potrero capital research llc Buys Capri Holdings, MicroStrategy Inc, Sonos Inc, Sells Pandora Media Inc, MINDBODY Inc, SendGrid Inc

Investment company potrero capital research llc buys Capri Holdings, MicroStrategy Inc, Sonos Inc, The Madison Square Garden Co, Twilio Inc, Sirius XM Holdings Inc, SVMK Inc, Yelp Inc, Zillow Group Inc, Dropbox Inc, Stitch Fix Inc, Carbonite Inc, Box Inc, SolarWinds Corp, Care.com Inc, Lindblad Expeditions Holdings Inc, Nebula Acquisition Corp, Zuora Inc, MTech Acquisition Corp, Reed's Inc, sells Pandora Media Inc, MINDBODY Inc, SendGrid Inc, Amazon.com Inc, Apptio Inc, TrueCar Inc, Speedway Motorsports Inc, Ambarella Inc, New Relic Inc, Zendesk Inc, Target Hospitality Corp, MongoDB Inc, Nebula Acquisition Corp, Alteryx Inc, RumbleON Inc, The Hain Celestial Group Inc, MTech Acquisition Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, potrero capital research llc. As of 2019Q1, potrero capital research llc owns 43 stocks with a total value of $161 million. These are the details of the buys and sells.

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
  1. Bandwidth Inc (BAND) - 190,173 shares, 7.89% of the total portfolio. Shares added by 12.98%
  2. Ambarella Inc (AMBA) - 226,124 shares, 6.05% of the total portfolio. Shares reduced by 24.56%
  3. Dropbox Inc (DBX) - 407,785 shares, 5.51% of the total portfolio. Shares added by 38.29%
  4. Liberty Media Corp (BATRK) - 316,412 shares, 5.45% of the total portfolio.
  5. Social Capital Hedosophia Holdings Corp (IPOA) - 816,865 shares, 5.16% of the total portfolio.
New Purchase: Capri Holdings Ltd (CPRI)

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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