PCR
Potrero Capital Research Portfolio holdings
AUM
$215M
This Quarter Return
+3.81%
1 Year Return
+10.86%
3 Year Return
+98.34%
5 Year Return
+130.02%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-0.73%)
Cap. Flow
-$5.05M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
54
New
9
Increased
12
Reduced
6
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
$3M |
| 2 |
RingCentral
RNG
|
$2.81M |
| 3 |
Yelp
YELP
|
$2.71M |
| 4 |
BV
Bazaarvoice, Inc.
BV
|
$2.28M |
| 5 |
STMP
Stamps.com, Inc.
STMP
|
$2.04M |
Top Sells
| 1 |
CVT
CVENT, INC.
CVT
|
$6.99M |
| 2 |
TYPE
Monotype Imaging Holdings Inc.
TYPE
|
$4.97M |
| 3 |
BLOX
Infoblox Inc
BLOX
|
$3.68M |
| 4 |
MIME
Mimecast Limited
MIME
|
$2.69M |
| 5 |
WIX.com
WIX
|
$2.22M |
Sector Composition
| 1 | Technology | 41.32% |
| 2 | Consumer Discretionary | 25.04% |
| 3 | Communication Services | 12.7% |
| 4 | Financials | 2.29% |
| 5 | Healthcare | 0% |