AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of Potrero Capital Research LLC 13F Filing (Q3 2025)
1. Portfolio Overview
Potrero Capital Research LLC manages a concentrated portfolio valued at approximately $517.46 million as of September 30, 2025, representing a significant growth of 25.4% from the previous quarter's $412.81 million. The portfolio consists of 34 holdings, indicating a strategy that favors focus over broad diversification.
The most striking feature of this quarter is the substantial...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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