potrero capital research llc Buys Scientific Games Corp, Carbonite Inc, RealPage Inc, Sells Bandwidth Inc, Mitek Systems Inc, Yelp Inc

Investment company potrero capital research llc (Current Portfolio) buys Scientific Games Corp, Carbonite Inc, RealPage Inc, LiveRamp Holdings Inc, The Madison Square Garden Co, sells Bandwidth Inc, Mitek Systems Inc, Yelp Inc, Salesforce.com Inc, Proofpoint Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, potrero capital research llc. As of 2019Q2, potrero capital research llc owns 50 stocks with a total value of $175 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. The Madison Square Garden Co (MSG) - 38,213 shares, 6.12% of the total portfolio. Shares added by 70.27%
  2. Dropbox Inc (DBX) - 410,443 shares, 5.88% of the total portfolio. Shares added by 0.65%
  3. Ambarella Inc (AMBA) - 226,124 shares, 5.71% of the total portfolio.
  4. Ambarella Inc (AMBA) - 225,000 shares, 5.68% of the total portfolio.
  5. Liberty Braves Group (BATRK) - 316,412 shares, 5.06% of the total portfolio.
New Purchase: Scientific Games Corp (SGMS)

potrero capital research llc initiated holding in Scientific Games Corp. The purchase prices were between $18.08 and $23.9, with an estimated average price of $20.69. The stock is now traded at around $17.12. The impact to a portfolio due to this purchase was 3.05%. The holding were 268,948 shares as of .

New Purchase: RealPage Inc (RP)

potrero capital research llc initiated holding in RealPage Inc. The purchase prices were between $55.65 and $65.32, with an estimated average price of $60.56. The stock is now traded at around $62.32. The impact to a portfolio due to this purchase was 2.93%. The holding were 87,122 shares as of .

New Purchase: LiveRamp Holdings Inc (RAMP)

potrero capital research llc initiated holding in LiveRamp Holdings Inc. The purchase prices were between $45.37 and $59.45, with an estimated average price of $54.22. The stock is now traded at around $43.63. The impact to a portfolio due to this purchase was 2.91%. The holding were 104,912 shares as of .

New Purchase: Faro Technologies Inc (FARO)

potrero capital research llc initiated holding in Faro Technologies Inc. The purchase prices were between $44.05 and $57.19, with an estimated average price of $50.59. The stock is now traded at around $50.72. The impact to a portfolio due to this purchase was 1.51%. The holding were 50,189 shares as of .

New Purchase: Avalara Inc (AVLR)

potrero capital research llc initiated holding in Avalara Inc. The purchase prices were between $54.8 and $74.62, with an estimated average price of $64.49. The stock is now traded at around $84.57. The impact to a portfolio due to this purchase was 1.24%. The holding were 30,000 shares as of .

New Purchase: DocuSign Inc (DOCU)

potrero capital research llc initiated holding in DocuSign Inc. The purchase prices were between $47.9 and $57.66, with an estimated average price of $53.4. The stock is now traded at around $44.84. The impact to a portfolio due to this purchase was 1.2%. The holding were 42,308 shares as of .

Added: Carbonite Inc (CARB)

potrero capital research llc added to a holding in Carbonite Inc by 210.10%. The purchase prices were between $22.46 and $26.04, with an estimated average price of $24.42. The stock is now traded at around $14.20. The impact to a portfolio due to this purchase was 2.93%. The holding were 290,541 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 70.27%. The purchase prices were between $272.47 and $312.44, with an estimated average price of $298.68. The stock is now traded at around $268.00. The impact to a portfolio due to this purchase was 2.53%. The holding were 38,213 shares as of .

Added: Zuora Inc (ZUO)

potrero capital research llc added to a holding in Zuora Inc by 589.36%. The purchase prices were between $13.26 and $22.87, with an estimated average price of $18.99. The stock is now traded at around $13.64. The impact to a portfolio due to this purchase was 2.08%. The holding were 277,818 shares as of .

Added: Stitch Fix Inc (SFIX)

potrero capital research llc added to a holding in Stitch Fix Inc by 21.16%. The purchase prices were between $22.13 and $31.99, with an estimated average price of $26.75. The stock is now traded at around $20.34. The impact to a portfolio due to this purchase was 0.78%. The holding were 243,334 shares as of .

Added: SailPoint Technologies Holdings Inc (SAIL)

potrero capital research llc added to a holding in SailPoint Technologies Holdings Inc by 59.11%. The purchase prices were between $17.04 and $29.16, with an estimated average price of $22.66. The stock is now traded at around $21.81. The impact to a portfolio due to this purchase was 0.53%. The holding were 123,823 shares as of .

Sold Out: Mitek Systems Inc (MITK)

potrero capital research llc sold out a holding in Mitek Systems Inc. The sale prices were between $9.33 and $12.2, with an estimated average price of $10.68.

Sold Out: Salesforce.com Inc (CRM)

potrero capital research llc sold out a holding in Salesforce.com Inc. The sale prices were between $145.1 and $165.96, with an estimated average price of $156.67.

Sold Out: Sirius XM Holdings Inc (SIRI)

potrero capital research llc sold out a holding in Sirius XM Holdings Inc. The sale prices were between $5.27 and $6.15, with an estimated average price of $5.69.

Sold Out: SVMK Inc (SVMK)

potrero capital research llc sold out a holding in SVMK Inc. The sale prices were between $15.84 and $18.3, with an estimated average price of $17.09.

Sold Out: New Relic Inc (NEWR)

potrero capital research llc sold out a holding in New Relic Inc. The sale prices were between $86.51 and $108.45, with an estimated average price of $98.73.



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