Divisadero Street Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUPER GROUP SGHC LTD(Call) CALL | 0 | 14,537,600 | +14,537,600 | 0 | 157,006,080 | — | +157,006,080 |
| RUSH STREET INTERACTIVE(RSI) | 0 | 6,426,679 | +6,426,679 | 0 | 139,780,268 | 6.54% | +139,780,268 |
| DAVE INC(Call) CALL | 0 | 485,000 | +485,000 | 0 | 84,433,650 | — | +84,433,650 |
| FLYWIRE CORP(FLYW) | 0 | 6,070,594 | +6,070,594 | 0 | 70,661,714 | 3.31% | +70,661,714 |
| OMADA HEALTH INC(OMDA) | 469,597 | 5,887,715 | +5,418,118 | 7,410,241 | 74,008,578 | 3.46% | +66,598,337 |
| DAVE INC(DAVE) | 261,608 | 640,840 | +379,232 | 57,922,627 | 111,563,836 | 5.22% | +53,641,209 |
| WEBULL CORP(BULL) | 800,000 | 9,548,219 | +8,748,219 | 6,216,000 | 45,831,451 | 2.15% | +39,615,451 |
| BRINKER INTERNATIONAL INC(EAT) | 0 | 258,228 | +258,228 | 0 | 36,867,212 | 1.73% | +36,867,212 |
| SUPER GROUP SGHC LTD ORD SHS | 11,741,629 | 16,325,471 | +4,583,842 | 140,312,467 | 176,315,087 | 8.25% | +36,002,620 |
| CELESTICA INC(CLS) | 175,012 | 305,816 | +130,804 | 51,735,297 | 86,142,251 | 4.03% | +34,406,954 |
| LINCOLN EDUCATIONAL SERVICES(LINC) | 0 | 825,556 | +825,556 | 0 | 33,583,618 | 1.57% | +33,583,618 |
| ATRICURE(ATRC) | 0 | 1,159,955 | +1,159,955 | 0 | 33,093,516 | 1.55% | +33,093,516 |
| XPEL INC(XPEL) | 0 | 720,425 | +720,425 | 0 | 31,886,011 | 1.49% | +31,886,011 |
| SELECT WATER SOLUTIONS INC(WTTR) | 0 | 1,901,651 | +1,901,651 | 0 | 29,095,260 | 1.36% | +29,095,260 |
| VICTORIA'S SECRET & CO(VSXY) | 493,413 | 1,178,175 | +684,762 | 26,728,182 | 54,620,193 | 2.56% | +27,892,011 |
| STRIDE(LRN) | 0 | 308,500 | +308,500 | 0 | 27,200,445 | 1.27% | +27,200,445 |
| LUMENTUM HLDGS(LITE) | 118,185 | 93,192 | -24,993 | 43,561,809 | 65,491,610 | 3.07% | +21,929,801 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 0 | 866,338 | +866,338 | 0 | 21,667,113 | 1.01% | +21,667,113 |
| HINGE HEALTH INC-A(HNGE) | 24,639 | 570,659 | +546,020 | 1,144,482 | 22,004,611 | 1.03% | +20,860,129 |
| LENDINGTREE INC | 0 | 469,269 | +469,269 | 0 | 20,122,255 | 0.94% | +20,122,255 |
| AXOGEN(AXGN) | 503,822 | 1,095,881 | +592,059 | 16,490,094 | 36,306,538 | 1.70% | +19,816,444 |
| KURA SUSHI USA INC | 0 | 248,812 | +248,812 | 0 | 17,364,589 | 0.81% | +17,364,589 |
| INDIVIOR PHARMACEUTICALS(INDV) | 0 | 521,083 | +521,083 | 0 | 15,882,610 | 0.74% | +15,882,610 |
| CELSIUS HLDGS(CELH) | 1,620,212 | 2,535,310 | +915,098 | 74,108,497 | 89,952,799 | 4.21% | +15,844,302 |
| REMITLY GLOBAL(RELY) | 61,463 | 1,053,557 | +992,094 | 848,189 | 16,509,238 | 0.77% | +15,661,049 |
| COMPASS DIVERSIFIED HLDGS | 0 | 1,930,254 | +1,930,254 | 0 | 15,171,796 | 0.71% | +15,171,796 |
| CALIX(CALX) | 0 | 305,670 | +305,670 | 0 | 14,974,773 | 0.70% | +14,974,773 |
| PROCEPT BIOROBOTICS CORP(PRCT)(Call) | 0 | 574,100 | +574,100 | 0 | 14,358,241 | — | +14,358,241 |
| CITI TRENDS INC | 203,107 | 494,046 | +290,939 | 8,441,127 | 21,402,073 | 1.00% | +12,960,946 |
| ADAPTIVE BIOTECHNOLOGIES(ADPT) | 361,344 | 1,318,661 | +957,317 | 5,868,227 | 18,303,015 | 0.86% | +12,434,788 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 70,000 | +70,000 | 0 | 12,283,600 | 0.57% | +12,283,600 |
| SEZZLE INC(SEZL) | 1,123,226 | 1,311,614 | +188,388 | 71,296,770 | 83,012,050 | 3.89% | +11,715,280 |
| EZCORP INC(EZPW) | 0 | 458,856 | +458,856 | 0 | 11,645,765 | 0.55% | +11,645,765 |
| COMPASS(COMP) | 1,250,000 | 3,389,927 | +2,139,927 | 13,212,500 | 24,780,366 | 1.16% | +11,567,866 |
| CECO ENVIRONMENTAL(CECO) | 0 | 187,600 | +187,600 | 0 | 11,177,208 | 0.52% | +11,177,208 |
| BROADCOM INC(AVGO) | 0 | 35,000 | +35,000 | 0 | 10,832,850 | 0.51% | +10,832,850 |
| NATIONAL VISION HLDGS(EYE) | 351,845 | 696,032 | +344,187 | 9,084,638 | 18,027,229 | 0.84% | +8,942,591 |
| WARBY PARKER INC(WRBY) | 0 | 383,909 | +383,909 | 0 | 8,088,963 | 0.38% | +8,088,963 |
| BELLRING BRANDS INC-W/I(BRBR) | 55,780 | 523,740 | +467,960 | 1,490,999 | 8,426,977 | 0.39% | +6,935,978 |
| ROBINHOOD MARKETS(HOOD) | 0 | 100,000 | +100,000 | 0 | 6,930,000 | 0.32% | +6,930,000 |
| FASTLY INC(FSLY) | 0 | 225,000 | +225,000 | 0 | 6,538,500 | 0.31% | +6,538,500 |
| ANGIODYNAMICS | 0 | 562,153 | +562,153 | 0 | 6,391,680 | 0.30% | +6,391,680 |
| ULTRA CLEAN HOLDINGS(UCTT) | 0 | 100,000 | +100,000 | 0 | 6,218,000 | 0.29% | +6,218,000 |
| TACTILE SYSTEMS TECHNOLOGY | 0 | 237,884 | +237,884 | 0 | 6,215,909 | 0.29% | +6,215,909 |
| VERICEL CORPORATION(VCEL) | 225,000 | 422,178 | +197,178 | 8,102,250 | 13,581,466 | 0.64% | +5,479,216 |
| ONTO INNOVATION INC(ONTO) | 0 | 26,500 | +26,500 | 0 | 5,434,355 | 0.25% | +5,434,355 |
| JABIL CIRCUIT INC(JBL) | 0 | 19,500 | +19,500 | 0 | 5,179,785 | 0.24% | +5,179,785 |
| VITA COCO CO INC(COCO) | 0 | 107,243 | +107,243 | 0 | 5,138,012 | 0.24% | +5,138,012 |
| VALVOLINE INC(VVV) | 0 | 150,000 | +150,000 | 0 | 5,052,000 | 0.24% | +5,052,000 |
| MARINEMAX INC | 0 | 163,646 | +163,646 | 0 | 4,428,261 | 0.21% | +4,428,261 |
| NVIDIA CORP(NVDA) | 0 | 25,000 | +25,000 | 0 | 4,360,000 | 0.20% | +4,360,000 |
| AFFIRM HLDGS(AFRM) | 0 | 95,071 | +95,071 | 0 | 4,356,153 | 0.20% | +4,356,153 |
| XOMETRY(XMTR) | 0 | 82,172 | +82,172 | 0 | 3,355,904 | 0.16% | +3,355,904 |
| BENCHMARK ELECTRONICS(BHE) | 0 | 53,047 | +53,047 | 0 | 2,973,815 | 0.14% | +2,973,815 |
| ABERCROMBIE & FITCH CO | 0 | 30,000 | +30,000 | 0 | 2,741,100 | 0.13% | +2,741,100 |
| ACV AUCTIONS(ACVA) | 0 | 609,100 | +609,100 | 0 | 2,582,584 | 0.12% | +2,582,584 |
| STUBHUB HLDGS(STUB) | 0 | 384,638 | +384,638 | 0 | 2,400,141 | 0.11% | +2,400,141 |
| FLUTTER ENTMT PLC(FLUT) | 0 | 19,191 | +19,191 | 0 | 1,956,522 | 0.09% | +1,956,522 |
| HERTZ GLOBAL HLDGS INC | 0 | 400,000 | +400,000 | 0 | 1,844,000 | 0.09% | +1,844,000 |
| SWEETGREEN INC | 0 | 273,270 | +273,270 | 0 | 1,418,271 | 0.07% | +1,418,271 |
| STITCH FIX INC | 0 | 311,747 | +311,747 | 0 | 1,031,883 | 0.05% | +1,031,883 |
| ONEWATER MARINE | 0 | 108,000 | +108,000 | 0 | 1,020,600 | 0.05% | +1,020,600 |
| VIANT TECHNOLOGY | 0 | 49,445 | +49,445 | 0 | 553,784 | 0.03% | +553,784 |
| ADTRAN HLDGS | 127,489 | 121,731 | -5,758 | 1,107,879 | 1,531,376 | 0.07% | +423,497 |
| SHAKE SHACK INC(SHAK) | 0 | 4,238 | +4,238 | 0 | 374,936 | 0.02% | +374,936 |
| REVOLVE GROUP(RVLV) | 0 | 13,776 | +13,776 | 0 | 311,475 | 0.01% | +311,475 |
| MODINE MFG CO(MOD) | 0 | 1,390 | +1,390 | 0 | 301,227 | 0.01% | +301,227 |
| WAYFAIR INC(W) | 0 | 3,500 | +3,500 | 0 | 263,235 | 0.01% | +263,235 |
| PROGYNY INC | 363,624 | 563,609 | +199,985 | 9,337,864 | 9,570,081 | 0.45% | +232,217 |
| IBOTTA INC | 0 | 6,727 | +6,727 | 0 | 201,608 | 0.01% | +201,608 |
| PHILIP MORRIS INTL(PM) | 28,244 | 28,244 | 0 | 4,530,338 | 4,669,863 | 0.22% | +139,525 |
| LIFEMD | 135,826 | 135,826 | 0 | 463,167 | 490,332 | 0.02% | +27,165 |
| AVITA MEDICAL | 100,000 | 100,000 | 0 | 345,000 | 370,000 | 0.02% | +25,000 |
| 3D SYS CORP DEL | 90,531 | 90,531 | 0 | 160,240 | 170,198 | 0.01% | +9,958 |
| LOVESAC CO | 38,115 | 38,115 | 0 | 562,196 | 562,959 | 0.03% | +763 |
| PURPLE INNOVATION | 138,605 | 138,605 | 0 | 95,707 | 91,646 | 0.00% | -4,061 |
| GOGO INC | 12,272 | 12,272 | 0 | 57,188 | 49,333 | 0.00% | -7,855 |
| MEDIFAST | 79,839 | 79,839 | 0 | 852,681 | 813,559 | 0.04% | -39,122 |
| INOGEN INC | 88,136 | 88,136 | 0 | 592,274 | 544,680 | 0.03% | -47,594 |
| SENSUS HEALTHCARE INC | 298,879 | 286,078 | -12,801 | 1,189,538 | 1,138,590 | 0.05% | -50,948 |
| JOHNSON OUTDOORS | 209,457 | 190,057 | -19,400 | 8,891,450 | 8,839,551 | 0.41% | -51,899 |
| FOX FACTORY HOLDING CORP | 100,000 | 100,000 | 0 | 1,711,000 | 1,646,000 | 0.08% | -65,000 |
| ALPHA TEKNOVA | 78,872 | 78,872 | 0 | 299,714 | 227,940 | 0.01% | -71,774 |
| DESTINATION XL GROUP INC | 197,937 | 197,937 | 0 | 182,003 | 100,948 | 0.00% | -81,055 |
| ZIPRECRUITER | 49,510 | 49,510 | 0 | 193,089 | 91,098 | 0.00% | -101,991 |
| 1-800-FLOWERS | 172,395 | 172,395 | 0 | 677,512 | 524,081 | 0.02% | -153,431 |
| LIFEVANTAGE | 64,345 | 24,670 | -39,675 | 396,365 | 106,574 | 0.00% | -289,791 |
| DELCATH SYS INC | 499,796 | 499,796 | 0 | 5,047,940 | 4,638,107 | 0.22% | -409,833 |
| GAMBLING COM GROUP LTD ORDINARY SHARES | 305,694 | 305,694 | 0 | 1,669,089 | 1,186,093 | 0.06% | -482,996 |
| ZUMIEZ INC | 124,549 | 124,549 | 0 | 3,244,501 | 2,760,006 | 0.13% | -484,495 |
| NETGEAR INC | 28,700 | 0 | -28,700 | 704,011 | 0 | — | -704,011 |
| BLUELINX HOLDINGS INC | 103,141 | 103,141 | 0 | 6,335,952 | 5,588,179 | 0.26% | -747,773 |
| ARHAUS INC(ARHS) | 67,413 | 0 | -67,413 | 755,700 | 0 | — | -755,700 |
| SLEEP NUMBER | 156,098 | 190,473 | +34,375 | 1,320,589 | 341,899 | 0.02% | -978,690 |
| WINGSTOP(WING) | 12,857 | 12,857 | 0 | 3,066,266 | 1,992,449 | 0.09% | -1,073,817 |
| ONEWATER MARINE INC | 108,000 | 0 | -108,000 | 1,168,560 | 0 | — | -1,168,560 |
| NEOGENOMICS INC(NEO) | 100,000 | 0 | -100,000 | 1,176,000 | 0 | — | -1,176,000 |
| BETA BIONICS INC | 39,606 | 0 | -39,606 | 1,206,795 | 0 | — | -1,206,795 |
| J. JILL INC | 108,105 | 21,452 | -86,653 | 1,483,201 | 245,840 | 0.01% | -1,237,361 |
| FLOTEK INDUSTRIES INC(FTK) | 337,407 | 269,262 | -68,145 | 5,813,523 | 4,569,376 | 0.21% | -1,244,147 |