Divisadero Street Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Divisadero Street Capital Management, LP held in its portfolio 88 assets valued at $2,137,852,576 (i.e. $2.14B).

The most valuable assets in the portfolio included: SUPER GROUP SGHC LIMITED ($288.34M), DAVE INC ($218.47M), and CELSIUS HLDGS INC ($115.73M).

The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Divisadero Street Capital Management, LP Portfolio
SUPER GROUP SGHC LIMITED
DAVE INC
CELSIUS HLDGS INC
INDIVIOR PLC
AMER SPORTS INC
CARVANA CO
SHARKNINJA INC
RUSH STREET INTERACTIVE INC
FLYWIRE CORPORATION
BUILD-A-BEAR WORKSHOP INC
Divisadero Street Capital Management, LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SUPER GROUP SGHC LIMITED 24128529 288335922 ORD SHS
DAVE INC 986708 218467018 CLASS A COM NEW
CELSIUS HLDGS INC 2530212 115731897 COM NEW
INDIVIOR PLC 2784786 99918122 ORD
AMER SPORTS INC 2490845 93033061 COM SHS
CARVANA CO 218189 92080122 CL A
SHARKNINJA INC 769163 86069340 COM SHS
RUSH STREET INTERACTIVE INC 4411304 85711637 COM
FLYWIRE CORPORATION 5786462 81936302 COM VTG
BUILD-A-BEAR WORKSHOP INC 1251224 76662494 COM
SEZZLE INC 1123226 71296770 COM
AMERICAN PUB ED INC 1671558 63184892 COM
TURNING PT BRANDS INC 531214 57583598 COM
CELESTICA INC 175012 51735297 COM
FIGS INC 4410632 50104780 CL A
THE REALREAL INC 3150443 49713991 COM
LUMENTUM HLDGS INC 118185 43561809 COM
IMAX CORP 964986 35665883 COM
NAPCO SEC TECHNOLOGIES INC 809729 33765699 COM
LIFEWAY FOODS INC 1347635 32653196 COM
WILLDAN GROUP INC 298932 30987291 COM
VICTORIAS SECRET AND CO 493413 26728182 COMMON STOCK
BLEND LABS INC 5701122 17331411 CL A
DRAFTKINGS INC NEW 502162 17304503 COM CL A
VITAL FARMS INC 534780 17080873 COM
AXOGEN INC 503822 16490094 COM
UPSTART HLDGS INC 370000 16180100 COM
HIMS & HERS HEALTH INC 469833 15255478 COM CL A
PORCH GROUP INC 1620351 14793805 DEBT 9.000% 5/1
COMPASS INC 1250000 13212500 CL A
ENOVA INTL INC 82490 12967428 COM
ROSS STORES INC 68204 12286269 COM
TTM TECHNOLOGIES INC 164595 11357055 COM
MEDIAALPHA INC 849011 10994692 CL A
PHATHOM PHARMACEUTICALS INC 662312 10987756 COM
PROGYNY INC 363624 9337864 COM
NATIONAL VISION HLDGS INC 351845 9084638 COM
JOHNSON OUTDOORS INC 209457 8891450 CL A
CITI TRENDS INC 203107 8441127 COM
VERICEL CORP 225000 8102250 COM
GROUPON INC 444965 7835834 COM NEW
ZEVIA PBC 3213961 7456390 CL A
OMADA HEALTH INC 469597 7410241 COM
EL POLLO LOCO HLDGS INC 692665 7245276 COM
THREDUP INC 993949 6351334 CL A
BLUELINX HLDGS INC 103141 6335952 COM NEW
WEBULL CORP 800000 6216000 ORD SHS
ADAPTIVE BIOTECHNOLOGIES COR 361344 5868227 COM
FLOTEK INDS INC DEL 337407 5813523 COM NEW
PRIORITY TECHNOLOGY HLDGS IN 1057894 5765522 COM
DELCATH SYS INC 499796 5047940 COM NEW
PHILIP MORRIS INTL INC 28244 4530338 COM
ARLO TECHNOLOGIES INC 320287 4480815 COM
CERIBELL INC 188506 4133937 COM
ZUMIEZ INC 124549 3244501 COM
WINGSTOP INC 12857 3066266 COM
REV GROUP INC 50000 3040500 COM
EZCORP INC 138505 2689767 CL A NON VTG
SWEETGREEN INC 255244 1725449 COM CL A
FOX FACTORY HLDG CORP 100000 1711000 COM
GAMBLING COM GROUP LIMITED 305694 1669089 ORDINARY SHARES
BELLRING BRANDS INC 55780 1490999 COMMON STOCK
J JILL INC 108105 1483201 COM
BIOVENTUS INC 183131 1362495 COM CL A
RANPAK HOLDINGS CORP 250001 1352505 COM CL A
SLEEP NUMBER CORP 156098 1320589 COM
BETA BIONICS INC 39606 1206795 COM
SENSUS HEALTHCARE INC 298879 1189538 COM
NEOGENOMICS INC 100000 1176000 COM NEW
ONEWATER MARINE INC 108000 1168560 CL A COM
HINGE HEALTH INC 24639 1144482 CL A
ADTRAN HOLDINGS INC 127489 1107879 COM
MEDIFAST INC 79839 852681 COM
REMITLY GLOBAL INC 61463 848189 COM
ARHAUS INC 67413 755700 COM CL A
NETGEAR INC 28700 704011 COM
1 800 FLOWERS COM INC 172395 677512 CL A
INOGEN INC 88136 592274 COM
LOVESAC COMPANY 38115 562196 COM
LIFEMD INC 135826 463167 COM
LIFEVANTAGE CORP 64345 396365 COM NEW
AVITA MEDICAL INC 100000 345000 COM
ALPHA TEKNOVA INC 78872 299714 COM
ZIPRECRUITER INC 49510 193089 CL A
DESTINATION XL GROUP INC 197937 182003 COM
3-D SYS CORP DEL 90531 160240 COM NEW
PURPLE INNOVATION INC 138605 95707 COM
GOGO INC 12272 57188 COM