Jack Ripsteen

Potrero Capital Research Llc

Assets Managed

$162.92M

Holdings

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

-45.14%(2Q avg: -55.47%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Potrero Capital Research Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Potrero Capital Research Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.92M in assets, with a quarterly growth rate of -45.14% and a 2-quarter average growth rate of -55.47%. The portfolio is managed by Jack Ripsteen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BL Blackline Inc Recent Activity Increased 13.66%	9.57%	$15.583M 421,149 shares@ $37.0 avg price	Increased 13.66%
STX Seagate Technology Holdings Recent Activity Decreased -53.99%	6.82%	$11.102M 28,340 shares@ $391.76 avg price	Decreased -53.99%
BIRK Birkenstock Holding Plc Recent Activity New Position	6.7%	$10.904M 304,339 shares@ $35.83 avg price	New Position
TAC Transalta Corp Recent Activity Decreased -54.16%	6.36%	$10.354M 790,373 shares@ $13.11 avg price	Decreased -54.16%
AMRZ Amrize Ltd Recent Activity Decreased -23.62%	5.76%	$9.375M 167,358 shares@ $56.02 avg price	Decreased -23.62%
YETI Yeti Holdings Inc Recent Activity Decreased -20.51%	5.73%	$9.329M 254,953 shares@ $36.59 avg price	Decreased -20.51%
GLW Corning Inc Recent Activity New Position	5.49%	$8.936M 65,720 shares@ $135.97 avg price	New Position
ATEX Anterix Inc Recent Activity New Position	5.39%	$8.767M 229,561 shares@ $38.2 avg price	New Position
CROX Crocs Inc Recent Activity New Position	5.15%	$8.384M 100,990 shares@ $83.03 avg price	New Position
GEV Ge Vernova Inc Recent Activity Decreased -33.34%	4.87%	$7.93M 9,085 shares@ $872.91 avg price	Decreased -33.34%

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