
POTRERO CAPITAL RESEARCH LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ZVIA | 1.74M | $2.04M |
![]() | NOK | 939K | $7.55M |
![]() | TAC | 790K | $10.35M |
![]() | WEAV | 619K | $2.86M |
![]() | SPT | 557K | $3.17M |
![]() | BLND | 550K | $934.49K |
![]() | BL | 421K | $15.58M |
![]() | GMTL | 360K | $6.28M |
![]() | BIRK | 304K | $10.90M |
![]() | YETI | 255K | $9.33M |
![]() | ATEX | 230K | $8.77M |
![]() | BILL | 171K | $6.56M |
![]() | AMRZ | 167K | $9.38M |
![]() | HNGE | 117K | $4.52M |
![]() | CROX | 101K | $8.38M |
![]() | GLW | 66K | $8.94M |
![]() | FRSH | 65K | $518.98K |
![]() | TPB | 49K | $4.21M |
![]() | STX | 28K | $11.10M |
![]() | LGN | 25K | $1.41M |

Zevia PBC
ZVIA
Shares Held
1.74M
Value
$2.04M

Nokia Oyj
NOK
Shares Held
939K
Value
$7.55M

TransAlta Corporation
TAC
Shares Held
790K
Value
$10.35M

Weave Communications, Inc.
WEAV
Shares Held
619K
Value
$2.86M

Sprout Social, Inc.
SPT
Shares Held
557K
Value
$3.17M

Blend Labs, Inc.
BLND
Shares Held
550K
Value
$934.49K

BlackLine, Inc.
BL
Shares Held
421K
Value
$15.58M

Guardian Metal Resources PLC Sponsored ADR
GMTL
Shares Held
360K
Value
$6.28M

Birkenstock Holding plc
BIRK
Shares Held
304K
Value
$10.90M

YETI Holdings, Inc.
YETI
Shares Held
255K
Value
$9.33M

Anterix Inc.
ATEX
Shares Held
230K
Value
$8.77M

Bill.com Holdings, Inc.
BILL
Shares Held
171K
Value
$6.56M

Amrize Ltd
AMRZ
Shares Held
167K
Value
$9.38M

Hinge Health, Inc.
HNGE
Shares Held
117K
Value
$4.52M

Crocs, Inc.
CROX
Shares Held
101K
Value
$8.38M

Corning Inc
GLW
Shares Held
66K
Value
$8.94M

Freshworks Inc.
FRSH
Shares Held
65K
Value
$518.98K

Turning Point Brands, Inc.
TPB
Shares Held
49K
Value
$4.21M

Seagate Technology Holdings plc
STX
Shares Held
28K
Value
$11.10M

Legence Corp. Class A Common stock
LGN
Shares Held
25K
Value
$1.41M
