DSCM

Divisadero Street Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 124.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+124.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$40.8M
3
+$39.9M
4
FLYW icon
Flywire
FLYW
+$27.1M
5
BLND icon
Blend Labs
BLND
+$22.8M

Top Sells

1
+$56.5M
2
+$18.7M
3
+$16.1M
4
EZPW icon
Ezcorp Inc
EZPW
+$15.5M
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
$9.85M 1.14%
+125,000
27
$9.32M 1.08%
343,154
+243,154
28
$9.05M 1.05%
+52,521
29
$9.02M 1.04%
960,065
+445,430
30
$8.67M 1%
+720,721
31
$8.29M 0.96%
466,938
-244,823
32
$7.66M 0.89%
113,871
-44,609
33
$7M 0.81%
171,922
+116,594
34
$6.48M 0.75%
73,146
-215,094
35
$6.23M 0.72%
83,141
+17,596
36
$4.56M 0.53%
+100,000
37
$4.32M 0.5%
683,390
-141,610
38
$4.15M 0.48%
55,780
+10
39
$4.05M 0.47%
+288,428
40
$3.75M 0.43%
+150,000
41
$3.49M 0.4%
+162,193
42
$3.35M 0.39%
174,692
-185,540
43
$3.24M 0.37%
97,483
44
$2.97M 0.34%
+176,377
45
$2.69M 0.31%
59,281
+594
46
$2.57M 0.3%
111,566
47
$2.46M 0.29%
32,271
-82,645
48
$2.13M 0.25%
206,785
49
$1.97M 0.23%
+100,000
50
$1.95M 0.23%
+66,473
1
2
3 4 5