Potrero Capital Research LLC Portfolio Holdings
Potrero Capital Research LLC
- $170 Million
- Q1 2025
Potrero Capital Research LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Transalta Corp with a value of $22.7M, Yext, Inc. with a value of $16.8M, Unifirst Corp with a value of $16.1M, Microsoft Corp with a value of $14.5M, and Bel Fuse Inc. with a value of $13.1M.
Examining the 13F form we can see an decrease of $77.3M in the current position value, from $248M to 170M.
Potrero Capital Research LLC is based out at San Francisco, CA
Below you can find more details about Potrero Capital Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
Technology: $54.4 Million
Industrials: $38.7 Million
Utilities: $22.7 Million
N/A: $11.1 Million
Basic Materials: $10.5 Million
Consumer Defensive: $9.92 Million
Consumer Cyclical: $9.24 Million
Financial Services: $8.41 Million
Other: $5.44 Million