Divisadero Street Capital Management, LP
CIK 0001901865 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.41B
2026 Q2
Positions
142
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SEZL
SEZZLE INC
6.4%
CVNA
CARVANA CO
6.2%
SGHC
SUPER GROUP SGHC LIMITED
6.2%
DAVE
DAVE INC
5.9%
HIMS
HIMS & HERS HEALTH INC
4.7%
CLS
CELESTICA INC
3.8%
RSI
RUSH STREET INTERACTIVE INC
3.7%
SGHCCALL
SUPER GROUP SGHC LIMITED
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.