Divisadero Street Capital Management, LP
Net buyer this quarter
$4.41B
140
+$1.37B
45.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SEZL | $283M | 6.42% | 4.90% | +25.8% | Q2 2024 |
 CVNA | $274M | 6.21% | Not reported | +267.4% | Q2 2022 |
 SGHC | $273M | 6.18% | 3.98% | +23.2% | Q2 2025 |
 DAVE | $261M | 5.91% | Not reported | +9.1% | Q2 2024 |
 HIMS | $208M | 4.72% | Not reported | +1179.1% | Q4 2023 |
 CLS | $168M | 3.81% | 0.40% | +50.9% | Q1 2025 |
 RSI | $161M | 3.66% | 2.65% | -15.6% | Q3 2023 |
 SN | $125M | 2.83% | 0.58% | +6.5% | Q3 2023 |
 CECO | $121M | 2.73% | 2.28% | +608.9% | Q3 2025 |
 COMP | $117M | 2.66% | 1.26% | +180.4% | Q4 2024 |
 FLYW | $117M | 2.65% | 5.46% | +9.5% | Q1 2025 |
 REAL | $108M | 2.46% | 7.56% | +111.8% | Q1 2024 |
 TPB | $107M | 2.43% | 6.53% | +328.1% | Q1 2025 |
 HNGE | $107M | 2.43% | 7.88% | +126.2% | Q3 2025 |
 WLDN | $105M | 2.37% | 8.76% | +702.7% | Q3 2024 |
 LITE | $92.8M | 2.10% | 0.12% | +16.1% | Q2 2025 |
 VSXY | $85.6M | 1.94% | 1.29% | -12.9% | Q2 2024 |
 OMDA | $83.4M | 1.89% | 6.27% | -35.5% | Q3 2025 |
 RELY | $83.3M | 1.89% | 1.76% | +253.0% | Q3 2024 |
 CHYM | $74.3M | 1.68% | 5.42% | New | Q2 2026 |
 VSH | $72.3M | 1.64% | 1.03% | New | Q2 2026 |
 APEI | $62.8M | 1.42% | 6.37% | +11.2% | Q3 2025 |
 LWAY | $62.7M | 1.42% | 13.91% | +49.2% | Q4 2024 |
 CELH | $53.3M | 1.21% | 0.72% | -28.2% | Q2 2022 |
 AS | $51.4M | 1.17% | 0.27% | +419.3% | Q3 2024 |
 ESI | $48.8M | 1.11% | 0.42% | New | Q2 2026 |
 GRPN | $44.4M | 1.01% | 4.55% | +314.8% | Q3 2023 |
 CTRN | $40.8M | 0.92% | 8.47% | +42.8% | Q2 2023 |
 EYE | $36.1M | 0.82% | 2.37% | +172.9% | Q1 2025 |
 ENVA | $35.2M | 0.80% | 0.59% | Not reported | Q4 2025 |
 FIGS | $32.6M | 0.74% | 2.07% | -0.2% | Q1 2022 |
 PRCH | $31.7M | 0.72% | 1.65% | Not reported | Q2 2025 |
 FSLY | $31.1M | 0.70% | 1.06% | +653.0% | Q1 2022 |
 LIFE | $29.7M | 0.67% | 9.83% | New | Q2 2026 |
 BULL | $28.8M | 0.65% | Not reported | -53.8% | Q4 2025 |
 HOOD | $25.1M | 0.57% | 0.11% | +150.0% | Q1 2026 |
 TDUP | $24.9M | 0.56% | 2.76% | +265.0% | Q3 2025 |
 INDV | $24.7M | 0.56% | 0.49% | +15.5% | Q2 2025 |
 VITL | $23.3M | 0.53% | 4.67% | +263.1% | Q3 2023 |
 ICHR | $22.5M | 0.51% | 0.54% | New | Q2 2026 |
 ATRC | $22.4M | 0.51% | 1.57% | -31.0% | Q3 2024 |
 KLAR | $20.9M | 0.47% | 0.27% | New | Q2 2026 |
 CDNA | $20M | 0.45% | 1.36% | Not reported | Q4 2024 |
 HROW | $18.7M | 0.42% | 1.17% | Not reported | Q3 2024 |
 BBNX | $17.5M | 0.40% | 2.48% | Not reported | Q2 2025 |
 WRBY | $17M | 0.39% | 0.50% | +46.2% | Q3 2022 |
 HZO | $16.7M | 0.38% | 2.06% | +178.6% | Q4 2024 |
 XPEL | $16.3M | 0.37% | 1.19% | -54.4% | Q2 2025 |
 RVLV | $16.2M | 0.37% | Not reported | +5040.9% | Q4 2021 |
 WTTR | $16M | 0.36% | 1.99% | -57.8% | Q1 2026 |
| Q1 2026 | |||||
| SGHC | $176M | 7.37% | 3.23% | +39.0% | Q2 2025 |
| RSI | $140M | 5.84% | 3.14% | +129.4% | Q3 2023 |
| DAVE | $112M | 4.66% | Not reported | +145.0% | Q2 2024 |
| CELH | $90M | 3.76% | 0.99% | +56.5% | Q2 2022 |
| CLS | $86.1M | 3.60% | 0.27% | +74.7% | Q1 2025 |
| SEZL | $83M | 3.47% | 3.90% | +16.8% | Q2 2024 |
| SN | $81.5M | 3.41% | 0.54% | Not reported | Q3 2023 |
| OMDA | $74M | 3.09% | 9.94% | +1153.8% | Q3 2025 |
| CVNA | $71.2M | 2.98% | Not reported | +3.9% | Q2 2022 |
| FLYW | $70.7M | 2.95% | 5.00% | +4.9% | Q1 2025 |
| LITE | $65.5M | 2.74% | 0.13% | -21.2% | Q2 2025 |
| APEI | $59.8M | 2.50% | 5.71% | -37.1% | Q3 2025 |
| VSXY | $54.6M | 2.28% | 1.46% | +138.8% | Q2 2024 |
| FIGS | $47.2M | 1.97% | 2.07% | -27.5% | Q1 2022 |
| BULL | $45.8M | 1.92% | Not reported | +1093.5% | Q4 2025 |
| REAL | $39.4M | 1.65% | 3.61% | +37.9% | Q1 2024 |
 BBW | $38.4M | 1.60% | 8.00% | -18.1% | Q4 2021 |
 EAT | $36.9M | 1.54% | 0.60% | Not reported | Q2 2024 |
 AXGN | $36.3M | 1.52% | 2.06% | +117.5% | Q4 2023 |
 LINC | $33.6M | 1.40% | 2.60% | New | Q1 2026 |
| ATRC | $33.1M | 1.38% | 2.29% | Not reported | Q3 2024 |
| XPEL | $31.9M | 1.33% | 2.61% | Not reported | Q2 2025 |
| WTTR | $29.1M | 1.22% | 4.72% | New | Q1 2026 |
| LWAY | $27.2M | 1.14% | 9.22% | +4.5% | Q4 2024 |
 LRN | $27.2M | 1.14% | 0.73% | Not reported | Q3 2025 |
| TPB | $25.7M | 1.07% | 1.54% | -44.4% | Q1 2025 |
| COMP | $24.8M | 1.04% | 0.45% | +171.2% | Q4 2024 |
| HNGE | $22M | 0.92% | 3.48% | +2216.1% | Q3 2025 |
 PRCT | $21.7M | 0.91% | 1.52% | Not reported | Q1 2025 |
| CTRN | $21.4M | 0.89% | 5.92% | +143.2% | Q2 2023 |
 TREE | $20.1M | 0.84% | 3.36% | New | Q1 2026 |
 ADPT | $18.3M | 0.77% | 0.83% | +264.9% | Q4 2025 |
| EYE | $18M | 0.75% | 0.88% | +97.8% | Q1 2025 |
 KRUS | $17.4M | 0.73% | Not reported | Not reported | Q4 2021 |
| RELY | $16.5M | 0.69% | 0.50% | +1614.1% | Q3 2024 |
| INDV | $15.9M | 0.66% | 0.42% | -81.3% | Q2 2025 |
 CODI | $15.2M | 0.63% | 2.57% | New | Q1 2026 |
 CALX | $15M | 0.63% | 0.47% | Not reported | Q4 2022 |
 VCEL | $13.6M | 0.57% | 0.83% | +87.6% | Q4 2025 |
| WLDN | $12.6M | 0.53% | 1.12% | -44.8% | Q3 2024 |
 TSEM | $12.3M | 0.51% | 0.06% | New | Q1 2026 |
 EZPW | $11.6M | 0.49% | Not reported | +231.3% | Q3 2024 |
| CECO | $11.2M | 0.47% | 0.52% | Not reported | Q3 2025 |
 AVGO | $10.8M | 0.45% | 0.00% | New | Q1 2026 |
| HIMS | $9.75M | 0.41% | Not reported | Not reported | Q4 2023 |
| AS | $9.64M | 0.40% | 0.05% | -88.3% | Q3 2024 |
 PGNY | $9.57M | 0.40% | 0.72% | +55.0% | Q3 2024 |
 JOUT | $8.84M | 0.37% | Not reported | -9.3% | Q2 2023 |
 BRBR | $8.43M | 0.35% | 0.45% | +838.9% | Q3 2024 |
| WRBY | $8.09M | 0.34% | 0.34% | Not reported | Q3 2022 |
| Q4 2025 | |||||
| SGHC | $140M | 6.56% | 2.32% | +19.4% | Q2 2025 |
| INDV | $99.9M | 4.67% | 2.23% | -17.2% | Q2 2025 |
| AS | $93M | 4.35% | 0.45% | +502.3% | Q3 2024 |
| CVNA | $92.1M | 4.31% | Not reported | +4.7% | Q2 2022 |
| SN | $86.1M | 4.03% | 0.54% | -0.7% | Q3 2023 |
| FLYW | $81.9M | 3.83% | 4.82% | +39.4% | Q1 2025 |
| BBW | $76.7M | 3.59% | 9.67% | +3526.5% | Q4 2021 |
| CELH | $74.1M | 3.47% | 0.63% | +107.6% | Q2 2022 |
| SEZL | $71.3M | 3.33% | 3.32% | -24.9% | Q2 2024 |
| APEI | $63.2M | 2.96% | 9.22% | +336.7% | Q3 2025 |
| DAVE | $57.9M | 2.71% | Not reported | -71.7% | Q2 2024 |
| TPB | $57.6M | 2.69% | 2.79% | -45.5% | Q1 2025 |
| RSI | $54.4M | 2.55% | 1.37% | +0.5% | Q3 2023 |
| CLS | $51.7M | 2.42% | 0.15% | -10.8% | Q1 2025 |
| FIGS | $50.1M | 2.34% | 2.86% | +12670.0% | Q1 2022 |
| REAL | $49.7M | 2.33% | 2.66% | +21.2% | Q1 2024 |
| LITE | $43.6M | 2.04% | 0.17% | -27.6% | Q2 2025 |
 IMAX | $35.7M | 1.67% | 1.79% | +50.7% | Q3 2025 |
 NSSC | $33.8M | 1.58% | 2.27% | +625.8% | Q1 2023 |
| LWAY | $32.7M | 1.53% | 8.85% | +113.9% | Q4 2024 |
| WLDN | $31M | 1.45% | 2.03% | +18.1% | Q3 2024 |
| VSXY | $26.7M | 1.25% | 0.61% | +474.3% | Q2 2024 |
 BLND | $17.3M | 0.81% | 2.23% | +38.6% | Q1 2025 |
 DKNG | $17.3M | 0.81% | Not reported | +415.1% | Q4 2022 |
| VITL | $17.1M | 0.80% | 1.19% | -46.2% | Q3 2023 |
| AXGN | $16.5M | 0.77% | 1.07% | +1817.7% | Q4 2023 |
 UPST | $16.2M | 0.76% | 0.38% | New | Q4 2025 |
| HIMS | $15.3M | 0.71% | Not reported | +1.0% | Q4 2023 |
| COMP | $13.2M | 0.62% | 0.22% | +66.7% | Q4 2024 |
| ENVA | $13M | 0.61% | 0.33% | New | Q4 2025 |
 ROST | $12.3M | 0.57% | 0.02% | New | Q4 2025 |
 TTMI | $11.4M | 0.53% | 0.16% | -30.2% | Q3 2025 |
 MAX | $11M | 0.51% | Not reported | +876.9% | Q1 2023 |
 PHAT | $11M | 0.51% | 0.93% | New | Q4 2025 |
| PGNY | $9.34M | 0.44% | 0.44% | Not reported | Q3 2024 |
| EYE | $9.08M | 0.42% | 0.44% | -12.2% | Q1 2025 |
| JOUT | $8.89M | 0.42% | Not reported | +10.2% | Q2 2023 |
| CTRN | $8.44M | 0.39% | 2.43% | +1554.5% | Q2 2023 |
| VCEL | $8.1M | 0.38% | 0.44% | New | Q4 2025 |
| GRPN | $7.84M | 0.37% | 1.09% | Not reported | Q3 2023 |
 ZVIA | $7.46M | 0.35% | Not reported | -47.8% | Q2 2025 |
| OMDA | $7.41M | 0.35% | 0.80% | -66.0% | Q3 2025 |
 LOCO | $7.25M | 0.34% | 2.31% | -17.3% | Q1 2024 |
| TDUP | $6.35M | 0.30% | 0.78% | 0.0% | Q3 2025 |
 BXC | $6.34M | 0.30% | 1.31% | Not reported | Q4 2021 |
| BULL | $6.22M | 0.29% | Not reported | New | Q4 2025 |
| ADPT | $5.87M | 0.27% | 0.24% | New | Q4 2025 |
 FTK | $5.81M | 0.27% | 1.12% | New | Q4 2025 |
 PRTH | $5.77M | 0.27% | 1.29% | -29.1% | Q4 2024 |
 DCTH | $5.05M | 0.24% | 1.44% | +5.0% | Q3 2025 |
| Q3 2025 | |||||
| DAVE | $184M | 8.05% | Not reported | +73.1% | Q2 2024 |
| SGHC | $130M | 5.66% | 1.95% | +4496.1% | Q2 2025 |
| SEZL | $119M | 5.19% | 4.38% | +64.7% | Q2 2024 |
| TPB | $96.3M | 4.20% | 5.40% | +3.2% | Q1 2025 |
| INDV | $81.1M | 3.54% | 2.70% | +2372.5% | Q2 2025 |
| SN | $79.9M | 3.49% | 0.55% | +59.9% | Q3 2023 |
| CVNA | $78.6M | 3.43% | Not reported | +7.8% | Q2 2022 |
| RSI | $57.1M | 2.49% | 1.36% | -57.3% | Q3 2023 |
| FLYW | $56.2M | 2.45% | 3.45% | -13.3% | Q1 2025 |
| LRN | $55.9M | 2.44% | 0.86% | New | Q3 2025 |
| CLS | $48.3M | 2.11% | 0.17% | +138.2% | Q1 2025 |
| CELH | $44.9M | 1.96% | 0.30% | -47.9% | Q2 2022 |
| PRCH | $43.7M | 1.91% | 2.13% | +6.7% | Q2 2025 |
 ANGO | $41.1M | 1.79% | 8.87% | +8.3% | Q4 2024 |
| VITL | $40.9M | 1.78% | 2.22% | +140.2% | Q3 2023 |
| KRUS | $34.6M | 1.51% | Not reported | Not reported | Q4 2021 |
| EAT | $34.1M | 1.49% | 0.61% | +558.7% | Q2 2024 |
 AGX | $33.9M | 1.48% | 0.91% | New | Q3 2025 |
 SVV | $32.7M | 1.42% | 1.58% | +56.7% | Q2 2025 |
| OMDA | $30.5M | 1.33% | 2.38% | New | Q3 2025 |
| CALX | $27.9M | 1.22% | 0.69% | +756.0% | Q4 2022 |
| REAL | $27.6M | 1.21% | 2.23% | +652.5% | Q1 2024 |
| LITE | $26.6M | 1.16% | 0.23% | +283.3% | Q2 2025 |
| HIMS | $26.4M | 1.15% | Not reported | Not reported | Q4 2023 |
| WLDN | $24.5M | 1.07% | 1.73% | -9.3% | Q3 2024 |
 FIVE | $24M | 1.05% | 0.28% | New | Q3 2025 |
 ANIP | $21.5M | 0.94% | 1.11% | New | Q3 2025 |
| FSLY | $21.2M | 0.92% | 1.68% | Not reported | Q1 2022 |
| IMAX | $21M | 0.92% | 1.19% | New | Q3 2025 |
 FN | $20.5M | 0.90% | 0.16% | +57.4% | Q2 2025 |
| LWAY | $17.5M | 0.76% | 4.14% | Not reported | Q4 2024 |
 MMS | $16.8M | 0.73% | 0.34% | +93.6% | Q2 2025 |
| ZVIA | $16.8M | 0.73% | Not reported | +90.6% | Q2 2025 |
| HZO | $16.6M | 0.73% | 3.00% | Not reported | Q4 2024 |
 FOXF | $16.2M | 0.71% | 1.59% | -18.7% | Q2 2025 |
| APEI | $15.1M | 0.66% | 2.12% | New | Q3 2025 |
| BLND | $15M | 0.66% | 1.58% | -25.3% | Q1 2025 |
 JILL | $14.9M | 0.65% | 5.70% | -15.8% | Q4 2022 |
| AS | $14.4M | 0.63% | 0.07% | +37.8% | Q3 2024 |
| XPEL | $13.8M | 0.60% | 1.51% | +195.2% | Q2 2025 |
| TTMI | $13.6M | 0.59% | 0.23% | New | Q3 2025 |
 PL | $13.6M | 0.59% | 0.40% | New | Q3 2025 |
 PGY | $12.4M | 0.54% | Not reported | +79.8% | Q2 2024 |
 ARLO | $11.7M | 0.51% | 0.65% | -39.9% | Q4 2021 |
| EYE | $11.7M | 0.51% | 0.51% | -27.7% | Q1 2025 |
 MOD | $11.1M | 0.49% | 0.15% | Not reported | Q1 2024 |
 EVLV | $10.8M | 0.47% | 0.82% | +1076.4% | Q3 2023 |
| GRPN | $10.4M | 0.45% | 1.09% | -45.3% | Q3 2023 |
| PRTH | $10.2M | 0.45% | 1.82% | -45.7% | Q4 2024 |
 AFRM | $9.96M | 0.43% | 0.23% | +108.4% | Q1 2022 |