Divisadero Street Capital Management, LP
Top Portfolio Positions
114 positions ·
$2,136,266,642 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in SG
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,418,271 | 273,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,725,449 | 255,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,036,847 | 255,244 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $3,753,000 | 150,000 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $642,212 | 18,116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $301,400 | 10,000 | Shares | Sole | 2024-08-12 | |
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