Divisadero Street Capital Management, LP — 13F Holdings & Portfolio
CIK 1901865 · latest 13F-HR filed 2026-05-15
Divisadero Street Capital Management, LP manages $2.39B in 13F-reported U.S. long-equity assets across 118 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SGHC (7.37%), SGHC (6.56%), RSI (5.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 42 new positions, exited 15, added to 24, and trimmed 41.
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.
$2.39B
Long-equity book
118
Distinct positions
2026-03-31
Filed 2026-05-15
+42 / −15 / ↑24 / ↓41
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- RUSH STREET INTERACTIVE$85.4M +156.8%
- OMADA HEALTH INC$66.6M +898.7%
- DAVE INC$53.6M +92.6%
- WEBULL CORP$39.6M +637.3%
- SUPER GROUP SGHC LTD$36.0M +25.7%
Top Trims
- AMER SPORTS INC-$83.4M -89.6%
- BUILD-A-BEAR WORKSHOP-$38.3M -49.9%
- TURNING POINT BRANDS-$31.9M -55.5%
- NAPCO SECURITY TECHNOLOGIES-$31.8M -94.1%
- CARVANA CO-$20.8M -22.6%
New Positions
- BRINKER INTERNATIONAL INC$36.9M
- LINCOLN EDUCATIONAL SERVICES$33.6M
- ATRICURE$33.1M
- XPEL INC$31.9M
- SELECT WATER SOLUTIONS INC$29.1M
Exited Positions
- INDIVIOR PLC$99.9M
- IMAX CORP$35.7M
- PORCH GROUP INC$14.8M
- ENOVA INTL INC$13.0M
- ROSS STORES INC$12.3M
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 | SUPER GROUP SGHC LTD | SGHC | G8588X103 | $176.3M | 7.37% | 16,325,471 | SH |
| 2 | SUPER GROUP SGHC LTD Call | SGHC | G8588X903 | $157.0M | 6.56% | 14,537,600 | SH |
| 3 | RUSH STREET INTERACTIVE | RSI | 782011100 | $139.8M | 5.84% | 6,426,679 | SH |
| 4 | DAVE INC | DAVE | 23834J201 | $111.6M | 4.66% | 640,840 | SH |
| 5 | CELSIUS HLDGS | CELH | 15118V207 | $90.0M | 3.76% | 2,535,310 | SH |
| 6 | CELESTICA INC | CLS | 15101Q207 | $86.1M | 3.60% | 305,816 | SH |
| 7 | DAVE INC Call | DAVE | 23834J901 | $84.4M | 3.53% | 485,000 | SH |
| 8 | SEZZLE INC | SEZL | 78435P105 | $83.0M | 3.47% | 1,311,614 | SH |
| 9 | SHARKNINJA INC | SN | G8068L108 | $81.5M | 3.41% | 769,163 | SH |
| 10 | OMADA HEALTH INC | OMDA | 68170A108 | $74.0M | 3.09% | 5,887,715 | SH |
| 11 | CARVANA CO | CVNA | 146869102 | $71.2M | 2.98% | 226,636 | SH |
| 12 | FLYWIRE CORP | FLYW | 302492103 | $70.7M | 2.95% | 6,070,594 | SH |
| 13 | LUMENTUM HLDGS | LITE | 55024U109 | $65.5M | 2.74% | 93,192 | SH |
| 14 | AMERICAN PUBLIC EDUCATION | APEI | 02913V103 | $59.8M | 2.50% | 1,052,069 | SH |
| 15 | VICTORIA'S SECRET & CO | VSCO | 926400102 | $54.6M | 2.28% | 1,178,175 | SH |
| 16 | FIGS INC | FIGS | 30260D103 | $47.2M | 1.97% | 3,196,396 | SH |
| 17 | WEBULL CORP | BULL | G9572D103 | $45.8M | 1.92% | 9,548,219 | SH |
| 18 | THE REALREAL INC | REAL | 88339P101 | $39.4M | 1.65% | 4,342,757 | SH |
| 19 | BUILD-A-BEAR WORKSHOP | BBW | 120076104 | $38.4M | 1.60% | 1,024,970 | SH |
| 20 | BRINKER INTERNATIONAL INC | EAT | 109641100 | $36.9M | 1.54% | 258,228 | SH |
| 21 | AXOGEN | AXGN | 05463X106 | $36.3M | 1.52% | 1,095,881 | SH |
| 22 | LINCOLN EDUCATIONAL SERVICES | LINC | 533535100 | $33.6M | 1.40% | 825,556 | SH |
| 23 | ATRICURE | ATRC | 04963C209 | $33.1M | 1.38% | 1,159,955 | SH |
| 24 | XPEL INC | XPEL | 98379L100 | $31.9M | 1.33% | 720,425 | SH |
| 25 | SELECT WATER SOLUTIONS INC | WTTR | 81617J301 | $29.1M | 1.22% | 1,901,651 | SH |
| 26 | LIFEWAY FOODS INC | LWAY | 531914109 | $27.2M | 1.14% | 1,408,768 | SH |
| 27 | STRIDE | LRN | 86333M108 | $27.2M | 1.14% | 308,500 | SH |
| 28 | TURNING POINT BRANDS | TPB | 90041L105 | $25.7M | 1.07% | 295,578 | SH |
| 29 | COMPASS | COMP | 20464U100 | $24.8M | 1.04% | 3,389,927 | SH |
| 30 | HINGE HEALTH INC-A | HNGE | 433313103 | $22.0M | 0.92% | 570,659 | SH |
| 31 | PROCEPT BIOROBOTICS CORP | PRCT | 74276L105 | $21.7M | 0.91% | 866,338 | SH |
| 32 | CITI TRENDS INC | CTRN | 17306X102 | $21.4M | 0.89% | 494,046 | SH |
| 33 | LENDINGTREE INC | TREE | 52603B107 | $20.1M | 0.84% | 469,269 | SH |
| 34 | ADAPTIVE BIOTECHNOLOGIES | ADPT | 00650F109 | $18.3M | 0.77% | 1,318,661 | SH |
| 35 | NATIONAL VISION HLDGS | EYE | 63845R107 | $18.0M | 0.75% | 696,032 | SH |
| 36 | KURA SUSHI USA INC | KRUS | 501270102 | $17.4M | 0.73% | 248,812 | SH |
| 37 | REMITLY GLOBAL | RELY | 75960P104 | $16.5M | 0.69% | 1,053,557 | SH |
| 38 | INDIVIOR PHARMACEUTICALS | INDV | 45579U109 | $15.9M | 0.66% | 521,083 | SH |
| 39 | COMPASS DIVERSIFIED HLDGS | CODI | 20451Q104 | $15.2M | 0.63% | 1,930,254 | SH |
| 40 | CALIX | CALX | 13100M509 | $15.0M | 0.63% | 305,670 | SH |
| 41 | PROCEPT BIOROBOTICS CORP Call | PRCT | 74276L905 | $14.4M | 0.60% | 574,100 | SH |
| 42 | VERICEL CORPORATION | VCEL | 92346J108 | $13.6M | 0.57% | 422,178 | SH |
| 43 | WILLDAN GROUP | WLDN | 96924N100 | $12.6M | 0.53% | 164,987 | SH |
| 44 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $12.3M | 0.51% | 70,000 | SH |
| 45 | EZCORP INC | EZPW | 302301106 | $11.6M | 0.49% | 458,856 | SH |
| 46 | CECO ENVIRONMENTAL | CECO | 125141101 | $11.2M | 0.47% | 187,600 | SH |
| 47 | BROADCOM INC | AVGO | 11135F101 | $10.8M | 0.45% | 35,000 | SH |
| 48 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $9.8M | 0.41% | 469,833 | SH |
| 49 | AMER SPORTS INC | AS | G0260P102 | $9.6M | 0.40% | 292,784 | SH |
| 50 | PROGYNY INC | PGNY | 74340E103 | $9.6M | 0.40% | 563,609 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |