Divisadero Street Capital Management, LP
13F Reported Value
ⓘ$4.4B
incl. option notional
Equity Holdings
ⓘ$4.3B
Option Notional
ⓘ$126.2M
$800,768 puts / $125.4M calls
Holdings
142
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Divisadero Street Capital Management, LP disclosed 142 positions worth $4.4B in its Form 13F-HR for Q2 2026 — $4.3B in common stock plus $126.2M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SEZL (Sezzle Inc.) at 6.6% of the equity portfolio, followed by $CVNA and $SGHC. During the quarter the fund opened 52 new positions and exited 28 — including a new stake in $CHYM and a full exit from $DAVE. The portfolio is most concentrated in Technology (20.4% 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
StableSector 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 — Q2 2026
Click any card to unlockTop Holdings
- 80.1#29
Quality
$283.1M1,649,531 sh - 71.6#176
Quality
$274.0M4,163,614 sh - —
Quality
$272.5M20,114,259 sh - 80.2
Quality
$260.6M699,366 sh - 53.4
Quality
$208.3M6,009,505 sh - 69.8
Quality
$168.3M461,397 sh - 66.4
Quality
$161.4M5,425,402 sh - —
Quality
$125.4M9,258,000 sh - 66.8
Quality
$124.7M819,163 sh - 24.6
Quality
$120.7M1,329,817 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Sezzle Inc.$SEZL | 80.1#29 | $283.1M | 1,649,531 |
 CARVANA CO.$CVNA | 71.6#176 | $274.0M | 4,163,614 |
 Super Group (SGHC) Ltd$SGHC | — | $272.5M | 20,114,259 |
 Dave Inc./DE$DAVE | 80.2 | $260.6M | 699,366 |
 Hims & Hers Health, Inc.$HIMS | 53.4 | $208.3M | 6,009,505 |
 CELESTICA INC$CLS | 69.8 | $168.3M | 461,397 |
 Rush Street Interactive, Inc.$RSI | 66.4 | $161.4M | 5,425,402 |
| Super Group (SGHC) Ltd$SGHCCALL | — | $125.4M | 9,258,000 |
 SharkNinja, Inc.$SN | 66.8 | $124.7M | 819,163 |
 CECO ENVIRONMENTAL CORP$CECO | 24.6 | $120.7M | 1,329,817 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Divisadero Street Capital Management, LP's 142 positions.
Showing top 10 of 142 holdings.
Sector Allocation
Technology
$872.5M
Consumer Discretionary
$831.6M
Financials
$783.8M
Communication Services
$493.9M
Healthcare
$492.1M
Industrials
$377.1M
Consumer Staples
$253.1M
Real Estate
$117.2M
Full Holdings — Divisadero Street Capital Management, LP (Q2 2026)
All 142 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 | $SEZL | Sezzle Inc. | $283.1M | 6.6% | +26% | 80.1 |
| 2 | $CVNA | CARVANA CO. | $274.0M | 6.4% | +1737% | 71.6 |
| 3 | $SGHC | Super Group (SGHC) Ltd | $272.5M | 6.4% | +23% | — |
| 4 | $DAVE | Dave Inc./DE | $260.6M | 6.1% | +9% | 80.2 |
| 5 | $HIMS | Hims & Hers Health, Inc. | $208.3M | 4.9% | +1179% | 53.4 |
| 6 | $CLS | CELESTICA INC | $168.3M | 3.9% | +51% | 69.8 |
| 7 | $RSI | Rush Street Interactive, Inc. | $161.4M | 3.8% | -16% | 66.4 |
| 8 | $SGHCCALL | Super Group (SGHC) Ltd | $125.4M | — | -36% | — |
| 9 | $SN | SharkNinja, Inc. | $124.7M | 2.9% | +7% | 66.8 |
| 10 | $CECO | CECO ENVIRONMENTAL CORP | $120.7M | 2.8% | +609% | 24.6 |
| 11 |  $COMP | Compass, Inc. | $117.2M | 2.7% | +180% | 61.2 |
| 12 |  $FLYW | Flywire Corp | $116.7M | 2.7% | +9% | 66.9 |
| 13 |  $REAL | TheRealReal, Inc. | $108.4M | 2.5% | +112% | 36.8 |
| 14 |  $TPB | Turning Point Brands, Inc. | $107.3M | 2.5% | +328% | 51.8 |
| 15 |  $HNGE | Hinge Health, Inc. | $107.1M | 2.5% | +126% | 74.9 |
| 16 |  $WLDN | Willdan Group, Inc. | $104.8M | 2.4% | +703% | 63.7 |
| 17 |  $LITE | Lumentum Holdings Inc. | $92.8M | 2.2% | +16% | 44.3 |
| 18 |  $VSXY | Victoria's Secret & Co. | $85.6M | 2.0% | -13% | 65.6 |
| 19 |  $OMDA | Omada Health, Inc. | $83.4M | 1.9% | -35% | 59.4 |
| 20 |  $RELY | Remitly Global, Inc. | $83.3M | 1.9% | +253% | 72.5 |
| 21 |  $CHYM | Chime Financial, Inc. | $74.3M | 1.7% | NEW | 53.5 |
| 22 |  $VSH | VISHAY INTERTECHNOLOGY INC | $72.3M | 1.7% | NEW | 48.8 |
| 23 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $62.8M | 1.5% | +11% | 52.2 |
| 24 |  $LWAY | Lifeway Foods, Inc. | $62.7M | 1.5% | +49% | 49.1 |
| 25 |  $CELH | Celsius Holdings, Inc. | $53.3M | 1.2% | -28% | 66.5 |
| 26 |  $AS | Amer Sports, Inc. | $51.4M | 1.2% | +419% | 64 |
| 27 |  $ESI | Element Solutions Inc | $48.8M | 1.1% | NEW | 46.2 |
| 28 |  $GRPN | Groupon, Inc. | $44.4M | 1.0% | +315% | 26.1 |
| 29 |  $CTRN | Citi Trends Inc | $40.8M | 0.9% | +43% | 52.6 |
| 30 |  $EYE | National Vision Holdings, Inc. | $36.1M | 0.8% | +173% | 52.5 |
| 31 |  $ENVA | Enova International, Inc. | $35.2M | 0.8% | NEW | 69.9 |
| 32 |  $FIGS | FIGS, Inc. | $32.6M | 0.8% | -0% | 64.2 |
| 33 |  $PRCH | Porch Group, Inc. | $31.7M | 0.7% | NEW | 46.1 |
| 34 |  $FSLY | Fastly, Inc. | $31.1M | 0.7% | +653% | 44.6 |
| 35 |  $LIFE | Ethos Technologies Inc. | $29.7M | 0.7% | NEW | 21.7 |
| 36 |  $BULL | Webull Corp | $28.8M | 0.7% | -54% | 33.5 |
| 37 |  $HOOD | Robinhood Markets, Inc. | $25.1M | 0.6% | +150% | 82.1 |
| 38 |  $TDUP | ThredUp Inc. | $24.9M | 0.6% | +265% | 35.3 |
| 39 |  $INDV | Indivior Pharmaceuticals, Inc. | $24.7M | 0.6% | +16% | 58.5 |
| 40 |  $VITL | Vital Farms, Inc. | $23.3M | 0.5% | +263% | 35.4 |
| 41 |  $ICHR | ICHOR HOLDINGS, LTD. | $22.5M | 0.5% | NEW | — |
| 42 |  $ATRC | AtriCure, Inc. | $22.4M | 0.5% | -31% | 59 |
| 43 |  $KLAR | Klarna Group plc | $20.9M | 0.5% | NEW | — |
| 44 |  $CDNA | CareDx, Inc. | $20.0M | 0.5% | NEW | 67.5 |
| 45 |  $HROW | HARROW, INC. | $18.7M | 0.4% | NEW | 40.5 |
| 46 |  $BBNX | Beta Bionics, Inc. | $17.5M | 0.4% | NEW | 29.8 |
| 47 |  $WRBY | Warby Parker Inc. | $17.0M | 0.4% | +46% | 54.3 |
| 48 |  $HZO | MARINEMAX INC | $16.7M | 0.4% | +179% | 42.4 |
| 49 |  $XPEL | XPEL, Inc. | $16.3M | 0.4% | -54% | 55.7 |
| 50 |  $RVLV | Revolve Group, Inc. | $16.2M | 0.4% | +5041% | 51.4 |
| 51 |  $WTTR | Select Water Solutions, Inc. | $16.0M | 0.4% | -58% | 42.9 |
| 52 |  $BJRI | BJs RESTAURANTS INC | $15.9M | 0.4% | NEW | 52.4 |
| 53 |  $USO | United States Oil Fund, LP | $15.2M | 0.3% | NEW | — |
| 54 |  $FCFS | FirstCash Holdings, Inc. | $12.9M | 0.3% | NEW | 69.3 |
| 55 |  $MAX | MediaAlpha, Inc. | $12.8M | 0.3% | +1074% | 61.6 |
| 56 |  $ONTO | ONTO INNOVATION INC. | $12.1M | 0.3% | +20% | 61.9 |
| 57 |  $YOU | Clear Secure, Inc. | $11.1M | 0.3% | NEW | 73.1 |
| 58 |  $CROX | Crocs, Inc. | $11.0M | 0.3% | NEW | 58 |
| 59 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $10.4M | 0.2% | NEW | 57.2 |
| 60 |  $DKNG | DraftKings Inc. | $10.1M | 0.2% | +100% | 60.4 |
| 61 |  $CALY | Callaway Golf Co | $9.7M | 0.2% | NEW | 26.1 |
| 62 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $9.2M | 0.2% | NEW | 33.9 |
| 63 |  $CODI | Compass Diversified Holdings | $8.8M | 0.2% | -57% | 42.3 |
| 64 |  $JOUT | JOHNSON OUTDOORS INC | $8.8M | 0.2% | +0% | 50.7 |
| 65 |  $AFRM | Affirm Holdings, Inc. | $8.7M | 0.2% | +12% | 81.3 |
| 66 |  $AXGN | Axogen, Inc. | $7.9M | 0.2% | -84% | 40.8 |
| 67 |  $PENG | Penguin Solutions, Inc. | $7.6M | 0.2% | NEW | 49.2 |
| 68 |  $ACVA | ACV Auctions Inc. | $7.2M | 0.2% | +65% | 43.5 |
| 69 |  $HAE | HAEMONETICS CORP | $7.2M | 0.2% | NEW | 51.4 |
| 70 |  $LOCO | El Pollo Loco Holdings, Inc. | $7.0M | 0.2% | -5% | 51.9 |
| 71 |  $DBI | Designer Brands Inc. | $6.9M | 0.2% | NEW | 46.9 |
| 72 |  $FTAI | FTAI Aviation Ltd. | $6.8M | 0.2% | NEW | — |
| 73 |  $FLEX | FLEX LTD. | $6.5M | 0.1% | NEW | — |
| 74 |  $SMTC | SEMTECH CORP | $6.5M | 0.1% | NEW | 55.9 |
| 75 |  $BBW | BUILD-A-BEAR WORKSHOP INC | $6.4M | 0.1% | -80% | 46.2 |
| 76 |  $BXC | BlueLinx Holdings Inc. | $6.4M | 0.1% | +0% | 43.2 |
| 77 |  $DCTH | DELCATH SYSTEMS, INC. | $6.3M | 0.1% | +0% | 54.7 |
| 78 |  $OSIS | OSI SYSTEMS INC | $6.1M | 0.1% | NEW | 59.2 |
| 79 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $6.1M | 0.1% | NEW | 59.4 |
| 80 |  $ROAD | Construction Partners, Inc. | $6.0M | 0.1% | NEW | 67.4 |
| 81 |  $BAND | Bandwidth Inc. | $5.4M | 0.1% | NEW | 49.4 |
| 82 |  $EVER | EverQuote, Inc. | $5.2M | 0.1% | NEW | 68.4 |
| 83 |  $CLFD | Clearfield, Inc. | $5.2M | 0.1% | NEW | 30.3 |
| 84 |  $PAR | PAR TECHNOLOGY CORP | $4.7M | 0.1% | NEW | 38.9 |
| 85 |  $FC | FRANKLIN COVEY CO | $4.6M | 0.1% | NEW | 36.4 |
| 86 |  $TSEM | TOWER SEMICONDUCTOR LTD | $4.4M | 0.1% | -76% | — |
| 87 |  $STUB | StubHub Holdings, Inc. | $4.2M | 0.1% | -14% | 49.3 |
| 88 |  $PRCT | PROCEPT BioRobotics Corp | $4.1M | 0.1% | -79% | 33.3 |
| 89 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $3.9M | 0.1% | NEW | 48.7 |
| 90 |  $FLWS | 1 800 FLOWERS COM INC | $3.6M | 0.1% | +499% | 26.8 |
| 91 |  $ARLO | Arlo Technologies, Inc. | $3.4M | 0.1% | +26% | 56.4 |
| 92 |  $VIA | Via Transportation, Inc. | $3.1M | 0.1% | NEW | 36.9 |
| 93 |  $PM | Philip Morris International Inc. | $3.0M | 0.1% | -42% | 75.9 |
| 94 |  $TCMD | TACTILE SYSTEMS TECHNOLOGY INC | $3.0M | 0.1% | -58% | 56.1 |
| 95 |  $EZPW | EZCORP INC | $2.9M | 0.1% | -82% | 63.4 |
| 96 |  $SG | Sweetgreen, Inc. | $2.5M | 0.1% | +6% | 35.9 |
| 97 |  $ATEC | Alphatec Holdings, Inc. | $2.5M | 0.1% | NEW | 43.3 |
| 98 |  $UPST | Upstart Holdings, Inc. | $2.4M | 0.1% | -25% | 61.7 |
| 99 |  $PRG | PROG Holdings, Inc. | $2.3M | 0.1% | NEW | 57.4 |
| 100 |  $BOBS | Bob's Discount Furniture, Inc. | $2.3M | 0.1% | NEW | — |
| 101 |  $TTMI | TTM TECHNOLOGIES INC | $2.2M | 0.1% | NEW | 62.6 |
| 102 |  $WING | Wingstop Inc. | $2.2M | 0.1% | +0% | 62.4 |
| 103 |  $ZUMZ | Zumiez Inc | $2.2M | 0.1% | +0% | 48.7 |
| 104 |  $FLUT | Flutter Entertainment plc | $2.0M | 0.1% | +0% | — |
| 105 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $1.9M | 0.1% | +0% | 58.7 |
| 106 |  $PTRN | Pattern Group Inc. | $1.8M | 0.0% | NEW | 61.4 |
| 107 |  $FRPT | Freshpet, Inc. | $1.7M | 0.0% | NEW | 61.1 |
| 108 |  $FOXF | FOX FACTORY HOLDING CORP | $1.7M | 0.0% | +0% | 30.4 |
| 109 |  $ONEW | OneWater Marine Inc. | $1.6M | 0.0% | +33% | 30.2 |
| 110 |  $VCEL | Vericel Corp | $1.6M | 0.0% | -91% | 62.8 |
| 111 |  $DRVN | Driven Brands Holdings Inc. | $1.4M | 0.0% | NEW | 54.9 |
| 112 |  $SFIX | Stitch Fix, Inc. | $1.3M | 0.0% | +0% | 35.5 |
| 113 |  $NTGR | NETGEAR, INC. | $1.2M | 0.0% | NEW | 26.1 |
| 114 |  $MEC | Mayville Engineering Company, Inc. | $1.0M | 0.0% | NEW | 32.1 |
| 115 |  $MNDY | monday.com Ltd. | $1.0M | 0.0% | NEW | — |
| 116 |  $BRBR | BELLRING BRANDS, INC. | $938,991 | 0.0% | -86% | 58.2 |
| 117 |  $PRTH | Priority Technology Holdings, Inc. | $863,125 | 0.0% | -80% | 60.4 |
| 118 |  $MED | MEDIFAST INC | $847,092 | 0.0% | +0% | 19.1 |
| 119 |  $SRTS | Sensus Healthcare, Inc. | $841,025 | 0.0% | -3% | 16.4 |
| 120 | $CHYMPUT | Chime Financial, Inc. | $800,768 | — | NEW | 53.5 |
| 121 |  $AMPL | Amplitude, Inc. | $765,000 | 0.0% | NEW | 35.4 |
| 122 |  $CAR | AVIS BUDGET GROUP, INC. | $759,846 | 0.0% | NEW | 54.8 |
| 123 |  $AGX | ARGAN INC | $661,199 | 0.0% | NEW | 81.4 |
| 124 |  $LOVE | Lovesac Co | $636,139 | 0.0% | +0% | 51 |
| 125 |  $XMTR | Xometry, Inc. | $614,157 | 0.0% | -92% | 48.3 |
| 126 |  $GRSD | GRANDSTAND Ltd | $580,819 | 0.0% | +0% | — |
| 127 |  $LFMD | LifeMD, Inc. | $560,961 | 0.0% | +0% | 35.2 |
| 128 |  $SIG | SIGNET JEWELERS LTD | $470,566 | 0.0% | NEW | 62.7 |
| 129 |  $WK | WORKIVA INC | $464,095 | 0.0% | NEW | 65.4 |
| 130 |  $TKNO | Alpha Teknova, Inc. | $447,993 | 0.0% | +0% | 26.6 |
| 131 |  $DSP | Viant Technology Inc. | $438,201 | 0.0% | -30% | 61.9 |
| 132 |  $RCEL | AVITA Medical, Inc. | $413,000 | 0.0% | +0% | 22.8 |
| 133 |  $WBTN | WEBTOON Entertainment Inc. | $364,812 | 0.0% | NEW | 28.6 |
| 134 |  $JILL | J.Jill, Inc. | $340,443 | 0.0% | +0% | 45.8 |
| 135 |  $BLND | Blend Labs, Inc. | $340,056 | 0.0% | -94% | 39.5 |
| 136 |  $DDD | 3D SYSTEMS CORP | $273,404 | 0.0% | +0% | 25 |
| 137 |  $HTZ | HERTZ GLOBAL HOLDINGS, INC | $226,500 | 0.0% | -75% | 48.6 |
| 138 |  $CALX | CALIX, INC | $211,604 | 0.0% | -98% | 56.6 |
| 139 |  $ZIP | ZIPRECRUITER, INC. | $185,663 | 0.0% | +0% | 37.8 |
| 140 |  $INGN | Inogen Inc | $118,764 | 0.0% | -79% | 31.9 |
| 141 |  $PRPL | Purple Innovation, Inc. | $49,482 | 0.0% | +0% | 25.3 |
| 142 |  $GOGO | Gogo Inc. | $38,043 | 0.0% | +0% | 51.3 |
New Positions (52)
$CHYM Chime Financial, Inc.$74.3M$VSH VISHAY INTERTECHNOLOGY INC$72.3M$ESI Element Solutions Inc$48.8M$ENVA Enova International, Inc.$35.2M$PRCH Porch Group, Inc.$31.7M$LIFE Ethos Technologies Inc.$29.7M$ICHR ICHOR HOLDINGS, LTD.$22.5M$KLAR Klarna Group plc$20.9M$CDNA CareDx, Inc.$20.0M$HROW HARROW, INC.$18.7M$BBNX Beta Bionics, Inc.$17.5M$BJRI BJs RESTAURANTS INC$15.9M$USO United States Oil Fund, LP$15.2M$FCFS FirstCash Holdings, Inc.$12.9M$YOU Clear Secure, Inc.$11.1MExited Positions (28)
$DAVECALL Dave Inc./DE
$EAT BRINKER INTERNATIONAL, INC
$LINC LINCOLN EDUCATIONAL SERVICES CORP
$LRN Stride, Inc.
$TREE LendingTree, Inc.
$ADPT Adaptive Biotechnologies Corp
$KRUS KURA SUSHI USA, INC.$PRCTCALL PROCEPT BioRobotics Corp
$AVGO Broadcom Inc.
$PGNY Progyny, Inc.
$ANGO ANGIODYNAMICS INC
$UCTT Ultra Clean Holdings, Inc.
$JBL JABIL INC
$COCO Vita Coco Company, Inc.
$VVV VALVOLINE INCBrowse Top Institutional Investors
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