Divisadero Street Capital Management, LP
140 holdingsFiling period: 2026-06-30Current AUM: $4.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Super Group Sghc Limited | 29.37M | $398.0M | $398.0M | 9.69% | +13.05M | 2026-06-30 |
| 2 | SEZL | Sezzle Inc | 1.65M | $283.1M | $214.5M | 5.22% | +337.9K | 2026-06-30 |
| 3 | CVNA | Carvana Co | 4.16M | $274.0M | $245.9M | 5.99% | +3.94M | 2026-06-30 |
| 4 | DAVE | Dave Inc | 699.4K | $260.6M | $225.7M | 5.50% | +58.5K | 2026-06-30 |
| 5 | HIMS | Hims & Hers Health Inc | 6.01M | $208.3M | $176.2M | 4.29% | +5.54M | 2026-06-30 |
| 6 | CLS | Celestica Inc | 461.4K | $168.3M | $138.3M | 3.37% | +155.6K | 2026-06-30 |
| 7 | RSI | Rush Street Interactive Inc | 5.43M | $161.4M | $82.1M | 2.00% | -1,001,277 | 2026-06-30 |
| 8 | — | Sharkninja Inc | 819.2K | $124.7M | $124.7M | 3.04% | +50.0K | 2026-06-30 |
| 9 | CECO | Ceco Environmental Corp | 1.33M | $120.7M | $72.9M | 1.78% | +1.14M | 2026-06-30 |
| 10 | COMP | Compass Inc | 9.51M | $117.2M | $87.2M | 2.12% | +6.12M | 2026-06-30 |
| 11 | FLYW | Flywire Corporation | 6.64M | $116.7M | $125.8M | 3.06% | +573.9K | 2026-06-30 |
| 12 | REAL | The Realreal Inc | 9.20M | $108.4M | $101.7M | 2.48% | +4.86M | 2026-06-30 |
| 13 | TPB | Turning PT Brands Inc | 1.27M | $107.3M | $84.9M | 2.07% | +969.7K | 2026-06-30 |
| 14 | HNGE | Hinge Health Inc | 1.29M | $107.1M | $148.8M | 3.62% | +720.0K | 2026-06-30 |
| 15 | WLDN | Willdan Group Inc | 1.32M | $104.8M | $100.7M | 2.45% | +1.16M | 2026-06-30 |
| 16 | LITE | Lumentum Hldgs Inc | 108.2K | $92.8M | $98.9M | 2.41% | +15.0K | 2026-06-30 |
| 17 | VSCO | Victorias Secret and Co | 1.03M | $85.6M | $85.6M | 2.09% | -152,203 | 2026-06-30 |
| 18 | OMDA | Omada Health Inc | 3.80M | $83.4M | $72.9M | 1.78% | -2,088,020 | 2026-06-30 |
| 19 | RELY | Remitly Global Inc | 3.72M | $83.3M | $90.3M | 2.20% | +2.67M | 2026-06-30 |
| 20 | CHYM | Chime Finl Inc | 3.67M | $75.1M | $105.6M | 2.57% | -- | 2026-06-30 |
| 21 | VSH | Vishay Intertechnology Inc | 1.35M | $72.3M | $40.2M | 0.98% | -- | 2026-06-30 |
| 22 | APEI | American Pub ED Inc | 1.17M | $62.8M | $51.5M | 1.25% | +117.3K | 2026-06-30 |
| 23 | LWAY | Lifeway Foods Inc | 2.10M | $62.7M | $47.9M | 1.17% | +692.8K | 2026-06-30 |
| 24 | CELH | Celsius Hldgs Inc | 1.82M | $53.3M | $50.9M | 1.24% | -714,686 | 2026-06-30 |
| 25 | — | Amer Sports Inc | 1.52M | $51.4M | $51.4M | 1.25% | +1.23M | 2026-06-30 |
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