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, Super Group Sghc, RSI, DAVE, CELH, and represent 28.20% of Divisadero Street Capital Management's stock portfolio.
- Added to shares of these 10 stocks: Super Group Sghc (+$157M), Dave (+$84M), OMDA (+$68M), RSI (+$44M), BULL (+$42M), EAT (+$37M), CLS (+$37M), LINC (+$34M), ATRC (+$33M), XPEL (+$32M).
- Started 45 new stock positions in JBL, IBTA, SFIX, TREE, XMTR, COCO, AFRM, CODI, ONTO, WRBY.
- Reduced shares in these 10 stocks: Indivior (-$100M), SGHC (-$84M), AS (-$72M), DAVE (-$60M), , APEI (-$35M), NSSC (-$30M), TPB (-$21M), FIGS (-$18M), LITE (-$18M).
- Sold out of its positions in ARHS, BBNX, BVS, CBLL, ENVA, IMAX, NEO, NTGR, PHAT, Porch Group. Rev, PACK, ROST, TTMI, Indivior.
- Divisadero Street Capital Management was a net buyer of stock by $460M.
- Divisadero Street Capital Management has $2.4B in assets under management (AUM), dropping by 11.90%.
- Central Index Key (CIK): 0001901865
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Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 118 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Super Group Sghc Ord Shs (SGHC) | 7.4 | $176M | -32% | 16M | 10.80 |
|
| Super Group Sghc Ord Shs Call Option | 6.6 | $157M | NEW | 15M | 10.80 |
|
| Rush Street Interactive Cl A (RSI) | 5.8 | $140M | +45% | 6.4M | 21.75 |
|
| Dave Class A Com New (DAVE) | 4.7 | $112M | -35% | 641k | 174.09 |
|
| Celsius Hldgs Com New (CELH) | 3.8 | $90M | 2.5M | 35.48 |
|
|
| Celestica (CLS) | 3.6 | $86M | +74% | 306k | 281.68 |
|
| Dave Class A Com New Call Option | 3.5 | $84M | NEW | 485k | 174.09 |
|
| Sezzle (SEZL) | 3.5 | $83M | +16% | 1.3M | 63.29 |
|
| Sharkninja Com Shs (SN) | 3.4 | $82M | 769k | 105.90 |
|
|
| Omada Health (OMDA) | 3.1 | $74M | +1153% | 5.9M | 12.57 |
|
| Carvana Cl A (CVNA) | 3.0 | $71M | +3% | 227k | 314.38 |
|
| Flywire Corp Com Voting (FLYW) | 3.0 | $71M | +4% | 6.1M | 11.64 |
|
| Lumentum Hldgs (LITE) | 2.7 | $66M | -21% | 93k | 702.76 |
|
| American Public Education (APEI) | 2.5 | $60M | -37% | 1.1M | 56.88 |
|
| Victoria's Secret & Co Common Stock (VSCO) | 2.3 | $55M | +138% | 1.2M | 46.36 |
|
| Figs Cl A (FIGS) | 2.0 | $47M | -27% | 3.2M | 14.77 |
|
| Webull Corp Ord Shs (BULL) | 1.9 | $46M | +1093% | 9.5M | 4.80 |
|
| Realreal (REAL) | 1.6 | $39M | +37% | 4.3M | 9.08 |
|
| Build-A-Bear Workshop (BBW) | 1.6 | $38M | -18% | 1.0M | 37.45 |
|
| Brinker International (EAT) | 1.5 | $37M | NEW | 258k | 142.77 |
|
| Axogen (AXGN) | 1.5 | $36M | +117% | 1.1M | 33.13 |
|
| Lincoln Educational Services Corporation (LINC) | 1.4 | $34M | NEW | 826k | 40.68 |
|
| AtriCure (ATRC) | 1.4 | $33M | NEW | 1.2M | 28.53 |
|
| Xpel (XPEL) | 1.3 | $32M | NEW | 720k | 44.26 |
|
| Select Water Solutions Cl A Com (WTTR) | 1.2 | $29M | NEW | 1.9M | 15.30 |
|
| Lifeway Foods (LWAY) | 1.1 | $27M | +4% | 1.4M | 19.34 |
|
| Stride (LRN) | 1.1 | $27M | NEW | 309k | 88.17 |
|
| Turning Pt Brands (TPB) | 1.1 | $26M | -44% | 296k | 86.79 |
|
| Compass Cl A (COMP) | 1.0 | $25M | +171% | 3.4M | 7.31 |
|
| Hinge Health Inc-a Cl A (HNGE) | 0.9 | $22M | +2216% | 571k | 38.56 |
|
| Procept Biorobotics Corp (PRCT) | 0.9 | $22M | NEW | 866k | 25.01 |
|
| Citi Trends (CTRN) | 0.9 | $21M | +143% | 494k | 43.32 |
|
| Tree (TREE) | 0.8 | $20M | NEW | 469k | 42.88 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.8 | $18M | +264% | 1.3M | 13.88 |
|
| National Vision Hldgs (EYE) | 0.8 | $18M | +97% | 696k | 25.90 |
|
| Kura Sushi Usa Cl A (KRUS) | 0.7 | $17M | NEW | 249k | 69.79 |
|
| Remitly Global (RELY) | 0.7 | $17M | +1614% | 1.1M | 15.67 |
|
| Indivior Pharmaceuticals (INDV) | 0.7 | $16M | NEW | 521k | 30.48 |
|
| Compass Diversified Hldgs Shs Ben Int (CODI) | 0.6 | $15M | NEW | 1.9M | 7.86 |
|
| Calix (CALX) | 0.6 | $15M | NEW | 306k | 48.99 |
|
| Procept Biorobotics Corp Call Option | 0.6 | $14M | NEW | 574k | 25.01 |
|
| Vericel (VCEL) | 0.6 | $14M | +87% | 422k | 32.17 |
|
| Willdan (WLDN) | 0.5 | $13M | -44% | 165k | 76.56 |
|
| Tower Semiconductor Shs New (TSEM) | 0.5 | $12M | NEW | 70k | 175.48 |
|
| Ezcorp Cl A (EZPW) | 0.5 | $12M | +231% | 459k | 25.38 |
|
| CECO Environmental (CECO) | 0.5 | $11M | NEW | 188k | 59.58 |
|
| Broadcom (AVGO) | 0.5 | $11M | NEW | 35k | 309.51 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.4 | $9.8M | 470k | 20.76 |
|
|
| Amer Sports Com Shs (AS) | 0.4 | $9.6M | -88% | 293k | 32.92 |
|
| Progyny (PGNY) | 0.4 | $9.6M | +54% | 564k | 16.98 |
|
| Johnson Outdoors Cl A (JOUT) | 0.4 | $8.8M | -9% | 190k | 46.51 |
|
| Bellring Brands Inc-w/i Common Stock (BRBR) | 0.4 | $8.4M | +838% | 524k | 16.09 |
|
| Warby Parker Cl A (WRBY) | 0.3 | $8.1M | NEW | 384k | 21.07 |
|
| Vital Farms (VITL) | 0.3 | $7.8M | +3% | 552k | 14.12 |
|
| Robinhood Markets Cl A (HOOD) | 0.3 | $6.9M | NEW | 100k | 69.30 |
|
| Fastly Cl A (FSLY) | 0.3 | $6.5M | NEW | 225k | 29.06 |
|
| AngioDynamics (ANGO) | 0.3 | $6.4M | NEW | 562k | 11.37 |
|
| Ultra Clean Holdings (UCTT) | 0.3 | $6.2M | NEW | 100k | 62.18 |
|
| Tactile Systems Technology, In (TCMD) | 0.3 | $6.2M | NEW | 238k | 26.13 |
|
| Lo (LOCO) | 0.3 | $6.0M | -37% | 432k | 13.86 |
|
| Bluelinx Holdings Com New (BXC) | 0.2 | $5.6M | 103k | 54.18 |
|
|
| Onto Innovation (ONTO) | 0.2 | $5.4M | NEW | 27k | 205.07 |
|
| Blend Labs Cl A (BLND) | 0.2 | $5.4M | -44% | 3.2M | 1.70 |
|
| Groupon Com New (GRPN) | 0.2 | $5.3M | 445k | 11.90 |
|
|
| Jabil Circuit (JBL) | 0.2 | $5.2M | NEW | 20k | 265.63 |
|
| Vita Coco Co Inc/the (COCO) | 0.2 | $5.1M | NEW | 107k | 47.91 |
|
| Valvoline Inc Common (VVV) | 0.2 | $5.1M | NEW | 150k | 33.68 |
|
| Philip Morris International (PM) | 0.2 | $4.7M | 28k | 165.34 |
|
|
| Delcath Sys Com New (DCTH) | 0.2 | $4.6M | 500k | 9.28 |
|
|
| Flotek Industries Com New (FTK) | 0.2 | $4.6M | -20% | 269k | 16.97 |
|
| MarineMax (HZO) | 0.2 | $4.4M | NEW | 164k | 27.06 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $4.4M | NEW | 25k | 174.40 |
|
| Affirm Hldgs Cl A (AFRM) | 0.2 | $4.4M | NEW | 95k | 45.82 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $4.3M | -60% | 200k | 21.62 |
|
| Xometry Cl A (XMTR) | 0.1 | $3.4M | NEW | 82k | 40.84 |
|
| Thredup Cl A (TDUP) | 0.1 | $3.3M | 994k | 3.28 |
|
|
| Priority Technology Hldgs In (PRTH) | 0.1 | $3.1M | -38% | 653k | 4.72 |
|
| Benchmark Electronics (BHE) | 0.1 | $3.0M | NEW | 53k | 56.06 |
|
| Arlo Technologies (ARLO) | 0.1 | $2.8M | -37% | 200k | 14.23 |
|
| Zumiez (ZUMZ) | 0.1 | $2.8M | 125k | 22.16 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $2.7M | NEW | 30k | 91.37 |
|
| Acv Auctions Cl A (ACVA) | 0.1 | $2.6M | NEW | 609k | 4.24 |
|
| Stubhub Hldgs Cl A (STUB) | 0.1 | $2.4M | NEW | 385k | 6.24 |
|
| Upstart Hldgs (UPST) | 0.1 | $2.3M | -75% | 90k | 25.65 |
|
| Napco Security Systems (NSSC) | 0.1 | $2.0M | -93% | 51k | 39.39 |
|
| Wingstop (WING) | 0.1 | $2.0M | 13k | 154.97 |
|
|
| Flutter Entmt SHS (FLUT) | 0.1 | $2.0M | NEW | 19k | 101.95 |
|
| Hertz Global Hldgs Com New (HTZ) | 0.1 | $1.8M | NEW | 400k | 4.61 |
|
| Fox Factory Hldg (FOXF) | 0.1 | $1.6M | 100k | 16.46 |
|
|
| Adtran Holdings (ADTN) | 0.1 | $1.5M | -4% | 122k | 12.58 |
|
| Sweetgreen Cl A (SG) | 0.1 | $1.4M | +7% | 273k | 5.19 |
|
| Gambling Com Group Ordinary Shares (GAMB) | 0.0 | $1.2M | 306k | 3.88 |
|
|
| Sensus Healthcare (SRTS) | 0.0 | $1.1M | -4% | 286k | 3.98 |
|
| Stitch Fix Cl A (SFIX) | 0.0 | $1.0M | NEW | 312k | 3.31 |
|
| Onewater Marine Cl A (ONEW) | 0.0 | $1.0M | 108k | 9.45 |
|
|
| Medifast (MED) | 0.0 | $814k | 80k | 10.19 |
|
|
| Mediaalpha Cl A (MAX) | 0.0 | $808k | -89% | 87k | 9.30 |
|
| Zevia Pbc-a Cl A (ZVIA) | 0.0 | $676k | -82% | 578k | 1.17 |
|
| Lovesac Company (LOVE) | 0.0 | $563k | 38k | 14.77 |
|
|
| Viant Technology Cl A (DSP) | 0.0 | $554k | NEW | 49k | 11.20 |
|
| Inogen (INGN) | 0.0 | $545k | 88k | 6.18 |
|
|
| 1-800-flowers Cl A (FLWS) | 0.0 | $524k | 172k | 3.04 |
|
|
| Lifemd (LFMD) | 0.0 | $490k | 136k | 3.61 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $375k | NEW | 4.2k | 88.47 |
|
| Avita Therapeutics (RCEL) | 0.0 | $370k | 100k | 3.70 |
|
|
| Sleep Number Corp (SNBR) | 0.0 | $342k | +22% | 191k | 1.79 |
|
| Revolve Group Cl A (RVLV) | 0.0 | $312k | NEW | 14k | 22.61 |
|
| Modine Manufacturing (MOD) | 0.0 | $301k | NEW | 1.4k | 216.71 |
|
| Wayfair Cl A (W) | 0.0 | $263k | NEW | 3.5k | 75.21 |
|
| J Jill Group (JILL) | 0.0 | $246k | -80% | 22k | 11.46 |
|
| Alpha Teknova (TKNO) | 0.0 | $228k | 79k | 2.89 |
|
|
| Ibotta Class A Com Shs (IBTA) | 0.0 | $202k | NEW | 6.7k | 29.97 |
|
| 3d Sys Corp Del Com New (DDD) | 0.0 | $170k | 91k | 1.88 |
|
|
| Lifevantage Com New (LFVN) | 0.0 | $107k | -61% | 25k | 4.32 |
|
| Destination Xl (DXLG) | 0.0 | $101k | 198k | 0.51 |
|
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| Purple Innovatio (PRPL) | 0.0 | $92k | 139k | 0.66 |
|
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| Ziprecruiter Cl A (ZIP) | 0.0 | $91k | 50k | 1.84 |
|
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| Gogo (GOGO) | 0.0 | $49k | 12k | 4.02 |
|
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 2026 Q1 filed May 15, 2026
- 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