Potrero Capital Research LLC
SAN FRANCISCO CA · SEC CIK 0001536630
$1.80亿2026Q2 申报市值
46持仓数
44.6%前十大占比 · 第一大 4.9%
19 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGLT 新建仓+$786.21万
HIMS 新建仓+$738.28万
AEIS 新建仓+$693.24万
GFS 新建仓+$503.16万
ENPH 新建仓+$422.68万
2026Q2 卖出最多 按季末市值估算
ATEX 减仓-$1,884.17万
STX 减仓-$1,855.02万
BSTZ 重新持有-$1,115.65万
BIRK 清仓-$1,090.45万
CROX 减仓-$1,012.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | GUARDIAN METAL RES PLC | $881.78万 | 4.90% | 629,393 | 269,886 | 75.1% | $378.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $879.79万 | 4.89% | 9,117 | -19,223 | -67.8% | -$1,855.02万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $878.15万 | 4.88% | 9,100 | 9,100 | — | $878.15万 | 新建仓 |
| GEV | GE VERNOVA INC | $832.39万 | 4.63% | 7,085 | -2,000 | -22.0% | -$234.97万 | 减仓 |
| GLW | CORNING INC | $796.35万 | 4.43% | 31,177 | -34,543 | -52.6% | -$882.33万 | 减仓 |
| GLW | CORNING INC 看跌期权 | $791.83万 | 4.40% | 31,000 | 31,000 | — | $791.83万 | 新建仓 |
| AGLT | CHURCHILL CAP CORP XI | $786.21万 | 4.37% | 450,550 | 450,550 | — | $786.21万 | 新建仓 |
| AMBA | AMBARELLA INC | $742.99万 | 4.13% | 86,595 | -61,942 | -41.7% | -$531.46万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC | $738.28万 | 4.10% | 212,944 | 212,944 | — | $738.28万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $693.24万 | 3.85% | 18,592 | 18,592 | — | $693.24万 | 新建仓 |
| BL | BLACKLINE INC | $669.72万 | 3.72% | 238,590 | -182,559 | -43.3% | -$512.44万 | 减仓 |
| NOK | NOKIA CORP | $628.46万 | 3.49% | 473,240 | -465,825 | -49.6% | -$618.62万 | 减仓 |
| AMRZ | AMRIZE LTD | $616.12万 | 3.42% | 115,595 | -51,763 | -30.9% | -$275.90万 | 减仓 |
| TAC | TRANSALTA CORP | $607.39万 | 3.38% | 439,186 | -351,187 | -44.4% | -$485.69万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $503.16万 | 2.80% | 61,056 | 61,056 | — | $503.16万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $502.10万 | 2.79% | 167,198 | -371,512 | -69.0% | -$1,115.65万 | 重新持有 |
| ATEX | ANTERIX INC | $478.93万 | 2.66% | 46,525 | -183,036 | -79.7% | -$1,884.17万 | 减仓 |
| BILL | BILL HOLDINGS INC | $425.63万 | 2.37% | 117,707 | -53,653 | -31.3% | -$194.01万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $422.68万 | 2.35% | 85,840 | 85,840 | — | $422.68万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $415.31万 | 2.31% | 151,904 | 151,904 | — | $415.31万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $400.32万 | 2.22% | 10,418 | 0 | 0.0% | — | 不变 |
| MPTI | M-TRON INDS INC | $378.37万 | 2.10% | 38,161 | 6,360 | 20.0% | $63.06万 | 加仓 |
| IE | IVANHOE ELECTRIC INC | $367.43万 | 2.04% | 382,345 | -206,245 | -35.0% | -$198.20万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $299.98万 | 1.67% | 12,000 | 12,000 | — | $299.98万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $284.73万 | 1.58% | 377,131 | -179,475 | -32.2% | -$135.50万 | 减仓 |
| NN | NEXTNAV INC | $258.54万 | 1.44% | 145,000 | 145,000 | — | $258.54万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $253.03万 | 1.41% | 422,415 | -196,977 | -31.8% | -$117.99万 | 减仓 |
| MWH | SOLV ENERGY INC | $224.53万 | 1.25% | 65,941 | 65,941 | — | $224.53万 | 新建仓 |
| LGN | LEGENCE CORP | $213.58万 | 1.19% | 25,059 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $205.55万 | 1.14% | 17,038 | -83,952 | -83.1% | -$1,012.80万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $203.78万 | 1.13% | 897,718 | -1,044,899 | -53.8% | -$237.19万 | 减仓 |
| GLNG | GOLAR LNG LTD | $199.36万 | 1.11% | 40,000 | 40,000 | — | $199.36万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $172.20万 | 0.96% | 300,000 | 300,000 | — | $172.20万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $170.86万 | 0.95% | 10,000 | 10,000 | — | $170.86万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $166.48万 | 0.93% | 562,424 | -186,238 | -24.9% | -$55.13万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $162.18万 | 0.90% | 56,195 | 56,195 | — | $162.18万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $151.35万 | 0.84% | 5,000 | 5,000 | — | $151.35万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $135.97万 | 0.76% | 5,000 | 5,000 | — | $135.97万 | 新建仓 |
| INTC | INTEL CORP | $114.78万 | 0.64% | 8,220 | 8,220 | — | $114.78万 | 新建仓 |
| REAL | THE REALREAL INC | $97.53万 | 0.54% | 82,719 | 82,719 | — | $97.53万 | 新建仓 |
| FRSH | FRESHWORKS INC | $65.41万 | 0.36% | 64,630 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $64.86万 | 0.36% | 379,274 | -170,428 | -31.0% | -$29.14万 | 减仓 |
| — | ZEVIA PBC | $51.37万 | 0.29% | 315,181 | -1,427,850 | -81.9% | -$232.74万 | 减仓 |
| BMM | BLUE MOON METALS INC | $50.06万 | 0.28% | 78,349 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $11.27万 | 0.06% | 200 | -18 | -8.3% | -$1.01万 | 减仓 |
| — | BED BATH & BEYOND INC | $7,561 | 0.00% | 18,003 | -16,503 | -47.8% | -$6,931 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -304,339 | -100.0% | -$1,090.45万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -254,953 | -100.0% | -$932.87万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -160,434 | -100.0% | -$740.24万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -117,162 | -100.0% | -$451.78万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -48,527 | -100.0% | -$421.17万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$229.70万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -21,802 | -100.0% | -$166.04万 | 清仓 |