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The Analysis of Potrero Capital Research LLC's Holdings & P&L

Currently, Potrero Capital Research LLC holds 31 types of securities in its portfolio with a total value $162.9M. In the most recent quarter, they have increased their positions in BIRK (+304.3K shares, valued at $10.9M), GLW (+65.7K shares, valued at $8.9M), ATEX (+229.6K shares, valued at $8.8M); decreased their positions in TLN (-67.1K shares, valued at $21.4M), N/A (-33.3K shares, valued at $13.0M), TAC (-934.2K shares, valued at $12.2M); initiated new positions in BIRK (+304.3K shares, valued at $10.9M), GLW (+65.7K shares, valued at $8.9M), ATEX (+229.6K shares, valued at $8.8M).

1M P&L

+21.1M+14.17%

3M P&L

+22.0M+14.84%

HY P&L

+21.5M+14.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application22.2M

16.2%

2Footwear & Accessories19.3M

14.1%

3Telecom Services16.2M

11.8%

Top Industries by Stock Count

1Software - Application5 stocks

20.0%

2Telecom Services2 stocks

8.0%

3Footwear & Accessories2 stocks

8.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BL BLACKLINE INC421.1K shares13.65%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL28.3K shares-53.99%2026-03-312026-05-15

BIRK BIRKENSTOCK HOLDING PLC304.3K sharesnew addition2026-03-312026-05-15

TAC TRANSALTA CORP790.4K shares-54.17%2026-03-312026-05-15

AMRZ AMRIZE LTD167.4K shares-23.62%2026-03-312026-05-15

YETI YETI HLDGS INC255.0K shares-20.52%2026-03-312026-05-15

GLW CORNING INC65.7K sharesnew addition2026-03-312026-05-15

ATEX ANTERIX INC229.6K sharesnew addition2026-03-312026-05-15

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CROX CROCS INC101.0K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC9.1K shares-33.35%2026-03-312026-05-15

NOK NOKIA CORP939.1K sharesnew addition2026-03-312026-05-15

AD ARRAY DIGITAL INFRASTRUCTURE160.4K shares79.63%2026-03-312026-05-15

BILL HOLDINGS INC BILL HOLDINGS INC171.4K shares-14.32%2026-03-312026-05-15

GUARDIAN METAL RES PLC GUARDIAN METAL RES PLC359.5K sharesnew addition2026-03-312026-05-15

HNGE HINGE HEALTH INC117.2K sharesnew addition2026-03-312026-05-15

TPB TURNING PT BRANDS INC48.5K shares-54.54%2026-03-312026-05-15

Sponsored

TLN TALEN ENERGY CORP10.4K shares-86.56%2026-03-312026-05-15

SPT SPROUT SOCIAL INC556.6K shares46.36%2026-03-312026-05-15

WEAV WEAVE COMMUNICATIONS INC619.4K shares-20.22%2026-03-312026-05-15

NXDR NEXTDOOR HOLDINGS INC1.9M shares-23.70%2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC20.0K sharesnew addition2026-03-312026-05-15

MPTI M-TRON INDS INC31.8K sharesnew addition2026-03-312026-05-15

ZVIA ZEVIA PBC1.7M sharesnew addition2026-03-312026-05-15

CMRC COMMERCE.COM INC748.7K shares-47.10%2026-03-312026-05-15

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC21.8K shares-47.31%2026-03-312026-05-15

LGN LEGENCE CORP25.1K shares-73.16%2026-03-312026-05-15

BLND BLEND LABS INC549.7K shares-66.91%2026-03-312026-05-15

FRSH FRESHWORKS INC64.6K shares-83.70%2026-03-312026-05-15

BLUE MOON METALS INC BLUE MOON METALS INC78.3K sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC218 shares0.00%2026-03-312026-05-15

BED BATH & BEYOND INC BED BATH & BEYOND INC34.5K shares0.00%2026-03-312026-05-15

BLACKLINE INC

13.65%

Shares421.1K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

-53.99%

Shares28.3K

Event2026-03-31

Filed2026-05-15

BIRK

BIRKENSTOCK HOLDING PLC

New

Shares304.3K

Event2026-03-31

Filed2026-05-15

TAC

TRANSALTA CORP

-54.17%

Shares790.4K

Event2026-03-31

Filed2026-05-15

AMRZ

AMRIZE LTD

-23.62%

Shares167.4K

Event2026-03-31

Filed2026-05-15

YETI

YETI HLDGS INC

-20.52%

Shares255.0K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

New

Shares65.7K

Event2026-03-31

Filed2026-05-15

ATEX

ANTERIX INC

New

Shares229.6K

Event2026-03-31

Filed2026-05-15

CROX

CROCS INC

New

Shares101.0K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-33.35%

Shares9.1K

Event2026-03-31

Filed2026-05-15

NOK

NOKIA CORP

New

Shares939.1K

Event2026-03-31

Filed2026-05-15

ARRAY DIGITAL INFRASTRUCTURE

79.63%

Shares160.4K

Event2026-03-31

Filed2026-05-15

BILL HOLDINGS INC

-14.32%

Shares171.4K

Event2026-03-31

Filed2026-05-15

GUARDIAN METAL RES PLC

New

Shares359.5K

Event2026-03-31

Filed2026-05-15

HNGE

HINGE HEALTH INC

New

Shares117.2K

Event2026-03-31

Filed2026-05-15

TPB

TURNING PT BRANDS INC

-54.54%

Shares48.5K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

-86.56%

Shares10.4K

Event2026-03-31

Filed2026-05-15

SPT

SPROUT SOCIAL INC

46.36%

Shares556.6K

Event2026-03-31

Filed2026-05-15

WEAV

WEAVE COMMUNICATIONS INC

-20.22%

Shares619.4K

Event2026-03-31

Filed2026-05-15

NXDR

NEXTDOOR HOLDINGS INC

-23.70%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-15

MPTI

M-TRON INDS INC

New

Shares31.8K

Event2026-03-31

Filed2026-05-15

ZVIA

ZEVIA PBC

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

CMRC

COMMERCE.COM INC

-47.10%

Shares748.7K

Event2026-03-31

Filed2026-05-15

SOLSTICE ADVANCED MATLS INC

-47.31%

Shares21.8K

Event2026-03-31

Filed2026-05-15

LGN

LEGENCE CORP

-73.16%

Shares25.1K

Event2026-03-31

Filed2026-05-15

BLND

BLEND LABS INC

-66.91%

Shares549.7K

Event2026-03-31

Filed2026-05-15

FRSH

FRESHWORKS INC

-83.70%

Shares64.6K

Event2026-03-31

Filed2026-05-15

BLUE MOON METALS INC

New

Shares78.3K

Event2026-03-31

Filed2026-05-15