Potrero Capital Research
Potrero Capital Research reported 44 stocks worth $163M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GMTL (5.4%), STX (5.4%) and GEV (5.1%). Compared with Q1 2026, the fund opened new positions in CCXI, AMBA and HIMS, added to GMTL and MPTI, trimmed STX, GEV and GLW and sold out of BIRK, YETI and AD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GMTL Guardian Metal Res PLC | $8.8M | 5.4% | 629K | +270K (+75%) | 2 of 8 | |
| 2 |  STX Seagate Technology Hldngs PL | $8.8M | 5.4% | 9,117 | −19K (−68%) | 5 of 8 | |
| 3 |  GEV GE Vernova Inc | $8.3M | 5.1% | 7,085 | −2,000 (−22%) | 8 of 8 | |
| 4 |  GLW Corning Inc | $8M | 4.9% | 31K | −35K (−53%) | 2 of 8 | |
| 5 |  CCXI Churchill Cap Corp XI | $7.9M | 4.8% | 451K | New position | 1 of 8 | |
| 6 |  AMBA Ambarella Inc | $7.4M | 4.5% | 87K | New position | 4 of 8 | |
| 7 |  HIMS Hims & Hers Health Inc | $7.4M | 4.5% | 213K | New position | 1 of 8 | |
| 8 |  AEIS Advanced Energy Inds | $6.9M | 4.3% | 19K | New position | 1 of 8 | |
| 9 |  BL Blackline Inc | $6.7M | 4.1% | 239K | −183K (−43%) | 3 of 8 | |
| 10 |  NOK Nokia Corp | $6.3M | 3.9% | 473K | −466K (−50%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIRK Birkenstock Holding PLC | $10.9M | 304K |
 YETI Yeti Hldgs Inc | $9.3M | 255K |
 AD United States Cellular Corp | $7.4M | 160K |
 HNGE Hinge Health Inc | $4.5M | 117K |
 TPB Turning PT Brands Inc | $4.2M | 49K |
🔒 Free account: see all 7.
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Potrero Capital Research 13F FAQ
What does Potrero Capital Research own?
Potrero Capital Research reported 44 stocks worth $163M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GMTL (5.4%), STX (5.4%) and GEV (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Potrero Capital Research buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 2 added to, 18 trimmed and 7 sold out. New positions include CCXI, AMBA and HIMS. It sold all of BIRK, YETI and AD.
When will Potrero Capital Research file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Potrero Capital Research's portfolio worth?
The Q2 2026 filing reports $163M in US stocks ($180M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.