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Divisadero Street Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,412,456,934
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEZZLE INC · COM · 78435P105 · shares: $283,109,006
- CARVANA CO · CL A · 146869102 · shares: $274,049,073
- SUPER GROUP SGHC LIMITED · ORD SHS · G8588X103 · shares: $272,548,209
- DAVE INC · CLASS A COM NEW · 23834J201 · shares: $260,576,778
- HIMS & HERS HEALTH INC · COM CL A · 433000106 · shares: $208,349,538
- CELESTICA INC · COM · 15101Q207 · shares: $168,317,626
- RUSH STREET INTERACTIVE INC · COM · 782011100 · shares: $161,351,455
- SUPER GROUP SGHC LIMITED · ORD SHS · G8588X103 · shares · CALL: $125,445,900
- SHARKNINJA INC · COM SHS · G8068L108 · shares: $124,733,950
- CECO ENVIRONMENTAL CORP · COM · 125141101 · shares: $120,667,595
Reported holdings
142 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEZZLE INC | COM | 78435P105 | — | 1,649,531 shares | $283,109,006 |
| CARVANA CO | CL A | 146869102 | — | 4,163,614 shares | $274,049,073 |
| SUPER GROUP SGHC LIMITED | ORD SHS | G8588X103 | — | 20,114,259 shares | $272,548,209 |
| DAVE INC | CLASS A COM NEW | 23834J201 | — | 699,366 shares | $260,576,778 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 6,009,505 shares | $208,349,538 |
| CELESTICA INC | COM | 15101Q207 | — | 461,397 shares | $168,317,626 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 5,425,402 shares | $161,351,455 |
| SUPER GROUP SGHC LIMITED | ORD SHS | G8588X103 | CALL | 9,258,000 shares | $125,445,900 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 819,163 shares | $124,733,950 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | — | 1,329,817 shares | $120,667,595 |
| COMPASS INC | CL A | 20464U100 | — | 9,505,505 shares | $117,202,877 |
| FLYWIRE CORPORATION | COM VTG | 302492103 | — | 6,644,513 shares | $116,744,093 |
| THE REALREAL INC | COM | 88339P101 | — | 9,198,248 shares | $108,447,344 |
| TURNING PT BRANDS INC | COM | 90041L105 | — | 1,265,303 shares | $107,310,347 |
| HINGE HEALTH INC | CL A | 433313103 | — | 1,290,623 shares | $107,121,709 |
| WILLDAN GROUP INC | COM | 96924N100 | — | 1,324,293 shares | $104,751,576 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 108,188 shares | $92,831,795 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 1,025,972 shares | $85,648,143 |
| OMADA HEALTH INC | COM | 68170A108 | — | 3,799,695 shares | $83,403,305 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 3,719,086 shares | $83,344,717 |
| CHIME FINL INC | COM SHS CL A | 16935C109 | — | 3,626,050 shares | $74,261,504 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 1,345,094 shares | $72,339,155 |
| AMERICAN PUB ED INC | COM | 02913V103 | — | 1,169,356 shares | $62,794,417 |
| LIFEWAY FOODS INC | COM | 531914109 | — | 2,101,540 shares | $62,709,954 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | — | 1,820,624 shares | $53,307,871 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 1,520,280 shares | $51,446,275 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | — | 1,021,276 shares | $48,765,929 |
| GROUPON INC | COM NEW | 399473206 | — | 1,845,838 shares | $44,410,862 |
| CITI TRENDS INC | COM | 17306X102 | — | 705,451 shares | $40,803,286 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 | — | 1,899,450 shares | $36,108,545 |
| ENOVA INTL INC | COM | 29357K103 | — | 146,238 shares | $35,203,874 |
| FIGS INC | CL A | 30260D103 | — | 3,191,026 shares | $32,644,196 |
| PORCH GROUP INC | COM | 733245104 | — | 2,105,695 shares | $31,669,653 |
| FASTLY INC | CL A | 31188V100 | — | 1,694,262 shares | $31,106,650 |
| ETHOS TECHNOLOGIES INC | CL A | 29765A101 | — | 1,635,921 shares | $29,675,607 |
| WEBULL CORP | ORD SHS | G9572D103 | — | 4,414,549 shares | $28,782,859 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 250,000 shares | $25,070,000 |
| THREDUP INC | CL A | 88556E102 | — | 3,628,206 shares | $24,853,211 |
| INDIVIOR PHARMACEUTICALS INC | COM | 45579U109 | — | 601,863 shares | $24,694,439 |
| VITAL FARMS INC | COM | 92847W103 | — | 2,003,588 shares | $23,301,728 |
| ICHOR HOLDINGS | SHS | G4740B105 | — | 200,621 shares | $22,525,726 |
| ATRICURE INC | COM | 04963C209 | — | 800,931 shares | $22,410,049 |
| KLARNA GROUP PLC | SHS | G5279N105 | — | 1,032,328 shares | $20,894,319 |
| CAREDX INC | COM | 14167L103 | — | 700,938 shares | $19,976,733 |
| HARROW INC | COM | 415858109 | — | 439,155 shares | $18,650,913 |
| BETA BIONICS INC | COM | 08659B102 | — | 1,113,802 shares | $17,453,277 |
| WARBY PARKER INC | CL A COM | 93403J106 | — | 561,117 shares | $17,024,290 |
| MARINEMAX INC | COM | 567908108 | — | 455,971 shares | $16,697,658 |
| XPEL INC | COM | 98379L100 | — | 328,665 shares | $16,301,784 |
| REVOLVE GROUP INC | CL A | 76156B107 | — | 708,216 shares | $16,211,064 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | — | 802,180 shares | $16,027,556 |
| BJS RESTAURANTS INC | COM | 09180C106 | — | 262,421 shares | $15,938,139 |
| UNITED STS OIL FD LP | UNITS | 91232N207 | — | 142,500 shares | $15,167,700 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 59,500 shares | $12,871,040 |
| MEDIAALPHA INC | CL A | 58450V104 | — | 1,019,988 shares | $12,821,249 |
| ONTO INNOVATION INC | COM | 683344105 | — | 31,891 shares | $12,069,149 |
| CLEAR SECURE INC | COM CL A | 18467V109 | — | 200,000 shares | $11,146,000 |
| CROCS INC | COM | 227046109 | — | 91,371 shares | $11,022,997 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 78,000 shares | $10,433,280 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 400,824 shares | $10,124,814 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 515,778 shares | $9,691,469 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 106,675 shares | $9,153,782 |
| COMPASS DIVERSIFIED | SH BEN INT | 20451Q104 | — | 827,298 shares | $8,818,997 |
| JOHNSON OUTDOORS INC | CL A | 479167108 | — | 190,057 shares | $8,750,224 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 106,735 shares | $8,704,239 |
| AXOGEN INC | COM | 05463X106 | — | 170,416 shares | $7,871,515 |
| PENGUIN SOLUTIONS INC | COM | 706915105 | — | 100,000 shares | $7,601,000 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | — | 1,007,453 shares | $7,243,587 |
| HAEMONETICS CORP MASS | COM | 405024100 | — | 96,459 shares | $7,234,425 |
| EL POLLO LOCO HLDGS INC | COM | 268603107 | — | 409,925 shares | $6,952,328 |
| DESIGNER BRANDS INC | CL A | 250565108 | — | 1,184,045 shares | $6,902,982 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 25,000 shares | $6,763,250 |
| FLEX LTD | ORD | Y2573F102 | — | 40,000 shares | $6,482,800 |
| SEMTECH CORP | COM | 816850101 | — | 40,000 shares | $6,474,000 |
| BUILD-A-BEAR WORKSHOP INC | COM | 120076104 | — | 210,019 shares | $6,428,682 |
| BLUELINX HLDGS INC | COM NEW | 09624H208 | — | 103,141 shares | $6,382,365 |
| DELCATH SYS INC | COM NEW | 24661P807 | — | 499,796 shares | $6,292,432 |
| OSI SYSTEMS INC | COM | 671044105 | — | 27,859 shares | $6,092,763 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 149,800 shares | $6,084,876 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | — | 50,728 shares | $6,024,965 |
| BANDWIDTH INC | COM CL A | 05988J103 | — | 86,065 shares | $5,447,915 |
| EVERQUOTE INC | COM CL A | 30041R108 | — | 219,248 shares | $5,215,910 |
| CLEARFIELD INC | COM | 18482P103 | — | 130,783 shares | $5,203,856 |
| PAR TECHNOLOGY CORP | COM | 698884103 | — | 267,965 shares | $4,667,950 |
| FRANKLIN COVEY CO | COM | 353469109 | — | 185,547 shares | $4,551,468 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 17,000 shares | $4,430,880 |
| STUBHUB HLDGS INC | CL A | 86384P109 | — | 329,602 shares | $4,241,978 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | — | 180,260 shares | $4,070,271 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 25,317 shares | $3,872,488 |
| 1 800 FLOWERS COM INC | CL A | 68243Q106 | — | 1,033,166 shares | $3,595,418 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 252,336 shares | $3,401,489 |
| VIA TRANSN INC | COM CL A | 92556W104 | — | 172,755 shares | $3,133,776 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 16,452 shares | $2,976,331 |
| TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | — | 99,622 shares | $2,966,743 |
| EZCORP INC | CL A NON VTG | 302301106 | — | 82,602 shares | $2,855,551 |
| SWEETGREEN INC | COM CL A | 87043Q108 | — | 288,601 shares | $2,542,575 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 283,953 shares | $2,456,193 |
| UPSTART HLDGS INC | COM | 91680M107 | — | 67,461 shares | $2,390,143 |
| PROG HOLDINGS INC | COM NPV | 74319R101 | — | 50,000 shares | $2,330,500 |
| BOBS DISC FURNITURE INC | COM SHS | 09681N106 | — | 144,391 shares | $2,284,266 |