Divisadero Street Capital Management, LP
Top Portfolio Positions
115 positions ·
$2,136,367,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGHC |
Super Group (SGHC) Ltd
Consumer Cyclical
|
16,325,471 | $176,315,086 | 8.25% | |
| RSI |
Rush Street Interactive, Inc.
Consumer Cyclical
|
6,426,679 | $139,780,268 | 6.54% | |
| DAVE |
Dave Inc./DE
Technology
|
640,840 | $111,563,835 | 5.22% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
2,535,310 | $89,952,798 | 4.21% | |
| CLS |
Celestica Inc
Technology
|
305,816 | $86,142,250 | 4.03% | |
| SEZL |
Sezzle Inc.
Financial Services
|
1,311,614 | $83,012,050 | 3.89% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
769,163 | $81,454,361 | 3.81% | |
| OMDA |
Omada Health, Inc.
Healthcare
|
5,887,715 | $74,008,577 | 3.46% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
226,636 | $71,249,825 | 3.34% | |
| FLYW |
Flywire Corp
Technology
|
6,070,594 | $70,661,714 | 3.31% |
Portfolio Trend
16 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,846,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $19,519,993 | 1,150,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,292,950 | 130,998 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $279,750 | 25,000 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $3,331,379 | 305,351 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $927,992 | 153,134 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $464,000 | 100,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,482,358 | 555,400 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $8,860,000 | 1,000,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,203,501 | 496,044 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||