DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
127.9%
1 Year Est. Return
+127.9%
AUM
$1.49B
AUM Growth
+$630M
(+73%)
Holding
138
Top Buys
| 1 | +$85.6M | |
| 2 | +$50.3M | |
| 3 | +$46.6M | |
| 4 |
Flywire
FLYW
|
+$35.8M |
| 5 |
Celsius Holdings
CELH
|
+$32.8M |
Top Sells
| 1 | +$124M | |
| 2 | +$71.8M | |
| 3 | +$47.6M | |
| 4 |
Genius Sports
GENI
|
+$43M |
| 5 |
Hims & Hers Health
HIMS
|
+$32.2M |
Sector Composition
| 1 | Consumer Discretionary | 30.42% |
| 2 | Technology | 28.78% |
| 3 | Consumer Staples | 11.92% |
| 4 | Financials | 11.27% |
| 5 | Healthcare | 10.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sezzle
SEZL
$2.62B
| $163M | 10.38% |
907,488
-400,294
|
|
||
2
Dave Inc
DAVE
$3.36B
| $143M | 9.15% |
534,590
-460,551
|
|
||
3
Rush Street Interactive
RSI
$1.83B
| $97.3M | 6.21% |
6,530,752
+414,772
|
|
||
4
Remitly
RELY
$3.55B
| $95.7M | 6.1% |
5,097,806
+4,560,511
|
|
||
5
Turning Point Brands
TPB
$1.64B
| $71.5M | 4.56% |
943,784
+615,521
|
|
||
|
6
Celsius Holdings
CELH
$16.3B
| $69.5M | 4.43% |
1,497,450
+706,888
|
|
||
7
Carvana
CVNA
$48.5B
| $65.1M | 4.16% |
193,319
+28,479
|
|
||
|
8
Flywire
FLYW
$1.68B
| $56M | 3.57% |
4,784,654
+3,063,518
|
|
||
9
Signet Jewelers
SIG
$4.25B
| $50.3M | 3.21% |
+632,832
|
|
||
10
SharkNinja
SN
$13.6B
| $48M | 3.06% |
484,408
+324,799
|
|
||
11
AngioDynamics
ANGO
$508M
| $33.7M | 2.15% |
3,395,430
+2,435,365
|
|
||
12
Porch Group
PRCH
$1.71B
| $28.8M | 1.84% |
+2,443,612
|
|
||
13
Groupon
GRPN
$849M
| $27.2M | 1.74% |
813,621
-526,632
|
|
||
|
14
Hims & Hers Health
HIMS
$11B
| $23.2M | 1.48% |
465,093
-646,934
|
|
||
15
Priority Technology Holdings
PRTH
$617M
| $21.4M | 1.36% |
2,746,835
-1,955,280
|
|
||
16
Fox Factory Holding Corp
FOXF
$1.04B
| $21.2M | 1.35% |
+818,357
|
|
||
17
Arlo Technologies
ARLO
$2.03B
| $19.5M | 1.25% |
1,150,943
+1,019,945
|
|
||
18
Blend Labs
BLND
$923M
| $18.2M | 1.16% |
5,505,522
-768,782
|
|
||
19
Willdan Group
WLDN
$1.5B
| $17.4M | 1.11% |
278,955
+107,033
|
|
||
20
Savers
SVV
$2.1B
| $16M | 1.02% |
+1,572,345
|
|
||
21
Vital Farms
VITL
$1.72B
| $15.9M | 1.02% |
413,627
-771,136
|
|
||
22
J. Jill
JILL
$253M
| $15.1M | 0.96% |
1,029,452
-356,527
|
|
||
23
CarGurus
CARG
$3.65B
| $14.6M | 0.93% |
+436,183
|
|
||
|
BBNX
24
Beta Bionics
BBNX
$911M
| $13.8M | 0.88% |
+948,965
|
|
||
25
El Pollo Loco
LOCO
$284M
| $13.6M | 0.86% |
1,231,087
+1,024,302
|
|