Potrero Capital Research as of March 31, 2026
Portfolio Holdings for Potrero Capital Research
Potrero Capital Research holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackline (BL) | 9.6 | $16M | 421k | 37.00 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 6.8 | $11M | 28k | 391.76 | |
| Birkenstock Holding Com Shs (BIRK) | 6.7 | $11M | 304k | 35.83 | |
| Transalta Corp (TAC) | 6.4 | $10M | 790k | 13.10 | |
| Amrize SHS (AMRZ) | 5.8 | $9.4M | 167k | 56.02 | |
| Yeti Hldgs (YETI) | 5.7 | $9.3M | 255k | 36.59 | |
| Corning Incorporated (GLW) | 5.5 | $8.9M | 66k | 135.97 | |
| Anterix Inc. Atex (ATEX) | 5.4 | $8.8M | 230k | 38.19 | |
| Crocs (CROX) | 5.1 | $8.4M | 101k | 83.02 | |
| Ge Vernova (GEV) | 4.9 | $7.9M | 9.1k | 872.90 | |
| Nokia Corp Sponsored Adr (NOK) | 4.6 | $7.6M | 939k | 8.04 | |
| United States Cellular Corporation (AD) | 4.5 | $7.4M | 160k | 46.14 | |
| Bill Com Holdings Ord (BILL) | 4.0 | $6.6M | 171k | 38.30 | |
| Guardian Metal Res Sponsored Ads Added | 3.9 | $6.3M | 360k | 17.48 | |
| Hinge Health Cl A (HNGE) | 2.8 | $4.5M | 117k | 38.56 | |
| Turning Pt Brands (TPB) | 2.6 | $4.2M | 49k | 86.79 | |
| Talen Energy Corp (TLN) | 2.0 | $3.3M | 10k | 319.23 | |
| Sprout Social Com Cl A (SPT) | 1.9 | $3.2M | 557k | 5.70 | |
| Weave Communications (WEAV) | 1.8 | $2.9M | 619k | 4.62 | |
| Nextdoor Holdings Com Cl A (NXDR) | 1.7 | $2.7M | 1.9M | 1.40 | |
| Akamai Technologies (AKAM) | 1.4 | $2.3M | 20k | 114.85 | |
| M-tron Inds (MPTI) | 1.3 | $2.1M | 32k | 66.85 | |
| Zevia Pbc Cl A (ZVIA) | 1.3 | $2.0M | 1.7M | 1.17 | |
| Commerce.com Com Ser 1 (CMRC) | 1.2 | $2.0M | 749k | 2.67 | |
| Solstice Advanced Matls Shscom (SOLS) | 1.0 | $1.7M | 22k | 76.16 | |
| Legence Corp Cl A (LGN) | 0.9 | $1.4M | 25k | 56.46 | |
| Blend Labs Cl A (BLND) | 0.6 | $935k | 550k | 1.70 | |
| Freshworks Class A Com (FRSH) | 0.3 | $519k | 65k | 8.03 | |
| Blue Moon Metals Com Added (BMOOF) | 0.3 | $512k | 78k | 6.54 | |
| Meta Platforms Cl A (META) | 0.1 | $125k | 218.00 | 572.13 | |
| Bed Bath & Beyond *w Exp 10/07/202 (BBBY.WS) | 0.0 | $19k | 35k | 0.56 |
