Long-term investor
Westerly Capital Management, LLC @westerlycapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001546172).
Record
- Tracked since 2025-06-30 (434 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days +15.5% · 6 months +13.0% · 1 year +33.0% · all +33.0%
- Max drawdown -5.5% · Sharpe 1.20 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E953 · 23.8% · long · since 2025-06-30
- COUR · 6.3% · long · since 2025-06-30
- VIAV · 5.1% · long · since 2025-06-30
- ANET · 3.9% · long · since 2026-06-30
- ASAN · 3.9% · long · since 2025-06-30
- HDSN · 3.6% · long · since 2025-06-30
- HIPO · 3.4% · long · since 2025-06-30
- ADBE · 2.8% · long · since 2026-06-30
- FLR · 2.7% · long · since 2025-06-30
- CRM · 2.7% · long · since 2026-06-30
- ENPH · 2.5% · long · since 2025-12-31
- NOK · 2.5% · long · since 2025-12-31