StockDriftsStockDriftsTop 29 Potrero Capital Research Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BL | BLACKLINE INC | 9.56% | 421.1K | $15.6M | +13.65%(+50.59K) | $53.23(-48.81%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6.81% | 28.3K | $11.1M | -53.99%(-33.26K) | $114.63(+593.98%) | 2026-03-31 | |
| BIRK | BIRKENSTOCK HOLDING PLC | 6.69% | 304.3K | $10.9M | new | $38.37(-18.70%) | 2026-03-31 | |
| TAC | TRANSALTA CORP | 6.36% | 790.4K | $10.4M | -54.17%(-934.17K) | $11.47(+11.43%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 5.75% | 167.4K | $9.4M | -23.62%(-51.77K) | $49.17(-0.33%) | 2026-03-31 | |
| YETI | YETI HLDGS INC | 5.73% | 255.0K | $9.3M | -20.52%(-65.82K) | $32.35(+31.90%) | 2026-03-31 | |
| GLW | CORNING INC | 5.48% | 65.7K | $8.9M | new | $111.76(+71.62%) | 2026-03-31 | |
| ATEX | ANTERIX INC | 5.38% | 229.6K | $8.8M | new | $30.01(+90.14%) | 2026-03-31 | |
| CROX | CROCS INC | 5.15% | 101.0K | $8.4M | new | $89.13(+6.52%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.87% | 9.1K | $7.9M | -33.35%(-4.54K) | $149.86(+600.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.90% | +22.15% |
| Top 20 Holdings Unweighted | +9.15% | +30.02% |
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