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PCR

Potrero Capital Research Portfolio holdings

AUM $163M
1-Year Est. Return 79.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+79.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.15M
3
+$5.87M
4
ZG icon
Zillow
ZG
+$4.54M
5
MDLA
Medallia, Inc.
MDLA
+$3.95M

Top Sells

1
+$8.57M
2
+$6.79M
3
+$4.99M
4
TWLO icon
Twilio
TWLO
+$4.34M
5
NEWR
New Relic, Inc.
NEWR
+$4.2M

Sector Composition

1 Communication Services 32.7%
2 Technology 31.76%
3 Consumer Discretionary 20.4%
4 Financials 5.21%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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57
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58
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60
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