Divisadero Street Capital Management, LP

CIK

1901865

Location

MIAMI, FL

Portfolio Value

Mid $2,079,367,729

Diversification

Diversified

Filing Date

Global Rank

#1,178 / 8,607 ▲ 64 · as of Mar 2026

Top Industry

Gambling 15.6%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed May 15, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+60.0%

SPY

+75.9%

Annualised alpha

-3.8%

Max drawdown

−38.8%

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

115 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−6.3 pts

Top 5

29.0%

−12.1 pts

Top 10

47.1%

−13.6 pts

HHI

315

Diversified−242

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	37.5%	$780,802,480	41
Technology	22.9%	$475,932,644	21
Consumer Defensive	14.0%	$290,286,619	12
Healthcare	13.6%	$282,277,452	19
Financial Services	6.2%	$128,364,179	6
Industrials	2.6%	$54,615,463	8
Energy	1.6%	$33,664,636	2
Real Estate	1.2%	$24,780,366	1
Communication Services	0.4%	$8,643,890	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BULL	Webull Corp	+8,748,219	9,548,219	$45,831,451
OMDA	Omada Health, Inc.	+5,418,118	5,887,715	$74,008,577
COMP	Compass, Inc.	+2,139,927	3,389,927	$24,780,366
RSI	Rush Street Interactive, Inc.	+2,015,375	6,426,679	$139,780,268
REAL	TheRealReal, Inc.	+1,192,314	4,342,757	$39,432,233
RELY	Remitly Global, Inc.	+992,094	1,053,557	$16,509,238
ADPT	Adaptive Biotechnologies Corp	+957,317	1,318,661	$18,303,014
VSXY	Victoria's Secret & Co.	+684,762	1,178,175	$54,620,193
AXGN	Axogen, Inc.	+592,059	1,095,881	$36,306,537
HNGE	Hinge Health, Inc.	+546,020	570,659	$22,004,611
BRBR	Bellring Brands, Inc.	+467,960	523,740	$8,426,976
EYE	National Vision Holdings, Inc.	+344,187	696,032	$18,027,228
EZPW	Ezcorp Inc	+320,351	458,856	$11,645,765
CTRN	Citi Trends Inc	+290,939	494,046	$21,402,072
FLYW	Flywire Corp	+284,132	6,070,594	$70,661,714
PGNY	Progyny, Inc.	+199,985	563,609	$9,570,080
VCEL	Vericel Corp	+197,178	422,178	$13,581,466
SEZL	Sezzle Inc.	+188,388	1,311,614	$83,012,050
CLS	Celestica Inc	+130,804	305,816	$86,142,250
LWAY	Lifeway Foods, Inc.	+61,133	1,408,768	$27,245,573
SNBRQ	Sleep Number Corp	+34,375	190,473	$342,851
SG	Sweetgreen, Inc.	+18,026	273,270	$1,418,271
VITL	Vital Farms, Inc.	+17,075	551,855	$7,792,192
CVNA	Carvana Co.	+8,447	226,636	$14,249,965
CELH	Celsius Holdings, Inc.	+5,098	2,535,310	$89,952,798
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
SGHC	Super Group (SGHC) Ltd	−7,803,058	16,325,471	$176,315,086
ZVIA	Zevia PBC	−2,636,464	577,497	$675,671
BLND	Blend Labs, Inc.	−2,526,030	3,175,092	$5,397,656
AS	Amer Sports, Inc.	−2,198,061	292,784	$9,638,449
FIGS	FIGS, Inc.	−1,214,236	3,196,396	$47,210,768
MAX	MediaAlpha, Inc.	−762,104	86,907	$808,235
NSSC	Napco Security Technologies, Inc	−758,930	50,799	$2,000,972
APEI	American Public Education Inc	−619,489	1,052,069	$59,841,684
PRTH	Priority Technology Holdings, Inc.	−404,875	653,019	$3,082,249
DAVE	Dave Inc./DE	−345,868	640,840	$111,563,835
DKNG	DraftKings Inc.	−301,925	200,237	$4,329,123
UPST	Upstart Holdings, Inc.	−280,411	89,589	$2,297,957
LOCO	El Pollo Loco Holdings, Inc.	−260,370	432,295	$5,991,608
TPB	Turning Point Brands, Inc.	−235,636	295,578	$25,653,214
BBW	Build-A-Bear Workshop Inc	−226,254	1,024,970	$38,385,126
WLDN	Willdan Group, Inc.	−133,945	164,987	$12,631,404
ARLO	Arlo Technologies, Inc.	−120,287	200,000	$2,846,000
JILL	J.Jill, Inc.	−86,653	21,452	$245,839
FTK	Flotek Industries Inc/Cn/	−68,145	269,262	$4,569,376
LFVN	Lifevantage Corp	−39,675	24,670	$106,574
LITE	Lumentum Holdings Inc.	−24,993	93,192	$65,491,609
JOUT	Johnson Outdoors Inc	−19,400	190,057	$8,839,551
SRTS	Sensus Healthcare, Inc.	−12,801	286,078	$1,138,590
ADTN	ADTRAN Holdings, Inc.	−5,758	121,731	$1,531,375
No positions match the current search.

New Positions

Positions the filer opened this quarter

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
ATRC	AtriCure, Inc.	1,159,955	$33,093,516
XPEL	XPEL, Inc.	720,425	$31,886,010
WTTR	Select Water Solutions, Inc.	1,901,651	$29,095,260
LRN	Stride, Inc.	308,500	$27,200,445
PRCT	PROCEPT BioRobotics Corp	866,338	$21,667,113
TREE	LendingTree, Inc.	469,269	$20,122,254
KRUS	Kura Sushi USA, Inc.	248,812	$17,364,589
INDV	Indivior Pharmaceuticals, Inc.	521,083	$15,882,609
CODI	Compass Diversified Holdings	1,930,254	$15,171,796
CALX	Calix, Inc	305,670	$14,974,773
TSEM	Tower Semiconductor Ltd	70,000	$12,283,600
CECO	Ceco Environmental Corp	187,600	$11,177,208
AVGO	Broadcom Inc.	35,000	$10,832,850
WRBY	Warby Parker Inc.	383,909	$8,088,962
HOOD	Robinhood Markets, Inc.	100,000	$6,930,000
FSLY	Fastly, Inc.	225,000	$6,538,500
ANGO	Angiodynamics Inc	562,153	$6,391,679
UCTT	Ultra Clean Holdings, Inc.	100,000	$6,218,000
TCMD	Tactile Systems Technology Inc	237,884	$6,215,908
ONTO	Onto Innovation Inc.	26,500	$5,434,355
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
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
IMAX	Imax Corp	964,986	$35,665,882
ENVA	Enova International, Inc.	82,490	$12,967,428
ROST	Ross Stores, Inc.	68,204	$12,286,268
TTMI	Ttm Technologies Inc	164,595	$11,357,055
PHAT	Phathom Pharmaceuticals, Inc.	662,312	$10,987,756
CBLL	Ceribell, Inc.	188,506	$4,133,936
BVS	Bioventus Inc.	183,131	$1,362,494
PACK	Ranpak Holdings Corp.	250,001	$1,352,505
BBNX	Beta Bionics, Inc.	39,606	$1,206,794
NEO	Neogenomics Inc	100,000	$1,176,000
ARHS	Arhaus, Inc.	67,413	$755,699
NTGR	Netgear, Inc.	28,700	$704,011
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

115 positions · $2,079,367,729 total · as of Mar 31, 2026

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

Showing 1–50 of 115 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGHC	Super Group (SGHC) Ltd Consumer Cyclical	Reduced	16,325,471	-7,803,058	$176,315,086	−38.9%	8.48%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Added	6,426,679	+2,015,375	$139,780,268	+63.1%	6.72%
DAVE	Dave Inc./DE Technology	Reduced	640,840	-345,868	$111,563,835	−48.9%	5.37%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	2,535,310	+5,098	$89,952,798	−22.3%	4.33%
CLS	Celestica Inc Technology	Added	305,816	+130,804	$86,142,250	+66.5%	4.14%
SEZL	Sezzle Inc. Financial Services	Added	1,311,614	+188,388	$83,012,050	+16.4%	3.99%
SN	SharkNinja, Inc. Consumer Cyclical	Held	769,163	0	$81,454,361	−5.4%	3.92%
OMDA	Omada Health, Inc. Healthcare	Added	5,887,715	+5,418,118	$74,008,577	+898.7%	3.56%
FLYW	Flywire Corp Technology	Added	6,070,594	+284,132	$70,661,714	−13.8%	3.40%
LITE	Lumentum Holdings Inc. Technology	Reduced	93,192	-24,993	$65,491,609	+50.3%	3.15%
APEI	American Public Education Inc Consumer Defensive	Reduced	1,052,069	-619,489	$59,841,684	−5.3%	2.88%
VSXY	Victoria's Secret & Co. Consumer Cyclical	Added	1,178,175	+684,762	$54,620,193	+104.4%	2.63%
FIGS	FIGS, Inc. Consumer Cyclical	Reduced	3,196,396	-1,214,236	$47,210,768	−5.8%	2.27%
BULL	Webull Corp Technology	Added	9,548,219	+8,748,219	$45,831,451	+637.3%	2.20%
REAL	TheRealReal, Inc. Consumer Cyclical	Added	4,342,757	+1,192,314	$39,432,233	−20.7%	1.90%
BBW	Build-A-Bear Workshop Inc Consumer Cyclical	Reduced	1,024,970	-226,254	$38,385,126	−49.9%	1.85%
EAT	Brinker International, Inc Consumer Cyclical	NEW	258,228	NEW	$36,867,211	NEW	1.77%
AXGN	Axogen, Inc. Healthcare	Added	1,095,881	+592,059	$36,306,537	+120.2%	1.75%
LINC	Lincoln Educational Services Corp Consumer Defensive	NEW	825,556	NEW	$33,583,618	NEW	1.62%
ATRC	AtriCure, Inc. Healthcare	NEW	1,159,955	NEW	$33,093,516	NEW	1.59%
XPEL	XPEL, Inc. Consumer Cyclical	NEW	720,425	NEW	$31,886,010	NEW	1.53%
WTTR	Select Water Solutions, Inc. Energy	NEW	1,901,651	NEW	$29,095,260	NEW	1.40%
LWAY	Lifeway Foods, Inc. Consumer Defensive	Reduced	1,408,768	-1,286,502	$27,245,573	−58.3%	1.31%
LRN	Stride, Inc. Consumer Defensive	NEW	308,500	NEW	$27,200,445	NEW	1.31%
TPB	Turning Point Brands, Inc. Consumer Defensive	Reduced	295,578	-235,636	$25,653,214	−55.5%	1.23%
COMP	Compass, Inc. Real Estate	Added	3,389,927	+2,139,927	$24,780,366	+87.6%	1.19%
HNGE	Hinge Health, Inc. Healthcare	Added	570,659	+546,020	$22,004,611	+1822.7%	1.06%
PRCT	PROCEPT BioRobotics Corp Healthcare	NEW	866,338	NEW	$21,667,113	NEW	1.04%
CTRN	Citi Trends Inc Consumer Cyclical	Added	494,046	+290,939	$21,402,072	+153.5%	1.03%
TREE	LendingTree, Inc. Financial Services	NEW	469,269	NEW	$20,122,254	NEW	0.97%
ADPT	Adaptive Biotechnologies Corp Healthcare	Added	1,318,661	+957,317	$18,303,014	+211.9%	0.88%
EYE	National Vision Holdings, Inc. Consumer Cyclical	Added	696,032	+344,187	$18,027,228	+98.4%	0.87%
KRUS	Kura Sushi USA, Inc. Consumer Cyclical	NEW	248,812	NEW	$17,364,589	NEW	0.84%
RELY	Remitly Global, Inc. Technology	Added	1,053,557	+992,094	$16,509,238	+1846.4%	0.79%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	NEW	521,083	NEW	$15,882,609	NEW	0.76%
CODI	Compass Diversified Holdings Industrials	NEW	1,930,254	NEW	$15,171,796	NEW	0.73%
CALX	Calix, Inc Technology	NEW	305,670	NEW	$14,974,773	NEW	0.72%
CVNA	Carvana Co. Consumer Cyclical	Added	226,636	+8,447	$14,249,965	−22.6%	0.69%
VCEL	Vericel Corp Healthcare	Added	422,178	+197,178	$13,581,466	+67.6%	0.65%
WLDN	Willdan Group, Inc. Industrials	Reduced	164,987	-133,945	$12,631,404	−59.2%	0.61%
TSEM	Tower Semiconductor Ltd Technology	NEW	70,000	NEW	$12,283,600	NEW	0.59%
EZPW	Ezcorp Inc Financial Services	Added	458,856	+320,351	$11,645,765	+333.0%	0.56%
CECO	Ceco Environmental Corp Industrials	NEW	187,600	NEW	$11,177,208	NEW	0.54%
AVGO	Broadcom Inc. Technology	NEW	35,000	NEW	$10,832,850	NEW	0.52%
HIMS	Hims & Hers Health, Inc. Healthcare	Held	469,833	0	$9,753,733	−36.1%	0.47%
AS	Amer Sports, Inc. Consumer Cyclical	Reduced	292,784	-2,198,061	$9,638,449	−89.6%	0.46%
PGNY	Progyny, Inc. Healthcare	Added	563,609	+199,985	$9,570,080	+2.5%	0.46%
JOUT	Johnson Outdoors Inc Consumer Cyclical	Reduced	190,057	-19,400	$8,839,551	−0.6%	0.43%
BRBR	Bellring Brands, Inc. Consumer Defensive	Added	523,740	+467,960	$8,426,976	+465.2%	0.41%
WRBY	Warby Parker Inc. Healthcare	NEW	383,909	NEW	$8,088,962	NEW	0.39%