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, CELH, Indivior, AS, and represent 38.15% of Divisadero Street Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CELH (+$80M), AS (+$78M), BBW (+$75M), SGHC (+$66M), FIGS (+$50M), APEI (+$49M), NSSC (+$29M), FLYW (+$23M), VSCO (+$22M), LWAY (+$17M).
- Started 16 new stock positions in BULL, VCEL, PGNY, Porch Group, UPST, ZUMZ, ENVA, FTK, WING, BBNX. CBLL, PHAT, ROST, NTGR, ADTN, ADPT.
- Reduced shares in these 10 stocks: LRN (-$56M), TPB (-$48M), PRCH (-$44M), , KRUS (-$35M), EAT (-$34M), , SVV (-$33M), , .
- Sold out of its positions in ANIP, ANF, ASO, AHCO, AFRM, AIRS, CRMT, ANGO, AGX, ATRC.
- Divisadero Street Capital Management was a net seller of stock by $-192M.
- Divisadero Street Capital Management has $2.1B in assets under management (AUM), dropping by -6.71%.
- Central Index Key (CIK): 0001901865
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Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 88 positions in its portfolio as reported in the December 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) | 13.5 | $288M | +29% | 24M | 11.95 |
|
| Dave Class A Com New (DAVE) | 10.2 | $219M | +6% | 987k | 221.41 |
|
| Celsius Hldgs Com New Call Option (CELH) | 5.4 | $116M | +224% | 2.5M | 45.74 |
|
| Indivior Ord | 4.7 | $100M | -17% | 2.8M | 35.88 |
|
| Amer Sports Com Shs (AS) | 4.4 | $93M | +502% | 2.5M | 37.35 |
|
| Carvana Cl A (CVNA) | 4.3 | $92M | +4% | 218k | 422.02 |
|
| Sharkninja Com Shs (SN) | 4.0 | $86M | 769k | 111.90 |
|
|
| Rush Street Interactive (RSI) | 4.0 | $86M | +9% | 4.4M | 19.43 |
|
| Flywire Corporation Com Vtg (FLYW) | 3.8 | $82M | +39% | 5.8M | 14.16 |
|
| Build-A-Bear Workshop (BBW) | 3.6 | $77M | +3526% | 1.3M | 61.27 |
|
| Sezzle (SEZL) | 3.3 | $71M | -24% | 1.1M | 63.48 |
|
| American Public Education (APEI) | 3.0 | $63M | +336% | 1.7M | 37.80 |
|
| Turning Pt Brands (TPB) | 2.7 | $58M | -45% | 531k | 108.40 |
|
| Celestica (CLS) | 2.4 | $52M | -10% | 175k | 295.61 |
|
| Figs Cl A (FIGS) | 2.3 | $50M | +12670% | 4.4M | 11.36 |
|
| Realreal (REAL) | 2.3 | $50M | +21% | 3.2M | 15.78 |
|
| Lumentum Hldgs (LITE) | 2.0 | $44M | -27% | 118k | 368.59 |
|
| Imax Corp Cad (IMAX) | 1.7 | $36M | +50% | 965k | 36.96 |
|
| Napco Security Systems (NSSC) | 1.6 | $34M | +625% | 810k | 41.70 |
|
| Lifeway Foods (LWAY) | 1.5 | $33M | +113% | 1.3M | 24.23 |
|
| Willdan (WLDN) | 1.4 | $31M | +18% | 299k | 103.66 |
|
| Victorias Secret And Common Stock (VSCO) | 1.3 | $27M | +474% | 493k | 54.17 |
|
| Blend Labs Cl A (BLND) | 0.8 | $17M | +38% | 5.7M | 3.04 |
|
| Draftkings Com Cl A (DKNG) | 0.8 | $17M | +415% | 502k | 34.46 |
|
| Vital Farms (VITL) | 0.8 | $17M | -46% | 535k | 31.94 |
|
| Axogen (AXGN) | 0.8 | $17M | +1817% | 504k | 32.73 |
|
| Upstart Hldgs (UPST) | 0.8 | $16M | NEW | 370k | 43.73 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.7 | $15M | 470k | 32.47 |
|
|
| Porch Group Debt 9.000% 5/1 | 0.7 | $15M | NEW | 1.6M | 9.13 |
|
| Compass Cl A (COMP) | 0.6 | $13M | +66% | 1.3M | 10.57 |
|
| Enova Intl (ENVA) | 0.6 | $13M | NEW | 83k | 157.20 |
|
| Ross Stores (ROST) | 0.6 | $12M | NEW | 68k | 180.14 |
|
| TTM Technologies (TTMI) | 0.5 | $11M | -30% | 165k | 69.00 |
|
| Mediaalpha Cl A (MAX) | 0.5 | $11M | +876% | 849k | 12.95 |
|
| Phathom Pharmaceuticals (PHAT) | 0.5 | $11M | NEW | 662k | 16.59 |
|
| Progyny (PGNY) | 0.4 | $9.3M | NEW | 364k | 25.68 |
|
| National Vision Hldgs (EYE) | 0.4 | $9.1M | -12% | 352k | 25.82 |
|
| Johnson Outdoors Cl A (JOUT) | 0.4 | $8.9M | +10% | 210k | 42.45 |
|
| Citi Trends (CTRN) | 0.4 | $8.4M | +1554% | 203k | 41.56 |
|
| Vericel (VCEL) | 0.4 | $8.1M | NEW | 225k | 36.01 |
|
| Groupon Com New (GRPN) | 0.4 | $7.8M | 445k | 17.61 |
|
|
| Zevia Pbc Cl A (ZVIA) | 0.3 | $7.5M | -47% | 3.2M | 2.32 |
|
| Omada Health (OMDA) | 0.3 | $7.4M | -65% | 470k | 15.78 |
|
| Lo (LOCO) | 0.3 | $7.2M | -17% | 693k | 10.46 |
|
| Thredup Cl A (TDUP) | 0.3 | $6.4M | 994k | 6.39 |
|
|
| Bluelinx Hldgs Com New (BXC) | 0.3 | $6.3M | 103k | 61.43 |
|
|
| Webull Corp Ord Shs (BULL) | 0.3 | $6.2M | NEW | 800k | 7.77 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.3 | $5.9M | NEW | 361k | 16.24 |
|
| Flotek Inds Inc Del Com New (FTK) | 0.3 | $5.8M | NEW | 337k | 17.23 |
|
| Priority Technology Hldgs In (PRTH) | 0.3 | $5.8M | -29% | 1.1M | 5.45 |
|
| Delcath Sys Com New (DCTH) | 0.2 | $5.0M | +4% | 500k | 10.10 |
|
| Philip Morris International (PM) | 0.2 | $4.5M | 28k | 160.40 |
|
|
| Arlo Technologies (ARLO) | 0.2 | $4.5M | -53% | 320k | 13.99 |
|
| Ceribell (CBLL) | 0.2 | $4.1M | NEW | 189k | 21.93 |
|
| Zumiez (ZUMZ) | 0.2 | $3.2M | NEW | 125k | 26.05 |
|
| Wingstop (WING) | 0.1 | $3.1M | NEW | 13k | 238.49 |
|
| Rev | 0.1 | $3.0M | -66% | 50k | 60.81 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $2.7M | 139k | 19.42 |
|
|
| Sweetgreen Com Cl A (SG) | 0.1 | $1.7M | 255k | 6.76 |
|
|
| Fox Factory Hldg (FOXF) | 0.1 | $1.7M | -84% | 100k | 17.11 |
|
| Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $1.7M | 306k | 5.46 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.1 | $1.5M | 56k | 26.73 |
|
|
| J Jill Group (JILL) | 0.1 | $1.5M | -87% | 108k | 13.72 |
|
| Bioventus Com Cl A (BVS) | 0.1 | $1.4M | -73% | 183k | 7.44 |
|
| Ranpak Holdings Corp Com Cl A (PACK) | 0.1 | $1.4M | 250k | 5.41 |
|
|
| Sleep Number Corp (SNBR) | 0.1 | $1.3M | +91% | 156k | 8.46 |
|
| Beta Bionics (BBNX) | 0.1 | $1.2M | NEW | 40k | 30.47 |
|
| Sensus Healthcare (SRTS) | 0.1 | $1.2M | -34% | 299k | 3.98 |
|
| Neogenomics Com New (NEO) | 0.1 | $1.2M | +545% | 100k | 11.76 |
|
| Onewater Marine Cl A Com (ONEW) | 0.1 | $1.2M | 108k | 10.82 |
|
|
| Hinge Health Cl A (HNGE) | 0.1 | $1.1M | -59% | 25k | 46.45 |
|
| Adtran Holdings (ADTN) | 0.1 | $1.1M | NEW | 128k | 8.69 |
|
| Medifast (MED) | 0.0 | $853k | 80k | 10.68 |
|
|
| Remitly Global (RELY) | 0.0 | $848k | 62k | 13.80 |
|
|
| Arhaus Com Cl A (ARHS) | 0.0 | $756k | -53% | 67k | 11.21 |
|
| NetGear (NTGR) | 0.0 | $704k | NEW | 29k | 24.53 |
|
| 1 800 Flowers Cl A (FLWS) | 0.0 | $678k | +23% | 172k | 3.93 |
|
| Inogen (INGN) | 0.0 | $592k | 88k | 6.72 |
|
|
| Lovesac Company (LOVE) | 0.0 | $562k | 38k | 14.75 |
|
|
| Lifemd (LFMD) | 0.0 | $463k | 136k | 3.41 |
|
|
| Lifevantage Corp Com New (LFVN) | 0.0 | $396k | +21% | 64k | 6.16 |
|
| Avita Therapeutics (RCEL) | 0.0 | $345k | 100k | 3.45 |
|
|
| Alpha Teknova (TKNO) | 0.0 | $300k | 79k | 3.80 |
|
|
| Ziprecruiter Cl A (ZIP) | 0.0 | $193k | 50k | 3.90 |
|
|
| Destination Xl (DXLG) | 0.0 | $182k | 198k | 0.92 |
|
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $160k | 91k | 1.77 |
|
|
| Purple Innovatio (PRPL) | 0.0 | $96k | 139k | 0.69 |
|
|
| Gogo (GOGO) | 0.0 | $57k | 12k | 4.66 |
|
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 Q4 filed Feb. 17, 2026
- 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