Potrero Capital Research LLC
31 holdingsFiling period: 2026-03-31Current AUM: $189.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BL | BLACKLINE INC | 421.1K | $15.6M | $13.2M | 7.00% | +50.6K | 2026-03-31 |
| 2 | — | SEAGATE TECHNOLOGY HLDNGS PL | 28.3K | $11.1M | $11.1M | 5.87% | -33,260 | 2026-03-31 |
| 3 | — | BIRKENSTOCK HOLDING PLC | 304.3K | $10.9M | $10.9M | 5.77% | -- | 2026-03-31 |
| 4 | TAC | TRANSALTA CORP | 790.4K | $10.4M | $9.9M | 5.23% | -934,171 | 2026-03-31 |
| 5 | — | AMRIZE LTD | 167.4K | $9.4M | $9.4M | 4.96% | -51,765 | 2026-03-31 |
| 6 | YETI | YETI HLDGS INC | 255.0K | $9.3M | $12.5M | 6.60% | -65,816 | 2026-03-31 |
| 7 | GLW | CORNING INC | 65.7K | $8.9M | $9.1M | 4.81% | -- | 2026-03-31 |
| 8 | ATEX | ANTERIX INC | 229.6K | $8.8M | $21.4M | 11.30% | -- | 2026-03-31 |
| 9 | CROX | CROCS INC | 101.0K | $8.4M | $12.9M | 6.84% | -- | 2026-03-31 |
| 10 | GEV | GE VERNOVA INC | 9.1K | $7.9M | $9.0M | 4.76% | -4,545 | 2026-03-31 |
| 11 | NOK | NOKIA CORP | 939.1K | $7.5M | $8.6M | 4.54% | -- | 2026-03-31 |
| 12 | AD | ARRAY DIGITAL INFRASTRUCTURE | 160.4K | $7.4M | $5.6M | 2.96% | +71.1K | 2026-03-31 |
| 13 | BILL | BILL HOLDINGS INC | 171.4K | $6.6M | $7.7M | 4.09% | -28,640 | 2026-03-31 |
| 14 | GMTL | GUARDIAN METAL RES PLC | 359.5K | $6.3M | $3.4M | 1.79% | -- | 2026-03-31 |
| 15 | HNGE | HINGE HEALTH INC | 117.2K | $4.5M | $8.8M | 4.63% | -- | 2026-03-31 |
| 16 | TPB | TURNING PT BRANDS INC | 48.5K | $4.2M | $3.6M | 1.92% | -58,224 | 2026-03-31 |
| 17 | TLN | TALEN ENERGY CORP | 10.4K | $3.3M | $3.5M | 1.84% | -67,082 | 2026-03-31 |
| 18 | SPT | SPROUT SOCIAL INC | 556.6K | $3.2M | $4.8M | 2.53% | +176.3K | 2026-03-31 |
| 19 | WEAV | WEAVE COMMUNICATIONS INC | 619.4K | $2.9M | $4.0M | 2.14% | -156,980 | 2026-03-31 |
| 20 | NXDR | NEXTDOOR HOLDINGS INC | 1.94M | $2.7M | $4.3M | 2.28% | -603,570 | 2026-03-31 |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | 20.0K | $2.3M | $2.3M | 1.22% | -- | 2026-03-31 |
| 22 | MPTI | M-TRON INDS INC | 31.8K | $2.1M | $2.6M | 1.39% | -- | 2026-03-31 |
| 23 | ZVIA | ZEVIA PBC | 1.74M | $2.0M | $3.0M | 1.57% | -- | 2026-03-31 |
| 24 | CMRC | COMMERCE.COM INC | 748.7K | $2.0M | $2.3M | 1.24% | -666,677 | 2026-03-31 |
| 25 | SOLS | SOLSTICE ADVANCED MATLS INC | 21.8K | $1.7M | $1.3M | 0.69% | -19,575 | 2026-03-31 |
← Scroll →
Page 1 of 2