Potrero Capital Research LLC 13F 持仓 · 2026年Q2
Potrero Capital Research 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 1.80 亿美元。前几大持仓：STX（9.77%）、GLW（8.83%）、GMTL（4.90%）。本季前 25 大持仓中：新建仓 11 只、增持 2 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.6M | 9.77% | 18,217 | 减持 |
| 2 | GLW | CORNING INC | $15.9M | 8.83% | 62,177 | 减持 |
| 3 | GMTL | GUARDIAN METAL RES PLC | $8.8M | 4.90% | 629,393 | 增持 |
| 4 | GEV | GE VERNOVA INC | $8.3M | 4.63% | 7,085 | 减持 |
| 5 | CCXI | CHURCHILL CAP CORP XI | $7.9M | 4.37% | 450,550 | 新建仓 |
| 6 | AMBA | AMBARELLA INC | $7.4M | 4.13% | 86,595 | 新建仓 |
| 7 | HIMS | HIMS & HERS HEALTH INC | $7.4M | 4.10% | 212,944 | 新建仓 |
| 8 | AEIS | ADVANCED ENERGY INDS | $6.9M | 3.85% | 18,592 | 新建仓 |
| 9 | BL | BLACKLINE INC | $6.7M | 3.72% | 238,590 | 减持 |
| 10 | NOK | NOKIA CORP | $6.3M | 3.49% | 473,240 | 减持 |
| 11 | AMRZ | AMRIZE LTD | $6.2M | 3.42% | 115,595 | 减持 |
| 12 | TAC | TRANSALTA CORP | $6.1M | 3.38% | 439,186 | 减持 |
| 13 | GFS | GLOBALFOUNDRIES INC | $5.0M | 2.80% | 61,056 | 新建仓 |
| 14 | BSTZ | BLACKROCK SCIENCE & TECHNOLO | $5.0M | 2.79% | 167,198 | 新建仓 |
| 15 | ATEX | ANTERIX INC | $4.8M | 2.66% | 46,525 | 减持 |
| 16 | BILL | BILL HOLDINGS INC | $4.3M | 2.37% | 117,707 | 减持 |
| 17 | ENPH | ENPHASE ENERGY INC | $4.2M | 2.35% | 85,840 | 新建仓 |
| 18 | GLXY | GALAXY DIGITAL INC. | $4.2M | 2.31% | 151,904 | 新建仓 |
| 19 | TLN | TALEN ENERGY CORP | $4.0M | 2.22% | 10,418 | 持平 |
| 20 | MPTI | M-TRON INDS INC | $3.8M | 2.10% | 38,161 | 增持 |
| 21 | IE | IVANHOE ELECTRIC INC | $3.7M | 2.04% | 382,345 | 新建仓 |
| 22 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.0M | 1.67% | 12,000 | 新建仓 |
| 23 | SPT | SPROUT SOCIAL INC | $2.8M | 1.58% | 377,131 | 减持 |
| 24 | NN | NEXTNAV INC | $2.6M | 1.44% | 145,000 | 新建仓 |
| 25 | WEAV | WEAVE COMMUNICATIONS INC | $2.5M | 1.41% | 422,415 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR