- New Purchases: CPRI, SONO, SIRI, SVMK, ZG, CARB, BOX, CRCM, NEBU, MTEC, REED,
- Added Positions: MSTR, MSG, TWLO, YELP, DBX, SFIX, SWI, BAND, LIND, MITK, ZUO,
- Reduced Positions: AMZN, AMBA, NEWR, ZEN,
- Sold Out: P, MB, SEND, APTI, TRUE, TRK, EAGLU, MDB, NEBUU, AYX, RMBL, HAIN, MTECU,
For the details of potrero capital research llc's stock buys and sells, go to https://www.gurufocus.com/guru/potrero+capital+research+llc/current-portfolio/portfolio
These are the top 5 holdings of potrero capital research llc- Bandwidth Inc (BAND) - 190,173 shares, 7.89% of the total portfolio. Shares added by 12.98%
- Ambarella Inc (AMBA) - 226,124 shares, 6.05% of the total portfolio. Shares reduced by 24.56%
- Dropbox Inc (DBX) - 407,785 shares, 5.51% of the total portfolio. Shares added by 38.29%
- Liberty Media Corp (BATRK) - 316,412 shares, 5.45% of the total portfolio.
- Social Capital Hedosophia Holdings Corp (IPOA) - 816,865 shares, 5.16% of the total portfolio.
potrero capital research llc initiated holding in Capri Holdings Ltd. The purchase prices were between $37.12 and $48.47, with an estimated average price of $43.61. The stock is now traded at around $40.11. The impact to a portfolio due to this purchase was 3.66%. The holding were 129,100 shares as of .
New Purchase: Sonos Inc (SONO)potrero capital research llc initiated holding in Sonos Inc. The purchase prices were between $9.78 and $13.17, with an estimated average price of $10.85. The stock is now traded at around $10.51. The impact to a portfolio due to this purchase was 2.87%. The holding were 449,756 shares as of .
New Purchase: Sirius XM Holdings Inc (SIRI)potrero capital research llc initiated holding in Sirius XM Holdings Inc. The purchase prices were between $5.66 and $6.35, with an estimated average price of $5.96. The stock is now traded at around $5.60. The impact to a portfolio due to this purchase was 1.77%. The holding were 503,414 shares as of .
New Purchase: SVMK Inc (SVMK)potrero capital research llc initiated holding in SVMK Inc. The purchase prices were between $11.72 and $18.21, with an estimated average price of $14.01. The stock is now traded at around $16.19. The impact to a portfolio due to this purchase was 1.69%. The holding were 150,000 shares as of .
New Purchase: Zillow Group Inc (ZG)potrero capital research llc initiated holding in Zillow Group Inc. The purchase prices were between $30.02 and $43.71, with an estimated average price of $35.31. The stock is now traded at around $38.34. The impact to a portfolio due to this purchase was 1.59%. The holding were 75,000 shares as of .
New Purchase: Carbonite Inc (CARB)potrero capital research llc initiated holding in Carbonite Inc. The purchase prices were between $21.87 and $29.45, with an estimated average price of $25.7. The stock is now traded at around $23.52. The impact to a portfolio due to this purchase was 1.44%. The holding were 93,693 shares as of .
Added: MicroStrategy Inc (MSTR)potrero capital research llc added to a holding in MicroStrategy Inc by 482.04%. The purchase prices were between $126.57 and $149.62, with an estimated average price of $138.29. The stock is now traded at around $136.72. The impact to a portfolio due to this purchase was 3.45%. The holding were 46,563 shares as of .
Added: The Madison Square Garden Co (MSG)potrero capital research llc added to a holding in The Madison Square Garden Co by 149.37%. The purchase prices were between $260.78 and $297.43, with an estimated average price of $284.51. The stock is now traded at around $300.92. The impact to a portfolio due to this purchase was 2.44%. The holding were 22,443 shares as of .
Added: Twilio Inc (TWLO)potrero capital research llc added to a holding in Twilio Inc by 67.69%. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $133.62. The impact to a portfolio due to this purchase was 1.81%. The holding were 56,048 shares as of .
Added: Yelp Inc (YELP)potrero capital research llc added to a holding in Yelp Inc by 58.60%. The purchase prices were between $33.64 and $39.94, with an estimated average price of $36.2. The stock is now traded at around $32.90. The impact to a portfolio due to this purchase was 1.6%. The holding were 202,985 shares as of .
Added: Dropbox Inc (DBX)potrero capital research llc added to a holding in Dropbox Inc by 38.29%. The purchase prices were between $20.09 and $25.99, with an estimated average price of $23.28. The stock is now traded at around $22.87. The impact to a portfolio due to this purchase was 1.53%. The holding were 407,785 shares as of .
Added: Stitch Fix Inc (SFIX)potrero capital research llc added to a holding in Stitch Fix Inc by 72.20%. The purchase prices were between $17.09 and $33.78, with an estimated average price of $24.69. The stock is now traded at around $24.62. The impact to a portfolio due to this purchase was 1.47%. The holding were 200,834 shares as of .
Sold Out: Pandora Media Inc (P)potrero capital research llc sold out a holding in Pandora Media Inc. The sale prices were between $8.09 and $8.95, with an estimated average price of $8.5.
Sold Out: MINDBODY Inc (MB)potrero capital research llc sold out a holding in MINDBODY Inc. The sale prices were between $36.34 and $36.86, with an estimated average price of $36.54.
Sold Out: SendGrid Inc (SEND)potrero capital research llc sold out a holding in SendGrid Inc. The sale prices were between $39.19 and $54.08, with an estimated average price of $47.57.
Sold Out: Apptio Inc (APTI)potrero capital research llc sold out a holding in Apptio Inc. The sale prices were between $37.94 and $37.98, with an estimated average price of $37.97.
Sold Out: TrueCar Inc (TRUE)potrero capital research llc sold out a holding in TrueCar Inc. The sale prices were between $6.39 and $10.24, with an estimated average price of $8.36.
Sold Out: Speedway Motorsports Inc (TRK)potrero capital research llc sold out a holding in Speedway Motorsports Inc. The sale prices were between $13.96 and $17.98, with an estimated average price of $16.44.
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