EdgeMarket › What Divisadero Street Capital Management, Lp reported owning
What Divisadero Street Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.4BPositions
118Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SGHC Super Group (SGHC) Ltd | 176.3M | 7.4% | 16.3M | 13.31 | +15.3% |
| RSI Rush Street Interactive, Inc. | 139.8M | 5.8% | 6.4M | 25.80 | +32.3% |
| DAVE Dave Inc./DE | 111.6M | 4.7% | 640.8K | 354.72 | +88.4% |
| CELH Celsius Holdings, Inc. | 90.0M | 3.8% | 2.5M | 33.36 | -46.2% |
| CLS CELESTICA INC | 86.1M | 3.6% | 305.8K | 296.55 | +62.1% |
| SEZL Sezzle Inc. | 83.0M | 3.5% | 1.3M | 119.11 | +34.2% |
| SN SharkNinja, Inc. | 81.5M | 3.4% | 769.2K | 180.76 | +51.1% |
| OMDA Omada Health, Inc. | 74.0M | 3.1% | 5.9M | 23.89 | +11.0% |
| CVNA CARVANA CO. | 71.2M | 3.0% | 226.6K | 69.91 | +3.2% |
| FLYW Flywire Corp | 70.7M | 3.0% | 6.1M | 19.54 | +60.2% |
| LITE Lumentum Holdings Inc. | 65.5M | 2.7% | 93.2K | 866.71 | +647.9% |
| APEI AMERICAN PUBLIC EDUCATION INC | 59.8M | 2.5% | 1.1M | 45.61 | +50.7% |
| VSXY Victoria's Secret & Co. | 54.6M | 2.3% | 1.2M | 85.39 | +288.0% |
| FIGS FIGS, Inc. | 47.2M | 2.0% | 3.2M | 14.68 | +105.6% |
| BULL Webull Corp | 45.8M | 1.9% | 9.5M | 8.78 | -38.8% |
| REAL TheRealReal, Inc. | 39.4M | 1.6% | 4.3M | 11.12 | +36.9% |
| BBW BUILD-A-BEAR WORKSHOP INC | 38.4M | 1.6% | 1.0M | 38.89 | -29.3% |
| EAT BRINKER INTERNATIONAL, INC | 36.9M | 1.5% | 258.2K | 246.06 | +61.2% |
| AXGN Axogen, Inc. | 36.3M | 1.5% | 1.1M | 50.40 | +223.9% |
| LINC LINCOLN EDUCATIONAL SERVICES CORP | 33.6M | 1.4% | 825.6K | 25.72 | +31.9% |
| ATRC AtriCure, Inc. | 33.1M | 1.4% | 1.2M | 48.98 | +35.8% |
| XPEL XPEL, Inc. | 31.9M | 1.3% | 720.4K | 51.34 | +39.0% |
| WTTR Select Water Solutions, Inc. | 29.1M | 1.2% | 1.9M | 19.72 | +148.4% |
| LWAY Lifeway Foods, Inc. | 27.2M | 1.1% | 1.4M | 25.93 | -15.2% |
| LRN Stride, Inc. | 27.2M | 1.1% | 308.5K | 84.36 | -48.3% |
| TPB Turning Point Brands, Inc. | 25.7M | 1.1% | 295.6K | 83.41 | -14.4% |
| COMP Compass, Inc. | 24.8M | 1.0% | 3.4M | 11.75 | +41.9% |
| HNGE Hinge Health, Inc. | 22.0M | 0.9% | 570.7K | 88.42 | +54.5% |
| PRCT PROCEPT BioRobotics Corp | 21.7M | 0.9% | 866.3K | 21.68 | -44.9% |
| CTRN Citi Trends Inc | 21.4M | 0.9% | 494.0K | 71.71 | +129.0% |
| TREE LendingTree, Inc. | 20.1M | 0.8% | 469.3K | 30.82 | -50.6% |
| ADPT Adaptive Biotechnologies Corp | 18.3M | 0.8% | 1.3M | 25.99 | +111.4% |
| EYE National Vision Holdings, Inc. | 18.0M | 0.8% | 696.0K | 17.88 | -26.1% |
| KRUS KURA SUSHI USA, INC. | 17.4M | 0.7% | 248.8K | 48.34 | -38.5% |
| RELY Remitly Global, Inc. | 16.5M | 0.7% | 1.1M | 26.67 | +41.6% |
| INDV Indivior Pharmaceuticals, Inc. | 15.9M | 0.7% | 521.1K | 36.87 | +52.7% |
| CODI Compass Diversified Holdings | 15.2M | 0.6% | 1.9M | 11.68 | +63.1% |
| CALX CALIX, INC | 15.0M | 0.6% | 305.7K | 40.12 | -29.1% |
| VCEL Vericel Corp | 13.6M | 0.6% | 422.2K | 42.68 | +20.7% |
| WLDN Willdan Group, Inc. | 12.6M | 0.5% | 165.0K | 85.56 | -17.1% |
| TSEM TOWER SEMICONDUCTOR LTD | 12.3M | 0.5% | 70.0K | 222.59 | +344.7% |
| EZPW EZCORP INC | 11.6M | 0.5% | 458.9K | 32.22 | +106.0% |
| CECO CECO ENVIRONMENTAL CORP | 11.2M | 0.5% | 187.6K | 71.52 | +58.2% |
| AVGO Broadcom Inc. | 10.8M | 0.5% | 35.0K | 368.45 | +26.5% |
| HIMS Hims & Hers Health, Inc. | 9.8M | 0.4% | 469.8K | 33.78 | -22.1% |
| AS Amer Sports, Inc. | 9.6M | 0.4% | 292.8K | 32.63 | -12.2% |
| PGNY Progyny, Inc. | 9.6M | 0.4% | 563.6K | 25.65 | +13.7% |
| JOUT JOHNSON OUTDOORS INC | 8.8M | 0.4% | 190.1K | 47.43 | +19.0% |
| BRBR BELLRING BRANDS, INC. | 8.4M | 0.4% | 523.7K | 10.19 | -75.0% |
| WRBY Warby Parker Inc. | 8.1M | 0.3% | 383.9K | 27.44 | +3.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →