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, SEZL, CVNA, DAVE, HIMS, and represent 32.27% of Divisadero Street Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CVNA (+$259M), HIMS (+$192M), SGHC (+$177M), CECO (+$104M), WLDN (+$92M), TPB (+$82M), COMP (+$75M), CHYM (+$75M), VSH (+$72M), HNGE (+$60M).
- Started 51 new stock positions in LSCC, AMPL, VIA, AGX, MEC, CDNA, NTGR, BBNX, ESI, CHYM.
- Reduced shares in these 10 stocks: Super Group Sghc (-$157M), Dave (-$84M), OMDA (-$46M), AXGN (-$43M), EAT (-$37M), LINC (-$34M), BULL (-$34M), RSI (-$30M), LRN (-$27M), BBW (-$25M).
- Sold out of its positions in ANF, ADTN, ADPT, ANGO, BHE, EAT, AVGO, Dave, DXLG, FTK.
- Divisadero Street Capital Management was a net buyer of stock by $1.3B.
- Divisadero Street Capital Management has $4.4B in assets under management (AUM), dropping by 84.45%.
- Central Index Key (CIK): 0001901865
Tip: Access up to 7 years of quarterly data
Positions held by Divisadero Street Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Super Group Sghc Ord Shs (SGHC) | 9.0 | $398M | +79% | 29M | 13.55 |
|
| Sezzle (SEZL) | 6.4 | $283M | +25% | 1.6M | 171.63 |
|
| Carvana Cl A (CVNA) | 6.2 | $274M | +1737% | 4.2M | 65.82 |
|
| Dave Class A Com New (DAVE) | 5.9 | $261M | +9% | 699k | 372.59 |
|
| Hims & Hers Health Com Cl A (HIMS) | 4.7 | $208M | +1179% | 6.0M | 34.67 |
|
| Celestica (CLS) | 3.8 | $168M | +50% | 461k | 364.80 |
|
| Rush Street Interactive (RSI) | 3.7 | $161M | -15% | 5.4M | 29.74 |
|
| Sharkninja Com Shs (SN) | 2.8 | $125M | +6% | 819k | 152.27 |
|
| CECO Environmental (CECO) | 2.7 | $121M | +608% | 1.3M | 90.74 |
|
| Compass Cl A (COMP) | 2.7 | $117M | +180% | 9.5M | 12.33 |
|
| Flywire Corporation Com Vtg (FLYW) | 2.6 | $117M | +9% | 6.6M | 17.57 |
|
| Realreal (REAL) | 2.5 | $108M | +111% | 9.2M | 11.79 |
|
| Turning Pt Brands (TPB) | 2.4 | $107M | +328% | 1.3M | 84.81 |
|
| Hinge Health Cl A (HNGE) | 2.4 | $107M | +126% | 1.3M | 83.00 |
|
| Willdan (WLDN) | 2.4 | $105M | +702% | 1.3M | 79.10 |
|
| Lumentum Hldgs (LITE) | 2.1 | $93M | +16% | 108k | 858.06 |
|
| Victorias Secret And Common Stock (VSXY) | 1.9 | $86M | -12% | 1.0M | 83.48 |
|
| Omada Health (OMDA) | 1.9 | $83M | -35% | 3.8M | 21.95 |
|
| Remitly Global (RELY) | 1.9 | $83M | +253% | 3.7M | 22.41 |
|
| Chime Finl Com Shs Cl A (CHYM) | 1.7 | $75M | NEW | 3.7M | 20.48 |
|
| Vishay Intertechnology (VSH) | 1.6 | $72M | NEW | 1.3M | 53.78 |
|
| American Public Education (APEI) | 1.4 | $63M | +11% | 1.2M | 53.70 |
|
| Lifeway Foods (LWAY) | 1.4 | $63M | +49% | 2.1M | 29.84 |
|
| Celsius Hldgs Com New (CELH) | 1.2 | $53M | -28% | 1.8M | 29.28 |
|
| Amer Sports Com Shs (AS) | 1.2 | $51M | +419% | 1.5M | 33.84 |
|
| Element Solutions (ESI) | 1.1 | $49M | NEW | 1.0M | 47.75 |
|
| Groupon Com New (GRPN) | 1.0 | $44M | +314% | 1.8M | 24.06 |
|
| Citi Trends (CTRN) | 0.9 | $41M | +42% | 706k | 57.84 |
|
| National Vision Hldgs (EYE) | 0.8 | $36M | +172% | 1.9M | 19.01 |
|
| Enova Intl (ENVA) | 0.8 | $35M | NEW | 146k | 240.73 |
|
| Figs Cl A (FIGS) | 0.7 | $33M | 3.2M | 10.23 |
|
|
| Porch Group (PRCH) | 0.7 | $32M | NEW | 2.1M | 15.04 |
|
| Fastly Cl A (FSLY) | 0.7 | $31M | +653% | 1.7M | 18.36 |
|
| Ethos Technologies Cl A (LIFE) | 0.7 | $30M | NEW | 1.6M | 18.14 |
|
| Webull Corp Ord Shs (BULL) | 0.7 | $29M | -53% | 4.4M | 6.52 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $25M | +150% | 250k | 100.28 |
|
| Thredup Cl A (TDUP) | 0.6 | $25M | +265% | 3.6M | 6.85 |
|
| Indivior Pharmaceuticals (INDV) | 0.6 | $25M | +15% | 602k | 41.03 |
|
| Vital Farms (VITL) | 0.5 | $23M | +263% | 2.0M | 11.63 |
|
| Ichor Holdings SHS (ICHR) | 0.5 | $23M | NEW | 201k | 112.28 |
|
| AtriCure (ATRC) | 0.5 | $22M | -30% | 801k | 27.98 |
|
| Klarna Group SHS (KLAR) | 0.5 | $21M | NEW | 1.0M | 20.24 |
|
| Caredx (CDNA) | 0.5 | $20M | NEW | 701k | 28.50 |
|
| Harrow Health (HROW) | 0.4 | $19M | NEW | 439k | 42.47 |
|
| Beta Bionics (BBNX) | 0.4 | $18M | NEW | 1.1M | 15.67 |
|
| Warby Parker Cl A Com (WRBY) | 0.4 | $17M | +46% | 561k | 30.34 |
|
| MarineMax (HZO) | 0.4 | $17M | +178% | 456k | 36.62 |
|
| Xpel (XPEL) | 0.4 | $16M | -54% | 329k | 49.60 |
|
| Revolve Group Cl A (RVLV) | 0.4 | $16M | +5040% | 708k | 22.89 |
|
| Select Water Solutions Cl A Com (WTTR) | 0.4 | $16M | -57% | 802k | 19.98 |
|
| BJ's Restaurants (BJRI) | 0.4 | $16M | NEW | 262k | 60.73 |
|
| United Sts Oil Units (USO) | 0.3 | $15M | NEW | 143k | 106.44 |
|
| Firstcash Holdings (FCFS) | 0.3 | $13M | NEW | 60k | 216.32 |
|
| Mediaalpha Cl A (MAX) | 0.3 | $13M | +1073% | 1.0M | 12.57 |
|
| Onto Innovation (ONTO) | 0.3 | $12M | +20% | 32k | 378.45 |
|
| Clear Secure Com Cl A (YOU) | 0.3 | $11M | NEW | 200k | 55.73 |
|
| Crocs (CROX) | 0.2 | $11M | NEW | 91k | 120.64 |
|
| Kulicke and Soffa Industries (KLIC) | 0.2 | $10M | NEW | 78k | 133.76 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $10M | +100% | 401k | 25.26 |
|
| Callaway Golf Company (CALY) | 0.2 | $9.7M | NEW | 516k | 18.79 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.2 | $9.2M | NEW | 107k | 85.81 |
|
| Compass Diversified Sh Ben Int (CODI) | 0.2 | $8.8M | -57% | 827k | 10.66 |
|
| Johnson Outdoors Cl A (JOUT) | 0.2 | $8.8M | 190k | 46.04 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $8.7M | +12% | 107k | 81.55 |
|
| Axogen (AXGN) | 0.2 | $7.9M | -84% | 170k | 46.19 |
|
| Penguin Solutions (PENG) | 0.2 | $7.6M | NEW | 100k | 76.01 |
|
| Acv Auctions Com Cl A (ACVA) | 0.2 | $7.2M | +65% | 1.0M | 7.19 |
|
| Haemonetics Corporation (HAE) | 0.2 | $7.2M | NEW | 97k | 75.00 |
|
| Lo (LOCO) | 0.2 | $7.0M | -5% | 410k | 16.96 |
|
| Designer Brands Cl A (DBI) | 0.2 | $6.9M | NEW | 1.2M | 5.83 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $6.8M | NEW | 25k | 270.53 |
|
| Flex Ord (FLEX) | 0.1 | $6.5M | NEW | 40k | 162.07 |
|
| Semtech Corporation (SMTC) | 0.1 | $6.5M | NEW | 40k | 161.85 |
|
| Build-A-Bear Workshop (BBW) | 0.1 | $6.4M | -79% | 210k | 30.61 |
|
| Bluelinx Hldgs Com New (BXC) | 0.1 | $6.4M | 103k | 61.88 |
|
|
| Delcath Sys Com New (DCTH) | 0.1 | $6.3M | 500k | 12.59 |
|
|
| OSI Systems (OSIS) | 0.1 | $6.1M | NEW | 28k | 218.70 |
|
| Procore Technologies (PCOR) | 0.1 | $6.1M | NEW | 150k | 40.62 |
|
| Construction Partners Com Cl A (ROAD) | 0.1 | $6.0M | NEW | 51k | 118.77 |
|
| Bandwidth Com Cl A (BAND) | 0.1 | $5.4M | NEW | 86k | 63.30 |
|
| Everquote Com Cl A (EVER) | 0.1 | $5.2M | NEW | 219k | 23.79 |
|
| Clearfield (CLFD) | 0.1 | $5.2M | NEW | 131k | 39.79 |
|
| PAR Technology Corporation (PAR) | 0.1 | $4.7M | NEW | 268k | 17.42 |
|
| Franklin Covey (FC) | 0.1 | $4.6M | NEW | 186k | 24.53 |
|
| Tower Semiconductor Shs New (TSEM) | 0.1 | $4.4M | -75% | 17k | 260.64 |
|
| Stubhub Hldgs Cl A (STUB) | 0.1 | $4.2M | -14% | 330k | 12.87 |
|
| Procept Biorobotics Corp (PRCT) | 0.1 | $4.1M | -79% | 180k | 22.58 |
|
| Lattice Semiconductor (LSCC) | 0.1 | $3.9M | NEW | 25k | 152.96 |
|
| 1 800 Flowers Cl A (FLWS) | 0.1 | $3.6M | +499% | 1.0M | 3.48 |
|
| Arlo Technologies (ARLO) | 0.1 | $3.4M | +26% | 252k | 13.48 |
|
| Via Transn Com Cl A (VIA) | 0.1 | $3.1M | NEW | 173k | 18.14 |
|
| Philip Morris International (PM) | 0.1 | $3.0M | -41% | 17k | 180.91 |
|
| Tactile Systems Technology, In (TCMD) | 0.1 | $3.0M | -58% | 100k | 29.78 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $2.9M | -81% | 83k | 34.57 |
|
| Sweetgreen Com Cl A (SG) | 0.1 | $2.5M | +5% | 289k | 8.81 |
|
| Alphatec Hldgs Com New (ATEC) | 0.1 | $2.5M | NEW | 284k | 8.65 |
|
| Upstart Hldgs (UPST) | 0.1 | $2.4M | -24% | 68k | 35.43 |
|
| Prog Holdings Com Npv (PRG) | 0.1 | $2.3M | NEW | 50k | 46.61 |
|
| Bobs Disc Furniture Com Shs (BOBS) | 0.1 | $2.3M | NEW | 144k | 15.82 |
|
| TTM Technologies (TTMI) | 0.1 | $2.2M | NEW | 12k | 187.02 |
|
| Wingstop (WING) | 0.1 | $2.2M | 13k | 173.41 |
|
|
| Zumiez (ZUMZ) | 0.1 | $2.2M | 125k | 17.80 |
|
|
| Flutter Entmt SHS (FLUT) | 0.0 | $2.0M | 19k | 102.17 |
|
|
| Napco Security Systems (NSSC) | 0.0 | $1.9M | 51k | 37.98 |
|
|
| Pattern Group Com Ser A (PTRN) | 0.0 | $1.8M | NEW | 70k | 25.19 |
|
| Freshpet (FRPT) | 0.0 | $1.7M | NEW | 30k | 59.12 |
|
| Fox Factory Hldg (FOXF) | 0.0 | $1.7M | 100k | 16.95 |
|
|
| Onewater Marine Cl A Com (ONEW) | 0.0 | $1.6M | +33% | 144k | 11.27 |
|
| Vericel (VCEL) | 0.0 | $1.6M | -91% | 36k | 44.49 |
|
| Driven Brands Hldgs (DRVN) | 0.0 | $1.4M | NEW | 100k | 13.94 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $1.3M | 312k | 4.11 |
|
|
| NetGear (NTGR) | 0.0 | $1.2M | NEW | 52k | 23.35 |
|
| Mayville Engineering (MEC) | 0.0 | $1.0M | NEW | 28k | 37.46 |
|
| Monday SHS (MNDY) | 0.0 | $1.0M | NEW | 14k | 72.39 |
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $939k | -86% | 73k | 12.94 |
|
| Priority Technology Hldgs In (PRTH) | 0.0 | $863k | -80% | 129k | 6.67 |
|
| Medifast (MED) | 0.0 | $847k | 80k | 10.61 |
|
|
| Sensus Healthcare (SRTS) | 0.0 | $841k | -2% | 279k | 3.02 |
|
| Amplitude Com Cl A (AMPL) | 0.0 | $765k | NEW | 100k | 7.65 |
|
| Avis Budget (CAR) | 0.0 | $760k | NEW | 5.1k | 147.83 |
|
| Argan (AGX) | 0.0 | $661k | NEW | 828.00 | 798.55 |
|
| Lovesac Company (LOVE) | 0.0 | $636k | 38k | 16.69 |
|
|
| Xometry Class A Com (XMTR) | 0.0 | $614k | -92% | 6.4k | 96.52 |
|
| Gambling Com Group Ordinary Shares (GAMB) | 0.0 | $581k | 306k | 1.90 |
|
|
| Lifemd (LFMD) | 0.0 | $561k | 136k | 4.13 |
|
|
| Signet Jewelers SHS (SIG) | 0.0 | $471k | NEW | 5.5k | 86.20 |
|
| Workiva Com Cl A (WK) | 0.0 | $464k | NEW | 9.6k | 48.51 |
|
| Alpha Teknova (TKNO) | 0.0 | $448k | 79k | 5.68 |
|
|
| Viant Technology Com Cl A (DSP) | 0.0 | $438k | -29% | 35k | 12.66 |
|
| Avita Therapeutics (RCEL) | 0.0 | $413k | 100k | 4.13 |
|
|
| Webtoon Entmt (WBTN) | 0.0 | $365k | NEW | 32k | 11.42 |
|
| J Jill Group (JILL) | 0.0 | $340k | 22k | 15.87 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $340k | -93% | 199k | 1.71 |
|
| 3d Sys Corp Del Com New (DDD) | 0.0 | $273k | 91k | 3.02 |
|
|
| Hertz Global Hldgs Com New (HTZ) | 0.0 | $227k | -75% | 100k | 2.27 |
|
| Calix (CALX) | 0.0 | $212k | -98% | 5.7k | 37.32 |
|
| Ziprecruiter Cl A (ZIP) | 0.0 | $186k | 50k | 3.75 |
|
|
| Inogen (INGN) | 0.0 | $119k | -79% | 18k | 6.45 |
|
| Purple Innovatio (PRPL) | 0.0 | $50k | 139k | 0.36 |
|
|
| Gogo (GOGO) | 0.0 | $38k | 12k | 3.10 |
|
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 Q2 filed Aug. 14, 2026
- 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