Divisadero Street Capital Management, LP

CIK

1901865

Location

MIAMI, FL

Portfolio Value

Mid $4,412,458,191

Diversification

Diversified

Filing Date

Global Rank

#810 / 8,700 ▲ 588

Top Industry

Gambling 13.0%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

19 quarters · since Dec 2021

Portfolio Concentration

140 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

+0.7 pts

Top 5

32.3%

+3.8 pts

Top 10

48.0%

+1.5 pts

HHI

338

Diversified+24

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	33.9%	$1,495,853,859	40
Technology	23.9%	$1,052,589,133	34
Healthcare	12.8%	$563,127,892	22
Financial Services	10.3%	$452,443,427	10
Consumer Defensive	7.2%	$319,640,050	9
Industrials	6.0%	$264,361,256	14
Real Estate	2.7%	$117,202,876	1
Communication Services	1.5%	$67,278,513	7
Basic Materials	1.1%	$48,765,929	1
Energy	0.4%	$16,027,556	1
Unclassified	0.3%	$15,167,700	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGHC	Super Group (SGHC) Ltd	+13,046,788	29,372,259	$397,994,109
COMP	Compass, Inc.	+6,115,578	9,505,505	$117,202,876
HIMS	Hims & Hers Health, Inc.	+5,539,672	6,009,505	$208,349,538
REAL	TheRealReal, Inc.	+4,855,491	9,198,248	$108,447,343
CVNA	Carvana Co.	+3,936,978	4,163,614	$274,049,073
RELY	Remitly Global, Inc.	+2,665,529	3,719,086	$83,344,717
TDUP	ThredUp Inc.	+2,634,257	3,628,206	$24,853,211
FSLY	Fastly, Inc.	+1,469,262	1,694,262	$31,106,650
VITL	Vital Farms, Inc.	+1,451,733	2,003,588	$23,301,728
GRPN	Groupon, Inc.	+1,400,873	1,845,838	$44,410,862
AS	Amer Sports, Inc.	+1,227,496	1,520,280	$51,446,275
EYE	National Vision Holdings, Inc.	+1,203,418	1,899,450	$36,108,544
WLDN	Willdan Group, Inc.	+1,159,306	1,324,293	$104,751,576
CECO	Ceco Environmental Corp	+1,142,217	1,329,817	$120,667,594
TPB	Turning Point Brands, Inc.	+969,725	1,265,303	$107,310,347
MAX	MediaAlpha, Inc.	+933,081	1,019,988	$12,821,249
FLWS	1 800 Flowers Com Inc	+860,771	1,033,166	$3,595,417
HNGE	Hinge Health, Inc.	+719,964	1,290,623	$107,121,709
RVLV	Revolve Group, Inc.	+694,440	708,216	$16,211,064
LWAY	Lifeway Foods, Inc.	+692,772	2,101,540	$62,709,953
FLYW	Flywire Corp	+573,919	6,644,513	$116,744,093
ACVA	ACV Auctions Inc.	+398,353	1,007,453	$7,243,587
SEZL	Sezzle Inc.	+337,917	1,649,531	$283,109,005
HZO	Marinemax Inc	+292,325	455,971	$16,697,658
CTRN	Citi Trends Inc	+211,405	705,451	$40,803,285
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BULL	Webull Corp	−5,133,670	4,414,549	$28,782,859
BLND	Blend Labs, Inc.	−2,976,229	198,863	$340,055
OMDA	Omada Health, Inc.	−2,088,020	3,799,695	$83,403,305
CODI	Compass Diversified Holdings	−1,102,956	827,298	$8,818,996
WTTR	Select Water Solutions, Inc.	−1,099,471	802,180	$16,027,556
RSI	Rush Street Interactive, Inc.	−1,001,277	5,425,402	$161,351,455
AXGN	Axogen, Inc.	−925,465	170,416	$7,871,515
BBW	Build-A-Bear Workshop Inc	−814,951	210,019	$6,428,681
CELH	Celsius Holdings, Inc.	−714,686	1,820,624	$53,307,870
PRCT	PROCEPT BioRobotics Corp	−686,078	180,260	$4,070,270
PRTH	Priority Technology Holdings, Inc.	−523,615	129,404	$863,124
BRBR	Bellring Brands, Inc.	−451,175	72,565	$938,991
XPEL	XPEL, Inc.	−391,760	328,665	$16,301,784
VCEL	Vericel Corp	−385,843	36,335	$1,616,544
EZPW	Ezcorp Inc	−376,254	82,602	$2,855,551
ATRC	AtriCure, Inc.	−359,024	800,931	$22,410,049
HTZ	Hertz Global Holdings, Inc	−300,000	100,000	$226,500
CALX	Calix, Inc	−300,000	5,670	$211,604
VSXY	Victoria's Secret & Co.	−152,203	1,025,972	$85,648,142
TCMD	Tactile Systems Technology Inc	−138,262	99,622	$2,966,743
XMTR	Xometry, Inc.	−75,809	6,363	$614,156
INGN	Inogen Inc	−69,723	18,413	$118,763
STUB	StubHub Holdings, Inc.	−55,036	329,602	$4,241,977
TSEM	Tower Semiconductor Ltd	−53,000	17,000	$4,430,880
LOCO	El Pollo Loco Holdings, Inc.	−22,370	409,925	$6,952,328
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CHYM	Chime Financial, Inc.	3,665,150	$75,062,272
VSH	Vishay Intertechnology Inc	1,345,094	$72,339,155
ESI	Element Solutions Inc	1,021,276	$48,765,929
ENVA	Enova International, Inc.	146,238	$35,203,873
PRCH	Porch Group, Inc.	2,105,695	$31,669,652
LIFE	Ethos Technologies Inc.	1,635,921	$29,675,606
ICHR	Ichor Holdings, Ltd.	200,621	$22,525,725
KLAR	Klarna Group plc	1,032,328	$20,894,318
CDNA	CareDx, Inc.	700,938	$19,976,733
HROW	Harrow, Inc.	439,155	$18,650,912
BBNX	Beta Bionics, Inc.	1,113,802	$17,453,277
BJRI	BJs RESTAURANTS INC	262,421	$15,939,451
USO	United States Oil Fund, LP	142,500	$15,167,700
FCFS	FirstCash Holdings, Inc.	59,500	$12,871,040
YOU	Clear Secure, Inc.	200,000	$11,146,000
CROX	Crocs, Inc.	91,371	$11,022,997
KLIC	Kulicke & Soffa Industries Inc	78,000	$10,433,280
CALY	Callaway Golf Co	515,778	$9,691,468
ESTA	Establishment Labs Holdings Inc.	106,675	$9,153,781
PENG	Penguin Solutions, Inc.	100,000	$7,601,000
HAE	Haemonetics Corp	96,459	$7,234,425
DBI	Designer Brands Inc.	1,184,045	$6,902,982
FTAI	FTAI Aviation Ltd.	25,000	$6,763,250
FLEX	Flex Ltd.	40,000	$6,482,800
SMTC	Semtech Corp	40,000	$6,474,000
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EAT	Brinker International, Inc	258,228	$36,867,211
LINC	Lincoln Educational Services Corp	825,556	$33,583,618
LRN	Stride, Inc.	308,500	$27,200,445
TREE	LendingTree, Inc.	469,269	$20,122,254
KRUS	Kura Sushi USA, Inc.	248,812	$17,364,589
AVGO	Broadcom Inc.	35,000	$10,832,850
PGNY	Progyny, Inc.	563,609	$9,570,080
ANGO	Angiodynamics Inc	562,153	$6,391,679
UCTT	Ultra Clean Holdings, Inc.	100,000	$6,218,000
JBL	Jabil Inc	19,500	$5,179,785
COCO	Vita Coco Company, Inc.	107,243	$5,138,012
VVV	Valvoline Inc	150,000	$5,052,000
FTK	Flotek Industries Inc/Cn/	269,262	$4,569,376
NVDA	Nvidia Corp	25,000	$4,360,000
BHE	Benchmark Electronics Inc	53,047	$2,973,814
ANF	Abercrombie & Fitch Co /De/	30,000	$2,741,100
ADTN	ADTRAN Holdings, Inc.	121,731	$1,531,375
ZVIA	Zevia PBC	577,497	$675,671
SHAK	Shake Shack Inc.	4,238	$374,935
SNBRQ	Sleep Number Corp	190,473	$342,851
MOD	Modine Manufacturing Co	1,390	$301,226
W	Wayfair Inc.	3,500	$263,235
IBTA	Ibotta, Inc.	6,727	$201,608
LFVN	Lifevantage Corp	24,670	$106,574
DXLG	Destination XL Group, Inc.	197,937	$100,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 tracked positions · $4,412,458,191 total · filing declares 142 positions · $4,412,456,934 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGHC	Super Group (SGHC) Ltd CALL + SHARES Consumer Cyclical	Added	29,372,259	+13,046,788	$397,994,109	+125.7%	9.02%
SEZL	Sezzle Inc. Financial Services	Added	1,649,531	+337,917	$283,109,005	+241.0%	6.42%
CVNA	Carvana Co. Consumer Cyclical	Added	4,163,614	+3,936,978	$274,049,073	+284.6%	6.21%
DAVE	Dave Inc./DE Technology	Added	699,366	+58,526	$260,576,777	+133.6%	5.91%
HIMS	Hims & Hers Health, Inc. Healthcare	Added	6,009,505	+5,539,672	$208,349,538	+2036.1%	4.72%
CLS	Celestica Inc Technology	Added	461,397	+155,581	$168,317,625	+95.4%	3.81%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Reduced	5,425,402	-1,001,277	$161,351,455	+15.4%	3.66%
SN	SharkNinja, Inc. Consumer Cyclical	Added	819,163	+50,000	$124,733,950	+53.1%	2.83%
CECO	Ceco Environmental Corp Industrials	Added	1,329,817	+1,142,217	$120,667,594	+979.6%	2.73%
COMP	Compass, Inc. Real Estate	Added	9,505,505	+6,115,578	$117,202,876	+373.0%	2.66%
FLYW	Flywire Corp Technology	Added	6,644,513	+573,919	$116,744,093	+65.2%	2.65%
REAL	TheRealReal, Inc. Consumer Cyclical	Added	9,198,248	+4,855,491	$108,447,343	+175.0%	2.46%
TPB	Turning Point Brands, Inc. Consumer Defensive	Added	1,265,303	+969,725	$107,310,347	+318.3%	2.43%
HNGE	Hinge Health, Inc. Healthcare	Added	1,290,623	+719,964	$107,121,709	+386.8%	2.43%
WLDN	Willdan Group, Inc. Industrials	Added	1,324,293	+1,159,306	$104,751,576	+729.3%	2.37%
LITE	Lumentum Holdings Inc. Technology	Added	108,188	+14,996	$92,831,795	+41.7%	2.10%
VSXY	Victoria's Secret & Co. Consumer Cyclical	Reduced	1,025,972	-152,203	$85,648,142	+56.8%	1.94%
OMDA	Omada Health, Inc. Healthcare	Reduced	3,799,695	-2,088,020	$83,403,305	+12.7%	1.89%
RELY	Remitly Global, Inc. Technology	Added	3,719,086	+2,665,529	$83,344,717	+404.8%	1.89%
CHYM	Chime Financial, Inc. PUT + SHARES Technology	NEW	3,665,150	NEW	$75,062,272	NEW	1.70%
VSH	Vishay Intertechnology Inc Technology	NEW	1,345,094	NEW	$72,339,155	NEW	1.64%
APEI	American Public Education Inc Consumer Defensive	Added	1,169,356	+117,287	$62,794,417	+4.9%	1.42%
LWAY	Lifeway Foods, Inc. Consumer Defensive	Added	2,101,540	+692,772	$62,709,953	+130.2%	1.42%
CELH	Celsius Holdings, Inc. Consumer Defensive	Reduced	1,820,624	-714,686	$53,307,870	−40.7%	1.21%
AS	Amer Sports, Inc. Consumer Cyclical	Added	1,520,280	+1,227,496	$51,446,275	+433.8%	1.17%
ESI	Element Solutions Inc Basic Materials	NEW	1,021,276	NEW	$48,765,929	NEW	1.11%
GRPN	Groupon, Inc. Communication Services	Added	1,845,838	+1,400,873	$44,410,862	+738.7%	1.01%
CTRN	Citi Trends Inc Consumer Cyclical	Added	705,451	+211,405	$40,803,285	+90.7%	0.92%
EYE	National Vision Holdings, Inc. Consumer Cyclical	Added	1,899,450	+1,203,418	$36,108,544	+100.3%	0.82%
ENVA	Enova International, Inc. Financial Services	NEW	146,238	NEW	$35,203,873	NEW	0.80%
FIGS	FIGS, Inc. Consumer Cyclical	Reduced	3,191,026	-5,370	$32,644,195	−30.9%	0.74%
PRCH	Porch Group, Inc. Financial Services	NEW	2,105,695	NEW	$31,669,652	NEW	0.72%
FSLY	Fastly, Inc. Technology	Added	1,694,262	+1,469,262	$31,106,650	+375.7%	0.70%
LIFE	Ethos Technologies Inc. Financial Services	NEW	1,635,921	NEW	$29,675,606	NEW	0.67%
BULL	Webull Corp Technology	Reduced	4,414,549	-5,133,670	$28,782,859	−37.2%	0.65%
HOOD	Robinhood Markets, Inc. Financial Services	Added	250,000	+150,000	$25,070,000	+261.8%	0.57%
TDUP	ThredUp Inc. Consumer Cyclical	Added	3,628,206	+2,634,257	$24,853,211	+662.3%	0.56%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	Added	601,863	+80,780	$24,694,438	+55.5%	0.56%
VITL	Vital Farms, Inc. Consumer Defensive	Added	2,003,588	+1,451,733	$23,301,728	+199.0%	0.53%
ICHR	Ichor Holdings, Ltd. Technology	NEW	200,621	NEW	$22,525,725	NEW	0.51%
ATRC	AtriCure, Inc. Healthcare	Reduced	800,931	-359,024	$22,410,049	−32.3%	0.51%
KLAR	Klarna Group plc Financial Services	NEW	1,032,328	NEW	$20,894,318	NEW	0.47%
CDNA	CareDx, Inc. Healthcare	NEW	700,938	NEW	$19,976,733	NEW	0.45%
HROW	Harrow, Inc. Healthcare	NEW	439,155	NEW	$18,650,912	NEW	0.42%
BBNX	Beta Bionics, Inc. Healthcare	NEW	1,113,802	NEW	$17,453,277	NEW	0.40%
WRBY	Warby Parker Inc. Healthcare	Added	561,117	+177,208	$17,024,289	+110.5%	0.39%
HZO	Marinemax Inc Consumer Cyclical	Added	455,971	+292,325	$16,697,658	+277.1%	0.38%
XPEL	XPEL, Inc. Consumer Cyclical	Reduced	328,665	-391,760	$16,301,784	−48.9%	0.37%
RVLV	Revolve Group, Inc. Consumer Cyclical	Added	708,216	+694,440	$16,211,064	+5104.6%	0.37%
WTTR	Select Water Solutions, Inc. Energy	Reduced	802,180	-1,099,471	$16,027,556	−44.9%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.