Potrero Capital Research LLC Portfolio Holdings by Sector

Potrero Capital Research LLC

$211 Million
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology ZUO MSFT YEXT RPD 4 stocks	$61,304 29.01% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Application \| Technology BIGC PD CXM WKME VMEO WEAV PET 7 stocks	$44,103 20.87% of portfolio	4	-	3	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical SFIX 1 stocks	$18,690 8.84% of portfolio	-	1	-	-	0 Calls 0 Puts
N/A \| N/A BSTZ 1 stocks	$16,892 7.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ADX 1 stocks	$13,518 6.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BARK 1 stocks	$13,254 6.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$7,297 3.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology AVNW 1 stocks	$7,060 3.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical GAMB 1 stocks	$6,555 3.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services KIND 1 stocks	$6,226 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology BELFB 1 stocks	$6,002 2.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT HAS ELY 3 stocks	$4,539 2.15% of portfolio	2	1	2	-	1 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$4,351 2.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CRC 1 stocks	$564 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology LASR 1 stocks	$513 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical DIBS 1 stocks	$471 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts

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