Divisadero Street Capital Management

Divisadero Street Capital Management as of March 31, 2026

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 16M 10.80
Super Group Sghc Ord Shs Call Option 6.6 $157M 15M 10.80
Rush Street Interactive Cl A (RSI) 5.8 $140M 6.4M 21.75
Dave Class A Com New (DAVE) 4.7 $112M 641k 174.09
Celsius Hldgs Com New (CELH) 3.8 $90M 2.5M 35.48
Celestica (CLS) 3.6 $86M 306k 281.68
Dave Class A Com New Call Option 3.5 $84M 485k 174.09
Sezzle (SEZL) 3.5 $83M 1.3M 63.29
Sharkninja Com Shs (SN) 3.4 $82M 769k 105.90
Omada Health (OMDA) 3.1 $74M 5.9M 12.57
Carvana Cl A (CVNA) 3.0 $71M 227k 314.38
Flywire Corp Com Voting (FLYW) 3.0 $71M 6.1M 11.64
Lumentum Hldgs (LITE) 2.7 $66M 93k 702.76
American Public Education (APEI) 2.5 $60M 1.1M 56.88
Victoria's Secret & Co Common Stock (VSCO) 2.3 $55M 1.2M 46.36
Figs Cl A (FIGS) 2.0 $47M 3.2M 14.77
Webull Corp Ord Shs (BULL) 1.9 $46M 9.5M 4.80
Realreal (REAL) 1.6 $39M 4.3M 9.08
Build-A-Bear Workshop (BBW) 1.6 $38M 1.0M 37.45
Brinker International (EAT) 1.5 $37M 258k 142.77
Axogen (AXGN) 1.5 $36M 1.1M 33.13
Lincoln Educational Services Corporation (LINC) 1.4 $34M 826k 40.68
AtriCure (ATRC) 1.4 $33M 1.2M 28.53
Xpel (XPEL) 1.3 $32M 720k 44.26
Select Water Solutions Cl A Com (WTTR) 1.2 $29M 1.9M 15.30
Lifeway Foods (LWAY) 1.1 $27M 1.4M 19.34
Stride (LRN) 1.1 $27M 309k 88.17
Turning Pt Brands (TPB) 1.1 $26M 296k 86.79
Compass Cl A (COMP) 1.0 $25M 3.4M 7.31
Hinge Health Inc-a Cl A (HNGE) 0.9 $22M 571k 38.56
Procept Biorobotics Corp (PRCT) 0.9 $22M 866k 25.01
Citi Trends (CTRN) 0.9 $21M 494k 43.32
Tree (TREE) 0.8 $20M 469k 42.88
Adaptive Biotechnologies Cor (ADPT) 0.8 $18M 1.3M 13.88
National Vision Hldgs (EYE) 0.8 $18M 696k 25.90
Kura Sushi Usa Cl A (KRUS) 0.7 $17M 249k 69.79
Remitly Global (RELY) 0.7 $17M 1.1M 15.67
Indivior Pharmaceuticals (INDV) 0.7 $16M 521k 30.48
Compass Diversified Hldgs Shs Ben Int (CODI) 0.6 $15M 1.9M 7.86
Calix (CALX) 0.6 $15M 306k 48.99
Procept Biorobotics Corp Call Option 0.6 $14M 574k 25.01
Vericel (VCEL) 0.6 $14M 422k 32.17
Willdan (WLDN) 0.5 $13M 165k 76.56
Tower Semiconductor Shs New (TSEM) 0.5 $12M 70k 175.48
Ezcorp Cl A (EZPW) 0.5 $12M 459k 25.38
CECO Environmental (CECO) 0.5 $11M 188k 59.58
Broadcom (AVGO) 0.5 $11M 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 293k 32.92
Progyny (PGNY) 0.4 $9.6M 564k 16.98
Johnson Outdoors Cl A (JOUT) 0.4 $8.8M 190k 46.51
Bellring Brands Inc-w/i Common Stock (BRBR) 0.4 $8.4M 524k 16.09
Warby Parker Cl A (WRBY) 0.3 $8.1M 384k 21.07
Vital Farms (VITL) 0.3 $7.8M 552k 14.12
Robinhood Markets Cl A (HOOD) 0.3 $6.9M 100k 69.30
Fastly Cl A (FSLY) 0.3 $6.5M 225k 29.06
AngioDynamics (ANGO) 0.3 $6.4M 562k 11.37
Ultra Clean Holdings (UCTT) 0.3 $6.2M 100k 62.18
Tactile Systems Technology, In (TCMD) 0.3 $6.2M 238k 26.13
Lo (LOCO) 0.3 $6.0M 432k 13.86
Bluelinx Holdings Com New (BXC) 0.2 $5.6M 103k 54.18
Onto Innovation (ONTO) 0.2 $5.4M 27k 205.07
Blend Labs Cl A (BLND) 0.2 $5.4M 3.2M 1.70
Groupon Com New (GRPN) 0.2 $5.3M 445k 11.90
Jabil Circuit (JBL) 0.2 $5.2M 20k 265.63
Vita Coco Co Inc/the (COCO) 0.2 $5.1M 107k 47.91
Valvoline Inc Common (VVV) 0.2 $5.1M 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 269k 16.97
MarineMax (HZO) 0.2 $4.4M 164k 27.06
NVIDIA Corporation (NVDA) 0.2 $4.4M 25k 174.40
Affirm Hldgs Cl A (AFRM) 0.2 $4.4M 95k 45.82
Draftkings Com Cl A (DKNG) 0.2 $4.3M 200k 21.62
Xometry Cl A (XMTR) 0.1 $3.4M 82k 40.84
Thredup Cl A (TDUP) 0.1 $3.3M 994k 3.28
Priority Technology Hldgs In (PRTH) 0.1 $3.1M 653k 4.72
Benchmark Electronics (BHE) 0.1 $3.0M 53k 56.06
Arlo Technologies (ARLO) 0.1 $2.8M 200k 14.23
Zumiez (ZUMZ) 0.1 $2.8M 125k 22.16
Abercrombie & Fitch Cl A (ANF) 0.1 $2.7M 30k 91.37
Acv Auctions Cl A (ACVA) 0.1 $2.6M 609k 4.24
Stubhub Hldgs Cl A (STUB) 0.1 $2.4M 385k 6.24
Upstart Hldgs (UPST) 0.1 $2.3M 90k 25.65
Napco Security Systems (NSSC) 0.1 $2.0M 51k 39.39
Wingstop (WING) 0.1 $2.0M 13k 154.97
Flutter Entmt SHS (FLUT) 0.1 $2.0M 19k 101.95
Hertz Global Hldgs Com New (HTZ) 0.1 $1.8M 400k 4.61
Fox Factory Hldg (FOXF) 0.1 $1.6M 100k 16.46
Adtran Holdings (ADTN) 0.1 $1.5M 122k 12.58
Sweetgreen Cl A (SG) 0.1 $1.4M 273k 5.19
Gambling Com Group Ordinary Shares (GAMB) 0.0 $1.2M 306k 3.88
Sensus Healthcare (SRTS) 0.0 $1.1M 286k 3.98
Stitch Fix Cl A (SFIX) 0.0 $1.0M 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 87k 9.30
Zevia Pbc-a Cl A (ZVIA) 0.0 $676k 578k 1.17
Lovesac Company (LOVE) 0.0 $563k 38k 14.77
Viant Technology Cl A (DSP) 0.0 $554k 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 4.2k 88.47
Avita Therapeutics (RCEL) 0.0 $370k 100k 3.70
Sleep Number Corp (SNBR) 0.0 $342k 191k 1.79
Revolve Group Cl A (RVLV) 0.0 $312k 14k 22.61
Modine Manufacturing (MOD) 0.0 $301k 1.4k 216.71
Wayfair Cl A (W) 0.0 $263k 3.5k 75.21
J Jill Group (JILL) 0.0 $246k 22k 11.46
Alpha Teknova (TKNO) 0.0 $228k 79k 2.89
Ibotta Class A Com Shs (IBTA) 0.0 $202k 6.7k 29.97
3d Sys Corp Del Com New (DDD) 0.0 $170k 91k 1.88
Lifevantage Com New (LFVN) 0.0 $107k 25k 4.32
Destination Xl (DXLG) 0.0 $101k 198k 0.51
Purple Innovatio (PRPL) 0.0 $92k 139k 0.66
Ziprecruiter Cl A (ZIP) 0.0 $91k 50k 1.84
Gogo (GOGO) 0.0 $49k 12k 4.02