DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$2.15B
1-Year Est. Return
145.19%
1 Year Est. Return
+145.19%
AUM
$2.15B
AUM Growth
+$657M
(+44%)
Holding
176
Top Buys
| 1 | +$127M | |
| 2 | +$77.9M | |
| 3 | +$77.8M | |
| 4 |
Stride
LRN
|
+$55.9M |
| 5 |
Sezzle
SEZL
|
+$46.7M |
Top Sells
| 1 | +$82.1M | |
| 2 | +$76.6M | |
| 3 | +$53M | |
| 4 |
Celsius Holdings
CELH
|
+$41.2M |
| 5 |
BBNX
Beta Bionics
BBNX
|
+$13.8M |
Sector Composition
| 1 | Consumer Discretionary | 33.14% |
| 2 | Technology | 23.74% |
| 3 | Consumer Staples | 14.1% |
| 4 | Healthcare | 13.35% |
| 5 | Industrials | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Five Below
FIVE
$9.67B
| $24M | 1.05% |
+155,000
|
|
||
27
ANI Pharmaceuticals
ANIP
$1.83B
| $21.5M | 0.94% |
+234,219
|
|
||
28
Fastly, Inc. Class A Common Stock
FSLY
$1.63B
| $21.2M | 0.92% |
+2,476,487
|
|
||
29
IMAX
IMAX
$2.05B
| $21M | 0.92% |
+640,461
|
|
||
30
Fabrinet
FN
$17.9B
| $20.5M | 0.9% |
56,344
+20,556
|
|
||
31
Lifeway Foods
LWAY
$357M
| $17.5M | 0.76% |
+630,183
|
|
||
32
Maximus
MMS
$4.46B
| $16.8M | 0.73% |
183,872
+88,872
|
|
||
33
Zevia
ZVIA
$175M
| $16.8M | 0.73% |
6,159,362
+2,928,382
|
|
||
34
MarineMax
HZO
$554M
| $16.6M | 0.73% |
+656,154
|
|
||
35
Fox Factory Holding Corp
FOXF
$685M
| $16.2M | 0.71% |
665,680
-152,677
|
|
||
36
American Public Education
APEI
$632M
| $15.1M | 0.66% |
+382,772
|
|
||
37
Blend Labs
BLND
$868M
| $15M | 0.66% |
4,113,247
-1,392,275
|
|
||
38
J. Jill
JILL
$251M
| $14.9M | 0.65% |
867,244
-162,208
|
|
||
39
Amer Sports
AS
$21.5B
| $14.4M | 0.63% |
413,533
+113,533
|
|
||
40
XPEL
XPEL
$1.35B
| $13.8M | 0.6% |
416,890
+275,651
|
|
||
41
TTM Technologies
TTMI
$7.93B
| $13.6M | 0.59% |
+235,771
|
|
||
42
Planet Labs
PL
$3.95B
| $13.6M | 0.59% |
+1,045,000
|
|
||
43
Pagaya Technologies
PGY
$2B
| $12.4M | 0.54% |
416,919
+185,000
|
|
||
44
Arlo Technologies
ARLO
$1.52B
| $11.7M | 0.51% |
691,557
-459,386
|
|
||
45
National Vision
EYE
$2.29B
| $11.7M | 0.51% |
400,550
-153,407
|
|
||
46
Modine Manufacturing
MOD
$8.05B
| $11.1M | 0.49% |
78,300
|
|
||
47
Evolv Technologies
EVLV
$1.16B
| $10.8M | 0.47% |
1,427,935
+1,306,554
|
|
||
48
Groupon
GRPN
$679M
| $10.4M | 0.45% |
444,965
-368,656
|
|
||
49
Priority Technology Holdings
PRTH
$458M
| $10.2M | 0.45% |
1,491,210
-1,255,625
|
|
||
50
Affirm
AFRM
$22.6B
| $9.96M | 0.43% |
136,246
+70,880
|
|