DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
127.9%
1 Year Est. Return
+127.9%
AUM
$864M
AUM Growth
+$63.8M
(+8%)
Holding
113
Top Buys
| 1 | +$45.6M | |
| 2 | +$35.2M | |
| 3 | +$29.4M | |
| 4 |
Celsius Holdings
CELH
|
+$28.2M |
| 5 |
Blend Labs
BLND
|
+$21M |
Top Sells
| 1 | +$46.3M | |
| 2 | +$19M | |
| 3 | +$17.3M | |
| 4 |
CompoSecure Inc
CMPO
|
+$16.1M |
| 5 |
DESP
Despegar.com
DESP
|
+$14.5M |
Sector Composition
| 1 | Consumer Discretionary | 28.28% |
| 2 | Technology | 22.73% |
| 3 | Healthcare | 16.13% |
| 4 | Consumer Staples | 12.11% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Celestica
CLS
$34.1B
| $9.85M | 0.99% |
+125,000
|
|
||
27
FIVE9
FIVN
$1.82B
| $9.32M | 0.94% |
343,154
+243,154
|
|
||
28
Coinbase
COIN
$91.1B
| $9.05M | 0.91% |
+52,521
|
|
||
29
AngioDynamics
ANGO
$508M
| $9.02M | 0.91% |
960,065
+445,430
|
|
||
30
Evolus
EOLS
$439M
| $8.67M | 0.87% |
+720,721
|
|
||
31
CareDx
CDNA
$797M
| $8.29M | 0.83% |
466,938
-244,823
|
|
||
32
Transmedics
TMDX
$4.45B
| $7.66M | 0.77% |
113,871
-44,609
|
|
||
33
Willdan Group
WLDN
$1.5B
| $7M | 0.7% |
171,922
+116,594
|
|
||
34
GeneDx Holdings
WGS
$3.7B
| $6.48M | 0.65% |
73,146
-215,094
|
|
||
35
BlueLinx
BXC
$573M
| $6.23M | 0.63% |
83,141
+17,596
|
|
||
36
Academy Sports + Outdoors
ASO
$3.18B
| $4.56M | 0.46% |
+100,000
|
|
||
37
Peloton Interactive
PTON
$3.19B
| $4.32M | 0.43% |
683,390
-141,610
|
|
||
38
BellRing Brands
BRBR
$4.16B
| $4.15M | 0.42% |
55,780
+10
|
|
||
39
SI-BONE Inc
SIBN
$668M
| $4.05M | 0.41% |
+288,428
|
|
||
40
Sweetgreen
SG
$872M
| $3.75M | 0.38% |
+150,000
|
|
||
41
Revolve Group
RVLV
$1.61B
| $3.49M | 0.35% |
+162,193
|
|
||
42
Tandem Diabetes Care
TNDM
$1.01B
| $3.35M | 0.34% |
174,692
-185,540
|
|
||
43
DraftKings
DKNG
$16.4B
| $3.24M | 0.33% |
97,483
|
|
||
44
Byrna Technologies
BYRN
$476M
| $2.97M | 0.3% |
+176,377
|
|
||
45
America's Car Mart
CRMT
$211M
| $2.69M | 0.27% |
59,281
+594
|
|
||
46
Napco Security Technologies
NSSC
$1.57B
| $2.57M | 0.26% |
111,566
|
|
||
47
Abercrombie & Fitch
ANF
$3.32B
| $2.46M | 0.25% |
32,271
-82,645
|
|
||
48
El Pollo Loco
LOCO
$284M
| $2.13M | 0.21% |
206,785
|
|
||
49
Capri Holdings
CPRI
$2.65B
| $1.97M | 0.2% |
+100,000
|
|
||
50
MGP Ingredients
MGPI
$518M
| $1.95M | 0.2% |
+66,473
|
|