Divisadero Street Capital Management

Divisadero Street Capital Management as of June 30, 2026

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 29M 13.55
Sezzle (SEZL) 6.4 $283M 1.6M 171.63
Carvana Cl A (CVNA) 6.2 $274M 4.2M 65.82
Dave Class A Com New (DAVE) 5.9 $261M 699k 372.59
Hims & Hers Health Com Cl A (HIMS) 4.7 $208M 6.0M 34.67
Celestica (CLS) 3.8 $168M 461k 364.80
Rush Street Interactive (RSI) 3.7 $161M 5.4M 29.74
Sharkninja Com Shs (SN) 2.8 $125M 819k 152.27
CECO Environmental (CECO) 2.7 $121M 1.3M 90.74
Compass Cl A (COMP) 2.7 $117M 9.5M 12.33
Flywire Corporation Com Vtg (FLYW) 2.6 $117M 6.6M 17.57
Realreal (REAL) 2.5 $108M 9.2M 11.79
Turning Pt Brands (TPB) 2.4 $107M 1.3M 84.81
Hinge Health Cl A (HNGE) 2.4 $107M 1.3M 83.00
Willdan (WLDN) 2.4 $105M 1.3M 79.10
Lumentum Hldgs (LITE) 2.1 $93M 108k 858.06
Victorias Secret And Common Stock (VSXY) 1.9 $86M 1.0M 83.48
Omada Health (OMDA) 1.9 $83M 3.8M 21.95
Remitly Global (RELY) 1.9 $83M 3.7M 22.41
Chime Finl Com Shs Cl A (CHYM) 1.7 $75M 3.7M 20.48
Vishay Intertechnology (VSH) 1.6 $72M 1.3M 53.78
American Public Education (APEI) 1.4 $63M 1.2M 53.70
Lifeway Foods (LWAY) 1.4 $63M 2.1M 29.84
Celsius Hldgs Com New (CELH) 1.2 $53M 1.8M 29.28
Amer Sports Com Shs (AS) 1.2 $51M 1.5M 33.84
Element Solutions (ESI) 1.1 $49M 1.0M 47.75
Groupon Com New (GRPN) 1.0 $44M 1.8M 24.06
Citi Trends (CTRN) 0.9 $41M 706k 57.84
National Vision Hldgs (EYE) 0.8 $36M 1.9M 19.01
Enova Intl (ENVA) 0.8 $35M 146k 240.73
Figs Cl A (FIGS) 0.7 $33M 3.2M 10.23
Porch Group (PRCH) 0.7 $32M 2.1M 15.04
Fastly Cl A (FSLY) 0.7 $31M 1.7M 18.36
Ethos Technologies Cl A (LIFE) 0.7 $30M 1.6M 18.14
Webull Corp Ord Shs (BULL) 0.7 $29M 4.4M 6.52
Robinhood Mkts Com Cl A (HOOD) 0.6 $25M 250k 100.28
Thredup Cl A (TDUP) 0.6 $25M 3.6M 6.85
Indivior Pharmaceuticals (INDV) 0.6 $25M 602k 41.03
Vital Farms (VITL) 0.5 $23M 2.0M 11.63
Ichor Holdings SHS (ICHR) 0.5 $23M 201k 112.28
AtriCure (ATRC) 0.5 $22M 801k 27.98
Klarna Group SHS (KLAR) 0.5 $21M 1.0M 20.24
Caredx (CDNA) 0.5 $20M 701k 28.50
Harrow Health (HROW) 0.4 $19M 439k 42.47
Beta Bionics (BBNX) 0.4 $18M 1.1M 15.67
Warby Parker Cl A Com (WRBY) 0.4 $17M 561k 30.34
MarineMax (HZO) 0.4 $17M 456k 36.62
Xpel (XPEL) 0.4 $16M 329k 49.60
Revolve Group Cl A (RVLV) 0.4 $16M 708k 22.89
Select Water Solutions Cl A Com (WTTR) 0.4 $16M 802k 19.98
BJ's Restaurants (BJRI) 0.4 $16M 262k 60.73
United Sts Oil Units (USO) 0.3 $15M 143k 106.44
Firstcash Holdings (FCFS) 0.3 $13M 60k 216.32
Mediaalpha Cl A (MAX) 0.3 $13M 1.0M 12.57
Onto Innovation (ONTO) 0.3 $12M 32k 378.45
Clear Secure Com Cl A (YOU) 0.3 $11M 200k 55.73
Crocs (CROX) 0.2 $11M 91k 120.64
Kulicke and Soffa Industries (KLIC) 0.2 $10M 78k 133.76
Draftkings Com Cl A (DKNG) 0.2 $10M 401k 25.26
Callaway Golf Company (CALY) 0.2 $9.7M 516k 18.79
Establishment Labs Holdings Ord (ESTA) 0.2 $9.2M 107k 85.81
Compass Diversified Sh Ben Int (CODI) 0.2 $8.8M 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 107k 81.55
Axogen (AXGN) 0.2 $7.9M 170k 46.19
Penguin Solutions (PENG) 0.2 $7.6M 100k 76.01
Acv Auctions Com Cl A (ACVA) 0.2 $7.2M 1.0M 7.19
Haemonetics Corporation (HAE) 0.2 $7.2M 97k 75.00
Lo (LOCO) 0.2 $7.0M 410k 16.96
Designer Brands Cl A (DBI) 0.2 $6.9M 1.2M 5.83
Ftai Aviation SHS (FTAI) 0.2 $6.8M 25k 270.53
Flex Ord (FLEX) 0.1 $6.5M 40k 162.07
Semtech Corporation (SMTC) 0.1 $6.5M 40k 161.85
Build-A-Bear Workshop (BBW) 0.1 $6.4M 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 28k 218.70
Procore Technologies (PCOR) 0.1 $6.1M 150k 40.62
Construction Partners Com Cl A (ROAD) 0.1 $6.0M 51k 118.77
Bandwidth Com Cl A (BAND) 0.1 $5.4M 86k 63.30
Everquote Com Cl A (EVER) 0.1 $5.2M 219k 23.79
Clearfield (CLFD) 0.1 $5.2M 131k 39.79
PAR Technology Corporation (PAR) 0.1 $4.7M 268k 17.42
Franklin Covey (FC) 0.1 $4.6M 186k 24.53
Tower Semiconductor Shs New (TSEM) 0.1 $4.4M 17k 260.64
Stubhub Hldgs Cl A (STUB) 0.1 $4.2M 330k 12.87
Procept Biorobotics Corp (PRCT) 0.1 $4.1M 180k 22.58
Lattice Semiconductor (LSCC) 0.1 $3.9M 25k 152.96
1 800 Flowers Cl A (FLWS) 0.1 $3.6M 1.0M 3.48
Arlo Technologies (ARLO) 0.1 $3.4M 252k 13.48
Via Transn Com Cl A (VIA) 0.1 $3.1M 173k 18.14
Philip Morris International (PM) 0.1 $3.0M 17k 180.91
Tactile Systems Technology, In (TCMD) 0.1 $3.0M 100k 29.78
Ezcorp Cl A Non Vtg (EZPW) 0.1 $2.9M 83k 34.57
Sweetgreen Com Cl A (SG) 0.1 $2.5M 289k 8.81
Alphatec Hldgs Com New (ATEC) 0.1 $2.5M 284k 8.65
Upstart Hldgs (UPST) 0.1 $2.4M 68k 35.43
Prog Holdings Com Npv (PRG) 0.1 $2.3M 50k 46.61
Bobs Disc Furniture Com Shs (BOBS) 0.1 $2.3M 144k 15.82
TTM Technologies (TTMI) 0.1 $2.2M 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 70k 25.19
Freshpet (FRPT) 0.0 $1.7M 30k 59.12
Fox Factory Hldg (FOXF) 0.0 $1.7M 100k 16.95
Onewater Marine Cl A Com (ONEW) 0.0 $1.6M 144k 11.27
Vericel (VCEL) 0.0 $1.6M 36k 44.49
Driven Brands Hldgs (DRVN) 0.0 $1.4M 100k 13.94
Stitch Fix Com Cl A (SFIX) 0.0 $1.3M 312k 4.11
NetGear (NTGR) 0.0 $1.2M 52k 23.35
Mayville Engineering (MEC) 0.0 $1.0M 28k 37.46
Monday SHS (MNDY) 0.0 $1.0M 14k 72.39
Bellring Brands Common Stock (BRBR) 0.0 $939k 73k 12.94
Priority Technology Hldgs In (PRTH) 0.0 $863k 129k 6.67
Medifast (MED) 0.0 $847k 80k 10.61
Sensus Healthcare (SRTS) 0.0 $841k 279k 3.02
Amplitude Com Cl A (AMPL) 0.0 $765k 100k 7.65
Avis Budget (CAR) 0.0 $760k 5.1k 147.83
Argan (AGX) 0.0 $661k 828.00 798.55
Lovesac Company (LOVE) 0.0 $636k 38k 16.69
Xometry Class A Com (XMTR) 0.0 $614k 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 5.5k 86.20
Workiva Com Cl A (WK) 0.0 $464k 9.6k 48.51
Alpha Teknova (TKNO) 0.0 $448k 79k 5.68
Viant Technology Com Cl A (DSP) 0.0 $438k 35k 12.66
Avita Therapeutics (RCEL) 0.0 $413k 100k 4.13
Webtoon Entmt (WBTN) 0.0 $365k 32k 11.42
J Jill Group (JILL) 0.0 $340k 22k 15.87
Blend Labs Cl A (BLND) 0.0 $340k 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 100k 2.27
Calix (CALX) 0.0 $212k 5.7k 37.32
Ziprecruiter Cl A (ZIP) 0.0 $186k 50k 3.75
Inogen (INGN) 0.0 $119k 18k 6.45
Purple Innovatio (PRPL) 0.0 $50k 139k 0.36
Gogo (GOGO) 0.0 $38k 12k 3.10