account_balance
Investment manager · 13F filer · SEC CIK 1536630
Potrero Capital Research LLC
Reported value$163Mas of Jun 30, 2026
Positions44 20 new, 7 sold out
Top 10 weight46.9%GMTL alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GMTLGuardian Metal Res PLC
5.4%Added +75%
STXSeagate Technology Hldngs Pl
5.4%Trimmed −68%
GEVGe Vernova Inc
5.1%Trimmed −22%
GLWCorning Inc
4.9%Trimmed −53%
CCXIChurchill Cap Corp Xi
4.8%New
AMBAAmbarella Inc
4.6%New
HIMSHims & Hers Health Inc
4.5%New
AEISAdvanced Energy Inds
4.2%New
BLBlackline Inc
4.1%Trimmed −43%
NOKNokia Corp
3.8%Trimmed −50%
AMRZAmrize Ltd
3.8%Trimmed −31%
TACTransalta Corp
3.7%Trimmed −44%
GMTL5.4%STX5.4%GEV5.1%
GLWCorning Inc
4.9%Trimmed −53%
CCXIChurchill Cap Corp Xi
4.8%New
AMBAAmbarella Inc
4.6%New
HIMS4.5%AEIS4.2%BL4.1%NOK3.8%AMRZ3.8%TAC3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GMTL Guardian Metal Res PLC 5.4% Added +75%STX Seagate Technology Hldngs Pl 5.4% Trimmed −68%GEV Ge Vernova Inc 5.1% Trimmed −22%GLW Corning Inc 4.9% Trimmed −53%CCXI Churchill Cap Corp Xi 4.8% NewAMBA Ambarella Inc 4.6% NewHIMS Hims & Hers Health Inc 4.5% NewAEIS Advanced Energy Inds 4.2% NewBL Blackline Inc 4.1% Trimmed −43%NOK Nokia Corp 3.8% Trimmed −50%AMRZ Amrize Ltd 3.8% Trimmed −31%TAC Transalta Corp 3.7% Trimmed −44%
What changed