Divisadero Street Capital Management, LP — 13F Holdings & Portfolio
CIK 1901865 · latest 13F-HR filed 2026-08-14
Divisadero Street Capital Management, LP manages $4.41B in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SEZL (6.42%), CVNA (6.21%), SGHC (6.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 51 new positions, exited 26, added to 54, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 204
MIAMI, FL 33133
$4.41B
Long-equity book
142
Distinct positions
2026-06-30
Filed 2026-08-14
+51 / −26 / ↑54 / ↓28
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CARVANA CO$202.8M +284.6%
- SEZZLE INC$200.1M +241.0%
- HIMS & HERS HEALTH INC$198.6M +2036.1%
- DAVE INC$149.0M +133.6%
- CECO ENVIRONMENTAL CORP$109.5M +979.6%
Top Trims
- CELSIUS HLDGS INC-$36.6M -40.7%
- BUILD-A-BEAR WORKSHOP INC-$32.0M -83.3%
- AXOGEN INC-$28.4M -78.3%
- PROCEPT BIOROBOTICS CORP-$17.6M -81.2%
- WEBULL CORP-$17.0M -37.2%
New Positions
- CHIME FINL INC$74.3M
- VISHAY INTERTECHNOLOGY INC$72.3M
- ELEMENT SOLUTIONS INC$48.8M
- ENOVA INTL INC$35.2M
- PORCH GROUP INC$31.7M
Exited Positions
- BRINKER INTERNATIONAL INC$36.9M
- LINCOLN EDUCATIONAL SERVICES$33.6M
- STRIDE$27.2M
- LENDINGTREE INC$20.1M
- ADAPTIVE BIOTECHNOLOGIES$18.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SEZZLE INC | SEZL | 78435P105 | $283.1M | 6.42% | 1,649,531 | SH |
| 2 | CARVANA CO | CVNA | 146869102 | $274.0M | 6.21% | 4,163,614 | SH |
| 3 | SUPER GROUP SGHC LIMITED | SGHC | G8588X103 | $272.5M | 6.18% | 20,114,259 | SH |
| 4 | DAVE INC | DAVE | 23834J201 | $260.6M | 5.91% | 699,366 | SH |
| 5 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $208.3M | 4.72% | 6,009,505 | SH |
| 6 | CELESTICA INC | CLS | 15101Q207 | $168.3M | 3.81% | 461,397 | SH |
| 7 | RUSH STREET INTERACTIVE INC | RSI | 782011100 | $161.4M | 3.66% | 5,425,402 | SH |
| 8 | SUPER GROUP SGHC LIMITED Call | SGHC | G8588X103 | $125.4M | 2.84% | 9,258,000 | SH |
| 9 | SHARKNINJA INC | SN | G8068L108 | $124.7M | 2.83% | 819,163 | SH |
| 10 | CECO ENVIRONMENTAL CORP | CECO | 125141101 | $120.7M | 2.73% | 1,329,817 | SH |
| 11 | COMPASS INC | COMP | 20464U100 | $117.2M | 2.66% | 9,505,505 | SH |
| 12 | FLYWIRE CORPORATION | FLYW | 302492103 | $116.7M | 2.65% | 6,644,513 | SH |
| 13 | THE REALREAL INC | REAL | 88339P101 | $108.4M | 2.46% | 9,198,248 | SH |
| 14 | TURNING PT BRANDS INC | TPB | 90041L105 | $107.3M | 2.43% | 1,265,303 | SH |
| 15 | HINGE HEALTH INC | HNGE | 433313103 | $107.1M | 2.43% | 1,290,623 | SH |
| 16 | WILLDAN GROUP INC | WLDN | 96924N100 | $104.8M | 2.37% | 1,324,293 | SH |
| 17 | LUMENTUM HLDGS INC | LITE | 55024U109 | $92.8M | 2.10% | 108,188 | SH |
| 18 | VICTORIAS SECRET AND CO | VSXY | 926400102 | $85.6M | 1.94% | 1,025,972 | SH |
| 19 | OMADA HEALTH INC | OMDA | 68170A108 | $83.4M | 1.89% | 3,799,695 | SH |
| 20 | REMITLY GLOBAL INC | RELY | 75960P104 | $83.3M | 1.89% | 3,719,086 | SH |
| 21 | CHIME FINL INC | CHYM | 16935C109 | $74.3M | 1.68% | 3,626,050 | SH |
| 22 | VISHAY INTERTECHNOLOGY INC | VSH | 928298108 | $72.3M | 1.64% | 1,345,094 | SH |
| 23 | AMERICAN PUB ED INC | APEI | 02913V103 | $62.8M | 1.42% | 1,169,356 | SH |
| 24 | LIFEWAY FOODS INC | LWAY | 531914109 | $62.7M | 1.42% | 2,101,540 | SH |
| 25 | CELSIUS HLDGS INC | CELH | 15118V207 | $53.3M | 1.21% | 1,820,624 | SH |
| 26 | AMER SPORTS INC | AS | G0260P102 | $51.4M | 1.17% | 1,520,280 | SH |
| 27 | ELEMENT SOLUTIONS INC | ESI | 28618M106 | $48.8M | 1.11% | 1,021,276 | SH |
| 28 | GROUPON INC | GRPN | 399473206 | $44.4M | 1.01% | 1,845,838 | SH |
| 29 | CITI TRENDS INC | CTRN | 17306X102 | $40.8M | 0.92% | 705,451 | SH |
| 30 | NATIONAL VISION HLDGS INC | EYE | 63845R107 | $36.1M | 0.82% | 1,899,450 | SH |
| 31 | ENOVA INTL INC | ENVA | 29357K103 | $35.2M | 0.80% | 146,238 | SH |
| 32 | FIGS INC | FIGS | 30260D103 | $32.6M | 0.74% | 3,191,026 | SH |
| 33 | PORCH GROUP INC | PRCH | 733245104 | $31.7M | 0.72% | 2,105,695 | SH |
| 34 | FASTLY INC | FSLY | 31188V100 | $31.1M | 0.70% | 1,694,262 | SH |
| 35 | ETHOS TECHNOLOGIES INC | LIFE | 29765A101 | $29.7M | 0.67% | 1,635,921 | SH |
| 36 | WEBULL CORP | BULL | G9572D103 | $28.8M | 0.65% | 4,414,549 | SH |
| 37 | ROBINHOOD MKTS INC | HOOD | 770700102 | $25.1M | 0.57% | 250,000 | SH |
| 38 | THREDUP INC | TDUP | 88556E102 | $24.9M | 0.56% | 3,628,206 | SH |
| 39 | INDIVIOR PHARMACEUTICALS INC | INDV | 45579U109 | $24.7M | 0.56% | 601,863 | SH |
| 40 | VITAL FARMS INC | VITL | 92847W103 | $23.3M | 0.53% | 2,003,588 | SH |
| 41 | ICHOR HOLDINGS | ICHR | G4740B105 | $22.5M | 0.51% | 200,621 | SH |
| 42 | ATRICURE INC | ATRC | 04963C209 | $22.4M | 0.51% | 800,931 | SH |
| 43 | KLARNA GROUP PLC | KLAR | G5279N105 | $20.9M | 0.47% | 1,032,328 | SH |
| 44 | CAREDX INC | CDNA | 14167L103 | $20.0M | 0.45% | 700,938 | SH |
| 45 | HARROW INC | HROW | 415858109 | $18.7M | 0.42% | 439,155 | SH |
| 46 | BETA BIONICS INC | BBNX | 08659B102 | $17.5M | 0.40% | 1,113,802 | SH |
| 47 | WARBY PARKER INC | WRBY | 93403J106 | $17.0M | 0.39% | 561,117 | SH |
| 48 | MARINEMAX INC | HZO | 567908108 | $16.7M | 0.38% | 455,971 | SH |
| 49 | XPEL INC | XPEL | 98379L100 | $16.3M | 0.37% | 328,665 | SH |
| 50 | REVOLVE GROUP INC | RVLV | 76156B107 | $16.2M | 0.37% | 708,216 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.41B | 142 | 0001901865-26-000002 |
| 2026-03-31 | 2026-05-15 | $2.39B | 118 | 0001901865-26-000001 |
| 2025-12-31 | 2026-02-17 | $2.14B | 92 | 0000919574-26-000995 |
| 2025-09-30 | 2025-11-14 | $2.29B | 168 | 0000919574-25-006804 |