Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Potrero Capital Research LLC (CIK 1536630) reported $162.9M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BL ($15.6M, 9.56%), STX ($11.1M, 6.81%), BIRK ($10.9M, 6.69%), TAC ($10.4M, 6.36%), AMRZ ($9.4M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BL | BLACKLINE INC | $15.6M | 9.56% | 421,149 | Added |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $11.1M | 6.81% | 28,340 | Trimmed |
| 3 | BIRK | BIRKENSTOCK HOLDING PLC | $10.9M | 6.69% | 304,339 | New |
| 4 | TAC | TRANSALTA CORP | $10.4M | 6.36% | 790,373 | Trimmed |
| 5 | AMRZ | AMRIZE LTD | $9.4M | 5.75% | 167,358 | Trimmed |
| 6 | YETI | YETI HLDGS INC | $9.3M | 5.73% | 254,953 | Trimmed |
| 7 | GLW | CORNING INC | $8.9M | 5.48% | 65,720 | New |
| 8 | ATEX | ANTERIX INC | $8.8M | 5.38% | 229,561 | New |
| 9 | CROX | CROCS INC | $8.4M | 5.15% | 100,990 | New |
| 10 | GEV | GE VERNOVA INC | $7.9M | 4.87% | 9,085 | Trimmed |
| 11 | NOK | NOKIA CORP | $7.6M | 4.63% | 939,065 | New |
| 12 | AD | ARRAY DIGITAL INFRASTRUCTURE | $7.4M | 4.54% | 160,434 | Added |
| 13 | BILL | BILL HOLDINGS INC | $6.6M | 4.03% | 171,360 | Trimmed |
| 14 | GUARDIAN METAL RES PLC | $6.3M | 3.86% | 359,507 | New | |
| 15 | HNGE | HINGE HEALTH INC | $4.5M | 2.77% | 117,162 | New |
| 16 | TPB | TURNING PT BRANDS INC | $4.2M | 2.59% | 48,527 | Trimmed |
| 17 | TLN | TALEN ENERGY CORP | $3.3M | 2.04% | 10,418 | Trimmed |
| 18 | SPT | SPROUT SOCIAL INC | $3.2M | 1.95% | 556,606 | Added |
| 19 | WEAV | WEAVE COMMUNICATIONS INC | $2.9M | 1.76% | 619,392 | Trimmed |
| 20 | KIND | NEXTDOOR HOLDINGS INC | $2.7M | 1.67% | 1.9M | Trimmed |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | $2.3M | 1.41% | 20,000 | New |
| 22 | MPTI | M-TRON INDS INC | $2.1M | 1.30% | 31,801 | New |
| 23 | ZVIA | ZEVIA PBC | $2.0M | 1.25% | 1.7M | New |
| 24 | BIGC | COMMERCE.COM INC | $2.0M | 1.23% | 748,662 | Trimmed |
| 25 | SOLSTICE ADVANCED MATLS INC | $1.7M | 1.02% | 21,802 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31