Divisadero Street Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.39B
Q ending 2026-03-31
Prior quarter
$2.14B
Q ending 2025-12-31
Change
+11.9% QoQ · +140.8% YoY
Positions
118
reported holdings
Largest positions
Top 100 of 118 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Super Group Sghc Ltd | Shares | $176.3M | 16.3M | |
| Super Group Sghc Ltd | Call | $157.0M | 14.5M | |
| Rush Street Interactive | RSI | Shares | $139.8M | 6.4M |
| Dave Inc | DAVE | Shares | $111.6M | 641K |
| Celsius Hldgs | CELH | Shares | $90.0M | 2.5M |
| Celestica Inc | CLS | Shares | $86.1M | 306K |
| Dave Inc | Call | $84.4M | 485K | |
| Sezzle Inc | SEZL | Shares | $83.0M | 1.3M |
| Sharkninja Inc | Shares | $81.5M | 769K | |
| Omada Health Inc | OMDA | Shares | $74.0M | 5.9M |
| Carvana Co | CVNA | Shares | $71.2M | 227K |
| Flywire Corp | FLYW | Shares | $70.7M | 6.1M |
| Lumentum Hldgs | LITE | Shares | $65.5M | 93K |
| American Public Education | APEI | Shares | $59.8M | 1.1M |
| Victoria'S Secret & Co | VSXY | Shares | $54.6M | 1.2M |
| Figs Inc | FIGS | Shares | $47.2M | 3.2M |
| Webull Corp | Shares | $45.8M | 9.5M | |
| The Realreal Inc | REAL | Shares | $39.4M | 4.3M |
| Build-A-Bear Workshop | BBW | Shares | $38.4M | 1.0M |
| Brinker International Inc | EAT | Shares | $36.9M | 258K |
| Axogen | AXGN | Shares | $36.3M | 1.1M |
| Lincoln Educational Services | LINC | Shares | $33.6M | 826K |
| Atricure | ATRC | Shares | $33.1M | 1.2M |
| Xpel Inc | XPEL | Shares | $31.9M | 720K |
| Select Water Solutions Inc | WTTR | Shares | $29.1M | 1.9M |
| Lifeway Foods Inc | LWAY | Shares | $27.2M | 1.4M |
| Stride | LRN | Shares | $27.2M | 309K |
| Turning Point Brands | TPB | Shares | $25.7M | 296K |
| Compass | COMP | Shares | $24.8M | 3.4M |
| Hinge Health Inc-A | HNGE | Shares | $22.0M | 571K |
| Procept Biorobotics Corp | PRCT | Shares | $21.7M | 866K |
| Citi Trends Inc | CTRN | Shares | $21.4M | 494K |
| Lendingtree Inc | TREE | Shares | $20.1M | 469K |
| Adaptive Biotechnologies | ADPT | Shares | $18.3M | 1.3M |
| National Vision Hldgs | EYE | Shares | $18.0M | 696K |
| Kura Sushi Usa Inc | KRUS | Shares | $17.4M | 249K |
| Remitly Global | RELY | Shares | $16.5M | 1.1M |
| Indivior Pharmaceuticals | INDV | Shares | $15.9M | 521K |
| Compass Diversified Hldgs | CODI | Shares | $15.2M | 1.9M |
| Calix | CALX | Shares | $15.0M | 306K |
| Procept Biorobotics Corp | Call | $14.4M | 574K | |
| Vericel Corporation | VCEL | Shares | $13.6M | 422K |
| Willdan Group | WLDN | Shares | $12.6M | 165K |
| Tower Semiconductor Ltd | Shares | $12.3M | 70K | |
| Ezcorp Inc | EZPW | Shares | $11.6M | 459K |
| Ceco Environmental | CECO | Shares | $11.2M | 188K |
| Broadcom Inc | AVGO | Shares | $10.8M | 35K |
| Hims & Hers Health Inc | HIMS | Shares | $9.8M | 470K |
| Amer Sports Inc | Shares | $9.6M | 293K | |
| Progyny Inc | PGNY | Shares | $9.6M | 564K |
| Johnson Outdoors | JOUT | Shares | $8.8M | 190K |
| Bellring Brands Inc-W/I | BRBR | Shares | $8.4M | 524K |
| Warby Parker Inc | WRBY | Shares | $8.1M | 384K |
| Vital Farms | VITL | Shares | $7.8M | 552K |
| Robinhood Markets | HOOD | Shares | $6.9M | 100K |
| Fastly Inc | FSLY | Shares | $6.5M | 225K |
| Angiodynamics | ANGO | Shares | $6.4M | 562K |
| Ultra Clean Holdings | UCTT | Shares | $6.2M | 100K |
| Tactile Systems Technology | TCMD | Shares | $6.2M | 238K |
| El Pollo Loco Hldgs | LOCO | Shares | $6.0M | 432K |
| Bluelinx Holdings Inc | BXC | Shares | $5.6M | 103K |
| Onto Innovation Inc | ONTO | Shares | $5.4M | 27K |
| Blend Labs | BLND | Shares | $5.4M | 3.2M |
| Groupon Inc | GRPN | Shares | $5.3M | 445K |
| Jabil Circuit Inc | JBL | Shares | $5.2M | 20K |
| Vita Coco Co Inc | COCO | Shares | $5.1M | 107K |
| Valvoline Inc | VVV | Shares | $5.1M | 150K |
| Philip Morris Intl | PM | Shares | $4.7M | 28K |
| Delcath Sys Inc | DCTH | Shares | $4.6M | 500K |
| Flotek Industries Inc | FTK | Shares | $4.6M | 269K |
| Marinemax Inc | HZO | Shares | $4.4M | 164K |
| Nvidia Corp | NVDA | Shares | $4.4M | 25K |
| Affirm Hldgs | AFRM | Shares | $4.4M | 95K |
| Draftkings Inc | DKNG | Shares | $4.3M | 200K |
| Xometry | XMTR | Shares | $3.4M | 82K |
| Thredup | TDUP | Shares | $3.3M | 994K |
| Priority Technology Holdings | PRTH | Shares | $3.1M | 653K |
| Benchmark Electronics | BHE | Shares | $3.0M | 53K |
| Arlo Technologies | ARLO | Shares | $2.8M | 200K |
| Zumiez Inc | ZUMZ | Shares | $2.8M | 125K |
| Abercrombie & Fitch Co | ANF | Shares | $2.7M | 30K |
| Acv Auctions | ACVA | Shares | $2.6M | 609K |
| Stubhub Hldgs | STUB | Shares | $2.4M | 385K |
| Upstart Hldgs | UPST | Shares | $2.3M | 90K |
| Napco Security Technologies | NSSC | Shares | $2.0M | 51K |
| Wingstop | WING | Shares | $2.0M | 13K |
| Flutter Entmt Plc | Shares | $2.0M | 19K | |
| Hertz Global Hldgs Inc | HTZ | Shares | $1.8M | 400K |
| Fox Factory Holding Corp | FOXF | Shares | $1.6M | 100K |
| Adtran Hldgs | ADTN | Shares | $1.5M | 122K |
| Sweetgreen Inc | SG | Shares | $1.4M | 273K |
| Gambling Com Group Ltd | Shares | $1.2M | 306K | |
| Sensus Healthcare Inc | SRTS | Shares | $1.1M | 286K |
| Stitch Fix Inc | SFIX | Shares | $1.0M | 312K |
| Onewater Marine | ONEW | Shares | $1.0M | 108K |
| Medifast | MED | Shares | $814K | 80K |
| Mediaalpha | MAX | Shares | $808K | 87K |
| Zevia Pbc-A | ZVIA | Shares | $676K | 577K |
| Lovesac Co | LOVE | Shares | $563K | 38K |
| Viant Technology | DSP | Shares | $554K | 49K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.