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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 | |
|---|---|---|---|---|---|---|
26
Turning Point Brands
TPB
$1.64B
| $25.7M | 1.2% |
295,578
-235,636
|
|
||
27
Compass
COMP
$5.92B
| $24.8M | 1.16% |
3,389,927
+2,139,927
|
|
||
|
HNGE
28
Hinge Health
HNGE
$5.02B
| $22M | 1.03% |
570,659
+546,020
|
|
||
29
Procept Biorobotics
PRCT
$1.65B
| $21.7M | 1.01% |
+866,338
|
|
||
30
Citi Trends
CTRN
$373M
| $21.4M | 1% |
494,046
+290,939
|
|
||
31
LendingTree
TREE
$509M
| $20.1M | 0.94% |
+469,269
|
|
||
32
Adaptive Biotechnologies
ADPT
$2.75B
| $18.3M | 0.86% |
1,318,661
+957,317
|
|
||
33
National Vision
EYE
$1.34B
| $18M | 0.84% |
696,032
+344,187
|
|
||
34
Kura Sushi USA
KRUS
$540M
| $17.4M | 0.81% |
+248,812
|
|
||
35
Remitly
RELY
$3.92B
| $16.5M | 0.77% |
1,053,557
+992,094
|
|
||
36
Indivior Pharmaceuticals
INDV
$4.55B
| $15.9M | 0.74% |
521,083
-2,263,703
|
|
||
37
Compass Diversified
CODI
$800M
| $15.2M | 0.71% |
+1,930,254
|
|
||
38
Calix
CALX
$2.38B
| $15M | 0.7% |
+305,670
|
|
||
39
Vericel Corp
VCEL
$1.89B
| $13.6M | 0.64% |
422,178
+197,178
|
|
||
40
Willdan Group
WLDN
$1.51B
| $12.6M | 0.59% |
164,987
-133,945
|
|
||
41
Tower Semiconductor
TSEM
$26.6B
| $12.3M | 0.58% |
+70,000
|
|
||
42
Ezcorp Inc
EZPW
$1.97B
| $11.6M | 0.55% |
458,856
+320,351
|
|
||
43
Ceco Environmental
CECO
$3.2B
| $11.2M | 0.52% |
+187,600
|
|
||
44
Broadcom
AVGO
$1.86T
| $10.8M | 0.51% |
+35,000
|
|
||
45
Hims & Hers Health
HIMS
$6.65B
| $9.75M | 0.46% |
469,833
|
|
||
46
Amer Sports
AS
$20.8B
| $9.64M | 0.45% |
292,784
-2,198,061
|
|
||
47
Progyny
PGNY
$2.05B
| $9.57M | 0.45% |
563,609
+199,985
|
|
||
48
Johnson Outdoors
JOUT
$494M
| $8.84M | 0.41% |
190,057
-19,400
|
|
||
49
BellRing Brands
BRBR
$959M
| $8.43M | 0.39% |
523,740
+467,960
|
|
||
50
Warby Parker
WRBY
$2.94B
| $8.09M | 0.38% |
+383,909
|
|