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 ($115.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Divisadero Street Capital Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |