Divisadero Street Capital Management, LP

Est. AUM

$2.39B

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SUPER GROUP SGHC LTD	ORD SHS	$176.3M	16325471	7.37%	SOLE
2	SUPER GROUP SGHC LTDCALL	ORD SHS	$157.0M	14537600	6.56%	SOLE
3	RUSH STREET INTERACTIVE	CL A	$139.8M	6426679	5.84%	SOLE
4	DAVE INC	CLASS A COM NEW	$111.6M	640840	4.66%	SOLE
5	CELSIUS HLDGS	COM NEW	$90.0M	2535310	3.76%	SOLE
6	CELESTICA INC	COM	$86.1M	305816	3.60%	SOLE
7	DAVE INCCALL	CLASS A COM NEW	$84.4M	485000	3.53%	SOLE
8	SEZZLE INC	COM	$83.0M	1311614	3.47%	SOLE
9	SHARKNINJA INC	COM SHS	$81.5M	769163	3.41%	SOLE
10	OMADA HEALTH INC	COM	$74.0M	5887715	3.09%	SOLE
11	CARVANA CO	CL A	$71.3M	226636	2.98%	SOLE
12	FLYWIRE CORP	COM VOTING	$70.7M	6070594	2.95%	SOLE
13	LUMENTUM HLDGS	COM	$65.5M	93192	2.74%	SOLE
14	AMERICAN PUBLIC EDUCATION	COM	$59.8M	1052069	2.50%	SOLE
15	VICTORIA'S SECRET & CO	COMMON STOCK	$54.6M	1178175	2.28%	SOLE
16	FIGS INC	CL A	$47.2M	3196396	1.97%	SOLE
17	WEBULL CORP	ORD SHS	$45.8M	9548219	1.92%	SOLE
18	THE REALREAL INC	COM	$39.4M	4342757	1.65%	SOLE
19	BUILD-A-BEAR WORKSHOP	COM	$38.4M	1024970	1.60%	SOLE
20	BRINKER INTERNATIONAL INC	COM	$36.9M	258228	1.54%	SOLE
21	AXOGEN	COM	$36.3M	1095881	1.52%	SOLE
22	LINCOLN EDUCATIONAL SERVICES	COM	$33.6M	825556	1.40%	SOLE
23	ATRICURE	COM	$33.1M	1159955	1.38%	SOLE
24	XPEL INC	COM	$31.9M	720425	1.33%	SOLE
25	SELECT WATER SOLUTIONS INC	CL A COM	$29.1M	1901651	1.22%	SOLE
26	LIFEWAY FOODS INC	COM	$27.2M	1408768	1.14%	SOLE
27	STRIDE	COM	$27.2M	308500	1.14%	SOLE
28	TURNING POINT BRANDS	COM	$25.7M	295578	1.07%	SOLE
29	COMPASS	CL A	$24.8M	3389927	1.04%	SOLE
30	HINGE HEALTH INC-A	CL A	$22.0M	570659	0.92%	SOLE
31	PROCEPT BIOROBOTICS CORP	COM	$21.7M	866338	0.91%	SOLE
32	CITI TRENDS INC	COM	$21.4M	494046	0.89%	SOLE
33	LENDINGTREE INC	COM	$20.1M	469269	0.84%	SOLE
34	ADAPTIVE BIOTECHNOLOGIES	COM	$18.3M	1318661	0.77%	SOLE
35	NATIONAL VISION HLDGS	COM	$18.0M	696032	0.75%	SOLE
36	KURA SUSHI USA INC	CL A	$17.4M	248812	0.73%	SOLE
37	REMITLY GLOBAL	COM	$16.5M	1053557	0.69%	SOLE
38	INDIVIOR PHARMACEUTICALS	COM	$15.9M	521083	0.66%	SOLE
39	COMPASS DIVERSIFIED HLDGS	SHS BEN INT	$15.2M	1930254	0.63%	SOLE
40	CALIX	COM	$15.0M	305670	0.63%	SOLE
41	PROCEPT BIOROBOTICS CORPCALL	COM	$14.4M	574100	0.60%	SOLE
42	VERICEL CORPORATION	COM	$13.6M	422178	0.57%	SOLE
43	WILLDAN GROUP	COM	$12.6M	164987	0.53%	SOLE
44	TOWER SEMICONDUCTOR LTD	SHS NEW	$12.3M	70000	0.51%	SOLE
45	EZCORP INC	CL A	$11.6M	458856	0.49%	SOLE
46	CECO ENVIRONMENTAL	COM	$11.2M	187600	0.47%	SOLE
47	BROADCOM INC	COM	$10.8M	35000	0.45%	SOLE
48	HIMS & HERS HEALTH INC	COM CL A	$9.8M	469833	0.41%	SOLE
49	AMER SPORTS INC	COM SHS	$9.6M	292784	0.40%	SOLE
50	PROGYNY INC	COM	$9.6M	563609	0.40%	SOLE

1–50 of 118

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.