Potrero Capital Research LLC
Net seller this quarter
$180M
43
-$61.3M
42.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GMTL | $8.82M | 4.90% | Not reported | +75.1% | Q1 2026 |
 STX | $8.8M | 4.89% | 0.00% | -67.8% | Q2 2025 |
 GEV | $8.32M | 4.63% | 0.00% | -22.0% | Q1 2024 |
 GLW | $7.96M | 4.43% | 0.00% | -52.6% | Q1 2026 |
 CCXI | $7.86M | 4.37% | Not reported | New | Q2 2026 |
 AMBA | $7.43M | 4.13% | 0.20% | Not reported | Q3 2018 |
 HIMS | $7.38M | 4.10% | Not reported | New | Q2 2026 |
 AEIS | $6.93M | 3.85% | 0.05% | New | Q2 2026 |
 BL | $6.7M | 3.72% | 0.41% | -43.4% | Q1 2018 |
 NOK | $6.28M | 3.49% | 0.01% | -49.6% | Q1 2026 |
 AMRZ | $6.16M | 3.42% | 0.02% | -30.9% | Q2 2025 |
 TAC | $6.07M | 3.38% | 0.15% | -44.4% | Q3 2024 |
 GFS | $5.03M | 2.80% | 0.01% | New | Q2 2026 |
 BSTZ | $5.02M | 2.79% | Not reported | Not reported | Q1 2024 |
 ATEX | $4.79M | 2.66% | 0.24% | -79.7% | Q1 2026 |
 BILL | $4.26M | 2.37% | 0.13% | -31.3% | Q3 2025 |
 ENPH | $4.23M | 2.35% | 0.07% | New | Q2 2026 |
 GLXY | $4.15M | 2.31% | 151904.00% | New | Q2 2026 |
 TLN | $4M | 2.22% | 0.02% | Not reported | Q3 2024 |
 MPTI | $3.78M | 2.10% | 0.88% | +20.0% | Q1 2026 |
 IE | $3.67M | 2.04% | 0.24% | Not reported | Q3 2025 |
 TTWO | $3M | 1.67% | 0.01% | New | Q2 2026 |
 SPT | $2.85M | 1.58% | Not reported | -32.2% | Q3 2025 |
 NN | $2.59M | 1.44% | 0.09% | New | Q2 2026 |
 WEAV | $2.53M | 1.41% | 0.53% | -31.8% | Q4 2023 |
 MWH | $2.25M | 1.25% | Not reported | New | Q2 2026 |
 LGN | $2.14M | 1.19% | Not reported | Not reported | Q3 2025 |
 CROX | $2.06M | 1.14% | 0.04% | -83.1% | Q3 2023 |
 NXDR | $2.04M | 1.13% | 0.23% | -53.8% | Q4 2021 |
 GLNG | $1.99M | 1.11% | 0.04% | New | Q2 2026 |
 KEEL | $1.72M | 0.96% | 0.05% | New | Q2 2026 |
 SPCX | $1.71M | 0.95% | Not reported | New | Q2 2026 |
 CMRC | $1.66M | 0.93% | 0.68% | -24.9% | Q4 2021 |
 STRZ | $1.62M | 0.90% | 0.33% | Not reported | Q2 2025 |
 BE | $1.51M | 0.84% | 0.00% | New | Q2 2026 |
 CRDO | $1.36M | 0.76% | 0.00% | New | Q2 2026 |
 INTC | $1.15M | 0.64% | 0.00% | New | Q2 2026 |
 REAL | $975K | 0.54% | 0.07% | Not reported | Q4 2019 |
 FRSH | $654K | 0.36% | 0.04% | Not reported | Q3 2025 |
 BLND | $649K | 0.36% | 0.16% | -31.0% | Q4 2025 |
 ZVIA | $514K | 0.29% | Not reported | -81.9% | Q1 2026 |
 BMM | $501K | 0.28% | Not reported | Not reported | Q1 2026 |
 META | $113K | 0.06% | Not reported | -8.3% | Q1 2016 |
| Q1 2026 | |||||
| BL | $15.6M | 9.56% | 0.71% | +13.7% | Q1 2018 |
| STX | $11.1M | 6.81% | 0.01% | -54.0% | Q2 2025 |
 BIRK | $10.9M | 6.69% | 0.16% | New | Q1 2026 |
| TAC | $10.4M | 6.36% | 0.27% | -54.2% | Q3 2024 |
| AMRZ | $9.38M | 5.75% | 0.03% | -23.6% | Q2 2025 |
 YETI | $9.33M | 5.73% | 0.34% | -20.5% | Q3 2025 |
| GLW | $8.94M | 5.48% | 0.01% | New | Q1 2026 |
| ATEX | $8.77M | 5.38% | 1.21% | New | Q1 2026 |
| CROX | $8.38M | 5.15% | 0.20% | Not reported | Q3 2023 |
| GEV | $7.93M | 4.87% | 0.00% | -33.4% | Q1 2024 |
| NOK | $7.55M | 4.63% | 0.02% | New | Q1 2026 |
| AD | $7.4M | 4.54% | 0.19% | +79.6% | Q4 2025 |
| BILL | $6.56M | 4.03% | 0.17% | -14.3% | Q3 2025 |
| GMTL | $6.28M | 3.86% | Not reported | New | Q1 2026 |
 HNGE | $4.52M | 2.77% | 0.72% | New | Q1 2026 |
 TPB | $4.21M | 2.59% | 0.25% | -54.5% | Q1 2017 |
| TLN | $3.33M | 2.04% | 0.02% | -86.6% | Q3 2024 |
| SPT | $3.17M | 1.95% | Not reported | +46.4% | Q3 2025 |
| WEAV | $2.86M | 1.76% | 0.78% | -20.2% | Q4 2023 |
| NXDR | $2.72M | 1.67% | 0.51% | -23.7% | Q4 2021 |
 AKAM | $2.3M | 1.41% | 0.01% | New | Q1 2026 |
| MPTI | $2.13M | 1.30% | 0.89% | New | Q1 2026 |
| ZVIA | $2.04M | 1.25% | Not reported | New | Q1 2026 |
| CMRC | $2M | 1.23% | 0.91% | -47.1% | Q4 2021 |
 SOLS | $1.66M | 1.02% | 0.01% | -47.3% | Q4 2025 |
| LGN | $1.41M | 0.87% | Not reported | -73.2% | Q3 2025 |
| BLND | $934K | 0.57% | 0.22% | -66.9% | Q4 2025 |
| FRSH | $519K | 0.32% | 0.04% | -83.7% | Q3 2025 |
| BMM | $512K | 0.31% | Not reported | New | Q1 2026 |
| META | $125K | 0.08% | Not reported | Not reported | Q1 2016 |
| Q4 2025 | |||||
| TLN | $29.1M | 9.78% | 0.17% | -17.1% | Q3 2024 |
| TAC | $21.8M | 7.34% | 0.58% | -31.5% | Q3 2024 |
| BL | $20.5M | 6.90% | 0.62% | Not reported | Q1 2018 |
 MSFT | $18.7M | 6.30% | 0.00% | Not reported | Q1 2020 |
| STX | $17M | 5.71% | 0.03% | -25.0% | Q2 2025 |
 DBRG | $15.4M | 5.18% | 0.55% | -24.6% | Q3 2024 |
| YETI | $14.2M | 4.77% | 0.41% | -13.5% | Q3 2025 |
| BSTZ | $12.2M | 4.10% | Not reported | -0.2% | Q1 2024 |
| AMRZ | $11.9M | 3.99% | 0.04% | -14.1% | Q2 2025 |
| TPB | $11.6M | 3.90% | 0.56% | -19.0% | Q1 2017 |
| BILL | $10.9M | 3.67% | 0.20% | Not reported | Q3 2025 |
| AMBA | $10.5M | 3.54% | 0.35% | +41.0% | Q3 2018 |
| IE | $9.41M | 3.17% | 0.40% | -57.5% | Q3 2025 |
| GEV | $8.91M | 3.00% | 0.01% | -15.5% | Q1 2024 |
 U | $8.83M | 2.97% | 0.05% | -40.4% | Q2 2025 |
| CWAN | $8.44M | 2.84% | Not reported | New | Q4 2025 |
 RDDT | $7.7M | 2.59% | Not reported | Not reported | Q2 2025 |
| WEAV | $5.89M | 1.98% | 0.99% | Not reported | Q4 2023 |
| CMRC | $5.83M | 1.96% | 1.73% | Not reported | Q4 2021 |
| NXDR | $5.35M | 1.80% | 0.66% | -0.8% | Q4 2021 |
| BLND | $5.05M | 1.70% | 0.65% | New | Q4 2025 |
| FRSH | $4.86M | 1.64% | 0.26% | +0.8% | Q3 2025 |
| JAMF | $4.85M | 1.63% | 0.28% | +19.6% | Q3 2025 |
| AD | $4.79M | 1.61% | 0.10% | New | Q4 2025 |
| SPT | $4.29M | 1.44% | Not reported | +153.5% | Q3 2025 |
| LGN | $4.02M | 1.35% | Not reported | -34.9% | Q3 2025 |
 UNF | $3.86M | 1.30% | 0.10% | Not reported | Q1 2025 |
 ESTC | $3.02M | 1.02% | 0.04% | Not reported | Q3 2024 |
 SXT | $2.57M | 0.87% | 0.06% | New | Q4 2025 |
 METC | $2.06M | 0.69% | 0.26% | -67.3% | Q3 2025 |
| SOLS | $2.01M | 0.68% | 0.03% | New | Q4 2025 |
 SSD | $1.48M | 0.50% | 0.02% | -84.8% | Q4 2020 |
| META | $144K | 0.05% | Not reported | Not reported | Q1 2016 |
| Q3 2025 | |||||
| TLN | $39.8M | 4.58% | 0.20% | Not reported | Q3 2024 |
| TAC | $34.4M | 3.96% | 0.85% | Not reported | Q3 2024 |
| MSFT | $20M | 2.31% | 0.00% | Not reported | Q1 2020 |
| STX | $19.4M | 2.23% | 0.04% | Not reported | Q2 2025 |
| IE | $17.4M | 2.00% | 1.04% | New | Q3 2025 |
| DBRG | $15.6M | 1.79% | 0.73% | Not reported | Q3 2024 |
| U | $13.4M | 1.55% | 0.08% | +108.5% | Q2 2025 |
| TPB | $13M | 1.50% | 0.73% | -21.1% | Q1 2017 |
| AMRZ | $12.4M | 1.42% | 0.05% | +292.4% | Q2 2025 |
| YETI | $12.3M | 1.42% | 0.47% | New | Q3 2025 |
| BSTZ | $12M | 1.38% | Not reported | Not reported | Q1 2024 |
| METC | $11.6M | 1.33% | 0.79% | New | Q3 2025 |
| BILL | $10.6M | 1.22% | 0.20% | New | Q3 2025 |
| SSD | $10M | 1.16% | 0.14% | Not reported | Q4 2020 |
| GEV | $9.92M | 1.14% | 0.01% | Not reported | Q1 2024 |
 ROKU | $8.84M | 1.02% | 0.06% | New | Q3 2025 |
| AMBA | $8.7M | 1.00% | 0.25% | -29.8% | Q3 2018 |
| RDDT | $7.7M | 0.89% | Not reported | -49.6% | Q2 2025 |
| CMRC | $7.06M | 0.81% | 1.75% | -17.1% | Q4 2021 |
| NXDR | $5.36M | 0.62% | 0.67% | Not reported | Q4 2021 |
 SIMO | $4.92M | 0.57% | 0.04% | New | Q3 2025 |
| FRSH | $4.63M | 0.53% | 0.26% | New | Q3 2025 |
| LGN | $4.42M | 0.51% | Not reported | New | Q3 2025 |
| CEPT | $3.88M | 0.45% | Not reported | Not reported | Q2 2025 |
| JAMF | $3.33M | 0.38% | 0.23% | New | Q3 2025 |
 AIFC | $2.97M | 0.34% | 0.88% | New | Q3 2025 |
| WLAC | $2.63M | 0.30% | Not reported | New | Q3 2025 |
| SPT | $1.94M | 0.22% | Not reported | New | Q3 2025 |
 BELFB | $1.79M | 0.21% | Not reported | -62.2% | Q1 2023 |
 NXH | $1.77M | 0.20% | 0.28% | New | Q3 2025 |
 RDAG | $1.53M | 0.18% | Not reported | New | Q3 2025 |
| STRZ | $1.38M | 0.16% | 0.56% | Not reported | Q2 2025 |
 PD | $1.36M | 0.16% | 0.09% | Not reported | Q2 2024 |
| VLOS | $1.06M | 0.12% | Not reported | Not reported | Q2 2025 |
 BARK | $842K | 0.10% | 0.59% | -76.7% | Q1 2024 |
 ETHZ | $723K | 0.08% | Not reported | New | Q3 2025 |
 IBP | $510K | 0.06% | 0.01% | New | Q3 2025 |