Stock Taper

POTRERO CAPITAL RESEARCH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Legence Corp. Class A Common stockLGN25.06K$2.14M
Advanced Energy Industries, Inc.AEIS18.59K$6.93M
Crocs, Inc.CROX17.04K$2.06M
Take-Two Interactive Software, Inc.TTWO12K$3M
Talen Energy CorporationTLN10.42K$4M
Space Exploration Technologies Corp.SPCX10K$1.71M
Seagate Technology Holdings plcSTX9.12K$8.8M
Intel Corp.INTC8.22K$1.15M
GE Vernova Inc.GEV7.08K$8.32M
Bloom Energy CorporationBE5K$1.51M
Credo Technology Group Holding LtdCRDO5K$1.36M
Meta Platforms, Inc.META200$112.66K