Divisadero Street Capital Management, LP
Q2 2026 13F filing
Updated 27 days ago142 disclosed positions worth $4.4B
Full holdings
Every line item disclosed in 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% | — |
| 21 | C CHYM CHIME FINL INC | $74.3M | 3.63M | 1.68% | — |
| 22 | V VSH VISHAY INTERTECHNOLOGY INC | $72.3M | 1.35M | 1.64% | — |
| 23 | A APEI AMERICAN PUB ED INC | $62.8M | 1.17M | 1.42% | — |
| 24 | L LWAY LIFEWAY FOODS INC | $62.7M | 2.10M | 1.42% | — |
| 25 | C CELH CELSIUS HLDGS INC | $53.3M | 1.82M | 1.21% | — |
| 26 | A AS AMER SPORTS INC | $51.4M | 1.52M | 1.17% | — |
| 27 | E ESI ELEMENT SOLUTIONS INC | $48.8M | 1.02M | 1.11% | — |
| 28 | G GRPN GROUPON INC | $44.4M | 1.85M | 1.01% | — |
| 29 | C CTRN CITI TRENDS INC | $40.8M | 705.5K | 0.92% | — |
| 30 | E EYE NATIONAL VISION HLDGS INC | $36.1M | 1.90M | 0.82% | — |
| 31 | E ENVA ENOVA INTL INC | $35.2M | 146.2K | 0.80% | — |
| 32 | F FBK FIGS INC | $32.6M | 3.19M | 0.74% | — |
| 33 | P PLPC PORCH GROUP INC | $31.7M | 2.11M | 0.72% | — |
| 34 | F FSLY FASTLY INC | $31.1M | 1.69M | 0.70% | — |
| 35 | L LIFE ETHOS TECHNOLOGIES INC | $29.7M | 1.64M | 0.67% | — |
| 36 | B BULLW WEBULL CORP | $28.8M | 4.41M | 0.65% | — |
| 37 | H HOOD ROBINHOOD MKTS INC | $25.1M | 250.0K | 0.57% | — |
| 38 | T TDUP THREDUP INC | $24.9M | 3.63M | 0.56% | — |
| 39 | I INDV INDIVIOR PHARMACEUTICALS INC | $24.7M | 601.9K | 0.56% | — |
| 40 | V VITL VITAL FARMS INC | $23.3M | 2.00M | 0.53% | — |
| 41 | I ICHR ICHOR HOLDINGS | $22.5M | 200.6K | 0.51% | — |
| 42 | A ATRC ATRICURE INC | $22.4M | 800.9K | 0.51% | — |
| 43 | K KLAR KLARNA GROUP PLC | $20.9M | 1.03M | 0.47% | — |
| 44 | C CDNA CAREDX INC | $20M | 700.9K | 0.45% | — |
| 45 | H HROW HARROW INC | $18.7M | 439.2K | 0.42% | — |
| 46 | B BHPLF BETA BIONICS INC | $17.5M | 1.11M | 0.40% | — |
| 47 | W WRBY WARBY PARKER INC | $17M | 561.1K | 0.39% | — |
| 48 | H HZO MARINEMAX INC | $16.7M | 456.0K | 0.38% | — |
| 49 | X XPEL XPEL INC | $16.3M | 328.7K | 0.37% | — |
| 50 | R RVLV REVOLVE GROUP INC | $16.2M | 708.2K | 0.37% | — |