Divisadero Street Capital Management
Latest statistics and disclosures from Divisadero Street Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGHC, DAVE, SEZL, TPB, RSI, and represent 31.75% of Divisadero Street Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SGHC (+$243M), DAVE (+$78M), INDV (+$78M), LRN (+$56M), SEZL (+$47M), KRUS (+$35M), AGX (+$34M), OMDA (+$31M), SN (+$30M), CLS (+$28M).
- Started 45 new stock positions in SCVL, HAIN, CLOV, LFVN, SG, FSLY, JAMF, APEI, LQDA, COHU.
- Reduced shares in these 10 stocks: RELY (-$112M), RSI (-$78M), SIG (-$53M), CELH (-$41M), BBNX (-$14M), CARG (-$12M), GKOS (-$11M), PRTH (-$8.6M), GRPN (-$8.6M), FLYW (-$8.6M).
- Sold out of its positions in BBNX, BMBL, CIEN, CWAN, CYRX, GKOS, LTH, NUTX, SMLR, ZIMV. WNS.
- Divisadero Street Capital Management was a net buyer of stock by $711M.
- Divisadero Street Capital Management has $2.3B in assets under management (AUM), dropping by 46.17%.
- Central Index Key (CIK): 0001901865
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Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 165 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Super Group Sghc Ord Shs Call Option (SGHC) | 10.7 | $246M | +8598% | 19M | 13.20 |
|
| Dave Class A Com New (DAVE) | 8.0 | $185M | +73% | 925k | 199.35 |
|
| Sezzle (SEZL) | 5.2 | $119M | +64% | 1.5M | 79.53 |
|
| Turning Pt Brands (TPB) | 4.2 | $96M | +3% | 974k | 98.86 |
|
| Rush Street Interactive Call Option (RSI) | 3.6 | $82M | -48% | 4.0M | 20.48 |
|
| Indivior Ord (INDV) | 3.5 | $81M | +2372% | 3.4M | 24.11 |
|
| Sharkninja Com Shs (SN) | 3.5 | $80M | +59% | 774k | 103.15 |
|
| Carvana Cl A (CVNA) | 3.4 | $79M | +7% | 208k | 377.24 |
|
| Flywire Corporation Com Vtg (FLYW) | 2.5 | $56M | -13% | 4.2M | 13.54 |
|
| Stride (LRN) | 2.4 | $56M | NEW | 375k | 148.94 |
|
| Celestica (CLS) | 2.1 | $48M | +138% | 196k | 246.38 |
|
| Celsius Hldgs Com New (CELH) | 2.0 | $45M | -47% | 781k | 57.49 |
|
| Porch Group (PRCH) | 1.9 | $44M | +6% | 2.6M | 16.78 |
|
| AngioDynamics (ANGO) | 1.8 | $41M | +8% | 3.7M | 11.17 |
|
| Vital Farms (VITL) | 1.8 | $41M | +131% | 993k | 41.15 |
|
| Kura Sushi Usa Cl A Com (KRUS) | 1.5 | $35M | NEW | 582k | 59.41 |
|
| Brinker International (EAT) | 1.5 | $34M | +116% | 269k | 126.68 |
|
| Argan (AGX) | 1.5 | $34M | NEW | 126k | 270.05 |
|
| Savers Value Village Ord (SVV) | 1.4 | $33M | +56% | 2.5M | 13.25 |
|
| Omada Health (OMDA) | 1.3 | $31M | NEW | 1.4M | 22.11 |
|
| Calix (CALX) | 1.2 | $28M | +756% | 454k | 61.37 |
|
| Realreal (REAL) | 1.2 | $28M | +652% | 2.6M | 10.63 |
|
| Lumentum Hldgs (LITE) | 1.2 | $27M | +283% | 163k | 162.71 |
|
| Hims & Hers Health Com Cl A (HIMS) | 1.2 | $26M | 465k | 56.72 |
|
|
| Willdan (WLDN) | 1.1 | $25M | -9% | 253k | 96.69 |
|
| Five Below (FIVE) | 1.0 | $24M | NEW | 155k | 154.70 |
|
| Biosante Pharmaceuticals (ANIP) | 0.9 | $22M | NEW | 234k | 91.60 |
|
| Fastly Cl A (FSLY) | 0.9 | $21M | NEW | 2.5M | 8.55 |
|
| Imax Corp Cad (IMAX) | 0.9 | $21M | NEW | 641k | 32.75 |
|
| Fabrinet SHS (FN) | 0.9 | $21M | +57% | 56k | 364.62 |
|
| Lifeway Foods (LWAY) | 0.8 | $18M | NEW | 630k | 27.76 |
|
| Maximus (MMS) | 0.7 | $17M | +93% | 184k | 91.37 |
|
| Zevia Pbc Cl A (ZVIA) | 0.7 | $17M | +90% | 6.2M | 2.72 |
|
| MarineMax (HZO) | 0.7 | $17M | NEW | 656k | 25.33 |
|
| Fox Factory Hldg (FOXF) | 0.7 | $16M | -18% | 666k | 24.29 |
|
| American Public Education (APEI) | 0.7 | $15M | NEW | 383k | 39.47 |
|
| Blend Labs Cl A (BLND) | 0.7 | $15M | -25% | 4.1M | 3.65 |
|
| J Jill Group (JILL) | 0.6 | $15M | -15% | 867k | 17.15 |
|
| Amer Sports Com Shs (AS) | 0.6 | $14M | +37% | 414k | 34.75 |
|
| Xpel (XPEL) | 0.6 | $14M | +195% | 417k | 33.07 |
|
| TTM Technologies (TTMI) | 0.6 | $14M | NEW | 236k | 57.60 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.6 | $14M | NEW | 1.0M | 12.98 |
|
| Pagaya Technologies Cl A New (PGY) | 0.5 | $12M | +79% | 417k | 29.69 |
|
| Arlo Technologies (ARLO) | 0.5 | $12M | -39% | 692k | 16.95 |
|
| National Vision Hldgs (EYE) | 0.5 | $12M | -27% | 401k | 29.19 |
|
| Modine Manufacturing (MOD) | 0.5 | $11M | 78k | 142.16 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.5 | $11M | +1076% | 1.4M | 7.55 |
|
| Groupon Com New (GRPN) | 0.5 | $10M | -45% | 445k | 23.35 |
|
| Priority Technology Hldgs In (PRTH) | 0.4 | $10M | -45% | 1.5M | 6.87 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $10M | +108% | 136k | 73.08 |
|
| Thredup Cl A (TDUP) | 0.4 | $9.4M | NEW | 994k | 9.45 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.4 | $8.9M | 104k | 85.55 |
|
|
| Rev (REVG) | 0.4 | $8.5M | +275% | 150k | 56.67 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.4 | $8.5M | NEW | 2.8M | 3.06 |
|
| Lo (LOCO) | 0.4 | $8.1M | -31% | 838k | 9.70 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.3 | $7.9M | 73k | 107.74 |
|
|
| CECO Environmental (CECO) | 0.3 | $7.7M | NEW | 150k | 51.20 |
|
| Johnson Outdoors Cl A (JOUT) | 0.3 | $7.7M | NEW | 190k | 40.39 |
|
| Signet Jewelers SHS (SIG) | 0.3 | $7.7M | -87% | 80k | 95.92 |
|
| Five9 (FIVN) | 0.3 | $7.7M | 316k | 24.20 |
|
|
| Bluelinx Hldgs Com New (BXC) | 0.3 | $7.5M | +24% | 103k | 73.08 |
|
| Blacksky Technology Cl A New (BKSY) | 0.3 | $7.4M | +42% | 366k | 20.15 |
|
| Sterling Construction Company (STRL) | 0.3 | $6.8M | NEW | 20k | 339.68 |
|
| Genius Sports Shares Cl A (GENI) | 0.3 | $6.8M | +226% | 546k | 12.38 |
|
| Eton Pharmaceuticals (ETON) | 0.3 | $6.5M | -40% | 298k | 21.73 |
|
| Peloton Interactive Cl A Com (PTON) | 0.3 | $6.2M | 683k | 9.00 |
|
|
| Establishment Labs Holdings Ord (ESTA) | 0.3 | $6.1M | 148k | 40.99 |
|
|
| Compass Cl A (COMP) | 0.3 | $6.0M | NEW | 750k | 8.03 |
|
| Harrow Health (HROW) | 0.2 | $5.7M | -15% | 119k | 48.18 |
|
| Shake Shack Cl A (SHAK) | 0.2 | $5.3M | +407% | 57k | 93.61 |
|
| Delcath Sys Com New (DCTH) | 0.2 | $5.1M | NEW | 476k | 10.75 |
|
| Revolve Group Cl A (RVLV) | 0.2 | $5.1M | NEW | 240k | 21.30 |
|
| Academy Sports & Outdoor (ASO) | 0.2 | $5.0M | 100k | 50.02 |
|
|
| Napco Security Systems (NSSC) | 0.2 | $4.8M | 112k | 42.95 |
|
|
| Caesars Entertainment (CZR) | 0.2 | $4.7M | -30% | 175k | 27.02 |
|
| Bioventus Com Cl A (BVS) | 0.2 | $4.7M | -35% | 696k | 6.69 |
|
| Philip Morris International (PM) | 0.2 | $4.6M | 28k | 162.20 |
|
|
| Transmedics Group (TMDX) | 0.2 | $4.3M | 38k | 112.20 |
|
|
| Everquote Com Cl A (EVER) | 0.2 | $4.3M | -58% | 188k | 22.87 |
|
| Krispy Kreme (DNUT) | 0.2 | $4.2M | +117% | 1.1M | 3.87 |
|
| Cargurus Com Cl A (CARG) | 0.2 | $4.2M | -74% | 112k | 37.23 |
|
| America's Car-Mart (CRMT) | 0.2 | $3.9M | 135k | 29.21 |
|
|
| Byrna Technologies Com New (BYRN) | 0.2 | $3.9M | 176k | 22.16 |
|
|
| Shoe Carnival (SCVL) | 0.2 | $3.8M | NEW | 183k | 20.79 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $3.6M | 98k | 37.40 |
|
|
| Si-bone (SIBN) | 0.2 | $3.6M | -27% | 248k | 14.72 |
|
| Liquidia Corporation Com New (LQDA) | 0.2 | $3.6M | NEW | 158k | 22.74 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $3.4M | 10k | 337.49 |
|
|
| Cormedix Inc cormedix (CRMD) | 0.1 | $3.4M | +305% | 288k | 11.63 |
|
| Xeris Pharmaceuticals (XERS) | 0.1 | $3.3M | NEW | 406k | 8.14 |
|
| Clearfield (CLFD) | 0.1 | $3.3M | +95% | 95k | 34.38 |
|
| Freshpet (FRPT) | 0.1 | $3.1M | NEW | 56k | 55.11 |
|
| Cohu (COHU) | 0.1 | $3.0M | NEW | 149k | 20.33 |
|
| Neuropace (NPCE) | 0.1 | $3.0M | +20% | 293k | 10.31 |
|
| Hinge Health Cl A (HNGE) | 0.1 | $3.0M | NEW | 61k | 49.08 |
|
| Upwork (UPWK) | 0.1 | $2.9M | 158k | 18.57 |
|
|
| Xponential Fitness Com Cl A (XPOF) | 0.1 | $2.9M | +102% | 369k | 7.79 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $2.6M | +39% | 139k | 19.04 |
|
| Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $2.5M | 306k | 8.18 |
|
|
| Evolus (EOLS) | 0.1 | $2.4M | NEW | 388k | 6.14 |
|
| Victorias Secret And Common Stock (VSCO) | 0.1 | $2.3M | 86k | 27.14 |
|
|
| Build-A-Bear Workshop (BBW) | 0.1 | $2.2M | 35k | 65.21 |
|
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.1 | $2.2M | 82k | 26.90 |
|
|
| Tandem Diabetes Care Com New (TNDM) | 0.1 | $2.1M | 175k | 12.14 |
|
|
| Sweetgreen Com Cl A (SG) | 0.1 | $2.0M | NEW | 255k | 7.98 |
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $2.0M | 56k | 36.35 |
|
|
| Capri Holdings SHS (CPRI) | 0.1 | $2.0M | 100k | 19.92 |
|
|
| Rxsight (RXST) | 0.1 | $1.9M | 215k | 8.99 |
|
|
| Wayfair Cl A (W) | 0.1 | $1.9M | NEW | 22k | 89.33 |
|
| ODP Corp. (ODP) | 0.1 | $1.9M | 68k | 27.85 |
|
|
| Onewater Marine Cl A Com (ONEW) | 0.1 | $1.7M | NEW | 108k | 15.84 |
|
| MiMedx (MDXG) | 0.1 | $1.6M | 223k | 6.98 |
|
|
| Arhaus Com Cl A (ARHS) | 0.1 | $1.6M | 146k | 10.63 |
|
|
| Rh (RH) | 0.1 | $1.5M | 7.2k | 203.16 |
|
|
| Inmode SHS (INMD) | 0.1 | $1.4M | 97k | 14.90 |
|
|
| Sensus Healthcare (SRTS) | 0.1 | $1.4M | +39% | 453k | 3.14 |
|
| Ranpak Holdings Corp Com Cl A (PACK) | 0.1 | $1.4M | +149% | 250k | 5.62 |
|
| Airsculpt Technologies (AIRS) | 0.1 | $1.3M | 166k | 8.02 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $1.1M | 57k | 19.38 |
|
|
| Medifast (MED) | 0.0 | $1.1M | 80k | 13.67 |
|
|
| Rci Hospitality Hldgs (RICK) | 0.0 | $1.1M | 36k | 30.51 |
|
|
| Remitly Global (RELY) | 0.0 | $1.0M | -99% | 62k | 16.30 |
|
| Mediaalpha Cl A (MAX) | 0.0 | $989k | 87k | 11.38 |
|
|
| Niagen Bioscience Com New (NAGE) | 0.0 | $933k | NEW | 100k | 9.33 |
|
| Lifemd (LFMD) | 0.0 | $922k | +24% | 136k | 6.79 |
|
| Procept Biorobotics Corp (PRCT) | 0.0 | $891k | 25k | 35.69 |
|
|
| Designer Brands Cl A (DBI) | 0.0 | $821k | 232k | 3.54 |
|
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $744k | 37k | 19.87 |
|
|
| Inogen (INGN) | 0.0 | $720k | -80% | 88k | 8.17 |
|
| Lovesac Company (LOVE) | 0.0 | $645k | 38k | 16.93 |
|
|
| 1 800 Flowers Cl A (FLWS) | 0.0 | $640k | NEW | 139k | 4.60 |
|
| Cava Group Ord (CAVA) | 0.0 | $638k | NEW | 11k | 60.41 |
|
| Boot Barn Hldgs (BOOT) | 0.0 | $636k | NEW | 3.8k | 165.72 |
|
| Hain Celestial (HAIN) | 0.0 | $610k | NEW | 386k | 1.58 |
|
| Yext (YEXT) | 0.0 | $589k | 69k | 8.52 |
|
|
| Sleep Number Corp (SNBR) | 0.0 | $571k | 81k | 7.02 |
|
|
| Jamf Hldg Corp (JAMF) | 0.0 | $535k | NEW | 50k | 10.70 |
|
| Innodata Com New (INOD) | 0.0 | $530k | 6.9k | 77.07 |
|
|
| Lifevantage Corp Com New (LFVN) | 0.0 | $515k | NEW | 53k | 9.73 |
|
| Avita Therapeutics (RCEL) | 0.0 | $511k | NEW | 100k | 5.11 |
|
| Alpha Teknova (TKNO) | 0.0 | $488k | 79k | 6.19 |
|
|
| Axogen (AXGN) | 0.0 | $469k | 26k | 17.84 |
|
|
| Cricut Com Cl A (CRCT) | 0.0 | $459k | NEW | 73k | 6.29 |
|
| Portillos Com Cl A (PTLO) | 0.0 | $434k | 67k | 6.45 |
|
|
| Coursera (COUR) | 0.0 | $382k | 33k | 11.71 |
|
|
| Citi Trends (CTRN) | 0.0 | $381k | 12k | 31.03 |
|
|
| Funko Com Cl A (FNKO) | 0.0 | $334k | 97k | 3.44 |
|
|
| Potbelly (PBPB) | 0.0 | $290k | 17k | 17.04 |
|
|
| Talkspace (TALK) | 0.0 | $287k | 104k | 2.76 |
|
|
| Coherent Corp (COHR) | 0.0 | $269k | NEW | 2.5k | 107.72 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $263k | 91k | 2.90 |
|
|
| Destination Xl (DXLG) | 0.0 | $259k | 198k | 1.31 |
|
|
| Figs Cl A (FIGS) | 0.0 | $231k | -15% | 35k | 6.69 |
|
| Dollar General (DG) | 0.0 | $225k | 2.2k | 103.35 |
|
|
| AtriCure (ATRC) | 0.0 | $210k | -82% | 6.0k | 35.25 |
|
| Ziprecruiter Cl A (ZIP) | 0.0 | $209k | 50k | 4.22 |
|
|
| Xometry Class A Com (XMTR) | 0.0 | $208k | NEW | 3.8k | 54.47 |
|
| Dollar Tree (DLTR) | 0.0 | $203k | 2.1k | 94.37 |
|
|
| Caredx (CDNA) | 0.0 | $182k | 13k | 14.54 |
|
|
| BRC Com Cl A (BRCC) | 0.0 | $180k | 116k | 1.56 |
|
|
| Purple Innovatio (PRPL) | 0.0 | $130k | 139k | 0.93 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $120k | NEW | 16k | 7.72 |
|
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $118k | 13k | 8.95 |
|
|
| Fluence Energy Com Cl A (FLNC) | 0.0 | $108k | NEW | 10k | 10.80 |
|
| Gogo (GOGO) | 0.0 | $105k | NEW | 12k | 8.59 |
|
Past Filings by Divisadero Street Capital Management
SEC 13F filings are viewable for Divisadero Street Capital Management going back to 2021
- Divisadero Street Capital Management 2025 Q3 filed Nov. 14, 2025
- Divisadero Street Capital Management 2025 Q2 filed Aug. 14, 2025
- Divisadero Street Capital Management 2025 Q1 filed May 15, 2025
- Divisadero Street Capital Management 2024 Q4 filed Feb. 14, 2025
- Divisadero Street Capital Management 2024 Q3 filed Nov. 14, 2024
- Divisadero Street Capital Management 2024 Q2 filed Aug. 12, 2024
- Divisadero Street Capital Management 2024 Q1 filed May 15, 2024
- Divisadero Street Capital Management 2023 Q4 filed Feb. 14, 2024
- Divisadero Street Capital Management 2023 Q3 filed Nov. 15, 2023
- Divisadero Street Capital Management 2023 Q2 filed Aug. 14, 2023
- Divisadero Street Capital Management 2023 Q1 filed May 15, 2023
- Divisadero Street Capital Management 2022 Q4 filed Feb. 14, 2023
- Divisadero Street Capital Management 2022 Q3 filed Nov. 14, 2022
- Divisadero Street Capital Management 2022 Q2 amended filed Aug. 24, 2022
- Divisadero Street Capital Management 2022 Q2 filed Aug. 15, 2022
- Divisadero Street Capital Management 2022 Q1 filed May 16, 2022