Long-term investor
Potrero Capital Research LLC @potrerocapitalresearchll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001536630).
Record
- Tracked since 2025-06-30 (450 days), 180 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +29.4% · 1 year n/a · all +20.4%
- Max drawdown n/a · win rate 58% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GMTL · 4.9% · long · since 2026-03-31
- STX · 4.9% · long · since 2025-06-30
- STX_PUT · 4.9% · long · since 2026-06-30
- GEV · 4.6% · long · since 2025-06-30
- GLW · 4.4% · long · since 2026-03-31
- GLW_PUT · 4.4% · long · since 2026-06-30
- G2131A108 · 4.4% · long · since 2026-06-30
- AMBA · 4.1% · long · since 2025-06-30
- HIMS · 4.1% · long · since 2026-06-30
- AEIS · 3.9% · long · since 2026-06-30
- BL · 3.7% · long · since 2025-12-31
- NOK · 3.5% · long · since 2026-03-31