Divisadero Street Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Divisadero Street Capital Management, LP disclosed 140 US equity positions worth $4.3bn in its Q2 2026 13F filing. The largest position was SEZL at 6.6% of the reported book, followed by CVNA and SGHC. Against the Q1 2026 filing, it opened 11 new positions, added to 30 and reduced 8 among the top 50 holdings.
What did Divisadero Street Capital Management, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SEZL SEZZLE INC | Financial Services | 6.6% | $283.1m | 1,649,531 | 26% | added |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 6.4% | $274.0m | 4,163,614 | 1737% | added |
| 3 | SGHC SUPER GROUP SGHC LIMITED | Consumer Cyclical | 6.4% | $272.5m | 20,114,259 | 23% | added |
| 4 | DAVE DAVE INC | Technology | 6.1% | $260.6m | 699,366 | 9% | added |
| 5 | HIMS HIMS & HERS HEALTH INC | Healthcare | 4.9% | $208.3m | 6,009,505 | 1179% | added |
| 6 | CLS CELESTICA INC | Technology | 3.9% | $168.3m | 461,397 | 51% | added |
| 7 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 3.8% | $161.4m | 5,425,402 | -16% | reduced |
| 8 | SN SHARKNINJA INC | Consumer Cyclical | 2.9% | $124.7m | 819,163 | 7% | added |
| 9 | CECO CECO ENVIRONMENTAL CORP | Industrials | 2.8% | $120.7m | 1,329,817 | 609% | added |
| 10 | COMP COMPASS INC | Real Estate | 2.7% | $117.2m | 9,505,505 | 180% | added |
| 11 | FLYW FLYWIRE CORPORATION | Technology | 2.7% | $116.7m | 6,644,513 | 9% | added |
| 12 | REAL THE REALREAL INC | Consumer Cyclical | 2.5% | $108.4m | 9,198,248 | 112% | added |
| 13 | TPB TURNING PT BRANDS INC | Consumer Defensive | 2.5% | $107.3m | 1,265,303 | 328% | added |
| 14 | HNGE HINGE HEALTH INC | Healthcare | 2.5% | $107.1m | 1,290,623 | 126% | added |
| 15 | WLDN WILLDAN GROUP INC | Industrials | 2.4% | $104.8m | 1,324,293 | 703% | added |
| 16 | LITE LUMENTUM HLDGS INC | Technology | 2.2% | $92.8m | 108,188 | 16% | added |
| 17 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 2.0% | $85.6m | 1,025,972 | -13% | reduced |
| 18 | OMDA OMADA HEALTH INC | Healthcare | 1.9% | $83.4m | 3,799,695 | -35% | reduced |
| 19 | RELY REMITLY GLOBAL INC | Technology | 1.9% | $83.3m | 3,719,086 | 253% | added |
| 20 | CHYM CHIME FINL INC | Technology | 1.7% | $74.3m | 3,626,050 | – | new |
| 21 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 1.7% | $72.3m | 1,345,094 | – | new |
| 22 | APEI AMERICAN PUB ED INC | Consumer Defensive | 1.5% | $62.8m | 1,169,356 | 11% | added |
| 23 | LWAY LIFEWAY FOODS INC | Consumer Defensive | 1.5% | $62.7m | 2,101,540 | 49% | added |
| 24 | CELH CELSIUS HLDGS INC | Consumer Defensive | 1.2% | $53.3m | 1,820,624 | -28% | reduced |
| 25 | AS AMER SPORTS INC | Consumer Cyclical | 1.2% | $51.4m | 1,520,280 | 419% | added |
| 26 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.1% | $48.8m | 1,021,276 | – | new |
| 27 | GRPN GROUPON INC | Communication Services | 1.0% | $44.4m | 1,845,838 | 315% | added |
| 28 | CTRN CITI TRENDS INC | Consumer Cyclical | 1.0% | $40.8m | 705,451 | 43% | added |
| 29 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 0.8% | $36.1m | 1,899,450 | 173% | added |
| 30 | ENVA ENOVA INTL INC | Financial Services | 0.8% | $35.2m | 146,238 | – | new |
| 31 | FIGS FIGS INC | Consumer Cyclical | 0.8% | $32.6m | 3,191,026 | -0% | held |
| 32 | PRCH PORCH GROUP INC | Financial Services | 0.7% | $31.7m | 2,105,695 | – | new |
| 33 | FSLY FASTLY INC | Technology | 0.7% | $31.1m | 1,694,262 | 653% | added |
| 34 | LIFE ETHOS TECHNOLOGIES INC | 0.7% | $29.7m | 1,635,921 | – | new | |
| 35 | WEBULL CORP | 0.7% | $28.8m | 4,414,549 | -54% | reduced | |
| 36 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.6% | $25.1m | 250,000 | 150% | added |
| 37 | TDUP THREDUP INC | Consumer Cyclical | 0.6% | $24.9m | 3,628,206 | 265% | added |
| 38 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 0.6% | $24.7m | 601,863 | 16% | added |
| 39 | VITL VITAL FARMS INC | Consumer Defensive | 0.5% | $23.3m | 2,003,588 | 263% | added |
| 40 | ICHR ICHOR HOLDINGS | Technology | 0.5% | $22.5m | 200,621 | – | new |
| 41 | ATRC ATRICURE INC | Healthcare | 0.5% | $22.4m | 800,931 | -31% | reduced |
| 42 | KLAR KLARNA GROUP PLC | Financial Services | 0.5% | $20.9m | 1,032,328 | – | new |
| 43 | CDNA CAREDX INC | Healthcare | 0.5% | $20.0m | 700,938 | – | new |
| 44 | HROW HARROW INC | 0.4% | $18.7m | 439,155 | – | new | |
| 45 | BBNX BETA BIONICS INC | Healthcare | 0.4% | $17.5m | 1,113,802 | – | new |
| 46 | WRBY WARBY PARKER INC | Healthcare | 0.4% | $17.0m | 561,117 | 46% | added |
| 47 | HZO MARINEMAX INC | 0.4% | $16.7m | 455,971 | 179% | added | |
| 48 | XPEL XPEL INC | Consumer Cyclical | 0.4% | $16.3m | 328,665 | -54% | reduced |
| 49 | RVLV REVOLVE GROUP INC | Consumer Cyclical | 0.4% | $16.2m | 708,216 | 5041% | added |
| 50 | WTTR SELECT WATER SOLUTIONS INC | Energy | 0.4% | $16.0m | 802,180 | -58% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.