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
18 quarters · across all stocks
Holdings in FLYW
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,661,714 | 6,070,594 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||