Divisadero Street Capital Management, Lp Portfolio Stock Holdings
Divisadero Street Capital Management, Lp disclosed 115 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include RUSH STREET INTERACTIVE, DAVE INC, and CELSIUS HLDGS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 115
- Portfolio Value
- $2.1B
Holdings by Sector
Divisadero Street Capital Management, Lp Portfolio Holdings in Q1 2026
109 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RUSH STREET INTERACTIVE | RSI | Consumer Cyclical | 6.54% | 6,426,679 | +3,625,475 | +129.43% | $139,780,268 |
| DAVE INC | DAVE | Technology | 5.22% | 640,840 | +379,232 | +144.96% | $111,563,836 |
| CELSIUS HLDGS | CELH | Consumer Defensive | 4.21% | 2,535,310 | +915,098 | +56.48% | $89,952,799 |
| CELESTICA INC | CLS | Technology | 4.03% | 305,816 | +130,804 | +74.74% | $86,142,251 |
| SEZZLE INC | SEZL | Financial Services | 3.89% | 1,311,614 | +188,388 | +16.77% | $83,012,050 |
| SHARKNINJA INC | SN | Other | 3.81% | 769,163 | - | - | $81,454,362 |
| CARVANA CO | CVNA | Consumer Cyclical | 3.34% | 226,636 | +8,447 | +3.87% | $71,249,826 |
| FLYWIRE CORP | FLYW | Technology | 3.31% | 6,070,594 | +284,132 | +4.91% | $70,661,714 |
| LUMENTUM HLDGS | LITE | Technology | 3.07% | 93,192 | -24,993 | -21.15% | $65,491,610 |
| AMERICAN PUBLIC EDUCATION | APEI | Consumer Defensive | 2.80% | 1,052,069 | -619,489 | -37.06% | $59,841,685 |
| VICTORIA'S SECRET & CO | VSCO | Consumer Cyclical | 2.56% | 1,178,175 | +684,762 | +138.78% | $54,620,193 |
| FIGS INC | FIGS | Consumer Cyclical | 2.21% | 3,196,396 | -1,214,236 | -27.53% | $47,210,769 |
| WEBULL CORP | BULLZ | Other | 2.15% | 9,548,219 | +8,748,219 | +1093.53% | $45,831,451 |
| THE REALREAL INC | REAL | Consumer Cyclical | 1.85% | 4,342,757 | +1,192,314 | +37.85% | $39,432,234 |
| BUILD-A-BEAR WORKSHOP | BBW | Consumer Cyclical | 1.80% | 1,024,970 | -226,254 | -18.08% | $38,385,127 |
| BRINKER INTERNATIONAL INC | EAT | Consumer Cyclical | 1.73% | 258,228 | +258,228 | +100.00% | $36,867,212 |
| AXOGEN | AXGN | Healthcare | 1.70% | 1,095,881 | +592,059 | +117.51% | $36,306,538 |
| LINCOLN EDUCATIONAL SERVICES | LINC | Consumer Defensive | 1.57% | 825,556 | +825,556 | +100.00% | $33,583,618 |
| ATRICURE | ATRC | Healthcare | 1.55% | 1,159,955 | +1,159,955 | +100.00% | $33,093,516 |
| XPEL INC | XPEL | Consumer Cyclical | 1.49% | 720,425 | +720,425 | +100.00% | $31,886,011 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 1.36% | 1,901,651 | +1,901,651 | +100.00% | $29,095,260 |
| LIFEWAY FOODS INC | LWAY | Consumer Defensive | 1.28% | 1,408,768 | +61,133 | +4.54% | $27,245,573 |
| STRIDE | LRN | Consumer Defensive | 1.27% | 308,500 | +308,500 | +100.00% | $27,200,445 |
| TURNING POINT BRANDS | TPB | Consumer Defensive | 1.20% | 295,578 | -235,636 | -44.36% | $25,653,215 |
| COMPASS | COMP | Real Estate | 1.16% | 3,389,927 | +2,139,927 | +171.19% | $24,780,366 |
| HINGE HEALTH INC-A | 433313103 | Other | 1.03% | 570,659 | +546,020 | +2216.08% | $22,004,611 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 1.01% | 866,338 | +866,338 | +100.00% | $21,667,113 |
| CITI TRENDS INC | CTRN | Consumer Cyclical | 1.00% | 494,046 | +290,939 | +143.24% | $21,402,073 |
| LENDINGTREE INC | TREE | Financial Services | 0.94% | 469,269 | +469,269 | +100.00% | $20,122,255 |
| ADAPTIVE BIOTECHNOLOGIES | ADPT | Healthcare | 0.86% | 1,318,661 | +957,317 | +264.93% | $18,303,015 |
| NATIONAL VISION HLDGS | EYE | Consumer Cyclical | 0.84% | 696,032 | +344,187 | +97.82% | $18,027,229 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 0.81% | 248,812 | +248,812 | +100.00% | $17,364,589 |
| REMITLY GLOBAL | RELY | Technology | 0.77% | 1,053,557 | +992,094 | +1614.13% | $16,509,238 |
| COMPASS DIVERSIFIED HLDGS | CODI | Industrials | 0.71% | 1,930,254 | +1,930,254 | +100.00% | $15,171,796 |
| CALIX | CALX | Technology | 0.70% | 305,670 | +305,670 | +100.00% | $14,974,773 |
| VERICEL CORPORATION | VCEL | Healthcare | 0.64% | 422,178 | +197,178 | +87.63% | $13,581,466 |
| WILLDAN GROUP | WLDN | Industrials | 0.59% | 164,987 | -133,945 | -44.81% | $12,631,405 |
| EZCORP INC | EZPW | Financial Services | 0.55% | 458,856 | +320,351 | +231.29% | $11,645,765 |
| CECO ENVIRONMENTAL | CECO | Industrials | 0.52% | 187,600 | +187,600 | +100.00% | $11,177,208 |
| BROADCOM INC | AVGO | Technology | 0.51% | 35,000 | +35,000 | +100.00% | $10,832,850 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 0.46% | 469,833 | - | - | $9,753,733 |
| AMER SPORTS INC | AS | Other | 0.45% | 292,784 | -2,198,061 | -88.25% | $9,638,449 |
| PROGYNY INC | PGNY | Healthcare | 0.45% | 563,609 | +199,985 | +55.00% | $9,570,081 |
| JOHNSON OUTDOORS | JOUT | Consumer Cyclical | 0.41% | 190,057 | -19,400 | -9.26% | $8,839,551 |
| BELLRING BRANDS INC-W/I | BRBR | Consumer Defensive | 0.39% | 523,740 | +467,960 | +838.94% | $8,426,977 |
| WARBY PARKER INC | WRBY | Healthcare | 0.38% | 383,909 | +383,909 | +100.00% | $8,088,963 |
| VITAL FARMS | VITL | Consumer Defensive | 0.36% | 551,855 | +17,075 | +3.19% | $7,792,193 |
| ROBINHOOD MARKETS | HOOD | Financial Services | 0.32% | 100,000 | +100,000 | +100.00% | $6,930,000 |
| FASTLY INC | FSLY | Technology | 0.31% | 225,000 | +225,000 | +100.00% | $6,538,500 |
| ANGIODYNAMICS | ANGO | Healthcare | 0.30% | 562,153 | +562,153 | +100.00% | $6,391,680 |
| ULTRA CLEAN HOLDINGS | UCTT | Technology | 0.29% | 100,000 | +100,000 | +100.00% | $6,218,000 |
| TACTILE SYSTEMS TECHNOLOGY | TCMD | Healthcare | 0.29% | 237,884 | +237,884 | +100.00% | $6,215,909 |
| EL POLLO LOCO HLDGS | LOCO | Consumer Cyclical | 0.28% | 432,295 | -260,370 | -37.59% | $5,991,609 |
| BLUELINX HOLDINGS INC | BXC | Industrials | 0.26% | 103,141 | - | - | $5,588,179 |
| ONTO INNOVATION INC | ONTO | Technology | 0.25% | 26,500 | +26,500 | +100.00% | $5,434,355 |
| BLEND LABS | BLND | Technology | 0.25% | 3,175,092 | -2,526,030 | -44.31% | $5,397,656 |
| GROUPON INC | GRPN | Communication Services | 0.25% | 444,965 | - | - | $5,295,084 |
| JABIL CIRCUIT INC | JBL | Technology | 0.24% | 19,500 | +19,500 | +100.00% | $5,179,785 |
| VITA COCO CO INC | COCO | Consumer Defensive | 0.24% | 107,243 | +107,243 | +100.00% | $5,138,012 |
| VALVOLINE INC | VVV | Consumer Cyclical | 0.24% | 150,000 | +150,000 | +100.00% | $5,052,000 |
| PHILIP MORRIS INTL | PM | Consumer Defensive | 0.22% | 28,244 | - | - | $4,669,863 |
| DELCATH SYS INC | DCTH | Healthcare | 0.22% | 499,796 | - | - | $4,638,107 |
| FLOTEK INDUSTRIES INC | FTK | Energy | 0.21% | 269,262 | -68,145 | -20.20% | $4,569,376 |
| MARINEMAX INC | HZO | Consumer Cyclical | 0.21% | 163,646 | +163,646 | +100.00% | $4,428,261 |
| NVIDIA CORP | NVDA | Technology | 0.20% | 25,000 | +25,000 | +100.00% | $4,360,000 |
| AFFIRM HLDGS | AFRM | Technology | 0.20% | 95,071 | +95,071 | +100.00% | $4,356,153 |
| DRAFTKINGS INC | DKNG | Consumer Cyclical | 0.20% | 200,237 | -301,925 | -60.13% | $4,329,124 |
| XOMETRY | XMTR | Industrials | 0.16% | 82,172 | +82,172 | +100.00% | $3,355,904 |
| THREDUP | TDUP | Consumer Cyclical | 0.15% | 993,949 | - | - | $3,260,153 |
| PRIORITY TECHNOLOGY HOLDINGS | PRTH | Technology | 0.14% | 653,019 | -404,875 | -38.27% | $3,082,250 |
| BENCHMARK ELECTRONICS | BHE | Technology | 0.14% | 53,047 | +53,047 | +100.00% | $2,973,815 |
| ARLO TECHNOLOGIES | ARLO | Industrials | 0.13% | 200,000 | -120,287 | -37.56% | $2,846,000 |
| ZUMIEZ INC | ZUMZ | Consumer Cyclical | 0.13% | 124,549 | - | - | $2,760,006 |
| ABERCROMBIE & FITCH CO | ANF | Consumer Cyclical | 0.13% | 30,000 | +30,000 | +100.00% | $2,741,100 |
| ACV AUCTIONS | ACVA | Consumer Cyclical | 0.12% | 609,100 | +609,100 | +100.00% | $2,582,584 |
| UPSTART HLDGS | UPST | Financial Services | 0.11% | 89,589 | -280,411 | -75.79% | $2,297,958 |
| NAPCO SECURITY TECHNOLOGIES | NSSC | Industrials | 0.09% | 50,799 | -758,930 | -93.73% | $2,000,973 |
| WINGSTOP | WING | Consumer Cyclical | 0.09% | 12,857 | - | - | $1,992,449 |
| FLUTTER ENTMT PLC | FLUT | Other | 0.09% | 19,191 | +19,191 | +100.00% | $1,956,522 |
| HERTZ GLOBAL HLDGS INC | HTZ | Industrials | 0.09% | 400,000 | +400,000 | +100.00% | $1,844,000 |
| FOX FACTORY HOLDING CORP | FOXF | Consumer Cyclical | 0.08% | 100,000 | - | - | $1,646,000 |
| ADTRAN HLDGS | ADTN | Technology | 0.07% | 121,731 | -5,758 | -4.52% | $1,531,376 |
| SWEETGREEN INC | SG | Consumer Cyclical | 0.07% | 273,270 | +18,026 | +7.06% | $1,418,271 |
| SENSUS HEALTHCARE INC | SRTS | Healthcare | 0.05% | 286,078 | -12,801 | -4.28% | $1,138,590 |
| STITCH FIX INC | SFIX | Consumer Cyclical | 0.05% | 311,747 | +311,747 | +100.00% | $1,031,883 |
| ONEWATER MARINE | ONEW | Consumer Cyclical | 0.05% | 108,000 | - | - | $1,020,600 |
| MEDIFAST | MED | Consumer Cyclical | 0.04% | 79,839 | - | - | $813,559 |
| MEDIAALPHA | MAX | Communication Services | 0.04% | 86,907 | -762,104 | -89.76% | $808,235 |
| ZEVIA PBC-A | ZVIA | Consumer Defensive | 0.03% | 577,497 | -2,636,464 | -82.03% | $675,671 |
| LOVESAC CO | LOVE | Consumer Cyclical | 0.03% | 38,115 | - | - | $562,959 |
| VIANT TECHNOLOGY | DSP | Technology | 0.03% | 49,445 | +49,445 | +100.00% | $553,784 |
| INOGEN INC | INGN | Healthcare | 0.03% | 88,136 | - | - | $544,680 |
| 1-800-FLOWERS | FLWS | Consumer Cyclical | 0.02% | 172,395 | - | - | $524,081 |
| LIFEMD | LFMD | Healthcare | 0.02% | 135,826 | - | - | $490,332 |
| SHAKE SHACK INC | SHAK | Consumer Cyclical | 0.02% | 4,238 | +4,238 | +100.00% | $374,936 |
| AVITA MEDICAL | RCEL | Healthcare | 0.02% | 100,000 | - | - | $370,000 |
| SLEEP NUMBER | SNBR | Consumer Cyclical | 0.02% | 190,473 | +34,375 | +22.02% | $341,899 |
| REVOLVE GROUP | RVLV | Consumer Cyclical | 0.01% | 13,776 | +13,776 | +100.00% | $311,475 |
| MODINE MFG CO | MOD | Consumer Cyclical | 0.01% | 1,390 | +1,390 | +100.00% | $301,227 |
| WAYFAIR INC | W | Consumer Cyclical | 0.01% | 3,500 | +3,500 | +100.00% | $263,235 |