Divisadero Street Capital Management, LP
MIAMI, FL
$4.3bn in 140 US stocks at the end of 30 June 2026. The top 10 are 46.4% of the money. It changed about 39.4% of the portfolio this quarter.
Value
$4.3bn
Stocks
140
Top 10 share
46.4%
Turnover
39.4%
What changed this quarter
New
Bought for the first time this quarter.
- Chime FinancialCHYM1.7% of the fund
- Vishay IntertechnologyVSH1.7% of the fund
- Element SolutionsESI1.1% of the fund
- Enova InternationalENVA0.8% of the fund
- Porch GroupPRCH0.7% of the fund
- Ethos TechnologiesLIFE0.7% of the fund
- Ichor HoldingsICHR0.5% of the fund
- Klarna GroupKLAR0.5% of the fund
- CareDxCDNA0.5% of the fund
- HarrowHROW0.4% of the fund
- Beta BionicsBBNX0.4% of the fund
- BJs RESTAURANTSBJRI0.4% of the fund
- United STS Oil FD LPUSO0.4% of the fund
- FirstCash HoldingsFCFS0.3% of the fund
- Clear SecureYOU0.3% of the fund
- CrocsCROX0.3% of the fund
- Kulicke & Soffa IndustriesKLIC0.2% of the fund
- Callaway GolfCALY0.2% of the fund
- Establishment Labs HoldingsESTA0.2% of the fund
- Penguin SolutionsPENG0.2% of the fund
- HaemoneticsHAE0.2% of the fund
- Designer BrandsDBI0.2% of the fund
- FTAI AviationFTAI0.2% of the fund
- FlexFLEX0.2% of the fund
- SemtechSMTC0.2% of the fund
Added
Bought more of a stock they already held.
- SezzleSEZL6.6% of the fund+26%
- CarvanaCVNA6.4% of the fund+267%
- Super Group (SGHC)SGHC6.4% of the fund+23%
- DaveDAVE6.1% of the fund+9%
- Hims & Hers HealthHIMS4.9% of the fund+1179%
- CelesticaCLS3.9% of the fund+51%
- SharkNinjaSN2.9% of the fund+7%
- Ceco EnvironmentalCECO2.8% of the fund+609%
- CompassCOMP2.7% of the fund+180%
- FlywireFLYW2.7% of the fund+9%
- TheRealRealREAL2.5% of the fund+112%
- Turning Point BrandsTPB2.5% of the fund+328%
- Hinge HealthHNGE2.5% of the fund+126%
- Willdan GroupWLDN2.4% of the fund+703%
- Lumentum HoldingsLITE2.2% of the fund+16%
- Remitly GlobalRELY1.9% of the fund+253%
- American Public EducationAPEI1.5% of the fund+11%
- Lifeway FoodsLWAY1.5% of the fund+49%
- Amer SportsAS1.2% of the fund+419%
- GrouponGRPN1.0% of the fund+315%
- Citi TrendsCTRN1.0% of the fund+43%
- National Vision HoldingsEYE0.8% of the fund+173%
- FastlyFSLY0.7% of the fund+653%
- Robinhood MarketsHOOD0.6% of the fund+150%
- ThredUpTDUP0.6% of the fund+265%
Cut
Sold some of their stake.
- Rush Street InteractiveRSI3.8% of the fund-16%
- Victoria's SecretVSXY2.0% of the fund-13%
- Omada HealthOMDA1.9% of the fund-35%
- Celsius HoldingsCELH1.2% of the fund-28%
- WebullBULL0.7% of the fund-54%
- AtriCureATRC0.5% of the fund-31%
- XpelXPEL0.4% of the fund-54%
- Select Water SolutionsWTTR0.4% of the fund-58%
- Compass Diversified HoldingsCODI0.2% of the fund-57%
- AxogenAXGN0.2% of the fund-84%
- El Pollo Loco HoldingsLOCO0.2% of the fund-5%
- Build-A-Bear WorkshopBBW0.1% of the fund-80%
- Tower SemiconductorTSEM0.1% of the fund-76%
- StubHub HoldingsSTUB<0.1% of the fund-14%
- PROCEPT BioRoboticsPRCT<0.1% of the fund-79%
- Philip Morris InternationalPM<0.1% of the fund-42%
- Tactile Systems TechnologyTCMD<0.1% of the fund-58%
- EzcorpEZPW<0.1% of the fund-82%
- Upstart HoldingsUPST<0.1% of the fund-25%
- VericelVCEL<0.1% of the fund-91%
- Bellring BrandsBRBR<0.1% of the fund-86%
- Priority Technology HoldingsPRTH<0.1% of the fund-80%
- Sensus HealthcareSRTS<0.1% of the fund-3%
- XometryXMTR<0.1% of the fund-92%
- Viant TechnologyDSP<0.1% of the fund-30%
Sold out
Sold their entire stake.
- Brinker InternationalEAT-100%
- Lincoln Educational ServicesLINC-100%
- StrideLRN-100%
- LendingTreeTREE-100%
- Adaptive BiotechnologiesADPT-100%
- Kura Sushi USAKRUS-100%
- BroadcomAVGO-100%
- ProgynyPGNY-100%
- AngiodynamicsANGO-100%
- Ultra Clean HoldingsUCTT-100%
- JabilJBL-100%
- Vita Coco CompanyCOCO-100%
- ValvolineVVV-100%
- Flotek IndustriesFTK-100%
- NvidiaNVDA-100%
- Benchmark ElectronicsBHE-100%
- Abercrombie & FitchANF-100%
- ADTRAN HoldingsADTN-100%
- Zevia PBCZVIA-100%
- Shake ShackSHAK-100%
- Sleep NumberSNBRQ-100%
- Modine ManufacturingMOD-100%
- WayfairW-100%
- IbottaIBTA-100%
- LifevantageLFVN-100%
Holdings
- United STS Oil FD LPUSO
- Share
- 0.4%
- Value
- $15m
- Shares
- 142,500
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SezzleSEZL | 6.6% | $283m | 1,649,531 | +26% |
| CarvanaCVNA | 6.4% | $274m | 4,163,614 | +267% |
| Super Group (SGHC)SGHC | 6.4% | $273m | 20,114,259 | +23% |
| DaveDAVE | 6.1% | $261m | 699,366 | +9% |
| Hims & Hers HealthHIMS | 4.9% | $208m | 6,009,505 | +1179% |
| CelesticaCLS | 3.9% | $168m | 461,397 | +51% |
| Rush Street InteractiveRSI | 3.8% | $161m | 5,425,402 | -16% |
| SharkNinjaSN | 2.9% | $125m | 819,163 | +7% |
| Ceco EnvironmentalCECO | 2.8% | $121m | 1,329,817 | +609% |
| CompassCOMP | 2.7% | $117m | 9,505,505 | +180% |
| FlywireFLYW | 2.7% | $117m | 6,644,513 | +9% |
| TheRealRealREAL | 2.5% | $108m | 9,198,248 | +112% |
| Turning Point BrandsTPB | 2.5% | $107m | 1,265,303 | +328% |
| Hinge HealthHNGE | 2.5% | $107m | 1,290,623 | +126% |
| Willdan GroupWLDN | 2.4% | $105m | 1,324,293 | +703% |
| Lumentum HoldingsLITE | 2.2% | $93m | 108,188 | +16% |
| Victoria's SecretVSXY | 2.0% | $86m | 1,025,972 | -13% |
| Omada HealthOMDA | 1.9% | $83m | 3,799,695 | -35% |
| Remitly GlobalRELY | 1.9% | $83m | 3,719,086 | +253% |
| Chime FinancialCHYM | 1.7% | $74m | 3,626,050 | New |
| Vishay IntertechnologyVSH | 1.7% | $72m | 1,345,094 | New |
| American Public EducationAPEI | 1.5% | $63m | 1,169,356 | +11% |
| Lifeway FoodsLWAY | 1.5% | $63m | 2,101,540 | +49% |
| Celsius HoldingsCELH | 1.2% | $53m | 1,820,624 | -28% |
| Amer SportsAS | 1.2% | $51m | 1,520,280 | +419% |
| Element SolutionsESI | 1.1% | $49m | 1,021,276 | New |
| GrouponGRPN | 1.0% | $44m | 1,845,838 | +315% |
| Citi TrendsCTRN | 1.0% | $41m | 705,451 | +43% |
| National Vision HoldingsEYE | 0.8% | $36m | 1,899,450 | +173% |
| Enova InternationalENVA | 0.8% | $35m | 146,238 | New |
| FigsFIGS | 0.8% | $33m | 3,191,026 | Held |
| Porch GroupPRCH | 0.7% | $32m | 2,105,695 | New |
| FastlyFSLY | 0.7% | $31m | 1,694,262 | +653% |
| Ethos TechnologiesLIFE | 0.7% | $30m | 1,635,921 | New |
| WebullBULL | 0.7% | $29m | 4,414,549 | -54% |
| Robinhood MarketsHOOD | 0.6% | $25m | 250,000 | +150% |
| ThredUpTDUP | 0.6% | $25m | 3,628,206 | +265% |
| Indivior PharmaceuticalsINDV | 0.6% | $25m | 601,863 | +16% |
| Vital FarmsVITL | 0.5% | $23m | 2,003,588 | +263% |
| Ichor HoldingsICHR | 0.5% | $23m | 200,621 | New |
| AtriCureATRC | 0.5% | $22m | 800,931 | -31% |
| Klarna GroupKLAR | 0.5% | $21m | 1,032,328 | New |
| CareDxCDNA | 0.5% | $20m | 700,938 | New |
| HarrowHROW | 0.4% | $19m | 439,155 | New |
| Beta BionicsBBNX | 0.4% | $17m | 1,113,802 | New |
| Warby ParkerWRBY | 0.4% | $17m | 561,117 | +46% |
| MarinemaxHZO | 0.4% | $17m | 455,971 | +179% |
| XpelXPEL | 0.4% | $16m | 328,665 | -54% |
| Revolve GroupRVLV | 0.4% | $16m | 708,216 | +5041% |
| Select Water SolutionsWTTR | 0.4% | $16m | 802,180 | -58% |
| BJs RESTAURANTSBJRI | 0.4% | $16m | 262,421 | New |
| United STS Oil FD LPUSO | 0.4% | $15m | 142,500 | New |
| FirstCash HoldingsFCFS | 0.3% | $13m | 59,500 | New |
| MediaAlphaMAX | 0.3% | $13m | 1,019,988 | +1074% |
| Onto InnovationONTO | 0.3% | $12m | 31,891 | +20% |
| Clear SecureYOU | 0.3% | $11m | 200,000 | New |
| CrocsCROX | 0.3% | $11m | 91,371 | New |
| Kulicke & Soffa IndustriesKLIC | 0.2% | $10m | 78,000 | New |
| DraftKingsDKNG | 0.2% | $10m | 400,824 | +100% |
| Callaway GolfCALY | 0.2% | $10m | 515,778 | New |
| Establishment Labs HoldingsESTA | 0.2% | $9m | 106,675 | New |
| Compass Diversified HoldingsCODI | 0.2% | $9m | 827,298 | -57% |
| Johnson OutdoorsJOUT | 0.2% | $9m | 190,057 | Held |
| Affirm HoldingsAFRM | 0.2% | $9m | 106,735 | +12% |
| AxogenAXGN | 0.2% | $8m | 170,416 | -84% |
| Penguin SolutionsPENG | 0.2% | $8m | 100,000 | New |
| ACV AuctionsACVA | 0.2% | $7m | 1,007,453 | +65% |
| HaemoneticsHAE | 0.2% | $7m | 96,459 | New |
| El Pollo Loco HoldingsLOCO | 0.2% | $7m | 409,925 | -5% |
| Designer BrandsDBI | 0.2% | $7m | 1,184,045 | New |
| FTAI AviationFTAI | 0.2% | $7m | 25,000 | New |
| FlexFLEX | 0.2% | $6m | 40,000 | New |
| SemtechSMTC | 0.2% | $6m | 40,000 | New |
| Build-A-Bear WorkshopBBW | 0.1% | $6m | 210,019 | -80% |
| BlueLinx HoldingsBXC | 0.1% | $6m | 103,141 | Held |
| Delcath SystemsDCTH | 0.1% | $6m | 499,796 | Held |
| OSI SystemsOSIS | 0.1% | $6m | 27,859 | New |
| Procore TechnologiesPCOR | 0.1% | $6m | 149,800 | New |
| Construction PartnersROAD | 0.1% | $6m | 50,728 | New |
| BandwidthBAND | 0.1% | $5m | 86,065 | New |
| EverQuoteEVER | 0.1% | $5m | 219,248 | New |
| ClearfieldCLFD | 0.1% | $5m | 130,783 | New |
| PAR TechnologyPAR | 0.1% | $5m | 267,965 | New |
| Franklin CoveyFC | 0.1% | $5m | 185,547 | New |
| Tower SemiconductorTSEM | 0.1% | $4m | 17,000 | -76% |
| StubHub HoldingsSTUB | <0.1% | $4m | 329,602 | -14% |
| PROCEPT BioRoboticsPRCT | <0.1% | $4m | 180,260 | -79% |
| Lattice SemiconductorLSCC | <0.1% | $4m | 25,317 | New |
| 1-800-Flowers.comFLWS | <0.1% | $4m | 1,033,166 | +499% |
| Arlo TechnologiesARLO | <0.1% | $3m | 252,336 | +26% |
| Via TransportationVIA | <0.1% | $3m | 172,755 | New |
| Philip Morris InternationalPM | <0.1% | $3m | 16,452 | -42% |
| Tactile Systems TechnologyTCMD | <0.1% | $3m | 99,622 | -58% |
| EzcorpEZPW | <0.1% | $3m | 82,602 | -82% |
| SweetgreenSG | <0.1% | $3m | 288,601 | +6% |
| Alphatec HoldingsATEC | <0.1% | $2m | 283,953 | New |
| Upstart HoldingsUPST | <0.1% | $2m | 67,461 | -25% |
| PROG HoldingsPRG | <0.1% | $2m | 50,000 | New |
| Bob's Discount FurnitureBOBS | <0.1% | $2m | 144,391 | New |
| TTM TechnologiesTTMI | <0.1% | $2m | 12,000 | New |
Showing the largest 100 of 140.
Options (2)
- Super Group (SGHC)SGHC
- Type
- Call
- Value
- $125m
- Contracts
- 9,258,000
- Chime FinancialCHYM
- Type
- Put
- Value
- $800,768
- Contracts
- 39,100
| Company | Type | Value | Contracts |
|---|---|---|---|
| Super Group (SGHC)SGHC | Call | $125m | 9,258,000 |
| Chime FinancialCHYM | Put | $800,768 | 39,100 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 186.9% since 30 June 2025.
Where the money is
Retail & consumer32.4%
Technology26.1%
Financial services12.4%
Health care11.5%
Industrials6.1%
Everyday goods5.9%
Real estate2.7%
Materials1.1%
Media & telecom1.1%
Energy0.4%
Other0.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.