Potrero Capital Research LLC holds a focused book of 31 stocks worth $162.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Birkenstock Holding PLC and trimmed Seagate Technology Holdings. Their largest long position is Blackline Inc at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536630/holdings"
Use Arkolith to show Potrero Capital Research LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Blackline Inc COM | $15.6M | 421.1K | 9.6% | ▲+14% Added · +51K sh | |
| 2 | Seagate Technology HLDNGS PL ORD SHS | $11.1M | 28.3K | 6.8% | ▼−54% Reduced · −33K sh | |
| 3 | Birkenstock Holding PLC COM SHS | $10.9M | 304.3K | 6.7% | ▲New New position | |
| 4 | Transalta Corp COM | $10.4M | 790.4K | 6.4% | ▼−54% Reduced · −934K sh | |
| 5 | Amrize Ltd SHS | $9.4M | 167.4K | 5.8% | ▼−24% Reduced · −52K sh | |
| 6 | Yeti Hldgs Inc COM | $9.3M | 255.0K | 5.7% | ▼−21% Reduced · −66K sh | |
| 7 | Corning Inc COM | $8.9M | 65.7K | 5.5% | ▲New New position | |
| 8 | Anterix Inc COM | $8.8M | 229.6K | 5.4% | ▲New New position | |
| 9 | Crocs Inc COM | $8.4M | 101.0K | 5.1% | ▲New New position | |
| 10 | Ge Vernova Inc COM | $7.9M | 9.1K | 4.9% | ▼−33% Reduced · −5K sh | |
| 11 | Nokia Corp SPONSORED ADR | $7.6M | 939.1K | 4.6% | ▲New New position | |
| 12 | Array Digital Infrastructure COM | $7.4M | 160.4K | 4.5% | ▲+80% Added · +71K sh | |
| 13 | Bill Holdings Inc COM | $6.6M | 171.4K | 4.0% | ▼−14% Reduced · −29K sh | |
| 14 | Guardian Metal Res PLC SPONSORED ADS ADDED | $6.3M | 359.5K | 3.9% | ▲New New position | |
| 15 | Hinge Health Inc CL A | $4.5M | 117.2K | 2.8% | ▲New New position | |
| 16 | Turning PT Brands Inc COM | $4.2M | 48.5K | 2.6% | ▼−55% Reduced · −58K sh | |
| 17 | Talen Energy Corp COM | $3.3M | 10.4K | 2.0% | ▼−87% Reduced · −67K sh | |
| 18 | Sprout Social Inc COM CL A | $3.2M | 556.6K | 1.9% | ▲+46% Added · +176K sh | |
| 19 | Weave Communications Inc COM | $2.9M | 619.4K | 1.8% | ▼−20% Reduced · −157K sh | |
| 20 | Nextdoor Holdings Inc COM CL A | $2.7M | 1.94M | 1.7% | ▼−24% Reduced · −604K sh | |
| 21 | Akamai Technologies Inc COM | $2.3M | 20.0K | 1.4% | ▲New New position | |
| 22 | M-Tron Inds Inc COM | $2.1M | 31.8K | 1.3% | ▲New New position | |
| 23 | Zevia PBC CL A | $2.0M | 1.74M | 1.3% | ▲New New position | |
| 24 | Commerce.com Inc COM SER 1 | $2.0M | 748.7K | 1.2% | ▼−47% Reduced · −667K sh | |
| 25 | Solstice Advanced Matls Inc SHSCOM | $1.7M | 21.8K | 1.0% | ▼−47% Reduced · −20K sh | |
| 26 | Legence Corp CL A | $1.4M | 25.1K | 0.9% | ▼−73% Reduced · −68K sh | |
| 27 | Blend Labs Inc CL A | $934K | 549.7K | 0.6% | ▼−67% Reduced · −1.1M sh | |
| 28 | Freshworks Inc CLASS A COM | $519K | 64.6K | 0.3% | ▼−84% Reduced · −332K sh | |
| 29 | Blue Moon Metals Inc COM ADDED | $512K | 78.3K | 0.3% | ▲New New position | |
| 30 | Meta Platforms Inc CL A | $125K | 218 | 0.1% | —Held | |
| 31 | Bed Bath & Beyond Inc *W EXP 10/07/202 | $19K | 34.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.