- New Purchases: SGMS, RP, RAMP, FARO, AVLR, DOCU, CLDR, TYPE, MANU, RMBL, MNTX,
- Added Positions: CARB, MSG, ZUO, SFIX, SAIL, SWI,
- Reduced Positions: BAND, YELP, PFPT, TWLO, CPRI, SONO, MSTR, ZEN, CRCM,
- Sold Out: MITK, CRM, SIRI, SVMK, NEWR,
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- The Madison Square Garden Co (MSG) - 38,213 shares, 6.12% of the total portfolio. Shares added by 70.27%
- Dropbox Inc (DBX) - 410,443 shares, 5.88% of the total portfolio. Shares added by 0.65%
- Ambarella Inc (AMBA) - 226,124 shares, 5.71% of the total portfolio.
- Ambarella Inc (AMBA) - 225,000 shares, 5.68% of the total portfolio.
- Liberty Braves Group (BATRK) - 316,412 shares, 5.06% of the total portfolio.
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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