Divisadero Street Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DS Divisadero Street Capital Management, LP | Institutional Filer | ▲ 23.22% | $2.14B | 115 |
Current Portfolio Holdings
Showing all 115 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGHC | Super Group (SGHC) Limited | Consumer Cyclical | 16.3M | $176.3M | 8.25% |
| 2 | RSI | Rush Street Interactive, Inc. | Consumer Cyclical | 6.4M | $139.8M | 6.54% |
| 3 | DAVE | Dave Inc. | Technology | 641K | $111.6M | 5.22% |
| 4 | CELH | Celsius Holdings, Inc. | Consumer Defensive | 2.5M | $90.0M | 4.21% |
| 5 | CLS | Celestica Inc. | Technology | 306K | $86.1M | 4.03% |
| 6 | SEZL | Sezzle Inc. | Financial Services | 1.3M | $83.0M | 3.89% |
| 7 | SN | SharkNinja, Inc. | Consumer Cyclical | 769K | $81.5M | 3.81% |
| 8 | OMDA | Omada Health | Healthcare | 5.9M | $74.0M | 3.46% |
| 9 | CVNA | Carvana Co. | Consumer Cyclical | 227K | $71.2M | 3.34% |
| 10 | FLYW | Flywire Corporation | Technology | 6.1M | $70.7M | 3.31% |
| 11 | LITE | Lumentum Holdings Inc. | Technology | 93K | $65.5M | 3.07% |
| 12 | APEI | American Public Education, Inc. | Consumer Defensive | 1.1M | $59.8M | 2.80% |
| 13 | VSCO | Victoria's Secret & Co. | Consumer Cyclical | 1.2M | $54.6M | 2.56% |
| 14 | FIGS | FIGS, Inc. | Consumer Cyclical | 3.2M | $47.2M | 2.21% |
| 15 | BULL | Webull Corporation Class A Ordinary Shares | Technology | 9.5M | $45.8M | 2.15% |
Showing 1 to 15 of 115 holdings