Divisadero Street Capital Management, LP
13F Reported Value
ⓘ$2.4B
incl. option notional
Equity Holdings
ⓘ$2.1B
Option Notional
ⓘ$255.8M
$0 puts / $255.8M calls
Holdings
118
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Divisadero Street Capital Management, LP disclosed 118 positions worth $2.4B in its Form 13F-HR for Q1 2026 — $2.1B in common stock plus $255.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SGHC (Super Group (SGHC) Ltd) at 8.3% of the equity portfolio, followed by $SGHC and $RSI. During the quarter the fund opened 42 new positions and exited 16 — including a new stake in $EAT and a full exit from $CELH. The portfolio is most concentrated in Consumer Discretionary (24.7% of disclosed assets). All figures are sourced directly from Divisadero Street Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1901865.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$176.3M16,325,471 sh - —
Quality
$157.0M14,537,600 sh - 64.9#605
Quality
$139.8M6,426,679 sh - 78.1
Quality
$111.6M640,840 sh - 63.0
Quality
$90.0M2,535,310 sh - 69.0
Quality
$86.1M305,816 sh - 78.1
Quality
$84.4M485,000 sh - 80.9
Quality
$83.0M1,311,614 sh - —
Quality
$81.5M769,163 sh - 45.5
Quality
$74.0M5,887,715 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Super Group (SGHC) Ltd$SGHC | — | $176.3M | 16,325,471 |
| Super Group (SGHC) Ltd$SGHCCALL | — | $157.0M | 14,537,600 |
 Rush Street Interactive, Inc.$RSI | 64.9#605 | $139.8M | 6,426,679 |
 Dave Inc./DE$DAVE | 78.1 | $111.6M | 640,840 |
 Celsius Holdings, Inc.$CELH | 63.0 | $90.0M | 2,535,310 |
 CELESTICA INC$CLS | 69.0 | $86.1M | 305,816 |
| Dave Inc./DE$DAVECALL | 78.1 | $84.4M | 485,000 |
 Sezzle Inc.$SEZL | 80.9 | $83.0M | 1,311,614 |
 SharkNinja, Inc.$SN | — | $81.5M | 769,163 |
 Omada Health, Inc.$OMDA | 45.5 | $74.0M | 5,887,715 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Divisadero Street Capital Management, LP's 118 positions.
Showing top 10 of 118 holdings.
Sector Allocation
Consumer Discretionary
$527.3M
Communication Services
$344.3M
Technology
$336.3M
Healthcare
$278.4M
Financials
$274.1M
Consumer Staples
$170.4M
Industrials
$142.0M
Energy
$34.1M
Full Holdings — Divisadero Street Capital Management, LP (Q1 2026)
All 118 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SGHC | Super Group (SGHC) Ltd | $176.3M | 8.3% | +39% | — |
| 2 | $SGHCCALL | Super Group (SGHC) Ltd | $157.0M | — | +17% | — |
| 3 | $RSI | Rush Street Interactive, Inc. | $139.8M | 6.5% | +129% | 64.9 |
| 4 | $DAVE | Dave Inc./DE | $111.6M | 5.2% | +145% | 78.1 |
| 5 | $CELH | Celsius Holdings, Inc. | $90.0M | 4.2% | +56% | 63 |
| 6 | $CLS | CELESTICA INC | $86.1M | 4.0% | +75% | 69 |
| 7 | $DAVECALL | Dave Inc./DE | $84.4M | — | -33% | 78.1 |
| 8 | $SEZL | Sezzle Inc. | $83.0M | 3.9% | +17% | 80.9 |
| 9 | $SN | SharkNinja, Inc. | $81.5M | 3.8% | +0% | — |
| 10 | $OMDA | Omada Health, Inc. | $74.0M | 3.5% | +1154% | 45.5 |
| 11 |  $CVNA | CARVANA CO. | $71.2M | 3.3% | +4% | 69.2 |
| 12 |  $FLYW | Flywire Corp | $70.7M | 3.3% | +5% | 56.2 |
| 13 |  $LITE | Lumentum Holdings Inc. | $65.5M | 3.1% | -21% | 63.4 |
| 14 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $59.8M | 2.8% | -37% | 60.3 |
| 15 |  $VSXY | Victoria's Secret & Co. | $54.6M | 2.6% | +139% | 46.8 |
| 16 |  $FIGS | FIGS, Inc. | $47.2M | 2.2% | -28% | 51.5 |
| 17 |  $BULL | Webull Corp | $45.8M | 2.1% | +1094% | — |
| 18 |  $REAL | TheRealReal, Inc. | $39.4M | 1.9% | +38% | 54.2 |
| 19 |  $BBW | BUILD-A-BEAR WORKSHOP INC | $38.4M | 1.8% | -18% | 61.7 |
| 20 |  $EAT | BRINKER INTERNATIONAL, INC | $36.9M | 1.7% | NEW | 74.7 |
| 21 |  $AXGN | Axogen, Inc. | $36.3M | 1.7% | +118% | 38 |
| 22 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $33.6M | 1.6% | NEW | 47.6 |
| 23 |  $ATRC | AtriCure, Inc. | $33.1M | 1.6% | NEW | 47.6 |
| 24 |  $XPEL | XPEL, Inc. | $31.9M | 1.5% | NEW | 65.3 |
| 25 |  $WTTR | Select Water Solutions, Inc. | $29.1M | 1.4% | NEW | 39.1 |
| 26 |  $LWAY | Lifeway Foods, Inc. | $27.2M | 1.3% | +5% | 60.2 |
| 27 |  $LRN | Stride, Inc. | $27.2M | 1.3% | NEW | 71.1 |
| 28 |  $TPB | Turning Point Brands, Inc. | $25.7M | 1.2% | -44% | 57.7 |
| 29 |  $COMP | Compass, Inc. | $24.8M | 1.2% | +171% | 58.3 |
| 30 |  $HNGE | Hinge Health, Inc. | $22.0M | 1.0% | +2216% | 44.9 |
| 31 |  $PRCT | PROCEPT BioRobotics Corp | $21.7M | 1.0% | NEW | 34.8 |
| 32 |  $CTRN | Citi Trends Inc | $21.4M | 1.0% | +143% | 50.2 |
| 33 |  $TREE | LendingTree, Inc. | $20.1M | 0.9% | NEW | 57.5 |
| 34 |  $ADPT | Adaptive Biotechnologies Corp | $18.3M | 0.9% | +265% | 35.2 |
| 35 |  $EYE | National Vision Holdings, Inc. | $18.0M | 0.8% | +98% | 55.4 |
| 36 |  $KRUS | KURA SUSHI USA, INC. | $17.4M | 0.8% | NEW | 41.4 |
| 37 |  $RELY | Remitly Global, Inc. | $16.5M | 0.8% | +1614% | 66 |
| 38 |  $INDV | Indivior Pharmaceuticals, Inc. | $15.9M | 0.7% | -81% | 64.6 |
| 39 |  $CODI | Compass Diversified Holdings | $15.2M | 0.7% | NEW | 35.4 |
| 40 |  $CALX | CALIX, INC | $15.0M | 0.7% | NEW | 46.8 |
| 41 | $PRCTCALL | PROCEPT BioRobotics Corp | $14.4M | — | NEW | 34.8 |
| 42 |  $VCEL | Vericel Corp | $13.6M | 0.6% | +88% | 46 |
| 43 |  $WLDN | Willdan Group, Inc. | $12.6M | 0.6% | -45% | 61.5 |
| 44 |  $TSEM | TOWER SEMICONDUCTOR LTD | $12.3M | 0.6% | NEW | — |
| 45 |  $EZPW | EZCORP INC | $11.6M | 0.6% | +231% | 65.7 |
| 46 |  $CECO | CECO ENVIRONMENTAL CORP | $11.2M | 0.5% | NEW | 62.8 |
| 47 |  $AVGO | Broadcom Inc. | $10.8M | 0.5% | NEW | 86.4 |
| 48 |  $HIMS | Hims & Hers Health, Inc. | $9.8M | 0.5% | +0% | 50.9 |
| 49 |  $AS | Amer Sports, Inc. | $9.6M | 0.5% | -88% | 71 |
| 50 |  $PGNY | Progyny, Inc. | $9.6M | 0.5% | +55% | 59 |
| 51 |  $JOUT | JOHNSON OUTDOORS INC | $8.8M | 0.4% | -9% | 44 |
| 52 |  $BRBR | BELLRING BRANDS, INC. | $8.4M | 0.4% | +839% | 58.7 |
| 53 |  $WRBY | Warby Parker Inc. | $8.1M | 0.4% | NEW | 51.2 |
| 54 |  $VITL | Vital Farms, Inc. | $7.8M | 0.4% | +3% | 50.2 |
| 55 |  $HOOD | Robinhood Markets, Inc. | $6.9M | 0.3% | NEW | 75.8 |
| 56 |  $FSLY | Fastly, Inc. | $6.5M | 0.3% | NEW | 40.2 |
| 57 |  $ANGO | ANGIODYNAMICS INC | $6.4M | 0.3% | NEW | 26.9 |
| 58 |  $UCTT | Ultra Clean Holdings, Inc. | $6.2M | 0.3% | NEW | 36 |
| 59 |  $TCMD | TACTILE SYSTEMS TECHNOLOGY INC | $6.2M | 0.3% | NEW | 45.3 |
| 60 |  $LOCO | El Pollo Loco Holdings, Inc. | $6.0M | 0.3% | -38% | 50.9 |
| 61 |  $BXC | BlueLinx Holdings Inc. | $5.6M | 0.3% | +0% | 36.8 |
| 62 |  $ONTO | ONTO INNOVATION INC. | $5.4M | 0.3% | NEW | 66.5 |
| 63 |  $BLND | Blend Labs, Inc. | $5.4M | 0.3% | -44% | 24.1 |
| 64 |  $GRPN | Groupon, Inc. | $5.3M | 0.3% | +0% | 24.4 |
| 65 |  $JBL | JABIL INC | $5.2M | 0.2% | NEW | 51.9 |
| 66 |  $COCO | Vita Coco Company, Inc. | $5.1M | 0.2% | NEW | 71.2 |
| 67 |  $VVV | VALVOLINE INC | $5.1M | 0.2% | NEW | 52.9 |
| 68 |  $PM | Philip Morris International Inc. | $4.7M | 0.2% | +0% | 80.5 |
| 69 |  $DCTH | DELCATH SYSTEMS, INC. | $4.6M | 0.2% | +0% | 54.9 |
| 70 |  $FTK | FLOTEK INDUSTRIES INC/CN/ | $4.6M | 0.2% | -20% | 60.5 |
| 71 |  $HZO | MARINEMAX INC | $4.4M | 0.2% | NEW | 36.5 |
| 72 |  $NVDA | NVIDIA CORP | $4.4M | 0.2% | NEW | 90.2 |
| 73 |  $AFRM | Affirm Holdings, Inc. | $4.4M | 0.2% | NEW | 71.7 |
| 74 |  $DKNG | DraftKings Inc. | $4.3M | 0.2% | -60% | 54 |
| 75 |  $XMTR | Xometry, Inc. | $3.4M | 0.2% | NEW | 41.3 |
| 76 |  $TDUP | ThredUp Inc. | $3.3M | 0.1% | +0% | 31.2 |
| 77 |  $PRTH | Priority Technology Holdings, Inc. | $3.1M | 0.1% | -38% | 59.2 |
| 78 |  $BHE | BENCHMARK ELECTRONICS INC | $3.0M | 0.1% | NEW | 37.6 |
| 79 |  $ARLO | Arlo Technologies, Inc. | $2.8M | 0.1% | -38% | 57.2 |
| 80 |  $ZUMZ | Zumiez Inc | $2.8M | 0.1% | +0% | 39.3 |
| 81 |  $ANF | ABERCROMBIE & FITCH CO /DE/ | $2.7M | 0.1% | NEW | 64.6 |
| 82 |  $ACVA | ACV Auctions Inc. | $2.6M | 0.1% | NEW | 51.5 |
| 83 |  $STUB | StubHub Holdings, Inc. | $2.4M | 0.1% | NEW | — |
| 84 |  $UPST | Upstart Holdings, Inc. | $2.3M | 0.1% | -76% | 51.7 |
| 85 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $2.0M | 0.1% | -94% | 62 |
| 86 |  $WING | Wingstop Inc. | $2.0M | 0.1% | +0% | 75.1 |
| 87 |  $FLUT | Flutter Entertainment plc | $2.0M | 0.1% | NEW | — |
| 88 |  $HTZ | HERTZ GLOBAL HOLDINGS, INC | $1.8M | 0.1% | NEW | 39 |
| 89 |  $FOXF | FOX FACTORY HOLDING CORP | $1.6M | 0.1% | +0% | 33.8 |
| 90 |  $ADTN | ADTRAN Holdings, Inc. | $1.5M | 0.1% | -5% | 41.6 |
| 91 |  $SG | Sweetgreen, Inc. | $1.4M | 0.1% | +7% | 49.2 |
| 92 |  $GAMB | Gambling.com Group Ltd | $1.2M | 0.1% | +0% | — |
| 93 |  $SRTS | Sensus Healthcare, Inc. | $1.1M | 0.1% | -4% | 18 |
| 94 |  $SFIX | Stitch Fix, Inc. | $1.0M | 0.1% | NEW | 41.3 |
| 95 |  $ONEW | OneWater Marine Inc. | $1.0M | 0.1% | +0% | 41.7 |
| 96 |  $MED | MEDIFAST INC | $813,559 | 0.0% | +0% | 30.1 |
| 97 |  $MAX | MediaAlpha, Inc. | $808,235 | 0.0% | -90% | 56.1 |
| 98 |  $ZVIA | Zevia PBC | $675,671 | 0.0% | -82% | 27.5 |
| 99 |  $LOVE | Lovesac Co | $562,959 | 0.0% | +0% | 31.2 |
| 100 |  $DSP | Viant Technology Inc. | $553,784 | 0.0% | NEW | 47.1 |
| 101 |  $INGN | Inogen Inc | $544,680 | 0.0% | +0% | 35.5 |
| 102 |  $FLWS | 1 800 FLOWERS COM INC | $524,081 | 0.0% | +0% | 24.9 |
| 103 |  $LFMD | LifeMD, Inc. | $490,332 | 0.0% | +0% | 40 |
| 104 |  $SHAK | Shake Shack Inc. | $374,936 | 0.0% | NEW | 54.5 |
| 105 |  $RCEL | AVITA Medical, Inc. | $370,000 | 0.0% | +0% | 29.6 |
| 106 |  $SNBR | Sleep Number Corp | $341,899 | 0.0% | +22% | 29.1 |
| 107 |  $RVLV | Revolve Group, Inc. | $311,475 | 0.0% | NEW | 60.3 |
| 108 |  $MOD | MODINE MANUFACTURING CO | $301,227 | 0.0% | NEW | 48.8 |
| 109 |  $W | Wayfair Inc. | $263,235 | 0.0% | NEW | 40.5 |
| 110 |  $JILL | J.Jill, Inc. | $245,840 | 0.0% | -80% | 49.6 |
| 111 |  $TKNO | Alpha Teknova, Inc. | $227,940 | 0.0% | +0% | 23 |
| 112 |  $IBTA | Ibotta, Inc. | $201,608 | 0.0% | NEW | 32.3 |
| 113 |  $DDD | 3D SYSTEMS CORP | $170,198 | 0.0% | +0% | 44.5 |
| 114 |  $LFVN | Lifevantage Corp | $106,574 | 0.0% | -62% | 49.6 |
| 115 |  $DXLG | DESTINATION XL GROUP, INC. | $100,948 | 0.0% | +0% | 27 |
| 116 |  $PRPL | Purple Innovation, Inc. | $91,646 | 0.0% | +0% | 20.1 |
| 117 |  $ZIP | ZIPRECRUITER, INC. | $91,098 | 0.0% | +0% | 22.2 |
| 118 |  $GOGO | Gogo Inc. | $49,333 | 0.0% | +0% | 52.2 |
New Positions (42)
$EAT BRINKER INTERNATIONAL, INC$36.9M$LINC LINCOLN EDUCATIONAL SERVICES CORP$33.6M$ATRC AtriCure, Inc.$33.1M$XPEL XPEL, Inc.$31.9M$WTTR Select Water Solutions, Inc.$29.1M$LRN Stride, Inc.$27.2M$PRCT PROCEPT BioRobotics Corp$21.7M$TREE LendingTree, Inc.$20.1M$KRUS KURA SUSHI USA, INC.$17.4M$CODI Compass Diversified Holdings$15.2M$CALX CALIX, INC$15.0M$PRCTCALL PROCEPT BioRobotics Corp$14.4M$TSEM TOWER SEMICONDUCTOR LTD$12.3M$CECO CECO ENVIRONMENTAL CORP$11.2M$AVGO Broadcom Inc.$10.8MExited Positions (16)
$CELHCALL Celsius Holdings, Inc.
$IMAX IMAX CORP$RSICALL Rush Street Interactive, Inc.
$PRCH Porch Group, Inc.
$ENVA Enova International, Inc.
$ROST ROSS STORES, INC.
$TTMI TTM TECHNOLOGIES INC
$PHAT Phathom Pharmaceuticals, Inc.
$CBLL Ceribell, Inc.
$BVS Bioventus Inc.
$PACK Ranpak Holdings Corp.
$BBNX Beta Bionics, Inc.
$NEO NEOGENOMICS INC
$ARHS Arhaus, Inc.Browse Top Institutional Investors
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