§ 13F · FUND PROFILE
Divisadero Street Capital Management, LP.
AUM · $4.4B (13F)Positions · 142Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$600M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SEZL | SEZZLE INC | 1.65M | $283M | 6.4% | +26% |
| 2 | CVNA | CARVANA CO | 4.16M | $274M | 6.2% | +1737% |
| 3 | SGHC | SUPER GROUP SGHC LIMITED | 20.11M | $273M | 6.2% | +80% |
| 4 | DAVE | DAVE INC | 699K | $261M | 5.9% | +9% |
| 5 | HIMS | HIMS & HERS HEALTH INC | 6.01M | $208M | 4.7% | +1179% |
| 6 | CLS | CELESTICA INC | 461K | $168M | 3.8% | +51% |
| 7 | RSI | RUSH STREET INTERACTIVE INC | 5.43M | $161M | 3.7% | −16% |
| 8 | SGHC | SUPER GROUP SGHC LIMITED | 9.26M | $125M | 2.8% | — |
| 9 | SN | SHARKNINJA INC | 819K | $125M | 2.8% | +7% |
| 10 | CECO | CECO ENVIRONMENTAL CORP | 1.33M | $121M | 2.7% | +609% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVISADERO SIGNAL
AC read
Divisadero Street Capital Management, LP is a Other fund managing $4.4 billion in assets. The fund runs a portfolio of 142 positions.
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