13FBOX
Divisadero Street Capital Management, LP · 13F Holdings
Options Calculator Rankings

Divisadero Street Capital Management, LP

No.1044 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.41B
QoQ Change Q1 2026
+$2.02B+84.5%
Holdings
140
New Buys
51
Adds
39
Reduces
30
Exits
29
Unchanged
20
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SUPER GROUP SGHC LIMITED ORD SHSSGHC
9.02%7.37%$398.0M29.4M$176.3M16.3M+13.0M+79.92%Add
SSEZZLE INCSEZL
6.42%3.47%$283.1M1.6M$83.0M1.3M+337,917+25.76%Add
CCARVANA CO CL ACVNA
6.21%2.98%$274.0M4.2M$71.2M226,636+3.9M+1,737.14%Add
DAVE INCDAVE
5.91%4.66%$260.6M699,366$111.6M640,840+58,526+9.13%Add
HHIMS & HERS HEALTH INCHIMS
4.72%0.41%$208.3M6.0M$9.8M469,833+5.5M+1,179.07%Add
CELESTICA INCCLS
3.81%3.6%$168.3M461,397$86.1M305,816+155,581+50.87%Add
RRUSH STREET INTERACTIVE INCRSI
3.66%5.84%$161.4M5.4M$139.8M6.4M-1.0M-15.58%Reduce
EAST WEST BANCORP INCEWBC
2.83%3.41%$124.7M819,163$81.5M769,163+50,000+6.50%Add
CCECO ENVIRONMENTAL CORPCECO
2.73%0.47%$120.7M1.3M$11.2M187,600+1.1M+608.86%Add
COMPASS INCCOMP
2.66%1.04%$117.2M9.5M$24.8M3.4M+6.1M+180.40%Add
FLYWIRE CORPORATIONFLYW
2.65%2.95%$116.7M6.6M$70.7M6.1M+573,919+9.45%Add
THE REALREAL INCREAL
2.46%1.65%$108.4M9.2M$39.4M4.3M+4.9M+111.81%Add
TURNING PT BRANDS INCTPB
2.43%1.07%$107.3M1.3M$25.7M295,578+969,725+328.08%Add
HHINGE HEALTH INCHNGE
2.43%0.92%$107.1M1.3M$22.0M570,659+719,964+126.16%Add
WILLDAN GROUP INCWLDN
2.37%0.53%$104.8M1.3M$12.6M164,987+1.2M+702.67%Add
LUMENTUM HLDGS INCLITE
2.1%2.74%$92.8M108,188$65.5M93,192+14,996+16.09%Add
VVICTORIAS SECRETVSXY
1.94%2.28%$85.6M1.0M$54.6M1.2M-152,203-12.92%Reduce
OOMADA HEALTH INC COMOMDA
1.89%3.09%$83.4M3.8M$74.0M5.9M-2.1M-35.46%Reduce
RREMITLY GLOBAL INCRELY
1.89%0.69%$83.3M3.7M$16.5M1.1M+2.7M+253.00%Add
CCHIME FINL INCCHYM
1.7%$75.1M3.7M$00+3.7MNew Buy
VVISHAY INTERTECHNOLOGY INCVSH
1.64%$72.3M1.3M$00+1.3MNew Buy
AAMERICAN PUB ED INCAPEI
1.42%2.5%$62.8M1.2M$59.8M1.1M+117,287+11.15%Add
LLIFEWAY FOODS INCLWAY
1.42%1.14%$62.7M2.1M$27.2M1.4M+692,772+49.18%Add
CELSIUS HLDGS INCCELH
1.21%3.76%$53.3M1.8M$90.0M2.5M-714,686-28.19%Reduce
AMER SPORTS INC COM SHSAS
1.17%0.4%$51.4M1.5M$9.6M292,784+1.2M+419.25%Add
EELEMENT SOLUTIONS INCESI
1.11%$48.8M1.0M$00+1.0MNew Buy
GGROUPON INC CLASS AGRPN
1.01%0.22%$44.4M1.8M$5.3M444,965+1.4M+314.83%Add
CCITI TRENDS INC COMCTRN
0.92%0.89%$40.8M705,451$21.4M494,046+211,405+42.79%Add
NATIONAL VISION HLDGS INCEYE
0.82%0.75%$36.1M1.9M$18.0M696,032+1.2M+172.90%Add
ENOVA INTL INCENVA
0.8%$35.2M146,238$00+146,238New Buy
FFIGS INCFIGS
0.74%1.97%$32.6M3.2M$47.2M3.2M-5,370-0.17%Reduce
PORCH GROUP INCPRCH
0.72%$31.7M2.1M$00+2.1MNew Buy
FFASTLY INCFSLY
0.7%0.27%$31.1M1.7M$6.5M225,000+1.5M+653.01%Add
EETHOS TECHNOLOGIES INCLIFE
0.67%$29.7M1.6M$00+1.6MNew Buy
WWEBULL CORPBULL
0.65%1.92%$28.8M4.4M$45.8M9.5M-5.1M-53.77%Reduce
ROBINHOOD MKTS INCHOOD
0.57%0.29%$25.1M250,000$6.9M100,000+150,000+150.00%Add
TTHREDUP INCTDUP
0.56%0.14%$24.9M3.6M$3.3M993,949+2.6M+265.03%Add
IINDIVIOR PHARMACEUTICALS INCINDV
0.56%0.66%$24.7M601,863$15.9M521,083+80,780+15.50%Add
VITAL FARMS INCVITL
0.53%0.33%$23.3M2.0M$7.8M551,855+1.5M+263.06%Add
IICHOR HOLDINGSICHR
0.51%$22.5M200,621$00+200,621New Buy
AATRICURE INCATRC
0.51%1.38%$22.4M800,931$33.1M1.2M-359,024-30.95%Reduce
KKLARNA GROUP PLCKLAR
0.47%$20.9M1.0M$00+1.0MNew Buy
CCAREDX INCCDNA
0.45%$20.0M700,938$00+700,938New Buy
HARROW INCHROW
0.42%$18.7M439,155$00+439,155New Buy
BBETA BIONICS INCBBNX
0.4%$17.5M1.1M$00+1.1MNew Buy
WWARBY PARKER INCWRBY
0.39%0.34%$17.0M561,117$8.1M383,909+177,208+46.16%Add
MMARINEMAX INCHZO
0.38%0.19%$16.7M455,971$4.4M163,646+292,325+178.63%Add
XPEL INCXPEL
0.37%1.33%$16.3M328,665$31.9M720,425-391,760-54.38%Reduce
REVOLVE GROUP INCRVLV
0.37%0.01%$16.2M708,216$311,47513,776+694,440+5,040.94%Add
SELECT WATER SOLUTIONS INCWTTR
0.36%1.22%$16.0M802,180$29.1M1.9M-1.1M-57.82%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow