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Divisadero Street Capital Management Lp

Portfolio Manager
Divisadero Street Capital Management LP
Performance
-6.75% (2026 Q1)
AUM (13F)
$2.39B
# of Holdings
115
Performance Rank
Allocation (Top 20)
67.5%

Divisadero Street Capital Management Lp Holdings Map

Top 50 Divisadero Street Capital Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGHC
SUPER GROUP SGHC LTD
8.25%16.33M$176.3M
+39.04%(+4.58M)
2025-Q1: 0 shares2025-Q2: 213.9K shares2025-Q3: 9.83M shares2025-Q4: 11.74M shares2026-Q1: 16.33M shares
$11.90(+10.42%)
2026-03-31
RSI
RUSH STREET INTERACTIVE
6.54%6.43M$139.8M
+129.43%(+3.63M)
2025-Q1: 6.12M shares2025-Q2: 6.53M shares2025-Q3: 2.79M shares2025-Q4: 2.80M shares2026-Q1: 6.43M shares
$15.22(+75.88%)
2026-03-31
DAVE
DAVE INC
5.22%640.8K$111.6M
+144.96%(+379.23K)
2025-Q1: 995.1K shares2025-Q2: 534.6K shares2025-Q3: 925.3K shares2025-Q4: 261.6K shares2026-Q1: 640.8K shares
$171.87(+37.19%)
2026-03-31
CELH
CELSIUS HLDGS
4.21%2.54M$90.0M
+56.48%(+915.10K)
2025-Q1: 790.6K shares2025-Q2: 1.50M shares2025-Q3: 780.5K shares2025-Q4: 1.62M shares2026-Q1: 2.54M shares
$42.69(-29.35%)
2026-03-31
CLS
CELESTICA INC
4.03%305.8K$86.1M
+74.74%(+130.80K)
2025-Q1: 125.0K shares2025-Q2: 82.4K shares2025-Q3: 196.2K shares2025-Q4: 175.0K shares2026-Q1: 305.8K shares
$210.84(+70.06%)
2026-03-31
SEZL
SEZZLE INC
3.89%1.31M$83.0M
+16.77%(+188.39K)
2025-Q1: 1.31M shares2025-Q2: 907.5K shares2025-Q3: 1.49M shares2025-Q4: 1.12M shares2026-Q1: 1.31M shares
$72.55(+35.93%)
2026-03-31
SN
SHARKNINJA INC
3.81%769.2K$81.5M
+0.00%(+0)
2025-Q1: 159.6K shares2025-Q2: 484.4K shares2025-Q3: 774.4K shares2025-Q4: 769.2K shares2026-Q1: 769.2K shares
$90.24(+17.05%)
2026-03-31
OMDA
OMADA HEALTH INC
3.46%5.89M$74.0M
+1153.78%(+5.42M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.38M shares2025-Q4: 469.6K shares2026-Q1: 5.89M shares
$14.66(+12.99%)
2026-03-31
CVNA
CARVANA CO
3.34%226.6K$71.2M
+3.87%(+8.45K)
2025-Q1: 164.8K shares2025-Q2: 193.3K shares2025-Q3: 208.3K shares2025-Q4: 218.2K shares2026-Q1: 226.6K shares
$154.40(-56.50%)
2026-03-31
FLYW
FLYWIRE CORP
3.31%6.07M$70.7M
+4.91%(+284.13K)
2025-Q1: 1.72M shares2025-Q2: 4.78M shares2025-Q3: 4.15M shares2025-Q4: 5.79M shares2026-Q1: 6.07M shares
$12.70(+26.43%)
2026-03-31

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