Potrero Capital Research LLC — 13F holdings

Potrero Capital Research LLC reported 47 holdings worth $180M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $17.6M (9.8%)
2. GLW CORNING INC — $15.9M (8.8%)
3. GMTL GUARDIAN METAL RES PLC — $8.82M (4.9%)
4. GEV GE VERNOVA INC — $8.32M (4.6%)
5. CCXI CHURCHILL CAP CORP XI — $7.86M (4.4%)
6. AMBA AMBARELLA INC — $7.43M (4.1%)
7. HIMS HIMS & HERS HEALTH INC — $7.38M (4.1%)
8. AEIS ADVANCED ENERGY INDS — $6.93M (3.9%)
9. BL BLACKLINE INC — $6.70M (3.7%)
10. NOK NOKIA CORP — $6.28M (3.5%)