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DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$2.14B
1-Year Est. Return
134.55%
This Fund
S&P 500
1 Year Est. Return
+134.55%
AUM
$2.14B
AUM Growth
+$380M
(+22%)
Holding
129
Top Buys
| 1 | +$74.9M | |
| 2 | +$73.6M | |
| 3 | +$69.4M | |
| 4 |
BULL
Webull Corp
BULL
|
+$56.7M |
| 5 |
SGHC Ltd
SGHC
|
+$46.8M |
Top Sells
| 1 | +$80.3M | |
| 2 | +$74.8M | |
| 3 | +$35.7M | |
| 4 |
Napco Security Technologies
NSSC
|
+$31.8M |
| 5 |
American Public Education
APEI
|
+$28.4M |
Sector Composition
| 1 | Consumer Discretionary | 39.22% |
| 2 | Technology | 22.28% |
| 3 | Consumer Staples | 13.59% |
| 4 | Healthcare | 13.21% |
| 5 | Financials | 6.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SGHC Ltd
SGHC
$6.54B
| $176M | 8.25% |
16,325,471
+4,583,842
|
|
||
2
Rush Street Interactive
RSI
$2.69B
| $140M | 6.54% |
6,426,679
+3,625,475
|
|
||
3
Dave Inc
DAVE
$3.44B
| $112M | 5.22% |
640,840
+379,232
|
|
||
4
Celsius Holdings
CELH
$7.16B
| $90M | 4.21% |
2,535,310
+915,098
|
|
||
5
Celestica
CLS
$44.4B
| $86.1M | 4.03% |
305,816
+130,804
|
|
||
|
SEZL
6
Sezzle
SEZL
$4.07B
| $83M | 3.89% |
1,311,614
+188,388
|
|
||
7
SharkNinja
SN
$16.7B
| $81.5M | 3.81% |
769,163
|
|
||
|
OMDA
8
Omada Health Inc
OMDA
$1.06B
| $74M | 3.46% |
5,887,715
+5,418,118
|
|
||
9
Carvana
CVNA
$49.7B
| $71.2M | 3.34% |
1,133,180
+42,235
|
|
||
10
Flywire
FLYW
$1.71B
| $70.7M | 3.31% |
6,070,594
+284,132
|
|
||
11
Lumentum
LITE
$69.7B
| $65.5M | 3.07% |
93,192
-24,993
|
|
||
|
12
American Public Education
APEI
$951M
| $59.8M | 2.8% |
1,052,069
-619,489
|
|
||
|
VSXY
13
Victoria's Secret
VSXY
$6.06B
| $54.6M | 2.56% |
1,178,175
+684,762
|
|
||
14
FIGS
FIGS
$1.93B
| $47.2M | 2.21% |
3,196,396
-1,214,236
|
|
||
|
BULL
15
Webull Corp
BULL
$3.02B
| $45.8M | 2.15% |
9,548,219
+8,748,219
|
|
||
16
The RealReal
REAL
$1.11B
| $39.4M | 1.85% |
4,342,757
+1,192,314
|
|
||
17
Build-A-Bear
BBW
$415M
| $38.4M | 1.8% |
1,024,970
-226,254
|
|
||
18
Brinker International
EAT
$6.27B
| $36.9M | 1.73% |
+258,228
|
|
||
19
Axogen
AXGN
$2.2B
| $36.3M | 1.7% |
1,095,881
+592,059
|
|
||
20
Lincoln Educational Services
LINC
$1.47B
| $33.6M | 1.57% |
+825,556
|
|
||
21
AtriCure
ATRC
$1.36B
| $33.1M | 1.55% |
+1,159,955
|
|
||
22
XPEL
XPEL
$1.24B
| $31.9M | 1.49% |
+720,425
|
|
||
23
Select Water Solutions
WTTR
$2.3B
| $29.1M | 1.36% |
+1,901,651
|
|
||
24
Lifeway Foods
LWAY
$359M
| $27.2M | 1.28% |
1,408,768
+61,133
|
|
||
25
Stride
LRN
$4.11B
| $27.2M | 1.27% |
+308,500
|
|