Divisadero Street Capital Management, LP
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| SUPER GROUP SGHC LIMITED OPT | SGHC | $398.0M | 20,114,259 | +1.65pp | 5q | +23.2%+$75.0M | |
| SEZZLE INC | SEZL | $283.1M | 1,649,531 | +2.95pp | 6q | +25.8%+$58.0M | |
| CARVANA CO | CVNA | $274.0M | 4,163,614 | +3.23pp | 13q | +1737.1%+$259.1M | |
| DAVE INC | DAVE | $260.6M | 699,366 | +1.24pp | 9q | +9.1%+$21.8M | |
| HIMS & HERS HEALTH INC | HIMS | $208.3M | 6,009,505 | +4.31pp | 11q | +1179.1%+$192.1M | |
| CELESTICA INC | CLS | $168.3M | 461,397 | +0.21pp | 6q | +50.9%+$56.8M | |
| RUSH STREET INTERACTIVE INC | RSI | $161.4M | 5,425,402 | -2.19pp | 12q | -15.6%-$29.8M | |
| SHARKNINJA INC | SN | $124.7M | 819,163 | -0.58pp | 12q | +6.5%+$7.6M | |
| CECO ENVIRONMENTAL CORP | CECO | $120.7M | 1,329,817 | +2.27pp | 2q | +608.9%+$103.6M | |
| COMPASS INC | COMP | $117.2M | 9,505,505 | +1.62pp | 4q | +180.4%+$75.4M | |
| FLYWIRE CORPORATION | FLYW | $116.7M | 6,644,513 | -0.31pp | 6q | +9.5%+$10.1M | |
| THE REALREAL INC | REAL | $108.4M | 9,198,248 | +0.81pp | 10q | +111.8%+$57.2M | |
| TURNING PT BRANDS INC | TPB | $107.3M | 1,265,303 | +1.36pp | 6q | +328.1%+$82.2M | |
| HINGE HEALTH INC | HNGE | $107.1M | 1,290,623 | +1.51pp | 4q | +126.2%+$59.8M | |
| WILLDAN GROUP INC | WLDN | $104.8M | 1,324,293 | +1.85pp | 8q | +702.7%+$91.7M | |
| LUMENTUM HLDGS INC | LITE | $92.8M | 108,188 | -0.63pp | 5q | +16.1%+$12.9M | |
| VICTORIAS SECRET AND CO | VSXY | $85.6M | 1,025,972 | -0.34pp | 7q | -12.9%-$12.7M | |
| OMADA HEALTH INC | OMDA | $83.4M | 3,799,695 | -1.20pp | 4q | -35.5%-$45.8M | |
| REMITLY GLOBAL INC | RELY | $83.3M | 3,719,086 | +1.20pp | 8q | +253.0%+$59.7M | |
| CHIME FINL INC OPT | CHYM | $75.1M | 3,626,050 | - | new | NEW | |
| VISHAY INTERTECHNOLOGY INC | VSH | $72.3M | 1,345,094 | - | new | NEW | |
| AMERICAN PUB ED INC | APEI | $62.8M | 1,169,356 | -1.08pp | 4q | +11.1%+$6.3M | |
| LIFEWAY FOODS INC | LWAY | $62.7M | 2,101,540 | +0.28pp | 4q | +49.2%+$20.7M | |
| CELSIUS HLDGS INC | CELH | $53.3M | 1,820,624 | -2.55pp | 6q | -28.2%-$20.9M | |
| AMER SPORTS INC | AS | $51.4M | 1,520,280 | +0.76pp | 5q | +419.2%+$41.5M | |
| ELEMENT SOLUTIONS INC | ESI | $48.8M | 1,021,276 | - | new | NEW | |
| GROUPON INC | GRPN | $44.4M | 1,845,838 | +0.79pp | 12q | +314.8%+$33.7M | |
| CITI TRENDS INC | CTRN | $40.8M | 705,451 | +0.03pp | 8q | +42.8%+$12.2M | |
| NATIONAL VISION HLDGS INC | EYE | $36.1M | 1,899,450 | +0.06pp | 6q | +172.9%+$22.9M | |
| ENOVA INTL INC | ENVA | $35.2M | 146,238 | - | new | NEW | |
| FIGS INC | FIGS | $32.6M | 3,191,026 | -1.23pp | 5q | HELD | |
| PORCH GROUP INC | PRCH | $31.7M | 2,105,695 | - | new | NEW | |
| FASTLY INC | FSLY | $31.1M | 1,694,262 | +0.43pp | 2q | +653.0%+$27.0M | |
| ETHOS TECHNOLOGIES INC | LIFE | $29.7M | 1,635,921 | - | new | NEW | |
| WEBULL CORP | BULL | $28.8M | 4,414,549 | -1.26pp | 3q | -53.8%-$33.5M | |
| ROBINHOOD MKTS INC | HOOD | $25.1M | 250,000 | +0.28pp | 2q | +150.0%+$15.0M | |
| THREDUP INC | TDUP | $24.9M | 3,628,206 | +0.43pp | 4q | +265.0%+$18.0M | |
| INDIVIOR PHARMACEUTICALS INC | INDV | $24.7M | 601,863 | -0.10pp | 2q | +15.5%+$3.3M | |
| VITAL FARMS INC | VITL | $23.3M | 2,003,588 | +0.20pp | 9q | +263.1%+$16.9M | |
| ICHOR HOLDINGS | ICHR | $22.5M | 200,621 | - | new | NEW | |
| ATRICURE INC | ATRC | $22.4M | 800,931 | -0.88pp | 2q | -31.0%-$10.0M | |
| KLARNA GROUP PLC | KLAR | $20.9M | 1,032,328 | - | new | NEW | |
| CAREDX INC | CDNA | $20.0M | 700,938 | - | new | NEW | |
| HARROW INC | HROW | $18.7M | 439,155 | - | new | NEW | |
| BETA BIONICS INC | BBNX | $17.5M | 1,113,802 | - | new | NEW | |
| WARBY PARKER INC | WRBY | $17.0M | 561,117 | +0.05pp | 2q | +46.2%+$5.4M | |
| MARINEMAX INC | HZO | $16.7M | 455,971 | +0.19pp | 2q | +178.6%+$10.7M | |
| XPEL INC | XPEL | $16.3M | 328,665 | -0.96pp | 2q | -54.4%-$19.4M | |
| REVOLVE GROUP INC | RVLV | $16.2M | 708,216 | +0.35pp | 2q | +5040.9%+$15.9M | |
| SELECT WATER SOLUTIONS INC | WTTR | $16.0M | 802,180 | -0.85pp | 2q | -57.8%-$22.0M | |
| BJS RESTAURANTS INC | BJRI | $15.9M | 262,421 | - | new | NEW | |
| UNITED STS OIL FD LP | USO | $15.2M | 142,500 | - | new | NEW | |
| FIRSTCASH HOLDINGS INC | FCFS | $12.9M | 59,500 | - | new | NEW | |
| MEDIAALPHA INC | MAX | $12.8M | 1,019,988 | +0.26pp | 5q | +1073.7%+$11.7M | |
| ONTO INNOVATION INC | ONTO | $12.1M | 31,891 | +0.05pp | 2q | +20.3%+$2.0M | |
| CLEAR SECURE INC | YOU | $11.1M | 200,000 | - | new | NEW | |
| CROCS INC | CROX | $11.0M | 91,371 | - | new | NEW | |
| KULICKE & SOFFA INDS INC | KLIC | $10.4M | 78,000 | - | new | NEW | |
| DRAFTKINGS INC NEW | DKNG | $10.1M | 400,824 | +0.05pp | 12q | +100.2%+$5.1M | |
| CALLAWAY GOLF CO | CALY | $9.7M | 515,778 | - | new | NEW | |
| ESTABLISHMENT LABS HLDGS INC | ESTA | $9.2M | 106,675 | - | new | NEW | |
| COMPASS DIVERSIFIED | CODI | $8.8M | 827,298 | -0.43pp | 2q | -57.1%-$11.8M | |
| JOHNSON OUTDOORS INC | JOUT | $8.8M | 190,057 | -0.17pp | 4q | HELD | |
| AFFIRM HLDGS INC | AFRM | $8.7M | 106,735 | +0.02pp | 2q | +12.3%+$951.2K | |
| AXOGEN INC | AXGN | $7.9M | 170,416 | -1.34pp | 11q | -84.4%-$42.7M | |
| PENGUIN SOLUTIONS INC | PENG | $7.6M | 100,000 | - | new | NEW | |
| ACV AUCTIONS INC | ACVA | $7.2M | 1,007,453 | +0.06pp | 2q | +65.4%+$2.9M | |
| HAEMONETICS CORP MASS | HAE | $7.2M | 96,459 | - | new | NEW | |
| EL POLLO LOCO HLDGS INC | LOCO | $7.0M | 409,925 | -0.09pp | 10q | -5.2%-$379.4K | |
| DESIGNER BRANDS INC | DBI | $6.9M | 1,184,045 | - | new | NEW | |
| FTAI AVIATION LTD | FTAI | $6.8M | 25,000 | - | new | NEW | |
| FLEX LTD | FLEX | $6.5M | 40,000 | - | new | NEW | |
| SEMTECH CORP | SMTC | $6.5M | 40,000 | - | new | NEW | |
| BUILD-A-BEAR WORKSHOP INC | BBW | $6.4M | 210,019 | -1.46pp | 8q | -79.5%-$24.9M | |
| BLUELINX HLDGS INC | BXC | $6.4M | 103,141 | -0.09pp | 19q | HELD | |
| DELCATH SYS INC | DCTH | $6.3M | 499,796 | -0.05pp | 4q | HELD | |
| OSI SYSTEMS INC | OSIS | $6.1M | 27,859 | - | new | NEW | |
| PROCORE TECHNOLOGIES INC | PCOR | $6.1M | 149,800 | - | new | NEW | |
| CONSTRUCTION PARTNERS INC | ROAD | $6.0M | 50,728 | - | new | NEW | |
| BANDWIDTH INC | BAND | $5.4M | 86,065 | - | new | NEW | |
| EVERQUOTE INC | EVER | $5.2M | 219,248 | - | new | NEW | |
| CLEARFIELD INC | CLFD | $5.2M | 130,783 | - | new | NEW | |
| PAR TECHNOLOGY CORP | PAR | $4.7M | 267,965 | - | new | NEW | |
| FRANKLIN COVEY CO | FC | $4.6M | 185,547 | - | new | NEW | |
| TOWER SEMICONDUCTOR LTD | TSEM | $4.4M | 17,000 | -0.41pp | 2q | -75.7%-$13.8M | |
| STUBHUB HLDGS INC | STUB | $4.2M | 329,602 | flat | 2q | -14.3%-$708.3K | |
| PROCEPT BIOROBOTICS CORP | PRCT | $4.1M | 180,260 | -0.81pp | 2q | -79.2%-$15.5M | |
| LATTICE SEMICONDUCTOR CORP | LSCC | $3.9M | 25,317 | - | new | NEW | |
| 1 800 FLOWERS COM INC | FLWS | $3.6M | 1,033,166 | +0.06pp | 4q | +499.3%+$3.0M | |
| ARLO TECHNOLOGIES INC | ARLO | $3.4M | 252,336 | -0.04pp | 7q | +26.2%+$705.5K | |
| VIA TRANSN INC | VIA | $3.1M | 172,755 | - | new | NEW | |
| PHILIP MORRIS INTL INC | PM | $3.0M | 16,452 | -0.13pp | 5q | -41.8%-$2.1M | |
| TACTILE SYS TECHNOLOGY INC | TCMD | $3.0M | 99,622 | -0.19pp | 2q | -58.1%-$4.1M | |
| EZCORP INC | EZPW | $2.9M | 82,602 | -0.42pp | 8q | -82.0%-$13.0M | |
| SWEETGREEN INC | SG | $2.5M | 288,601 | flat | 4q | +5.6%+$135.1K | |
| ALPHATEC HLDGS INC | ATEC | $2.5M | 283,953 | - | new | NEW | |
| UPSTART HLDGS INC | UPST | $2.4M | 67,461 | -0.04pp | 3q | -24.7%-$784.0K | |
| PROG HOLDINGS INC | PRG | $2.3M | 50,000 | - | new | NEW | |
| BOBS DISC FURNITURE INC | BOBS | $2.3M | 144,391 | - | new | NEW | |
| TTM TECHNOLOGIES INC | TTMI | $2.2M | 12,000 | - | new | NEW | |
| WINGSTOP INC | WING | $2.2M | 12,857 | -0.03pp | 3q | HELD | |
| ZUMIEZ INC | ZUMZ | $2.2M | 124,549 | -0.07pp | 3q | HELD | |
| FLUTTER ENTMT PLC | FLUT | $2.0M | 19,191 | -0.04pp | 2q | HELD | |
| NAPCO SEC TECHNOLOGIES INC | NSSC | $1.9M | 50,799 | -0.04pp | 14q | HELD | |
| PATTERN GROUP INC | PTRN | $1.8M | 70,000 | - | new | NEW | |
| FRESHPET INC | FRPT | $1.7M | 29,583 | - | new | NEW | |
| FOX FACTORY HLDG CORP | FOXF | $1.7M | 100,000 | -0.03pp | 5q | HELD | |
| ONEWATER MARINE INC | ONEW | $1.6M | 143,755 | -0.01pp | 4q | +33.1%+$403.0K | |
| VERICEL CORP | VCEL | $1.6M | 36,335 | -0.53pp | 3q | -91.4%-$17.2M | |
| DRIVEN BRANDS HLDGS INC | DRVN | $1.4M | 100,000 | - | new | NEW | |
| STITCH FIX INC | SFIX | $1.3M | 311,747 | -0.01pp | 2q | HELD | |
| NETGEAR INC | NTGR | $1.2M | 52,065 | - | new | NEW | |
| MAYVILLE ENGR CO INC | MEC | $1.0M | 27,482 | - | new | NEW | |
| MONDAY COM LTD | MNDY | $1.0M | 13,832 | - | new | NEW | |
| BELLRING BRANDS INC | BRBR | $939.0K | 72,565 | -0.33pp | 8q | -86.1%-$5.8M | |
| PRIORITY TECHNOLOGY HLDGS IN | PRTH | $863.1K | 129,404 | -0.11pp | 7q | -80.2%-$3.5M | |
| MEDIFAST INC | MED | $847.1K | 79,839 | -0.01pp | 5q | HELD | |
| SENSUS HEALTHCARE INC | SRTS | $841.0K | 278,485 | -0.03pp | 6q | -2.7%-$22.9K | |
| AMPLITUDE INC | AMPL | $765.0K | 100,000 | - | new | NEW | |
| AVIS BUDGET GROUP INC | CAR | $759.8K | 5,140 | - | new | NEW | |
| ARGAN INC | AGX | $661.2K | 828 | - | new | NEW | |
| LOVESAC CO | LOVE | $636.1K | 38,115 | -0.01pp | 5q | HELD | |
| XOMETRY INC | XMTR | $614.2K | 6,363 | -0.13pp | 2q | -92.3%-$7.3M | |
| GAMBLING COM GROUP LIMITED | GAMB | $580.8K | 305,694 | -0.04pp | 5q | HELD | |
| LIFEMD INC | LFMD | $561.0K | 135,826 | -0.01pp | 5q | HELD | |
| SIGNET JEWELERS LIMITED | SIG | $470.6K | 5,459 | - | new | NEW | |
| WORKIVA INC | WK | $464.1K | 9,567 | - | new | NEW | |
| ALPHA TEKNOVA INC | TKNO | $448.0K | 78,872 | flat | 6q | HELD | |
| VIANT TECHNOLOGY INC | DSP | $438.2K | 34,613 | -0.01pp | 2q | -30.0%-$187.8K | |
| AVITA MEDICAL INC | RCEL | $413.0K | 100,000 | -0.01pp | 4q | HELD | |
| WEBTOON ENTMT INC | WBTN | $364.8K | 31,945 | - | new | NEW | |
| J JILL INC | JILL | $340.4K | 21,452 | flat | 9q | HELD | |
| BLEND LABS INC | BLND | $340.1K | 198,863 | -0.22pp | 6q | -93.7%-$5.1M | |
| 3-D SYS CORP DEL | DDD | $273.4K | 90,531 | flat | 5q | HELD | |
| HERTZ GLOBAL HLDGS INC | HTZ | $226.5K | 100,000 | -0.07pp | 2q | -75.0%-$679.5K | |
| CALIX INC | CALX | $211.6K | 5,670 | -0.62pp | 2q | -98.1%-$11.2M | |
| ZIPRECRUITER INC | ZIP | $185.7K | 49,510 | flat | 7q | HELD | |
| INOGEN INC | INGN | $118.8K | 18,413 | -0.02pp | 10q | -79.1%-$449.7K | |
| PURPLE INNOVATION INC | PRPL | $49.5K | 138,605 | flat | 9q | HELD | |
| GOGO INC | GOGO | $38.0K | 12,272 | flat | 4q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Business Services | $736.1M | 16.7% |
| Retail & Consumer | $721.7M | 16.4% |
| Telecom & Media | $574.3M | 13.0% |
| Semiconductors & Electronics | $535.5M | 12.1% |
| Banks & Lending | $402.8M | 9.1% |
| Healthcare Services | $312.3M | 7.1% |
| Food, Drink & Tobacco | $253.1M | 5.7% |
| Software & IT Services | $206.4M | 4.7% |
| Industrials | $156.4M | 3.5% |
| Medical Devices | $134.4M | 3.0% |
| Real Estate | $117.2M | 2.7% |
| Capital Markets | $69.0M | 1.6% |
| Other sectors | $192.5M | 4.4% |
| Not classified | $580.8K | 0.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $4.4B | 140 | 51 | 39 | 29 | 29 | 48.0% | 45 |
| Q1 2026 | $2.4B | 118 | 45 | 27 | 22 | 15 | 45.3% | 45 |
| Q4 2025 | $2.1B | 88 | 16 | 27 | 22 | 93 | 57.9% | 48 |
| Q3 2025 | $2.3B | 165 | 45 | 39 | 25 | 11 | 47.1% | 45 |
| Q2 2025 | $1.6B | 131 | 48 | 23 | 23 | 7 | 58.2% | 45 |
| Q1 2025 | $993.6M | 90 | 32 | 16 | 22 | 23 | 57.3% | 45 |
| Q4 2024 | $856.0M | 81 | 32 | 15 | 24 | 21 | 57.2% | 45 |
| Q3 2024 | $824.3M | 70 | 33 | 17 | 13 | 22 | 64.7% | 45 |
| Q2 2024 | $659.5M | 59 | 30 | 12 | 13 | 27 | 63.1% | 43 |
| Q1 2024 | $427.2M | 56 | 27 | 17 | 11 | 30 | 64.6% | 45 |
| Q4 2023 | $442.6M | 59 | 32 | 12 | 8 | 22 | 55.3% | 45 |
| Q3 2023 | $317.3M | 49 | 25 | 10 | 8 | 19 | 58.6% | 46 |
| Q2 2023 | $346.1M | 43 | 22 | 16 | 4 | 24 | 57.8% | 45 |
| Q1 2023 | $228.6M | 45 | 29 | 12 | 4 | 26 | 55.0% | 45 |
| Q4 2022 | $133.7M | 42 | 20 | 10 | 11 | 20 | 53.6% | 45 |
| Q3 2022 | $90.2M | 42 | 26 | 0 | 16 | 27 | 45.7% | 45 |
| Q2 2022 | $279.8M | 43 | 22 | 19 | 2 | 17 | 53.5% | 46 |
| Q1 2022 | $118.8M | 38 | 17 | 13 | 8 | 29 | 51.6% | 46 |
| Q4 2021 | $119.7M | 50 | 0 | 0 | 0 | 0 | 59.5% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.