Universe · entity
Potrero Capital Research LLC
Institutional manager (13F) · CIK 1536630
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $163M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BLACKLINE INC | $16M | 421,149 |
| 2 | SEAGATE TECHNOLOGY HLDNGS PL | $11M | 28,340 |
| 3 | BIRKENSTOCK HOLDING PLC | $11M | 304,339 |
| 4 | TRANSALTA CORP | $10M | 790,373 |
| 5 | AMRIZE LTD | $9M | 167,358 |
| 6 | YETI HLDGS INC | $9M | 254,953 |
| 7 | CORNING INC | $9M | 65,720 |
| 8 | ANTERIX INC | $9M | 229,561 |
| 9 | CROCS INC | $8M | 100,990 |
| 10 | GE VERNOVA INC | $8M | 9,085 |
| 11 | NOKIA CORP | $8M | 939,065 |
| 12 | ARRAY DIGITAL INFRASTRUCTURE | $7M | 160,434 |
| 13 | BILL HOLDINGS INC | $7M | 171,360 |
| 14 | GUARDIAN METAL RES PLC | $6M | 359,507 |
| 15 | HINGE HEALTH INC | $5M | 117,162 |
| 16 | TURNING PT BRANDS INC | $4M | 48,527 |
| 17 | TALEN ENERGY CORP | $3M | 10,418 |
| 18 | SPROUT SOCIAL INC | $3M | 556,606 |
| 19 | WEAVE COMMUNICATIONS INC | $3M | 619,392 |
| 20 | NEXTDOOR HOLDINGS INC | $3M | 1,942,617 |
| 21 | AKAMAI TECHNOLOGIES INC | $2M | 20,000 |
| 22 | M-TRON INDS INC | $2M | 31,801 |
| 23 | ZEVIA PBC | $2M | 1,743,031 |
| 24 | COMMERCE.COM INC | $2M | 748,662 |
| 25 | SOLSTICE ADVANCED MATLS INC | $2M | 21,802 |
| 26 | LEGENCE CORP | $1M | 25,059 |
| 27 | BLEND LABS INC | $934k | 549,702 |
| 28 | FRESHWORKS INC | $519k | 64,630 |
| 29 | BLUE MOON METALS INC | $512k | 78,349 |
| 30 | META PLATFORMS INC | $125k | 218 |
| 31 | BED BATH & BEYOND INC | $19k | 34,506 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.