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Divisadero Street 资本管理 · 13F 持仓分析
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Divisadero Street 资本管理

Divisadero Street Capital Management, LPNo.1044 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$44.12亿
环比变动 Q1 2026
+$20.20亿+84.5%
持仓股票数
140
新买入
51
加仓
39
减仓
30
清仓
29
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SUPER GROUP SGHC LIMITED ORD SHSSGHC
9.02%7.37%$3.98亿2,937.2万股$1.76亿1,632.5万股+1,304.7万股+79.92%加仓
SSEZZLESEZL
6.42%3.47%$2.83亿165.0万股$8,301.2万131.2万股+33.8万股+25.76%加仓
CCARVANA CL ACVNA
6.21%2.98%$2.74亿416.4万股$7,125.0万22.7万股+393.7万股+1,737.14%加仓
DAVEDAVE
5.91%4.66%$2.61亿69.9万股$1.12亿64.1万股+5.9万股+9.13%加仓
HHIMS & HERS HEALTHHIMS
4.72%0.41%$2.08亿601.0万股$975.4万47.0万股+554.0万股+1,179.07%加仓
天弘CLS
3.81%3.6%$1.68亿46.1万股$8,614.2万30.6万股+15.6万股+50.87%加仓
RRUSH STREET INTERACTIVERSI
3.66%5.84%$1.61亿542.5万股$1.40亿642.7万股-100.1万股-15.58%减仓
EAST WEST BANCORPEWBC
2.83%3.41%$1.25亿81.9万股$8,145.4万76.9万股+5.0万股+6.50%加仓
CCECO ENVIRONMENTALCECO
2.73%0.47%$1.21亿133.0万股$1,117.7万18.8万股+114.2万股+608.86%加仓
CompassCOMP
2.66%1.04%$1.17亿950.6万股$2,478.0万339.0万股+611.6万股+180.40%加仓
FLYWIREFLYW
2.65%2.95%$1.17亿664.5万股$7,066.2万607.1万股+57.4万股+9.45%加仓
THE REALREALREAL
2.46%1.65%$1.08亿919.8万股$3,943.2万434.3万股+485.5万股+111.81%加仓
TURNING PT BRANDSTPB
2.43%1.07%$1.07亿126.5万股$2,565.3万29.6万股+97.0万股+328.08%加仓
HHINGE HEALTHHNGE
2.43%0.92%$1.07亿129.1万股$2,200.5万57.1万股+72.0万股+126.16%加仓
WILLDANWLDN
2.37%0.53%$1.05亿132.4万股$1,263.1万16.5万股+115.9万股+702.67%加仓
LumentumLITE
2.1%2.74%$9,283.2万10.8万股$6,549.2万9.3万股+1.5万股+16.09%加仓
VVICTORIAS SECRETVSXY
1.94%2.28%$8,564.8万102.6万股$5,462.0万117.8万股-15.2万股-12.92%减仓
OOMADA HEALTH INC COMOMDA
1.89%3.09%$8,340.3万380.0万股$7,400.9万588.8万股-208.8万股-35.46%减仓
RREMITLY GLOBALRELY
1.89%0.69%$8,334.5万371.9万股$1,650.9万105.4万股+266.6万股+253.00%加仓
CCHIME FINLCHYM
1.7%$7,506.2万366.5万股$00股+366.5万股新买入
VVISHAY INTERTECHNOLOGYVSH
1.64%$7,233.9万134.5万股$00股+134.5万股新买入
AAMERICAN PUB EDAPEI
1.42%2.5%$6,279.4万116.9万股$5,984.2万105.2万股+11.7万股+11.15%加仓
LLIFEWAY FOODSLWAY
1.42%1.14%$6,271.0万210.2万股$2,724.6万140.9万股+69.3万股+49.18%加仓
CELSIUSCELH
1.21%3.76%$5,330.8万182.1万股$8,995.3万253.5万股-71.5万股-28.19%减仓
AMER SPORTS INC COM SHSAS
1.17%0.4%$5,144.6万152.0万股$963.8万29.3万股+122.7万股+419.25%加仓
EELEMENT SOLUTIONSESI
1.11%$4,876.6万102.1万股$00股+102.1万股新买入
GGROUPON INC CLASS AGRPN
1.01%0.22%$4,441.1万184.6万股$529.5万44.5万股+140.1万股+314.83%加仓
CCITI TRENDS INC COMCTRN
0.92%0.89%$4,080.3万70.5万股$2,140.2万49.4万股+21.1万股+42.79%加仓
NATIONAL VISIONEYE
0.82%0.75%$3,610.9万189.9万股$1,802.7万69.6万股+120.3万股+172.90%加仓
ENOVA INTLENVA
0.8%$3,520.4万14.6万股$00股+14.6万股新买入
FFIGSFIGS
0.74%1.97%$3,264.4万319.1万股$4,721.1万319.6万股-5,370股-0.17%减仓
PORCHPRCH
0.72%$3,167.0万210.6万股$00股+210.6万股新买入
FFastlyFSLY
0.7%0.27%$3,110.7万169.4万股$653.9万22.5万股+146.9万股+653.01%加仓
EETHOS TECHNOLOGIESLIFE
0.67%$2,967.6万163.6万股$00股+163.6万股新买入
WWEBULLBULL
0.65%1.92%$2,878.3万441.5万股$4,583.1万954.8万股-513.4万股-53.77%减仓
RobinhoodHOOD
0.57%0.29%$2,507.0万25.0万股$693.0万10.0万股+15.0万股+150.00%加仓
TTHREDUPTDUP
0.56%0.14%$2,485.3万362.8万股$326.0万99.4万股+263.4万股+265.03%加仓
IINDIVIOR PHARMACEUTICALSINDV
0.56%0.66%$2,469.4万60.2万股$1,588.3万52.1万股+8.1万股+15.50%加仓
VITAL FARMSVITL
0.53%0.33%$2,330.2万200.4万股$779.2万55.2万股+145.2万股+263.06%加仓
IICHORICHR
0.51%$2,252.6万20.1万股$00股+20.1万股新买入
AATRICUREATRC
0.51%1.38%$2,241.0万80.1万股$3,309.4万116.0万股-35.9万股-30.95%减仓
KKLARNAKLAR
0.47%$2,089.4万103.2万股$00股+103.2万股新买入
CCAREDXCDNA
0.45%$1,997.7万70.1万股$00股+70.1万股新买入
HARROWHROW
0.42%$1,865.1万43.9万股$00股+43.9万股新买入
BBETA BIONICSBBNX
0.4%$1,745.3万111.4万股$00股+111.4万股新买入
WWARBY PARKERWRBY
0.39%0.34%$1,702.4万56.1万股$808.9万38.4万股+17.7万股+46.16%加仓
MMARINEMAXHZO
0.38%0.19%$1,669.8万45.6万股$442.8万16.4万股+29.2万股+178.63%加仓
XPELXPEL
0.37%1.33%$1,630.2万32.9万股$3,188.6万72.0万股-39.2万股-54.38%减仓
REVOLVERVLV
0.37%0.01%$1,621.1万70.8万股$31.1万1.4万股+69.4万股+5,040.94%加仓
SELECT WATER SOLUTIONSWTTR
0.36%1.22%$1,602.8万80.2万股$2,909.5万190.2万股-109.9万股-57.82%减仓

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