POTRERO CAPITAL RESEARCH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KIND | 2.57M | $5.36M |
 | TAC | 2.52M | $34.43M |
 | DBRG | 1.33M | $15.57M |
 | ALTS | 1.10M | $2.97M |
 | BARK | 1.01M | $841.90K |
 | FRSH | 393K | $4.63M |
 | YETI | 371K | $12.30M |
 | CEPT | 369K | $3.88M |
 | METC | 349K | $11.58M |
 | U | 335K | $13.43M |
 | JAMF | 312K | $3.33M |
 | AMRZ | 255K | $12.38M |
 | WLAC | 227K | $2.63M |
 | BILL | 200K | $10.59M |
 | SPT | 150K | $1.94M |
 | RDAG | 150K | $1.53M |
 | LGN | 143K | $4.42M |
 | TPB | 132K | $13.02M |
 | AMBA | 105K | $8.70M |
 | MBAV | 100K | $1.05M |
Nextdoor Holdings, Inc.
KIND
Shares Held
2.57M
Value
$5.36M
TransAlta Corporation
TAC
Shares Held
2.52M
Value
$34.43M
DigitalBridge Group, Inc.
DBRG
Shares Held
1.33M
Value
$15.57M
ALT5 Sigma Corporation
ALTS
Shares Held
1.10M
Value
$2.97M
BARK, Inc.
BARK
Shares Held
1.01M
Value
$841.90K
Freshworks Inc.
FRSH
Shares Held
393K
Value
$4.63M
YETI Holdings, Inc.
YETI
Shares Held
371K
Value
$12.30M
Cantor Equity Partners II, Inc. Class A Ordinary Share
CEPT
Shares Held
369K
Value
$3.88M
Ramaco Resources, Inc.
METC
Shares Held
349K
Value
$11.58M
Unity Software Inc.
U
Shares Held
335K
Value
$13.43M
Jamf Holding Corp.
JAMF
Shares Held
312K
Value
$3.33M
Amrize Ltd
AMRZ
Shares Held
255K
Value
$12.38M
Willow Lane Acquisition Corp.
WLAC
Shares Held
227K
Value
$2.63M
Bill.com Holdings, Inc.
BILL
Shares Held
200K
Value
$10.59M
Sprout Social, Inc.
SPT
Shares Held
150K
Value
$1.94M
Republic Digital Acquisition Company Class A Ordinary Shares
RDAG
Shares Held
150K
Value
$1.53M
Legence Corp. Class A Common stock
LGN
Shares Held
143K
Value
$4.42M
Turning Point Brands, Inc.
TPB
Shares Held
132K
Value
$13.02M
Ambarella, Inc.
AMBA
Shares Held
105K
Value
$8.70M
M3-Brigade Acquisition V Corp. Class A Ordinary shares
MBAV
Shares Held
100K
Value
$1.05M