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Divisadero Street Capital Management, LP
hedge fundUpdated 27 days agoManaged by Divisadero Street Capital Management, Lp • Latest filing Q2 2026
Portfolio value
$4.4B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
97.1%
Weight of largest holdings
Annualized return
125.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $228.6M |
| Q2 2023 | $346.1M |
| Q3 2023 | $317.3M |
| Q4 2023 | $442.6M |
| Q1 2024 | $427.2M |
| Q2 2024 | $659.5M |
| Q3 2024 | $824.3M |
| Q4 2024 | $856M |
| Q1 2025 | $993.6M |
| Q2 2025 | $1.6B |
| Q3 2025 | $2.3B |
| Q4 2025 | $2.1B |
| Q1 2026 | $2.4B |
| Q2 2026 | $4.4B |
Top holdings
142 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SEZL SEZZLE INC | $283.1M | 1.65M | 6.42% | — |
| 2 | C CVNA CARVANA CO | $274M | 4.16M | 6.21% | — |
| 3 | S SGHC SUPER GROUP SGHC LIMITED | $272.5M | 20.11M | 6.18% | — |
| 4 | ? N/A DAVE INC | $260.6M | 699.4K | 5.91% | — |
| 5 | H HIMS HIMS & HERS HEALTH INC | $208.3M | 6.01M | 4.72% | — |
| 6 | C CLS CELESTICA INC | $168.3M | 461.4K | 3.81% | — |
| 7 | R RSI RUSH STREET INTERACTIVE INC | $161.4M | 5.43M | 3.66% | — |
| 8 | S SGHC SUPER GROUP SGHC LIMITED | $125.4M | 9.26M | 2.84% | — |
| 9 | S SN SHARKNINJA INC | $124.7M | 819.2K | 2.83% | — |
| 10 | C CECO CECO ENVIRONMENTAL CORP | $120.7M | 1.33M | 2.73% | — |
| 11 | C CONE COMPASS INC | $117.2M | 9.51M | 2.66% | — |
| 12 | F FLYW FLYWIRE CORPORATION | $116.7M | 6.64M | 2.65% | — |
| 13 | ? N/A THE REALREAL INC | $108.4M | 9.20M | 2.46% | — |
| 14 | T TPB TURNING PT BRANDS INC | $107.3M | 1.27M | 2.43% | — |
| 15 | H HNGE HINGE HEALTH INC | $107.1M | 1.29M | 2.43% | — |
| 16 | W WLDN WILLDAN GROUP INC | $104.8M | 1.32M | 2.37% | — |
| 17 | L LITE LUMENTUM HLDGS INC | $92.8M | 108.2K | 2.10% | — |
| 18 | V VSXY VICTORIAS SECRET AND CO | $85.6M | 1.03M | 1.94% | — |
| 19 | O OMDA OMADA HEALTH INC | $83.4M | 3.80M | 1.89% | — |
| 20 | R RELY REMITLY GLOBAL INC | $83.3M | 3.72M | 1.89% | — |