POTRERO CAPITAL RESEARCH LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TAC | 1.72M | $21.80M |
 | BLND | 1.66M | $5.05M |
 | DBRG | 1.00M | $15.39M |
 | WEAV | 776K | $5.89M |
 | FRSH | 397K | $4.86M |
 | SPT | 380K | $4.29M |
 | JAMF | 373K | $4.85M |
 | BL | 371K | $20.49M |
 | CWAN | 350K | $8.44M |
 | YETI | 321K | $14.17M |
 | AMRZ | 219K | $11.85M |
 | U | 200K | $8.83M |
 | BILL | 200K | $10.91M |
 | AMBA | 149K | $10.52M |
 | METC | 114K | $2.06M |
 | TPB | 107K | $11.57M |
 | LGN | 93K | $4.02M |
 | TLN | 78K | $29.05M |
 | STX | 62K | $16.96M |
 | SOLS | 41K | $2.01M |
TransAlta Corporation
TAC
Shares Held
1.72M
Value
$21.80M
Blend Labs, Inc.
BLND
Shares Held
1.66M
Value
$5.05M
DigitalBridge Group, Inc.
DBRG
Shares Held
1.00M
Value
$15.39M
Weave Communications, Inc.
WEAV
Shares Held
776K
Value
$5.89M
Freshworks Inc.
FRSH
Shares Held
397K
Value
$4.86M
Sprout Social, Inc.
SPT
Shares Held
380K
Value
$4.29M
Jamf Holding Corp.
JAMF
Shares Held
373K
Value
$4.85M
BlackLine, Inc.
BL
Shares Held
371K
Value
$20.49M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
350K
Value
$8.44M
YETI Holdings, Inc.
YETI
Shares Held
321K
Value
$14.17M
Amrize Ltd
AMRZ
Shares Held
219K
Value
$11.85M
Unity Software Inc.
U
Shares Held
200K
Value
$8.83M
Bill.com Holdings, Inc.
BILL
Shares Held
200K
Value
$10.91M
Ambarella, Inc.
AMBA
Shares Held
149K
Value
$10.52M
Ramaco Resources, Inc.
METC
Shares Held
114K
Value
$2.06M
Turning Point Brands, Inc.
TPB
Shares Held
107K
Value
$11.57M
Legence Corp. Class A Common stock
LGN
Shares Held
93K
Value
$4.02M
Talen Energy Corporation
TLN
Shares Held
78K
Value
$29.05M
Seagate Technology Holdings plc
STX
Shares Held
62K
Value
$16.96M
Solstice Advanced Materials Inc.
SOLS
Shares Held
41K
Value
$2.01M