Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP reported 142 holdings worth US$4.41B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Divisadero Street Capital Management, LP reported 142 holdings worth US$4.41B as of Jun 30, 2026. Largest: Sezzle Inc., Carvana Co. and Dave Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 142
- Value as reported
- US$4.41B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sezzle Inc. | 1.65M | US$283M | 6.4% |
| Carvana Co. | 4.16M | US$274M | 6.2% |
| Dave Inc. | 699K | US$261M | 5.9% |
| Hims & Hers Health, Inc. | 6.01M | US$208M | 4.7% |
| Celestica Inc. | 461K | US$168M | 3.8% |
| Rush Street Interactive, Inc. | 5.43M | US$161M | 3.7% |
| Sharkninja, Inc. | 819K | US$125M | 2.8% |
| Ceco Environmental Corp. | 1.33M | US$121M | 2.7% |
| Compass, Inc. | 9.51M | US$117M | 2.7% |
| Flywire Corporation - Voting | 6.64M | US$117M | 2.6% |
| The Realreal, Inc. | 9.2M | US$108M | 2.5% |
| Turning Point Brands, Inc. | 1.27M | US$107M | 2.4% |
| Hinge Health, Inc. | 1.29M | US$107M | 2.4% |
| Willdan Group, Inc. | 1.32M | US$105M | 2.4% |
| Lumentum Holdings Inc. | 108K | US$92.8M | 2.1% |
| Victorias Secret & Co. | 1.03M | US$85.6M | 1.9% |
| Omada Health, Inc. | 3.8M | US$83.4M | 1.9% |
| Remitly Global, Inc. | 3.72M | US$83.3M | 1.9% |
| Chime Financial, Inc. | 3.63M | US$74.3M | 1.7% |
| Vishay Intertechnology, Inc. | 1.35M | US$72.3M | 1.6% |
| American Public Education, Inc. | 1.17M | US$62.8M | 1.4% |
| Lifeway Foods, Inc. | 2.1M | US$62.7M | 1.4% |
| Celsius Holdings, Inc. | 1.82M | US$53.3M | 1.2% |
| Amer Sports, Inc. | 1.52M | US$51.4M | 1.2% |
| Element Solutions Inc. | 1.02M | US$48.8M | 1.1% |
| Groupon, Inc. | 1.85M | US$44.4M | 1.0% |
| Citi Trends, Inc. | 705K | US$40.8M | 0.92% |
| National Vision Holdings, Inc. | 1.9M | US$36.1M | 0.82% |
| Enova International, Inc. | 146K | US$35.2M | 0.80% |
| Figs, Inc. | 3.19M | US$32.6M | 0.74% |
| Porch Group, Inc. | 2.11M | US$31.7M | 0.72% |
| Fastly, Inc. | 1.69M | US$31.1M | 0.70% |
| Ethos Technologies Inc. | 1.64M | US$29.7M | 0.67% |
| Webull Corporation | 4.41M | US$28.8M | 0.65% |
| Robinhood Markets, Inc. | 250K | US$25.1M | 0.57% |
| Thredup Inc. | 3.63M | US$24.9M | 0.56% |
| Indivior Pharmaceuticals, Inc. | 602K | US$24.7M | 0.56% |
| Vital Farms, Inc. | 2M | US$23.3M | 0.53% |
| Ichor Holdings | 201K | US$22.5M | 0.51% |
| Atricure, Inc. | 801K | US$22.4M | 0.51% |
| Caredx, Inc. | 701K | US$20M | 0.45% |
| Harrow, Inc. | 439K | US$18.7M | 0.42% |
| Beta Bionics, Inc. | 1.11M | US$17.5M | 0.40% |
| Warby Parker Inc. | 561K | US$17M | 0.39% |
| Marinemax, Inc. (fl) | 456K | US$16.7M | 0.38% |
| Xpel, Inc. | 329K | US$16.3M | 0.37% |
| Revolve Group, Inc. | 708K | US$16.2M | 0.37% |
| Select Water Solutions, Inc. | 802K | US$16M | 0.36% |
| Bj's Restaurants, Inc. | 262K | US$15.9M | 0.36% |
| Firstcash Holdings, Inc. | 59,500 | US$12.9M | 0.29% |
| Mediaalpha, Inc. | 1.02M | US$12.8M | 0.29% |
| Onto Innovation Inc. | 31,891 | US$12.1M | 0.27% |
| Clear Secure, Inc. | 200K | US$11.1M | 0.25% |
| Crocs, Inc. | 91,371 | US$11M | 0.25% |
| Kulicke And Soffa Industries, Inc. | 78,000 | US$10.4M | 0.24% |
| Draftkings Inc. | 401K | US$10.1M | 0.23% |
| Callaway Golf Company | 516K | US$9.69M | 0.22% |
| Establishment Labs Holdings Inc. | 107K | US$9.15M | 0.21% |
| D/b/a Compass Diversified Holdings Shares Of Beneficial Interest | 827K | US$8.82M | 0.20% |
| Johnson Outdoors Inc. | 190K | US$8.75M | 0.20% |
| Affirm Holdings, Inc. | 107K | US$8.7M | 0.20% |
| Axogen, Inc. | 170K | US$7.87M | 0.18% |
| Penguin Solutions, Inc. | 100K | US$7.6M | 0.17% |
| Acv Auctions Inc. | 1.01M | US$7.24M | 0.16% |
| Haemonetics Corporation | 96,459 | US$7.23M | 0.16% |
| El Pollo Loco Holdings, Inc. | 410K | US$6.95M | 0.16% |
| Designer Brands Inc. | 1.18M | US$6.9M | 0.16% |
| Ftai Aviation Ltd. | 25,000 | US$6.76M | 0.15% |
| Semtech Corporation | 40,000 | US$6.47M | 0.15% |
| Build-a-bear Workshop, Inc. | 210K | US$6.43M | 0.15% |
| Bluelinx Holdings Inc. | 103K | US$6.38M | 0.14% |
| Delcath Systems, Inc. | 500K | US$6.29M | 0.14% |
| Osi Systems, Inc. | 27,859 | US$6.09M | 0.14% |
| Procore Technologies, Inc. | 150K | US$6.08M | 0.14% |
| Construction Partners, Inc. | 50,728 | US$6.02M | 0.14% |
| Bandwidth Inc. | 86,065 | US$5.45M | 0.12% |
| Everquote, Inc. | 219K | US$5.22M | 0.12% |
| Clearfield, Inc. | 131K | US$5.2M | 0.12% |
| Par Technology Corporation | 268K | US$4.67M | 0.11% |
| Franklin Covey Company | 186K | US$4.55M | 0.10% |
| Stubhub Holdings, Inc. | 330K | US$4.24M | 0.10% |
| Procept Biorobotics Corporation | 180K | US$4.07M | 0.09% |
| Lattice Semiconductor Corporation | 25,317 | US$3.87M | 0.09% |
| 1-800-flowers.com, Inc. | 1.03M | US$3.6M | 0.08% |
| Arlo Technologies, Inc. | 252K | US$3.4M | 0.08% |
| Via Transportation, Inc. | 173K | US$3.13M | 0.07% |
| Philip Morris International Inc | 16,452 | US$2.98M | 0.07% |
| Tactile Systems Technology, Inc. | 99,622 | US$2.97M | 0.07% |
| Ezcorp, Inc. | 82,602 | US$2.86M | 0.06% |
| Sweetgreen, Inc. | 289K | US$2.54M | 0.06% |
| Alphatec Holdings, Inc. | 284K | US$2.46M | 0.06% |
| Upstart Holdings, Inc. | 67,461 | US$2.39M | 0.05% |
| Prog Holdings, Inc. | 50,000 | US$2.33M | 0.05% |
| Bob's Discount Furniture, Inc. | 144K | US$2.28M | 0.05% |
| Ttm Technologies, Inc. | 12,000 | US$2.24M | 0.05% |
| Wingstop Inc. | 12,857 | US$2.23M | 0.05% |
| Zumiez Inc. | 125K | US$2.22M | 0.05% |
| Napco Security Technologies, Inc. | 50,799 | US$1.93M | 0.04% |
| Pattern Group Inc. - Series A | 70,000 | US$1.76M | 0.04% |
| Freshpet, Inc. | 29,583 | US$1.75M | 0.04% |
Every holding of Divisadero Street Capital Management, LP
Source
View original at SEC
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