Potrero Capital Research LLC
SAN FRANCISCO CA · SEC CIK 0001536630
$1.63亿2026Q1 申报市值
31持仓数
61.8%前十大占比 · 第一大 9.6%
11 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIRK 新建仓+$1,090.45万
GLW 新建仓+$893.59万
ATEX 新建仓+$876.69万
CROX 新建仓+$838.42万
NOK 新建仓+$755.01万
2026Q1 卖出最多 按季末市值估算
TLN 减仓-$2,141.46万
MSFT 清仓-$1,871.32万
DIGITALBRIDGE GR 清仓-$1,539.50万
STX 减仓-$1,302.99万
TAC 减仓-$1,223.76万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BL | BLACKLINE INC | $1,558.25万 | 9.56% | 421,149 | 50,592 | 13.7% | $187.19万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,110.25万 | 6.81% | 28,340 | -33,260 | -54.0% | -$1,302.99万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1,090.45万 | 6.69% | 304,339 | 304,339 | — | $1,090.45万 | 新建仓 |
| TAC | TRANSALTA CORP | $1,035.39万 | 6.36% | 790,373 | -934,171 | -54.2% | -$1,223.76万 | 减仓 |
| AMRZ | AMRIZE LTD | $937.54万 | 5.75% | 167,358 | -51,765 | -23.6% | -$289.99万 | 减仓 |
| YETI | YETI HLDGS INC | $932.87万 | 5.73% | 254,953 | -65,816 | -20.5% | -$240.82万 | 减仓 |
| GLW | CORNING INC | $893.59万 | 5.48% | 65,720 | 65,720 | — | $893.59万 | 新建仓 |
| ATEX | ANTERIX INC | $876.69万 | 5.38% | 229,561 | 229,561 | — | $876.69万 | 新建仓 |
| CROX | CROCS INC | $838.42万 | 5.15% | 100,990 | 100,990 | — | $838.42万 | 新建仓 |
| GEV | GE VERNOVA INC | $793.03万 | 4.87% | 9,085 | -4,545 | -33.3% | -$396.73万 | 减仓 |
| NOK | NOKIA CORP | $755.01万 | 4.63% | 939,065 | 939,065 | — | $755.01万 | 新建仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $740.24万 | 4.54% | 160,434 | 71,122 | 79.6% | $328.16万 | 加仓 |
| BILL | BILL HOLDINGS INC | $656.31万 | 4.03% | 171,360 | -28,640 | -14.3% | -$109.69万 | 减仓 |
| — | GUARDIAN METAL RES PLC | $628.42万 | 3.86% | 359,507 | 359,507 | — | $628.42万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $451.78万 | 2.77% | 117,162 | 117,162 | — | $451.78万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $421.17万 | 2.59% | 48,527 | -58,224 | -54.5% | -$505.33万 | 减仓 |
| TLN | TALEN ENERGY CORP | $332.57万 | 2.04% | 10,418 | -67,082 | -86.6% | -$2,141.46万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $317.27万 | 1.95% | 556,606 | 176,304 | 46.4% | $100.49万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $286.16万 | 1.76% | 619,392 | -156,980 | -20.2% | -$72.52万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $271.97万 | 1.67% | 1,942,617 | -603,570 | -23.7% | -$84.50万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $229.70万 | 1.41% | 20,000 | 20,000 | — | $229.70万 | 新建仓 |
| MPTI | M-TRON INDS INC | $212.59万 | 1.30% | 31,801 | 31,801 | — | $212.59万 | 新建仓 |
| — | ZEVIA PBC | $203.93万 | 1.25% | 1,743,031 | 1,743,031 | — | $203.93万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $199.89万 | 1.23% | 748,662 | -666,677 | -47.1% | -$178.00万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $166.04万 | 1.02% | 21,802 | -19,575 | -47.3% | -$149.08万 | 减仓 |
| LGN | LEGENCE CORP | $141.48万 | 0.87% | 25,059 | -68,290 | -73.2% | -$385.57万 | 减仓 |
| BLND | BLEND LABS INC | $93.45万 | 0.57% | 549,702 | -1,111,421 | -66.9% | -$188.94万 | 减仓 |
| FRSH | FRESHWORKS INC | $51.90万 | 0.32% | 64,630 | -331,949 | -83.7% | -$266.56万 | 减仓 |
| BMM | BLUE MOON METALS INC | $51.24万 | 0.31% | 78,349 | 78,349 | — | $51.24万 | 新建仓 |
| META | META PLATFORMS INC | $12.47万 | 0.08% | 218 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC | $1.94万 | 0.01% | 34,506 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -38,694 | -100.0% | -$1,871.32万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -1,003,583 | -100.0% | -$1,539.50万 | 清仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$883.40万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -350,000 | -100.0% | -$844.20万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -33,500 | -100.0% | -$770.06万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -372,707 | -100.0% | -$484.89万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -20,000 | -100.0% | -$385.80万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -40,000 | -100.0% | -$301.76万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -27,408 | -100.0% | -$257.50万 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -114,176 | -100.0% | -$205.52万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -9,141 | -100.0% | -$147.60万 | 清仓 |