PCR
Potrero Capital Research Portfolio holdings
AUM $215M
1-Year Return
10.86%
This Quarter Return
+9.43%
1 Year Return
+10.86%
3 Year Return
+98.34%
5 Year Return
+130.02%
10 Year Return
–
AUM
$181M
AUM Growth
+$17M
(+10%)
Cap. Flow
+$4.3M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
53
New
5
Increased
14
Reduced
7
Closed
10
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$5.61M |
| 2 |
CSOD
Cornerstone OnDemand, Inc.
CSOD
|
+$5.34M |
| 3 |
Box
BOX
|
+$4.91M |
| 4 |
Stitch Fix
SFIX
|
+$4.88M |
| 5 |
The RealReal
REAL
|
+$4.84M |
Top Sells
| 1 |
NEWR
New Relic, Inc.
NEWR
|
+$5.88M |
| 2 |
RingCentral
RNG
|
+$5.12M |
| 3 |
PVTL
Pivotal Software, Inc.
PVTL
|
+$4.54M |
| 4 |
LiveRamp
RAMP
|
+$3.56M |
| 5 |
SWI
SolarWinds Corporation Common Stock
SWI
|
+$3.01M |
Sector Composition
| 1 | Technology | 48.64% |
| 2 | Communication Services | 26.23% |
| 3 | Consumer Discretionary | 20.95% |
| 4 | Financials | 0.58% |
| 5 | Industrials | 0.27% |