Stock Taper 
POTRERO CAPITAL RESEARCH LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 200 | $112.66K |
 Credo Technology Group Holding Ltd | CRDO | 5K | $1.36M |
 Bloom Energy Corporation | BE | 5K | $1.51M |
 GE Vernova Inc. | GEV | 7.08K | $8.32M |
 Intel Corp. | INTC | 8.22K | $1.15M |
 Seagate Technology Holdings plc | STX | 9.12K | $8.8M |
 Space Exploration Technologies Corp. | SPCX | 10K | $1.71M |
 Talen Energy Corporation | TLN | 10.42K | $4M |
 Take-Two Interactive Software, Inc. | TTWO | 12K | $3M |
 Crocs, Inc. | CROX | 17.04K | $2.06M |
 Advanced Energy Industries, Inc. | AEIS | 18.59K | $6.93M |
 Legence Corp. Class A Common stock | LGN | 25.06K | $2.14M |
 Corning Inc | GLW | 31.18K | $7.96M |
 Golar LNG Limited | GLNG | 40K | $1.99M |
 Anterix Inc. | ATEX | 46.52K | $4.79M |
 Starz Entertainment Corp. | STRZ | 56.2K | $1.62M |
 GLOBALFOUNDRIES Inc. | GFS | 61.06K | $5.03M |
 Freshworks Inc. | FRSH | 64.63K | $654.06K |
 The RealReal, Inc. | REAL | 82.72K | $975.26K |
 Enphase Energy, Inc. | ENPH | 85.84K | $4.23M |