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Stock research / United States / Funds / Divisadero Street Capital Management, LP

Divisadero Street Capital Management, LP

CIK 1901865 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Divisadero Street Capital Management, LP reported 140 US-listed holdings worth $4.29 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Sezzle Inc. (6.6%), Carvana Co. (6.4%) and Super Group Sghc Limited (6.4%). Against the quarter before, it opened 51 positions, added to 39, trimmed 30 and sold out of 26.

Reported holdings$4.29B+100.6% on Q1 2026
Positions140+25 on Q1 2026
The largest ten46.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
SEZL6.6%CVNA6.4%SGHC6.4%DAVE6.1%HIMS4.9%CLS3.9%RSI3.8%SN2.9%CECO2.8%COMP2.7%FLYW2.7%REAL2.5%TPB2.5%HNGE2.5%126 more43.3%

The 14 largest of its 140 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $777.2 million in 70 positions$777MQ3 24Q4 2024: $799.9 million in 81 positions$800MQ4 24Q1 2025: $869.6 million in 90 positions$870MQ1 25Q2 2025: $1.49 billion in 131 positions$1.49BQ2 25Q3 2025: $2.15 billion in 165 positions$2.15BQ3 25Q4 2025: $1.76 billion in 88 positions$1.76BQ4 25Q1 2026: $2.14 billion in 115 positions$2.14BQ1 26Q2 2026: $4.29 billion in 140 positions$4.29BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 51Added 39Held 20Trimmed 30Sold out 26
Opened: 51Added: 39Held: 20Trimmed: 30Sold out: 26

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 51

  1. Chime Finl Inc CHYM$74.3 million
  2. Vishay Intertechnology Inc. VSH$72.3 million
  3. Element Solutions Inc. ESI$48.8 million
  4. Enova International, Inc. ENVA$35.2 million
  5. Porch Group Inc. PRCH$31.7 million
  6. Ethos Technologies Inc. LIFE$29.7 million
  7. Ichor Holdings, Ltd. ICHR$22.5 million
  8. Klarna Group PLC KLAR$20.9 million

and 43 more in the table below

Added to 39

  1. Carvana Co. CVNA+3.9 million shares · +1737%
  2. Hims & Hers Health, Inc. HIMS+5.5 million shares · +1179%
  3. Ceco Environmental Corp. Com CECO+1.1 million shares · +609%
  4. Willdan Group Inc. WLDN+1.2 million shares · +703%
  5. Turning PT Brands Inc. TPB+969,725 shares · +328%
  6. Compass Inc. COMP+6.1 million shares · +180%
  7. Hinge Health Inc. HNGE+719,964 shares · +126%
  8. Remitly Global, Inc. RELY+2.7 million shares · +253%

and 31 more in the table below

Trimmed 30

  1. Omada Health Inc. OMDA-2.1 million shares · -35%
  2. Axogen Inc. AXGN-925,465 shares · -84%
  3. Webull Corp. BULL-5.1 million shares · -54%
  4. Rush Street Interactive, Inc. RSI-1.0 million shares · -16%
  5. Build-A-Bear Workshop Inc. BBW-814,951 shares · -80%
  6. Select Water Solutions Inc. WTTR-1.1 million shares · -58%
  7. Celsius Holdings, Inc. CELH-714,686 shares · -28%
  8. Xpel, Inc. XPEL-391,760 shares · -54%

and 22 more in the table below

Sold out of 26

  1. Brinker International, Inc. EAT$36.9 million last quarter
  2. Lincoln Edl Svcs Corp. LINC$33.6 million last quarter
  3. Stride, Inc. LRN$27.2 million last quarter
  4. Lendingtree Inc. New TREE$20.1 million last quarter
  5. Adaptive Biotechnologies Corporation ADPT$18.3 million last quarter
  6. Kura Sushi USA Inc. KRUS$17.4 million last quarter
  7. Broadcom Inc. AVGO$10.8 million last quarter
  8. Progyny, Inc. PGNY$9.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Sezzle Inc. SEZL1,649,531$283.1 million6.61%+337,917
Carvana Co. CVNA4,163,614$274.0 million6.39%+3,936,978
Super Group Sghc Limited SGHC20,114,259$272.5 million6.36%+3,788,788
Dave Inc. DAVE699,366$260.6 million6.08%+58,526
Hims & Hers Health, Inc. HIMS6,009,505$208.3 million4.86%+5,539,672
Celestica Inc. CLS461,397$168.3 million3.93%+155,581
Rush Street Interactive, Inc. RSI5,425,402$161.4 million3.76%-1,001,277
SharkNinja, Inc. SN819,163$124.7 million2.91%+50,000
Ceco Environmental Corp. Com CECO1,329,817$120.7 million2.82%+1,142,217
Compass Inc. COMP9,505,505$117.2 million2.73%+6,115,578
Flywire Corporation FLYW6,644,513$116.7 million2.72%+573,919
the Realreal Inc. REAL9,198,248$108.4 million2.53%+4,855,491
Turning PT Brands Inc. TPB1,265,303$107.3 million2.50%+969,725
Hinge Health Inc. HNGE1,290,623$107.1 million2.50%+719,964
Willdan Group Inc. WLDN1,324,293$104.8 million2.44%+1,159,306
Lumentum Holdings Inc. LITE108,188$92.8 million2.17%+14,996
Victoria's Secret & Co. VSXY1,025,972$85.6 million2.00%-152,203
Omada Health Inc. OMDA3,799,695$83.4 million1.95%-2,088,020
Remitly Global, Inc. RELY3,719,086$83.3 million1.94%+2,665,529
Chime Finl Inc CHYM3,626,050$74.3 million1.73%new
Vishay Intertechnology Inc. VSH1,345,094$72.3 million1.69%new
American Pub Ed Inc. APEI1,169,356$62.8 million1.47%+117,287
Lifeway Foods Inc. LWAY2,101,540$62.7 million1.46%+692,772
Celsius Holdings, Inc. CELH1,820,624$53.3 million1.24%-714,686
Amer Sports Inc. AS1,520,280$51.4 million1.20%+1,227,496
Element Solutions Inc. ESI1,021,276$48.8 million1.14%new
Groupon Inc. GRPN1,845,838$44.4 million1.04%+1,400,873
Citi Trends Inc. CTRN705,451$40.8 million0.95%+211,405
National Vision Holdings, Inc. EYE1,899,450$36.1 million0.84%+1,203,418
Enova International, Inc. ENVA146,238$35.2 million0.82%new
Figs Inc. FIGS3,191,026$32.6 million0.76%-5,370
Porch Group Inc. PRCH2,105,695$31.7 million0.74%new
Fastly Inc. A FSLY1,694,262$31.1 million0.73%+1,469,262
Ethos Technologies Inc. LIFE1,635,921$29.7 million0.69%new
Webull Corp. BULL4,414,549$28.8 million0.67%-5,133,670
Robinhood Markets, Inc. HOOD250,000$25.1 million0.58%+150,000
Thredup Inc. TDUP3,628,206$24.9 million0.58%+2,634,257
Indivior Pharmaceuticals, Inc. INDV601,863$24.7 million0.58%+80,780
Vital Farms Inc. VITL2,003,588$23.3 million0.54%+1,451,733
Ichor Holdings, Ltd. ICHR200,621$22.5 million0.53%new
Atricure Inc. ATRC800,931$22.4 million0.52%-359,024
Klarna Group PLC KLAR1,032,328$20.9 million0.49%new
Caredx Inc. CDNA700,938$20.0 million0.47%new
Harrow Inc. HROW439,155$18.7 million0.44%new
Beta Bionics Inc BBNX1,113,802$17.5 million0.41%new
Warby Parker Inc. WRBY561,117$17.0 million0.40%+177,208
Marinemax Inc. HZO455,971$16.7 million0.39%+292,325
Xpel, Inc. XPEL328,665$16.3 million0.38%-391,760
Revolve Group Inc. RVLV708,216$16.2 million0.38%+694,440
Select Water Solutions Inc. WTTR802,180$16.0 million0.37%-1,099,471
BJs Restaurants Inc. BJRI262,421$15.9 million0.37%new
United STS Oil FD LP USO142,500$15.2 million0.35%new
FirstCash Holdings, Inc. FCFS59,500$12.9 million0.30%new
Mediaalpha Inc. MAX1,019,988$12.8 million0.30%+933,081
Onto Innovation Inc. ONTO31,891$12.1 million0.28%+5,391
Clear Secure, Inc. YOU200,000$11.1 million0.26%new
Crocs, Inc. CROX91,371$11.0 million0.26%new
Kulicke & Soffa Industries Inc. KLIC78,000$10.4 million0.24%new
Draftkings Inc. New DKNG400,824$10.1 million0.24%+200,587
Callaway Golf Co. CALY515,778$9.7 million0.23%new
Establishment Labs Holdings In ESTA106,675$9.2 million0.21%new
Compass Diversified CODI827,298$8.8 million0.21%-1,102,956
Johnson Outdoors Inc. JOUT190,057$8.8 million0.20%no change
Affirm Hldgs Inc. AFRM106,735$8.7 million0.20%+11,664
Axogen Inc. AXGN170,416$7.9 million0.18%-925,465
Penguin Solutions, Inc. PENG100,000$7.6 million0.18%new
Acv Auctions Inc. ACVA1,007,453$7.2 million0.17%+398,353
Haemonetics Corp. HAE96,459$7.2 million0.17%new
El Pollo Loco Hldgs Inc. LOCO409,925$7.0 million0.16%-22,370
Designer Brands Inc. DBI1,184,045$6.9 million0.16%new
Ftai Aviation Ltd FTAI25,000$6.8 million0.16%new
Flex Ltd. FLEX40,000$6.5 million0.15%new
Semtech Corp. SMTC40,000$6.5 million0.15%new
Build-A-Bear Workshop Inc. BBW210,019$6.4 million0.15%-814,951
Bluelinx Hldgs Inc. BXC103,141$6.4 million0.15%no change
Delcath Sys Inc. DCTH499,796$6.3 million0.15%no change
OSI Systems Inc. OSIS27,859$6.1 million0.14%new
Procore Technologies Inc. PCOR149,800$6.1 million0.14%new
Construction Partners, Inc. ROAD50,728$6.0 million0.14%new
Bandwidth Inc. BAND86,065$5.4 million0.13%new
Everquote Inc. EVER219,248$5.2 million0.12%new
Clearfield Inc. CLFD130,783$5.2 million0.12%new
Par Technology Corp. PAR267,965$4.7 million0.11%new
Franklin Covey Co. FC185,547$4.6 million0.11%new
Tower Semiconductor Ltd TSEM17,000$4.4 million0.10%-53,000
Stubhub Hldgs Inc. STUB329,602$4.2 million0.10%-55,036
Procept Biorobotics Corp. PRCT180,260$4.1 million0.09%-686,078
Lattice Semiconductor Corp. LSCC25,317$3.9 million0.09%new
1 800 Flowers Com Inc. FLWS1,033,166$3.6 million0.08%+860,771
Arlo Technologies, Inc. ARLO252,336$3.4 million0.08%+52,336
Via Transn Inc. VIA172,755$3.1 million0.07%new
Philip Morris International Inc. PM16,452$3.0 million0.07%-11,792
Tactile Sys Technology Inc. TCMD99,622$3.0 million0.07%-138,262
Ezcorp Inc. EZPW82,602$2.9 million0.07%-376,254
Sweetgreen Inc. SG288,601$2.5 million0.06%+15,331
Alphatec Hldgs Inc. ATEC283,953$2.5 million0.06%new
Upstart Hldgs Inc. UPST67,461$2.4 million0.06%-22,128
Prog Holdings, Inc. PRG50,000$2.3 million0.05%new
Bobs Disc Furniture Inc. BOBS144,391$2.3 million0.05%new
TTM Technologies Inc. TTMI12,000$2.2 million0.05%new
Wingstop Inc. WING12,857$2.2 million0.05%no change
Zumiez Inc. ZUMZ124,549$2.2 million0.05%no change
Flutter Entertainment plc FLUT19,191$2.0 million0.05%no change
Napco Security Technologies, Inc. NSSC50,799$1.9 million0.05%no change
Pattern Group Inc. Com Ser A PTRN70,000$1.8 million0.04%new
Freshpet, Inc. FRPT29,583$1.7 million0.04%new
Fox Factory Holding Corp. FOXF100,000$1.7 million0.04%no change
Onewater Marine Inc. ONEW143,755$1.6 million0.04%+35,755
Vericel Corp. VCEL36,335$1.6 million0.04%-385,843
Driven Brands Hldgs Inc. DRVN100,000$1.4 million0.03%new
Stitch Fix Inc. SFIX311,747$1.3 million0.03%no change
Netgear Inc. NTGR52,065$1.2 million0.03%new
Mayville Engr Co. Inc. MEC27,482$1.0 million0.02%new
monday.com Ltd. MNDY13,832$1.0 million0.02%new
Bellring Brands Inc. BRBR72,565$938,9910.02%-451,175
Priority Technology Hldgs in PRTH129,404$863,1250.02%-523,615
Medifast, Inc. MED79,839$847,0920.02%no change
Sensus Healthcare Inc. SRTS278,485$841,0250.02%-7,593
Amplitude Inc. AMPL100,000$765,0000.02%new
Avis Budget Group, Inc. CAR5,140$759,8460.02%new
Argan Inc. AGX828$661,1990.02%new
Lovesac Company LOVE38,115$636,1390.01%no change
Xometry Inc. XMTR6,363$614,1570.01%-75,809
Gambling Com Group Limited GRSD305,694$580,8190.01%no change
Lifemd Inc. LFMD135,826$560,9610.01%no change
Signet Jewelers Ltd. SIG5,459$470,5660.01%new
Workiva Inc. WK9,567$464,0950.01%new
Alpha Teknova Inc. TKNO78,872$447,9930.01%no change
Viant Technology Inc. DSP34,613$438,2010.01%-14,832
Avita Medical Inc. RCEL100,000$413,0000.01%no change
Webtoon Entmt Inc. WBTN31,945$364,8120.01%new
J Jill Inc. JILL21,452$340,4430.01%no change
Blend Labs Inc. BLND198,863$340,0560.01%-2,976,229
3D Systems DDD90,531$273,4040.01%no change
Hertz Global Hldgs Inc. HTZ100,000$226,5000.01%-300,000
Calix, Inc. CALX5,670$211,6040.00%-300,000
Ziprecruiter Inc. ZIP49,510$185,6630.00%no change
Inogen Inc. INGN18,413$118,7640.00%-69,723
Purple Innovation Inc. PRPL138,605$49,4820.00%no change
Gogo Inc. GOGO12,272$38,0430.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 26 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Super Group Sghc Limited SGHCCalls9,258,000$125.4 million
Chime Finl Inc CHYMPuts39,100$800,768

2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.