03-31 | |
| LUMN | LUMEN TECHNOLOGIES INC | 4.71% | 2.20M | $15.3M | +175.00%(+1.40M) | $6.49(-0.91%) | 2026-03-31 | |
| FRSH | FRESHWORKS INC | 4.7% | 1.90M | $15.3M | +80.95%(+850.00K) | $12.22(-15.41%) | 2026-03-31 | |
| ENPH | ENPHASE ENERGY INC | 4.66% | 400.0K | $15.1M | +128.57%(+225.00K) | $34.40(+25.20%) | 2026-03-31 | |
| NOK | NOKIA CORP | 4.46% | 1.80M | $14.5M | +33.33%(+450.00K) | $6.04(+99.71%) | 2026-03-31 | |
| VIAV | VIAVI SOLUTIONS INC | 4.36% | 425.0K | $14.1M | -63.04%(-725.00K) | $9.80(+325.07%) | 2026-03-31 | |
| HIPO | HIPPO HLDGS INC | 4.02% | 500.0K | $13.0M | +19.05%(+80.00K) | $23.89(+21.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.56% | +79.61% |
| Top 20 Holdings Unweighted | +19.96% | +72.63% |
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