Divisadero Street Capital Management, LP

CIK

1901865

Location

MIAMI, FL

Portfolio Value

Mid $2,199,267,155

Diversification

Diversified

Filing Date

Global Rank

#1,112 / 7,976 ▲ 201

Top Industry

Gambling 15.2%

3Y Alpha vs SPY

-5.0%

Period ended 9 months ago

Filed Nov 14, 2025 · 7mo

16 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.5%

SPY

+76.3%

Annualised alpha

-5.0%

Max drawdown

−39.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

160 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

11.2%

+0.7 pts

Top 5

33.1%

−7.0 pts

Top 10

47.6%

−11.1 pts

HHI

351

Diversified−98

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Consumer Cyclical	38.7%	$851,606,893	55
Technology	20.8%	$456,363,502	22
Consumer Defensive	13.8%	$303,254,902	17
Healthcare	9.4%	$206,040,145	37
Financial Services	8.2%	$179,683,511	6
Industrials	6.8%	$149,534,641	13
Communication Services	2.1%	$46,653,061	8
Real Estate	0.3%	$6,022,500	1
Utilities	0.0%	$108,000	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGHC	Super Group (SGHC) Ltd	+18,394,777	18,608,710	$245,634,972
ZVIA	Zevia PBC	+2,928,382	6,159,362	$16,753,464
REAL	TheRealReal, Inc.	+2,254,300	2,599,801	$27,635,884
EVLV	Evolv Technologies Holdings, Inc.	+1,306,554	1,427,935	$10,780,909
SVV	Savers Value Village, Inc.	+891,946	2,464,291	$32,651,855
DNUT	Krispy Kreme, Inc.	+589,341	1,089,341	$4,215,749
SEZL	Sezzle Inc.	+587,129	1,494,617	$118,866,890
VITL	Vital Farms, Inc.	+564,711	993,338	$40,875,858
CALX	Calix, Inc	+400,851	453,873	$27,854,186
DAVE	Dave Inc./DE	+390,676	925,266	$184,451,777
GENI	Genius Sports Ltd	+378,907	545,892	$6,758,142
SN	SharkNinja, Inc.	+290,000	774,408	$79,880,185
ANGO	Angiodynamics Inc	+282,695	3,678,125	$41,084,656
XPEL	XPEL, Inc.	+275,651	416,890	$13,786,552
CRMD	CorMedix Inc.	+217,050	288,050	$3,350,021
XPOF	Xponential Fitness, Inc.	+186,943	368,801	$2,872,959
PGY	Pagaya Technologies Ltd.	+185,000	416,919	$12,378,325
PRCH	Porch Group, Inc.	+163,271	2,606,883	$43,743,496
PACK	Ranpak Holdings Corp.	+150,000	250,001	$1,405,005
EAT	Brinker International, Inc	+144,825	268,936	$34,068,812
SRTS	Sensus Healthcare, Inc.	+128,224	452,897	$1,422,096
LITE	Lumentum Holdings Inc.	+120,698	163,303	$26,571,031
CLS	Celestica Inc	+113,850	196,211	$48,342,466
AS	Amer Sports, Inc.	+113,533	413,533	$14,370,271
BKSY	BlackSky Technology Inc.	+109,610	365,910	$7,373,086
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RELY	Remitly Global, Inc.	−6,858,543	61,463	$1,001,846
RSI	Rush Street Interactive, Inc.	−3,786,601	4,019,151	$82,312,212
BLND	Blend Labs, Inc.	−1,392,275	4,113,247	$15,013,351
PRTH	Priority Technology Holdings, Inc.	−1,255,625	1,491,210	$10,244,612
CELH	Celsius Holdings, Inc.	−716,932	780,518	$44,871,979
FLYW	Flywire Corp	−633,917	4,150,737	$56,200,978
SIG	Signet Jewelers Ltd	−552,832	80,000	$7,673,600
ARLO	Arlo Technologies, Inc.	−459,386	691,557	$11,721,891
LOCO	El Pollo Loco Holdings, Inc.	−393,437	837,650	$8,125,205
BVS	Bioventus Inc.	−385,116	695,517	$4,653,008
GRPN	Groupon, Inc.	−368,656	444,965	$10,389,932
INGN	Inogen Inc	−367,253	88,136	$720,071
CARG	CarGurus, Inc.	−324,070	112,113	$4,173,966
EVER	EverQuote, Inc.	−265,631	187,589	$4,290,160
ETON	Eton Pharmaceuticals, Inc.	−199,716	298,000	$6,475,540
JILL	J.Jill, Inc.	−162,208	867,244	$14,873,234
EYE	National Vision Holdings, Inc.	−153,407	400,550	$11,692,054
FOXF	Fox Factory Holding Corp	−152,677	665,680	$16,169,367
SIBN	SI-BONE, Inc.	−92,328	247,463	$3,642,655
CZR	Caesars Entertainment, Inc.	−75,000	175,000	$4,729,375
ATRC	AtriCure, Inc.	−27,731	5,959	$210,054
WLDN	Willdan Group, Inc.	−25,834	253,121	$24,474,269
HROW	Harrow, Inc.	−21,900	118,670	$5,717,520
FIGS	FIGS, Inc.	−6,216	34,539	$231,065
RXST	RxSight, Inc.	−4,058	214,860	$1,931,591
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LRN	Stride, Inc.	375,000	$55,852,500
KRUS	Kura Sushi USA, Inc.	582,156	$34,585,887
AGX	Argan Inc	125,534	$33,900,456
OMDA	Omada Health, Inc.	1,379,941	$30,510,495
FIVE	Five Below, Inc	155,000	$23,978,500
ANIP	Ani Pharmaceuticals Inc	234,219	$21,454,460
FSLY	Fastly, Inc.	2,476,487	$21,173,963
IMAX	Imax Corp	640,461	$20,975,097
LWAY	Lifeway Foods, Inc.	630,183	$17,493,880
HZO	Marinemax Inc	656,154	$16,620,380
APEI	American Public Education Inc	382,772	$15,108,010
TTMI	Ttm Technologies Inc	235,771	$13,580,409
PL	Planet Labs PBC	1,045,000	$13,564,100
TDUP	ThredUp Inc.	994,249	$9,395,653
CLOV	Clover Health Investments, Corp. /De	2,768,088	$8,470,349
CECO	Ceco Environmental Corp	150,000	$7,680,000
JOUT	Johnson Outdoors Inc	190,057	$7,676,402
STRL	Sterling Infrastructure, Inc.	20,000	$6,793,600
COMP	Compass, Inc.	750,000	$6,022,500
DCTH	Delcath Systems, Inc.	476,160	$5,118,720
RVLV	Revolve Group, Inc.	239,901	$5,109,891
SCVL	Shoe Carnival Inc	183,418	$3,813,260
LQDA	Liquidia Corp	158,004	$3,593,010
XERS	Xeris Biopharma Holdings, Inc.	406,334	$3,307,558
FRPT	Freshpet, Inc.	55,587	$3,063,399
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BBNX	Beta Bionics, Inc.	948,965	$13,816,930
GKOS	GLAUKOS Corp	101,791	$10,513,992
NUTX	Nutex Health Inc.	60,094	$7,481,102
LTH	Life Time Group Holdings, Inc.	177,417	$5,381,057
CIEN	Ciena Corp	40,000	$3,253,200
CWAN	Clearwater Analytics Holdings, Inc.	125,000	$2,741,250
CYRX	Cryoport, Inc.	93,500	$697,510
BMBL	Bumble Inc.	11,000	$72,490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

160 positions · $2,199,267,155 total · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 160 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGHC	Super Group (SGHC) Ltd Consumer Cyclical	Added	18,608,710	+18,394,777	$245,634,972	+10366.6%	11.17%
DAVE	Dave Inc./DE Technology	Reduced	925,266	-143,914	$184,451,777	−35.7%	8.39%
SEZL	Sezzle Inc. Financial Services	Added	1,494,617	+587,129	$118,866,890	−26.9%	5.40%
TPB	Turning Point Brands, Inc. Consumer Defensive	Added	974,066	+30,282	$96,296,164	+34.7%	4.38%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Reduced	4,019,151	-3,786,601	$82,312,212	−29.2%	3.74%
SN	SharkNinja, Inc. Consumer Cyclical	Added	774,408	+290,000	$79,880,185	+66.6%	3.63%
CVNA	Carvana Co. Consumer Cyclical	Added	208,320	+15,001	$78,586,636	+20.6%	3.57%
FLYW	Flywire Corp Technology	Reduced	4,150,737	-633,917	$56,200,978	+0.4%	2.56%
LRN	Stride, Inc. Consumer Defensive	NEW	375,000	NEW	$55,852,500	NEW	2.54%
CLS	Celestica Inc Technology	Added	196,211	+113,850	$48,342,466	+276.0%	2.20%
CELH	Celsius Holdings, Inc. Consumer Defensive	Reduced	780,518	-716,932	$44,871,979	−35.4%	2.04%
PRCH	Porch Group, Inc. Financial Services	Added	2,606,883	+163,271	$43,743,496	+51.8%	1.99%
ANGO	Angiodynamics Inc Healthcare	Added	3,678,125	+282,695	$41,084,656	+22.0%	1.87%
VITL	Vital Farms, Inc. Consumer Defensive	Added	993,338	+564,711	$40,875,858	+147.6%	1.86%
KRUS	Kura Sushi USA, Inc. Consumer Cyclical	NEW	582,156	NEW	$34,585,887	NEW	1.57%
EAT	Brinker International, Inc Consumer Cyclical	Added	268,936	+144,825	$34,068,812	+52.2%	1.55%
AGX	Argan Inc Industrials	NEW	125,534	NEW	$33,900,456	NEW	1.54%
SVV	Savers Value Village, Inc. Consumer Cyclical	Added	2,464,291	+891,946	$32,651,855	+103.6%	1.48%
OMDA	Omada Health, Inc. Healthcare	NEW	1,379,941	NEW	$30,510,495	NEW	1.39%
CALX	Calix, Inc Technology	Added	453,873	+400,851	$27,854,186	+887.7%	1.27%
REAL	TheRealReal, Inc. Consumer Cyclical	Added	2,599,801	+2,254,300	$27,635,884	+1569.9%	1.26%
LITE	Lumentum Holdings Inc. Technology	Added	163,303	+120,698	$26,571,031	+556.1%	1.21%
HIMS	Hims & Hers Health, Inc. Healthcare	Held	465,093	0	$26,380,074	+13.8%	1.20%
WLDN	Willdan Group, Inc. Industrials	Reduced	253,121	-25,834	$24,474,269	+40.4%	1.11%
FIVE	Five Below, Inc Consumer Cyclical	NEW	155,000	NEW	$23,978,500	NEW	1.09%
ANIP	Ani Pharmaceuticals Inc Healthcare	NEW	234,219	NEW	$21,454,460	NEW	0.98%
FSLY	Fastly, Inc. Technology	NEW	2,476,487	NEW	$21,173,963	NEW	0.96%
IMAX	Imax Corp Communication Services	NEW	640,461	NEW	$20,975,097	NEW	0.95%
FN	Fabrinet Technology	Added	56,344	+20,556	$20,544,149	+94.8%	0.93%
LWAY	Lifeway Foods, Inc. Consumer Defensive	NEW	630,183	NEW	$17,493,880	NEW	0.80%
MMS	Maximus, Inc. Industrials	Added	183,872	+88,872	$16,800,384	+151.9%	0.76%
ZVIA	Zevia PBC Consumer Defensive	Added	6,159,362	+2,928,382	$16,753,464	+61.0%	0.76%
HZO	Marinemax Inc Consumer Cyclical	NEW	656,154	NEW	$16,620,380	NEW	0.76%
FOXF	Fox Factory Holding Corp Consumer Cyclical	Reduced	665,680	-152,677	$16,169,367	−23.8%	0.74%
APEI	American Public Education Inc Consumer Defensive	NEW	382,772	NEW	$15,108,010	NEW	0.69%
BLND	Blend Labs, Inc. Technology	Reduced	4,113,247	-1,392,275	$15,013,351	−17.4%	0.68%
JILL	J.Jill, Inc. Consumer Cyclical	Reduced	867,244	-162,208	$14,873,234	−1.3%	0.68%
AS	Amer Sports, Inc. Consumer Cyclical	Added	413,533	+113,533	$14,370,271	+23.6%	0.65%
XPEL	XPEL, Inc. Consumer Cyclical	Added	416,890	+275,651	$13,786,552	+171.9%	0.63%
TTMI	Ttm Technologies Inc Technology	NEW	235,771	NEW	$13,580,409	NEW	0.62%
PL	Planet Labs PBC Industrials	NEW	1,045,000	NEW	$13,564,100	NEW	0.62%
PGY	Pagaya Technologies Ltd. Technology	Added	416,919	+185,000	$12,378,325	+150.3%	0.56%
ARLO	Arlo Technologies, Inc. Industrials	Reduced	691,557	-459,386	$11,721,891	−39.9%	0.53%
EYE	National Vision Holdings, Inc. Consumer Cyclical	Reduced	400,550	-153,407	$11,692,054	−8.3%	0.53%
MOD	Modine Manufacturing Co Consumer Cyclical	Held	78,300	0	$11,131,128	+44.3%	0.51%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Added	1,427,935	+1,306,554	$10,780,909	+1323.4%	0.49%
GRPN	Groupon, Inc. Communication Services	Reduced	444,965	-368,656	$10,389,932	−61.8%	0.47%
PRTH	Priority Technology Holdings, Inc. Technology	Reduced	1,491,210	-1,255,625	$10,244,612	−52.1%	0.47%
AFRM	Affirm Holdings, Inc. Financial Services	Added	136,246	+70,880	$9,956,857	+120.3%	0.45%
TDUP	ThredUp Inc. Consumer Cyclical	NEW	994,249	NEW	$9,395,653	NEW	0.43%