POTRERO CAPITAL RESEARCH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STRZ | 94K | $1.38M |
 | TLN | 93K | $39.77M |
 | ROKU | 88K | $8.84M |
 | PD | 82K | $1.36M |
 | STX | 82K | $19.38M |
 | SSD | 60K | $10.05M |
 | SIMO | 52K | $4.92M |
 | MSFT | 39K | $20.04M |
 | RDDT | 34K | $7.70M |
 | GEV | 16K | $9.92M |
 | BELFB | 13K | $1.79M |
 | IBP | 2K | $509.60K |
Starz Entertainment Corp.
STRZ
Shares Held
94K
Value
$1.38M
Talen Energy Corporation
TLN
Shares Held
93K
Value
$39.77M
Roku, Inc.
ROKU
Shares Held
88K
Value
$8.84M
PagerDuty, Inc.
PD
Shares Held
82K
Value
$1.36M
Seagate Technology Holdings plc
STX
Shares Held
82K
Value
$19.38M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
60K
Value
$10.05M
Silicon Motion Technology Corporation
SIMO
Shares Held
52K
Value
$4.92M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$20.04M
Reddit, Inc.
RDDT
Shares Held
34K
Value
$7.70M
GE Vernova Inc.
GEV
Shares Held
16K
Value
$9.92M
Bel Fuse Inc.
BELFB
Shares Held
13K
Value
$1.79M
Installed Building Products, Inc.
IBP
Shares Held
2K
Value
$509.60K