Divisadero Street Capital Management, LP
Top Portfolio Positions
78 positions ·
$1,913,797,887 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SGHC |
Super Group (SGHC) Ltd
|
24,128,529 | $288,335,921 | 15.07% |
| DAVE |
Dave Inc./DE
|
986,708 | $218,467,018 | 11.42% |
| CELH |
Celsius Holdings, Inc.
|
2,530,212 | $115,731,896 | 6.05% |
| AS |
Amer Sports, Inc.
|
2,490,845 | $93,033,060 | 4.86% |
| CVNA |
Carvana Co.
|
218,189 | $92,080,121 | 4.81% |
| SN |
SharkNinja, Inc.
|
769,163 | $86,069,339 | 4.50% |
| RSI |
Rush Street Interactive, Inc.
|
4,411,304 | $85,711,636 | 4.48% |
| FLYW |
Flywire Corp
|
5,786,462 | $81,936,301 | 4.28% |
| BBW |
Build-A-Bear Workshop Inc
|
1,251,224 | $76,662,494 | 4.01% |
| SEZL |
Sezzle Inc.
|
1,123,226 | $71,296,770 | 3.73% |
Portfolio Trend
Holdings in FLYW
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $81,936,301 | 5,786,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,200,978 | 4,150,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,980,451 | 4,784,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,350,792 | 1,721,136 | Shares | Sole | 2025-05-15 | |
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