Institutional Manager · CIK 0001901865
Divisadero Street Capital Management, LP
MIAMI, FL · File #028-22165
Latest AUM
$2.14B
Positions
92
Top-10 Concentration
51.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202592 pos · $2.14B
- 13F HOLDINGS REPORTQ/E Sep 2025168 pos · $2.29B
- 13F HOLDINGS REPORTQ/E Jun 2025136 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $993.6M
- 13F HOLDINGS REPORTQ/E Dec 202485 pos · $856.0M
- 13F HOLDINGS REPORTQ/E Sep 202474 pos · $824.3M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $659.5M
- 13F HOLDINGS REPORTQ/E Mar 202456 pos · $427.2M
- 13F HOLDINGS REPORTQ/E Dec 202349 pos · $317.3M
- 13F HOLDINGS REPORTQ/E Sep 202343 pos · $346.1M
- 13F HOLDINGS REPORTQ/E Jun 202345 pos · $228.6M
- 13F HOLDINGS REPORTQ/E Mar 202342 pos · $133.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 725,100 | $160.5M | 7.80% |
| 2 | SUPER GROUP SGHC LIMITED | SGHC | 12,386,900 | $148.0M | 7.19% |
| 3 | SUPER GROUP SGHC LIMITED | SGHC | 11,741,629 | $140.3M | 6.82% |
| 4 | INDIVIOR PLC | INDV | 2,784,786 | $99.9M | 4.86% |
| 5 | AMER SPORTS INC | AS | 2,490,845 | $93.0M | 4.52% |
| 6 | CARVANA CO | CVNA | 218,189 | $92.1M | 4.47% |
| 7 | SHARKNINJA INC | SN | 769,163 | $86.1M | 4.18% |
| 8 | FLYWIRE CORPORATION | FLYW | 5,786,462 | $81.9M | 3.98% |
| 9 | BUILD-A-BEAR WORKSHOP INC | BBW | 1,251,224 | $76.7M | 3.73% |
| 10 | CELSIUS HLDGS INC | CELH | 1,620,212 | $74.1M | 3.60% |
| 11 | SEZZLE INC | SEZL | 1,123,226 | $71.3M | 3.46% |
| 12 | AMERICAN PUB ED INC | 02913V103 | 1,671,558 | $63.2M | 3.07% |
| 13 | DAVE INC | 23834J201 | 261,608 | $57.9M | 2.81% |
| 14 | TURNING PT BRANDS INC | 90041L105 | 531,214 | $57.6M | 2.80% |
| 15 | RUSH STREET INTERACTIVE INC | RSI | 2,801,204 | $54.4M | 2.65% |
| 16 | CELESTICA INC | CLS | 175,012 | $51.7M | 2.51% |
| 17 | FIGS INC | FIGS | 4,410,632 | $50.1M | 2.44% |
| 18 | THE REALREAL INC | 88339P101 | 3,150,443 | $49.7M | 2.42% |
| 19 | LUMENTUM HLDGS INC | LITE | 118,185 | $43.6M | 2.12% |
| 20 | CELSIUS HLDGS INC | CELH | 910,000 | $41.6M | 2.02% |