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 | |
|---|---|---|---|---|---|---|
26
Celestica
CLS
$34.1B
| $12.9M | 0.82% |
82,361
-42,639
|
|
||
27
National Vision
EYE
$2.02B
| $12.7M | 0.81% |
553,957
-671,044
|
|
||
28
Amer Sports
AS
$17.6B
| $11.6M | 0.74% |
+300,000
|
|
||
29
EverQuote
EVER
$744M
| $11M | 0.7% |
453,220
-211,781
|
|
||
30
Fabrinet
FN
$15B
| $10.5M | 0.67% |
+35,788
|
|
||
31
Glaukos
GKOS
$4.28B
| $10.5M | 0.67% |
+101,791
|
|
||
32
Zevia
ZVIA
$187M
| $10.4M | 0.66% |
+3,230,980
|
|
||
33
Abercrombie & Fitch
ANF
$3.32B
| $8.64M | 0.55% |
104,322
+72,051
|
|
||
34
FIVE9
FIVN
$1.82B
| $8.32M | 0.53% |
314,181
-28,973
|
|
||
35
Modine Manufacturing
MOD
$8.47B
| $7.71M | 0.49% |
+78,300
|
|
||
36
America's Car Mart
CRMT
$211M
| $7.54M | 0.48% |
134,471
+75,190
|
|
||
|
NUTX
37
Nutex Health
NUTX
$698M
| $7.48M | 0.48% |
+60,094
|
|
||
38
Brinker International
EAT
$5.66B
| $7.36M | 0.47% |
40,811
-263,824
|
|
||
39
Bioventus
BVS
$464M
| $7.15M | 0.46% |
1,080,633
-611,516
|
|
||
40
Caesars Entertainment
CZR
$4.62B
| $7.1M | 0.45% |
+250,000
|
|
||
41
Eton Pharmaceutcials
ETON
$495M
| $7.09M | 0.45% |
+497,716
|
|
||
42
GeneDx Holdings
WGS
$3.7B
| $6.75M | 0.43% |
73,146
|
|
||
43
Maximus
MMS
$4.94B
| $6.67M | 0.43% |
+95,000
|
|
||
44
SI-BONE Inc
SIBN
$668M
| $6.39M | 0.41% |
339,791
+51,363
|
|
||
45
Establishment Labs
ESTA
$1.42B
| $6.32M | 0.4% |
147,858
-163,214
|
|
||
|
WNS
46
DELISTED
WNS Holdings
WNS
| $6.29M | 0.4% |
+99,455
|
|
||
47
BlueLinx
BXC
$573M
| $6.18M | 0.39% |
83,141
|
|
||
48
Byrna Technologies
BYRN
$476M
| $5.45M | 0.35% |
176,377
|
|
||
49
Life Time Group Holdings
LTH
$5.7B
| $5.38M | 0.34% |
+177,417
|
|
||
50
Transmedics
TMDX
$4.45B
| $5.14M | 0.33% |
38,390
-75,481
|
|