Funds › Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP
13F for Q2 2026, filed Aug 14, 2026. 140 positions worth $4.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$4.4B
+$2.0B (84.5%) vs Q1 2026
Positions
140
115 in Q1 2026
Top 10 share
45.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SEZL Sezzle Inc. | 1.65M | $283.1M | 6.4% | +25.8% | 13F ↗ |
| 2 | CVNA Carvana Co. | 4.16M | $274.0M | 6.2% | +267% | 13F ↗ |
| 3 | SGHC Super Group (SGHC) Limited | 20.11M | $272.5M | 6.2% | +23.2% | 13F ↗ |
| 4 | DAVE Dave Inc. | 699,366 | $260.6M | 5.9% | +9.1% | 13F ↗ |
| 5 | HIMS Hims & Hers Health, Inc. | 6.01M | $208.3M | 4.7% | +1179% | 13F ↗ |
| 6 | CLS Celestica, Inc. | 461,397 | $168.3M | 3.8% | +50.9% | 13F ↗ |
| 7 | RSI Rush Street Interactive, Inc. | 5.43M | $161.4M | 3.7% | -15.6% | 13F ↗ |
| 8 | SN SharkNinja, Inc. | 819,163 | $124.7M | 2.8% | +6.5% | 13F ↗ |
| 9 | CECO CECO Environmental Corp. | 1.33M | $120.7M | 2.7% | +609% | 13F ↗ |
| 10 | COMP Compass, Inc. | 9.51M | $117.2M | 2.7% | +180% | 13F ↗ |
| 11 | FLYW Flywire Corporation - Voting · Com Vtg | 6.64M | $116.7M | 2.6% | +9.5% | 13F ↗ |
| 12 | REAL The RealReal, Inc. | 9.20M | $108.4M | 2.5% | +112% | 13F ↗ |
| 13 | TPB Turning Point Brands, Inc. | 1.27M | $107.3M | 2.4% | +328% | 13F ↗ |
| 14 | HNGE Hinge Health, Inc. | 1.29M | $107.1M | 2.4% | +126% | 13F ↗ |
| 15 | WLDN Willdan Group, Inc. | 1.32M | $104.8M | 2.4% | +703% | 13F ↗ |
| 16 | LITE Lumentum Holdings Inc. | 108,188 | $92.8M | 2.1% | +16.1% | 13F ↗ |
| 17 | VSXY Victorias Secret & Co. | 1.03M | $85.6M | 1.9% | -12.9% | 13F ↗ |
| 18 | OMDA Omada Health, Inc. | 3.80M | $83.4M | 1.9% | -35.5% | 13F ↗ |
| 19 | RELY Remitly Global, Inc. | 3.72M | $83.3M | 1.9% | +253% | 13F ↗ |
| 20 | CHYM Chime Financial, Inc. | 3.63M | $74.3M | 1.7% | New | 13F ↗ |
| 21 | VSH Vishay Intertechnology, Inc. | 1.35M | $72.3M | 1.6% | New | 13F ↗ |
| 22 | APEI American Public Education, Inc. | 1.17M | $62.8M | 1.4% | +11.1% | 13F ↗ |
| 23 | LWAY Lifeway Foods, Inc. | 2.10M | $62.7M | 1.4% | +49.2% | 13F ↗ |
| 24 | CELH Celsius Holdings, Inc. | 1.82M | $53.3M | 1.2% | -28.2% | 13F ↗ |
| 25 | AS Amer Sports, Inc. | 1.52M | $51.4M | 1.2% | +419% | 13F ↗ |
| 26 | ESI Element Solutions Inc. | 1.02M | $48.8M | 1.1% | New | 13F ↗ |
| 27 | GRPN Groupon, Inc. | 1.85M | $44.4M | 1.0% | +315% | 13F ↗ |
| 28 | CTRN Citi Trends, Inc. | 705,451 | $40.8M | 0.9% | +42.8% | 13F ↗ |
| 29 | EYE National Vision Holdings, Inc. | 1.90M | $36.1M | 0.8% | +173% | 13F ↗ |
| 30 | ENVA Enova International, Inc. | 146,238 | $35.2M | 0.8% | New | 13F ↗ |
| 31 | FIGS FIGS, Inc. | 3.19M | $32.6M | 0.7% | -0.2% | 13F ↗ |
| 32 | PRCH Porch Group, Inc. | 2.11M | $31.7M | 0.7% | New | 13F ↗ |
| 33 | FSLY Fastly, Inc. | 1.69M | $31.1M | 0.7% | +653% | 13F ↗ |
| 34 | LIFE Ethos Technologies Inc. | 1.64M | $29.7M | 0.7% | New | 13F ↗ |
| 35 | BULL Webull Corporation | 4.41M | $28.8M | 0.7% | -53.8% | 13F ↗ |
| 36 | HOOD Robinhood Markets, Inc. | 250,000 | $25.1M | 0.6% | +150% | 13F ↗ |
| 37 | TDUP ThredUp Inc. | 3.63M | $24.9M | 0.6% | +265% | 13F ↗ |
| 38 | INDV Supernus, Inc. | 601,863 | $24.7M | 0.6% | +15.5% | 13F ↗ |
| 39 | VITL Vital Farms, Inc. | 2.00M | $23.3M | 0.5% | +263% | 13F ↗ |
| 40 | ICHR Ichor Holdings | 200,621 | $22.5M | 0.5% | New | 13F ↗ |
| 41 | ATRC AtriCure, Inc. | 800,931 | $22.4M | 0.5% | -31.0% | 13F ↗ |
| 42 | KLAR Klarna Group plc | 1.03M | $20.9M | 0.5% | New | 13F ↗ |
| 43 | CDNA CareDx, Inc. | 700,938 | $20.0M | 0.5% | New | 13F ↗ |
| 44 | HROW Harrow, Inc. | 439,155 | $18.7M | 0.4% | New | 13F ↗ |
| 45 | BBNX Beta Bionics, Inc. | 1.11M | $17.5M | 0.4% | New | 13F ↗ |
| 46 | WRBY Warby Parker Inc. | 561,117 | $17.0M | 0.4% | +46.2% | 13F ↗ |
| 47 | HZO MarineMax, Inc. | 455,971 | $16.7M | 0.4% | +179% | 13F ↗ |
| 48 | XPEL XPEL, Inc. | 328,665 | $16.3M | 0.4% | -54.4% | 13F ↗ |
| 49 | RVLV Revolve Group, Inc. | 708,216 | $16.2M | 0.4% | +5041% | 13F ↗ |
| 50 | WTTR Select Water Solutions, Inc. | 802,180 | $16.0M | 0.4% | -57.8% | 13F ↗ |
Showing the top 50 of 140 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
51 new, 39 added to, 30 trimmed, 26 exited, 20 unchanged. By estimated dollars.
New positions (51)
| CHYM Chime Financial, Inc. | 3.63M | New | $74.3M |
| VSH Vishay Intertechnology, Inc. | 1.35M | New | $72.3M |
| ESI Element Solutions Inc. | 1.02M | New | $48.8M |
| ENVA Enova International, Inc. | 146,238 | New | $35.2M |
| PRCH Porch Group, Inc. | 2.11M | New | $31.7M |
| LIFE Ethos Technologies Inc. | 1.64M | New | $29.7M |
| ICHR Ichor Holdings | 200,621 | New | $22.5M |
| KLAR Klarna Group plc | 1.03M | New | $20.9M |
| CDNA CareDx, Inc. | 700,938 | New | $20.0M |
| HROW Harrow, Inc. | 439,155 | New | $18.7M |
Added to (39)
| CVNA Carvana Co. | 4.16M | +267% | $199.5M |
| HIMS Hims & Hers Health, Inc. | 6.01M | +1179% | $192.1M |
| CECO CECO Environmental Corp. | 1.33M | +609% | $103.6M |
| WLDN Willdan Group, Inc. | 1.32M | +703% | $91.7M |
| TPB Turning Point Brands, Inc. | 1.27M | +328% | $82.2M |
| COMP Compass, Inc. | 9.51M | +180% | $75.4M |
| HNGE Hinge Health, Inc. | 1.29M | +126% | $59.8M |
| RELY Remitly Global, Inc. | 3.72M | +253% | $59.7M |
| SEZL Sezzle Inc. | 1.65M | +25.8% | $58.0M |
| REAL The RealReal, Inc. | 9.20M | +112% | $57.2M |
Trimmed (30)
| OMDA Omada Health, Inc. | 3.80M | -35.5% | -$45.8M |
| AXGN Axogen, Inc. | 170,416 | -84.4% | -$42.7M |
| BULL Webull Corporation | 4.41M | -53.8% | -$33.5M |
| RSI Rush Street Interactive, Inc. | 5.43M | -15.6% | -$29.8M |
| BBW Build-A-Bear Workshop, Inc. | 210,019 | -79.5% | -$24.9M |
| WTTR Select Water Solutions, Inc. | 802,180 | -57.8% | -$22.0M |
| CELH Celsius Holdings, Inc. | 1.82M | -28.2% | -$20.9M |
| XPEL XPEL, Inc. | 328,665 | -54.4% | -$19.4M |
| VCEL Vericel Corporation | 36,335 | -91.4% | -$17.2M |
| PRCT PROCEPT BioRobotics Corporation | 180,260 | -79.2% | -$15.5M |
Exited (26)
| EAT Brinker International, Inc. | 258,228 | Exited | -$36.9M |
| LINC Lincoln Educational Services Corporation | 825,556 | Exited | -$33.6M |
| LRN Stride, Inc. | 308,500 | Exited | -$27.2M |
| TREE LendingTree, Inc. | 469,269 | Exited | -$20.1M |
| ADPT Adaptive Biotechnologies Corporation | 1.32M | Exited | -$18.3M |
| KRUS Kura Sushi USA, Inc. | 248,812 | Exited | -$17.4M |
| AVGO Broadcom Inc. | 35,000 | Exited | -$10.8M |
| PGNY Progyny, Inc. | 563,609 | Exited | -$9.6M |
| ANGO AngioDynamics, Inc. | 562,153 | Exited | -$6.4M |
| UCTT Ultra Clean Holdings, Inc. | 100,000 | Exited | -$6.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer