Potrero Capital Research LLC
Potrero Capital Research LLC reported 47 holdings worth US$180M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Potrero Capital Research LLC reported 47 holdings worth US$180M as of Jun 30, 2026. Largest: Guardian Metal Resources, Ge Vernova Inc. and Corning Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$180M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Guardian Metal Resources | 629K | US$8.82M | 4.9% |
| Ge Vernova Inc. | 7,085 | US$8.32M | 4.6% |
| Corning Incorporated | 31,177 | US$7.96M | 4.4% |
| Chemocentryx Inc. | 451K | US$7.86M | 4.4% |
| Ambarella, Inc. | 86,595 | US$7.43M | 4.1% |
| Hims & Hers Health, Inc. | 213K | US$7.38M | 4.1% |
| Advanced Energy Industries, Inc. | 18,592 | US$6.93M | 3.9% |
| Blackline, Inc. | 239K | US$6.7M | 3.7% |
| Nokia Oyj | 473K | US$6.28M | 3.5% |
| Transalta Corporation | 439K | US$6.07M | 3.4% |
| Globalfoundries Inc. | 61,056 | US$5.03M | 2.8% |
| Anterix Inc. | 46,525 | US$4.79M | 2.7% |
| Bill Holdings, Inc. | 118K | US$4.26M | 2.4% |
| Enphase Energy, Inc. | 85,840 | US$4.23M | 2.3% |
| Galaxy Digital Inc. | 152K | US$4.15M | 2.3% |
| Talen Energy Corporation | 10,418 | US$4M | 2.2% |
| M-tron Industries, Inc. | 38,161 | US$3.78M | 2.1% |
| Ivanhoe Electric Inc. | 382K | US$3.67M | 2.0% |
| Take-two Interactive Software, Inc. | 12,000 | US$3M | 1.7% |
| Sprout Social, Inc | 377K | US$2.85M | 1.6% |
| Nextnav Inc. | 145K | US$2.59M | 1.4% |
| Weave Communications, Inc. | 422K | US$2.53M | 1.4% |
| Solv Energy, Inc. | 65,941 | US$2.25M | 1.2% |
| Legence Corp. | 25,059 | US$2.14M | 1.2% |
| Crocs, Inc. | 17,038 | US$2.06M | 1.1% |
| Nextdoor Holdings, Inc. | 898K | US$2.04M | 1.1% |
| Golar Lng Limited | 40,000 | US$1.99M | 1.1% |
| Keel Infrastructure Corp. | 300K | US$1.72M | 0.96% |
| Space Exploration Technologies Corp | 10,000 | US$1.71M | 0.95% |
| Commerce.com, Inc. - Series 1 | 562K | US$1.66M | 0.93% |
| Starz Entertainment Corp. | 56,195 | US$1.62M | 0.90% |
| Bloom Energy Corporation | 5,000 | US$1.51M | 0.84% |
| Credo Technology Group Holding Ltd | 5,000 | US$1.36M | 0.76% |
| Intel Corporation | 8,220 | US$1.15M | 0.64% |
| The Realreal, Inc. | 82,719 | US$975K | 0.54% |
| Freshworks Inc. | 64,630 | US$654K | 0.36% |
| Blend Labs, Inc. | 379K | US$649K | 0.36% |
| Zevia Pbc | 315K | US$514K | 0.29% |
| Blue Moon Metals Inc | 78,349 | US$501K | 0.28% |
| Meta Platforms, Inc. | 200 | US$113K | 0.06% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Array Digital Infrastructure, Inc. | 0 | US$0 | 0.00% |
| Hinge Health, Inc. | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
| Turning Point Brands, Inc. | 0 | US$0 | 0.00% |
| Yeti Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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