Divisadero Street Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Divisadero Street Capital Management, LP reported 140 stock positions worth $4.3 billion. Its top holding was Sezzle (SEZL) at 6.6% of the portfolio, followed by Carvana (CVNA, 6.4%) and Super Group SGHC (SGHC, 6.4%). Compared with Q1 2026, it opened 51 new positions, sold out of 26, added to 39 and reduced 30. The biggest buy was Hims & Hers Health (HIMS, shares +1179%) and the biggest sale Celsius (CELH, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001901865
- Portfolio Value
- $4.3B (Q2 2026)
- SEC Filing
- 0001901865-26-000002 ↗ filed Aug 14, 2026
Holdings Value
Holdings 140 stocks · $4.3B
| SEZL Sezzle Inc. | 6.61% | 1,649,531 | $283.1M | Add +25.8% |
| CVNA Carvana Co. | 6.39% | 4,163,614 | $274.0M | Add +267.4% |
| SGHC Super Group SGHC Ltd. | 6.36% | 20,114,259 | $272.5M | Add +23.2% |
| DAVE Dave Inc. | 6.08% | 699,366 | $260.6M | Add +9.1% |
| HIMS Hims & Hers Health Inc. | 4.86% | 6,009,505 | $208.3M | Add +1179.1% |
| CLS Celestica Inc. | 3.93% | 461,397 | $168.3M | Add +50.9% |
| RSI Rush Street Interactive Inc. | 3.76% | 5,425,402 | $161.4M | Reduce -15.6% |
| SN Sharkninja Inc. | 2.91% | 819,163 | $124.7M | Add +6.5% |
| CECO Ceco Environmental Corp. | 2.82% | 1,329,817 | $120.7M | Add +608.9% |
| COMP Compass Inc. Class A | 2.73% | 9,505,505 | $117.2M | Add +180.4% |
| FLYW Flywire Corp.-Voting | 2.72% | 6,644,513 | $116.7M | Add +9.4% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 2.53% | 9,198,248 | $108.4M | Add +111.8% |
| TPB Turning Point Brands Inc. | 2.50% | 1,265,303 | $107.3M | Add +328.1% |
| HNGE Hinge Health Inc. Class A | 2.50% | 1,290,623 | $107.1M | Add +126.2% |
| WLDN Willdan Group Inc. | 2.44% | 1,324,293 | $104.8M | Add +702.7% |
| LITE Lumentum Holdings Inc. | 2.17% | 108,188 | $92.8M | Add +16.1% |
| VSXY Victoria's Secret & Co. | 2.00% | 1,025,972 | $85.6M | Reduce -12.9% |
| OMDA Omada Health Inc. | 1.95% | 3,799,695 | $83.4M | Reduce -35.5% |
| RELY Remitly Global Inc. | 1.94% | 3,719,086 | $83.3M | Add +253.0% |
| CHYM Chime Financial Inc. Class A | 1.73% | 3,626,050 | $74.3M | New |
| VSH Vishay Intertechnology Inc. | 1.69% | 1,345,094 | $72.3M | New |
| APEI American Public Education | 1.47% | 1,169,356 | $62.8M | Add +11.2% |
| LWAY Lifeway Foods Inc. | 1.46% | 2,101,540 | $62.7M | Add +49.2% |
| CELH Celsius Holdings Inc. | 1.24% | 1,820,624 | $53.3M | Reduce -28.2% |
| AS Amer Sports Inc. | 1.20% | 1,520,280 | $51.4M | Add +419.3% |
| ESI Element Solutions Inc. | 1.14% | 1,021,276 | $48.8M | New |
| GRPN Groupon Inc. | 1.04% | 1,845,838 | $44.4M | Add +314.8% |
| CTRN Citi Trends Inc. | 0.95% | 705,451 | $40.8M | Add +42.8% |
| EYE National Vision Holdings Inc. | 0.84% | 1,899,450 | $36.1M | Add +172.9% |
| ENVA Enova International Inc. | 0.82% | 146,238 | $35.2M | New |
| FIGS Figs Inc. Class A | 0.76% | 3,191,026 | $32.6M | Reduce -0.2% |
| PRCH Porch Group Inc. | 0.74% | 2,105,695 | $31.7M | New |
| FSLY Fastly Inc. Class A | 0.73% | 1,694,262 | $31.1M | Add +653.0% |
| LIFE Ethos Technologies Inc. Class-A | 0.69% | 1,635,921 | $29.7M | New |
| BULL Webull Corp. | 0.67% | 4,414,549 | $28.8M | Reduce -53.8% |
| HOOD Robinhood Markets Inc. Class A | 0.58% | 250,000 | $25.1M | Add +150.0% |
| TDUP Thredup Inc. Class A | 0.58% | 3,628,206 | $24.9M | Add +265.0% |
| INDV Indivior Pharmaceuticals Inc. | 0.58% | 601,863 | $24.7M | Add +15.5% |
| VITL Vital Farms Inc. | 0.54% | 2,003,588 | $23.3M | Add +263.1% |
| ICHR Ichor Holdings Ltd. | 0.53% | 200,621 | $22.5M | New |
| ATRC Atricure Inc. | 0.52% | 800,931 | $22.4M | Reduce -30.9% |
| KLAR Klarna Group PLC | 0.49% | 1,032,328 | $20.9M | New |
| CDNA Caredx Inc. | 0.47% | 700,938 | $20.0M | New |
| HROW Harrow Inc. | 0.44% | 439,155 | $18.7M | New |
| BBNX Beta Bionics Inc. | 0.41% | 1,113,802 | $17.5M | New |
| WRBY Warby Parker Inc. Class A | 0.40% | 561,117 | $17.0M | Add +46.2% |
| HZO Marinemax Inc. | 0.39% | 455,971 | $16.7M | Add +178.6% |
| XPEL Xpel Inc. | 0.38% | 328,665 | $16.3M | Reduce -54.4% |
| RVLV Revolve Group Inc. Class A | 0.38% | 708,216 | $16.2M | Add +5040.9% |
| WTTR Select Water Solutions Inc. | 0.37% | 802,180 | $16.0M | Reduce -57.8% |
| BJRI Bj's Restaurants Inc. | 0.37% | 262,421 | $15.9M | New |
| USO United States Oil Fund LP | 0.35% | 142,500 | $15.2M | New |
| FCFS Firstcash Holdings Inc. | 0.30% | 59,500 | $12.9M | New |
| MAX Mediaalpha Inc. Class A | 0.30% | 1,019,988 | $12.8M | Add +1073.7% |
| ONTO Onto Innovation Inc. | 0.28% | 31,891 | $12.1M | Add +20.3% |
| YOU Clear Secure Inc. Class A | 0.26% | 200,000 | $11.1M | New |
| CROX Crocs Inc. | 0.26% | 91,371 | $11.0M | New |
| KLIC Kulicke & Soffa Industries | 0.24% | 78,000 | $10.4M | New |
| DKNG Draftkings Inc. Class A | 0.24% | 400,824 | $10.1M | Add +100.2% |
| CALY Callaway Golf Company | 0.23% | 515,778 | $9.7M | New |
| ESTA Establishment Labs Holdings | 0.21% | 106,675 | $9.2M | New |
| CODI Compass Diversified Holdings | 0.21% | 827,298 | $8.8M | Reduce -57.1% |
| JOUT Johnson Outdoors Inc. Class A | 0.20% | 190,057 | $8.8M | No change |
| AFRM Affirm Holdings Inc. | 0.20% | 106,735 | $8.7M | Add +12.3% |
| AXGN Axogen Inc. | 0.18% | 170,416 | $7.9M | Reduce -84.5% |
| PENG Penguin Solutions Inc. | 0.18% | 100,000 | $7.6M | New |
| ACVA Acv Auctions Inc. Class A | 0.17% | 1,007,453 | $7.2M | Add +65.4% |
| HAE Haemonetics Corp. | 0.17% | 96,459 | $7.2M | New |
| LOCO El Pollo Loco Holdings Inc. | 0.16% | 409,925 | $7.0M | Reduce -5.2% |
| DBI Designer Brands Inc. Class A | 0.16% | 1,184,045 | $6.9M | New |
| FTAI Ftai Aviation Ltd. | 0.16% | 25,000 | $6.8M | New |
| FLEX Flex Ltd. | 0.15% | 40,000 | $6.5M | New |
| SMTC Semtech Corp. | 0.15% | 40,000 | $6.5M | New |
| BBW Build-A-Bear Workshop Inc. | 0.15% | 210,019 | $6.4M | Reduce -79.5% |
| BXC Bluelinx Holdings Inc. | 0.15% | 103,141 | $6.4M | No change |
| DCTH Delcath Systems Inc. | 0.15% | 499,796 | $6.3M | No change |
| OSIS Osi Systems Inc. | 0.14% | 27,859 | $6.1M | New |
| PCOR Procore Technologies Inc. | 0.14% | 149,800 | $6.1M | New |
| ROAD Construction Partners Inc. Class A | 0.14% | 50,728 | $6.0M | New |
| BAND Bandwidth Inc. Class A | 0.13% | 86,065 | $5.4M | New |
| EVER Everquote Inc. Class A | 0.12% | 219,248 | $5.2M | New |
| CLFD Clearfield Inc. | 0.12% | 130,783 | $5.2M | New |
| PAR Par Technology Corp. | 0.11% | 267,965 | $4.7M | New |
| FC Franklin Covey Co. | 0.11% | 185,547 | $4.6M | New |
| TSEM Tower Semiconductor Ltd. | 0.10% | 17,000 | $4.4M | Reduce -75.7% |
| STUB Stubhub Holdings Inc. Class A | 0.10% | 329,602 | $4.2M | Reduce -14.3% |
| PRCT Procept Biorobotics Corp. | 0.10% | 180,260 | $4.1M | Reduce -79.2% |
| LSCC Lattice Semiconductor Corp. | 0.09% | 25,317 | $3.9M | New |
| FLWS 1-800-Flowers.com Inc. Class A | 0.08% | 1,033,166 | $3.6M | Add +499.3% |
| ARLO Arlo Technologies Inc. | 0.08% | 252,336 | $3.4M | Add +26.2% |
| VIA Via Transportation Inc. Class A | 0.07% | 172,755 | $3.1M | New |
| PM Philip Morris International | 0.07% | 16,452 | $3.0M | Reduce -41.8% |
| TCMD Tactile Systems Technology I | 0.07% | 99,622 | $3.0M | Reduce -58.1% |
| EZPW Ezcorp Inc. Class A | 0.07% | 82,602 | $2.9M | Reduce -82.0% |
| SG Sweetgreen Inc. Class A | 0.06% | 288,601 | $2.5M | Add +5.6% |
| ATEC Alphatec Holdings Inc. | 0.06% | 283,953 | $2.5M | New |
| UPST Upstart Holdings Inc. | 0.06% | 67,461 | $2.4M | Reduce -24.7% |
| PRG Prog Holdings Inc. | 0.05% | 50,000 | $2.3M | New |
| BOBS Bob's Discount Furniture | 0.05% | 144,391 | $2.3M | New |
| TTMI TTM Technologies | 0.05% | 12,000 | $2.2M | New |
Options reported separately and not counted above: SGHC calls ($125.4M), CHYM puts ($801K).
Portfolio Sells Q1 2026 → Q2 2026
| CELH Celsius Holdings Inc. | Reduce -28.2% | 1.24% | −2.97 |
| RSI Rush Street Interactive Inc. | Reduce -15.6% | 3.76% | −2.78 |
| EAT Brinker International Inc. | Sold out | 0.00% | −1.73 |
| BBW Build-A-Bear Workshop Inc. | Reduce -79.5% | 0.15% | −1.65 |
| LINC Lincoln Educational Services | Sold out | 0.00% | −1.57 |
| OMDA Omada Health Inc. | Reduce -35.5% | 1.95% | −1.52 |
| AXGN Axogen Inc. | Reduce -84.5% | 0.18% | −1.52 |
| BULL Webull Corp. | Reduce -53.8% | 0.67% | −1.47 |
| FIGS Figs Inc. Class A | Reduce -0.2% | 0.76% | −1.45 |
| LRN Stride Inc. | Sold out | 0.00% | −1.27 |
| XPEL Xpel Inc. | Reduce -54.4% | 0.38% | −1.11 |
| ATRC Atricure Inc. | Reduce -30.9% | 0.52% | −1.03 |
| WTTR Select Water Solutions Inc. | Reduce -57.8% | 0.37% | −0.99 |
| TREE Lendingtree Inc. | Sold out | 0.00% | −0.94 |
| PRCT Procept Biorobotics Corp. | Reduce -79.2% | 0.10% | −0.92 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −0.86 |
| KRUS Kura Sushi USA Inc. Class A | Sold out | 0.00% | −0.81 |
| CALX Calix Inc. | Reduce -98.2% | 0.00% | −0.70 |
| VCEL Vericel Corp. | Reduce -91.4% | 0.04% | −0.60 |
| VSXY Victoria's Secret & Co. | Reduce -12.9% | 2.00% | −0.56 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.51 |
| CODI Compass Diversified Holdings | Reduce -57.1% | 0.21% | −0.50 |
| EZPW Ezcorp Inc. Class A | Reduce -82.0% | 0.07% | −0.48 |
| TSEM Tower Semiconductor Ltd. | Reduce -75.7% | 0.10% | −0.47 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.45 |
| BRBR Bellring Brands Inc. | Reduce -86.1% | 0.02% | −0.37 |
| ANGO Angiodynamics Inc. | Sold out | 0.00% | −0.30 |
| UCTT Ultra Clean Holdings Inc. | Sold out | 0.00% | −0.29 |
| BLND Blend Labs Inc. Class A | Reduce -93.7% | 0.01% | −0.24 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.24 |
| COCO The Vita Coco Co. Inc. | Sold out | 0.00% | −0.24 |
| VVV Valvoline Inc. | Sold out | 0.00% | −0.24 |
| TCMD Tactile Systems Technology I | Reduce -58.1% | 0.07% | −0.22 |
| FTK Flotek Industries Inc. | Sold out | 0.00% | −0.21 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.20 |
| PM Philip Morris International | Reduce -41.8% | 0.07% | −0.15 |
| XMTR Xometry Inc. Class A | Reduce -92.3% | 0.01% | −0.14 |
| BHE Benchmark Electronics Inc. | Sold out | 0.00% | −0.14 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.13 |
| PRTH Priority Technology Holdings | Reduce -80.2% | 0.02% | −0.12 |
| LOCO El Pollo Loco Holdings Inc. | Reduce -5.2% | 0.16% | −0.12 |
| HTZ Hertz Global Hldgs Inc. | Reduce -75.0% | 0.01% | −0.08 |
| ADTN Adtran Holdings Inc. | Sold out | 0.00% | −0.07 |
| UPST Upstart Holdings Inc. | Reduce -24.7% | 0.06% | −0.05 |
| SRTS Sensus Healthcare Inc. | Reduce -2.6% | 0.02% | −0.03 |
| ZVIA Zevia PBC-A | Sold out | 0.00% | −0.03 |
| INGN Inogen Inc. | Reduce -79.1% | 0.00% | −0.02 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.02 |
| SNBRQ Sleep Number Corp. | Sold out | 0.00% | −0.02 |
| DSP Viant Technology Inc. Class A | Reduce -30.0% | 0.01% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| HIMS Hims & Hers Health Inc. | Add +1179.1% | 4.86% | +4.40 |
| CVNA Carvana Co. | Add +267.4% | 6.39% | +3.06 |
| SEZL Sezzle Inc. | Add +25.8% | 6.61% | +2.72 |
| CECO Ceco Environmental Corp. | Add +608.9% | 2.82% | +2.29 |
| WLDN Willdan Group Inc. | Add +702.7% | 2.44% | +1.85 |
| CHYM Chime Financial Inc. Class A | New | 1.73% | +1.73 |
| VSH Vishay Intertechnology Inc. | New | 1.69% | +1.69 |
| COMP Compass Inc. Class A | Add +180.4% | 2.73% | +1.57 |
| HNGE Hinge Health Inc. Class A | Add +126.2% | 2.50% | +1.47 |
| TPB Turning Point Brands Inc. | Add +328.1% | 2.50% | +1.30 |
| RELY Remitly Global Inc. | Add +253.0% | 1.94% | +1.17 |
| ESI Element Solutions Inc. | New | 1.14% | +1.14 |
| DAVE Dave Inc. | Add +9.1% | 6.08% | +0.86 |
| ENVA Enova International Inc. | New | 0.82% | +0.82 |
| GRPN Groupon Inc. | Add +314.8% | 1.04% | +0.79 |
| AS Amer Sports Inc. | Add +419.3% | 1.20% | +0.75 |
| PRCH Porch Group Inc. | New | 0.74% | +0.74 |
| LIFE Ethos Technologies Inc. Class-A | New | 0.69% | +0.69 |
| REAL The Realreal Inc. | Add +111.8% | 2.53% | +0.68 |
| ICHR Ichor Holdings Ltd. | New | 0.53% | +0.53 |
| KLAR Klarna Group PLC | New | 0.49% | +0.49 |
| CDNA Caredx Inc. | New | 0.47% | +0.47 |
| HROW Harrow Inc. | New | 0.44% | +0.44 |
| TDUP Thredup Inc. Class A | Add +265.0% | 0.58% | +0.43 |
| FSLY Fastly Inc. Class A | Add +653.0% | 0.73% | +0.42 |
| BBNX Beta Bionics Inc. | New | 0.41% | +0.41 |
| BJRI Bj's Restaurants Inc. | New | 0.37% | +0.37 |
| RVLV Revolve Group Inc. Class A | Add +5040.9% | 0.38% | +0.36 |
| USO United States Oil Fund LP | New | 0.35% | +0.35 |
| FCFS Firstcash Holdings Inc. | New | 0.30% | +0.30 |
| MAX Mediaalpha Inc. Class A | Add +1073.7% | 0.30% | +0.26 |
| HOOD Robinhood Markets Inc. Class A | Add +150.0% | 0.58% | +0.26 |
| YOU Clear Secure Inc. Class A | New | 0.26% | +0.26 |
| CROX Crocs Inc. | New | 0.26% | +0.26 |
| KLIC Kulicke & Soffa Industries | New | 0.24% | +0.24 |
| CALY Callaway Golf Company | New | 0.23% | +0.23 |
| ESTA Establishment Labs Holdings | New | 0.21% | +0.21 |
| LWAY Lifeway Foods Inc. | Add +49.2% | 1.46% | +0.19 |
| HZO Marinemax Inc. | Add +178.6% | 0.39% | +0.18 |
| VITL Vital Farms Inc. | Add +263.1% | 0.54% | +0.18 |
| PENG Penguin Solutions Inc. | New | 0.18% | +0.18 |
| HAE Haemonetics Corp. | New | 0.17% | +0.17 |
| DBI Designer Brands Inc. Class A | New | 0.16% | +0.16 |
| FTAI Ftai Aviation Ltd. | New | 0.16% | +0.16 |
| FLEX Flex Ltd. | New | 0.15% | +0.15 |
| SMTC Semtech Corp. | New | 0.15% | +0.15 |
| OSIS Osi Systems Inc. | New | 0.14% | +0.14 |
| PCOR Procore Technologies Inc. | New | 0.14% | +0.14 |
| ROAD Construction Partners Inc. Class A | New | 0.14% | +0.14 |
| BAND Bandwidth Inc. Class A | New | 0.13% | +0.13 |
Options Activity Q1 2026 → Q2 2026
| SUPER GROUP SGHC LIMITED | call | Sold out | 14,537,600 | $157.0Mbefore exit |
| SGHC Super Group SGHC Ltd. | call | New | 9,258,000 | $125.4M |
| DAVE INC | call | Sold out | 485,000 | $84.4Mbefore exit |
| PROCEPT BIOROBOTICS CORP | call | Sold out | 574,100 | $14.4Mbefore exit |
| CHYM Chime Financial Inc. Class A | put | New | 39,100 | $801K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $4.3B | SEZL, CVNA, SGHC, DAVE, HIMS |
| Q1 2026 | 115 | $2.1B | SGHC, RSI, DAVE, CELH, CLS |
| Q4 2025 | 88 | $1.8B | SGHC, INDV, AS, CVNA, SN |
| Q3 2025 | 165 | $2.2B | DAVE, SGHC, SEZL, TPB, INDV |
| Q2 2025 | 131 | $1.5B | SEZL, DAVE, RSI, RELY, TPB |
| Q1 2025 | 90 | $869.6M | DAVE, RSI, SEZL, EAT, GENI |
| Q4 2024 | 81 | $799.9M | SN, RSI, DAVE, EAT, JILL |
| Q3 2024 | 70 | $777.2M | CVNA, ANF, RSI, VITL, SN |
| Q2 2024 | 59 | $611.9M | ANF, GRPN, HIMS, SN, RSI |
| Q1 2024 | 55 | $425.9M | ANF, SN, RSI, HIMS, UPWK |