potrero capital research as of June 30, 2017
Portfolio Holdings for potrero capital research
potrero capital research holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Speedway Corporation | 7.1 | $7.6M | 204k | 37.55 | |
| Box Inc cl a (BOX) | 5.7 | $6.1M | 336k | 18.24 | |
| Liberty Media Corp Delaware Com C Braves Grp | 5.6 | $6.0M | 249k | 23.97 | |
| Ringcentral (RNG) | 5.6 | $5.9M | 163k | 36.55 | |
| Speedway Motorsports | 4.9 | $5.3M | 289k | 18.27 | |
| Cornerstone Ondemand | 4.8 | $5.1M | 144k | 35.75 | |
| Lululemon Athletica (LULU) | 4.7 | $5.1M | 85k | 59.67 | |
| Build-A-Bear Workshop (BBW) | 4.5 | $4.8M | 461k | 10.45 | |
| New Relic | 4.2 | $4.5M | 104k | 43.01 | |
| Xperi | 4.0 | $4.3M | 143k | 29.80 | |
| Facebook Inc cl a (META) | 3.8 | $4.1M | 27k | 150.96 | |
| Etsy (ETSY) | 3.7 | $4.0M | 267k | 15.00 | |
| Workiva Inc equity us cm (WK) | 3.7 | $4.0M | 208k | 19.05 | |
| Amazon (AMZN) | 3.6 | $3.9M | 4.0k | 968.00 | |
| Commercehub Inc Com Ser C | 3.6 | $3.8M | 218k | 17.44 | |
| Alteryx | 3.1 | $3.3M | 171k | 19.52 | |
| Deckers Outdoor Corporation (DECK) | 2.9 | $3.1M | 45k | 68.26 | |
| Yelp Inc cl a (YELP) | 2.6 | $2.7M | 91k | 30.02 | |
| West Marine | 2.4 | $2.6M | 199k | 12.85 | |
| Acxiom Corporation | 2.2 | $2.4M | 91k | 25.98 | |
| Mobileiron | 2.2 | $2.3M | 383k | 6.05 | |
| Talend S A ads | 2.1 | $2.3M | 66k | 34.78 | |
| Boston Beer Company (SAM) | 2.0 | $2.2M | 17k | 132.16 | |
| salesforce (CRM) | 2.0 | $2.1M | 24k | 86.58 | |
| Hubspot (HUBS) | 1.9 | $2.0M | 31k | 65.73 | |
| Channeladvisor | 1.5 | $1.6M | 142k | 11.55 | |
| Bebe Stores (BEBE) | 1.1 | $1.2M | 204k | 5.95 | |
| Five9 (FIVN) | 1.1 | $1.2M | 54k | 21.51 | |
| Vail Resorts (MTN) | 0.9 | $985k | 4.9k | 202.93 | |
| Miller Industries (MLR) | 0.7 | $788k | 32k | 24.84 | |
| Wix (WIX) | 0.6 | $612k | 8.8k | 69.62 | |
| Yume | 0.6 | $596k | 127k | 4.70 | |
| Twilio Inc cl a (TWLO) | 0.3 | $291k | 10k | 29.10 | |
| Zendesk | 0.3 | $281k | 10k | 27.82 | |
| Commercehub Inc Com Ser A | 0.0 | $17k | 1.0k | 17.00 | |
| Datawatch Corporation | 0.0 | $7.0k | 774.00 | 9.04 | |
| Fintech Acquisition | 0.0 | $0 | 1.00 | 0.00 |
