Divisadero Street Capital Management, LP
Top Portfolio Positions
115 positions ·
$2,196,209,273 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 | 8.03% | |
| RSI |
Rush Street Interactive, Inc.
Consumer Cyclical
|
6,426,679 | $139,780,268 | 6.36% | |
| APEI |
American Public Education Inc
Consumer Defensive
|
2,104,138 | $119,683,368 | 5.45% | |
| DAVE |
Dave Inc./DE
Technology
|
640,840 | $111,563,835 | 5.08% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
2,535,310 | $89,952,798 | 4.10% | |
| CLS |
Celestica Inc
Technology
|
305,816 | $86,142,250 | 3.92% | |
| SEZL |
Sezzle Inc.
Financial Services
|
1,311,614 | $83,012,050 | 3.78% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
769,163 | $81,454,361 | 3.71% | |
| OMDA |
Omada Health, Inc.
Healthcare
|
5,887,715 | $74,008,577 | 3.37% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
226,636 | $71,249,825 | 3.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in LFMD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,331 | 135,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,166 | 135,826 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $922,258 | 135,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,485,043 | 109,034 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $7,904,031 | 1,508,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,278,900 | 1,498,382 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,406,239 | 1,693,214 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,308,504 | 1,846,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,520,668 | 1,203,307 | Shares | Sole | 2023-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||