Institutions / Potrero Capital Research LLC
Potrero Capital Research LLC
CIK 1536630 · Institution · as of Dec 31, 2025
Portfolio value
$296.98M
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Talen Energy Corp | $29.05M | 9.8% |
| Transalta Corp | $21.80M | 7.3% |
| Blackline, Inc. | $20.49M | 6.9% |
| Microsoft Corp | $18.71M | 6.3% |
| Seagate Technology Holdings PLC | $16.96M | 5.7% |
| DigitalBridge Group, Inc. | $15.39M | 5.2% |
| YETI Holdings, Inc. | $14.17M | 4.8% |
| BlackRock Science & Technology Term TrustBSTZ | $12.18M | 4.1% |
| Amrize Ltd | $11.85M | 4.0% |
| Turning Point Brands, Inc. | $11.57M | 3.9% |
| BILL Holdings Inc | $10.91M | 3.7% |
| Ambarella Inc | $10.52M | 3.5% |
| Ivanhoe Electric IncIE | $9.41M | 3.2% |
| GE Vernova Inc. | $8.91M | 3.0% |
| Unity Software Inc. | $8.83M | 3.0% |
| Clearwater Analytics Holdings, Inc. | $8.44M | 2.8% |
| Reddit, Inc. | $7.70M | 2.6% |
| Weave Communications, Inc. | $5.89M | 2.0% |
| Commerce.com, Inc. | $5.83M | 2.0% |
| Nextdoor Holdings, Inc. | $5.35M | 1.8% |
| Blend Labs, Inc. | $5.05M | 1.7% |
| Freshworks Inc. | $4.86M | 1.6% |
| Jamf Hldg Corp | $4.85M | 1.6% |
| Array Digital Infrastructure, Inc.AD | $4.79M | 1.6% |
| Sprout Social, Inc. | $4.29M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.