CIK 1536630
Potrero Capital Research LLC
Institutional 13F holdings & portfolio
Holdings
34
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–34 of 34
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | 78K | $1M+ | SH |
| BL | BLACKLINE INC | 371K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 39K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 62K | $1M+ | SH |
| YETI | YETI HLDGS INC | 321K | $1M+ | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 539K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 219K | $1M+ | SH |
| TPB | TURNING PT BRANDS INC | 107K | $1M+ | SH |
| BILL | BILL HOLDINGS INC | 200K | $1M+ | SH |
| AMBA | AMBARELLA INC | 149K | $1M+ | SH |
| GEV | GE VERNOVA INC | 14K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 200K | $1M+ | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 350K | $1M+ | SH |
| RDDT | REDDIT INC | 34K | $1M+ | SH |
| WEAV | WEAVE COMMUNICATIONS INC | 776K | $1M+ | SH |
| CMRC | COMMERCE.COM INC | 1.4M | $1M+ | SH |
| NXDR | NEXTDOOR HOLDINGS INC | 2.5M | $1M+ | SH |
| BLND | BLEND LABS INC | 1.7M | $1M+ | SH |
| FRSH | FRESHWORKS INC | 397K | $1M+ | SH |
| JAMF | JAMF HLDG CORP | 373K | $1M+ | SH |
| AD | ARRAY DIGITAL INFRASTRUCTURE | 89K | $1M+ | SH |
| TAC | TRANSALTA CORP | 346K | $1M+ | SH |
| DBRG | DIGITALBRIDGE GROUP INC | 280K | $1M+ | SH |
| SPT | SPROUT SOCIAL INC | 380K | $1M+ | SH |
| LGN | LEGENCE CORP | 93K | $1M+ | SH |
| UNF | UNIFIRST CORP MASS | 20K | $1M+ | SH |
| ESTC | ELASTIC N V | 40K | $1M+ | SH |
| IE | IVANHOE ELECTRIC INC | 168K | $1M+ | SH |
| SXT | SENSIENT TECHNOLOGIES CORP | 27K | $1M+ | SH |
| METC | RAMACO RES INC | 114K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 41K | $1M+ | SH |
| SSD | SIMPSON MFG INC | 9K | $1M+ | SH |
| META | META PLATFORMS INC | 218 | $100K–$500K | SH |
| — | BED BATH & BEYOND INC | 35K | $15K–$50K | SH |