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
$1.49B
AUM Growth
+$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$94.9M
2
+$42.1M
3
+$41.9M
4
FLYW icon
Flywire
FLYW
+$31.2M
5
SN icon
SharkNinja
SN
+$28.1M

Top Sells

1
+$72.6M
2
+$41.4M
3
+$41.3M
4
SEZL icon
Sezzle
SEZL
+$35.4M
5
HIMS icon
Hims & Hers Health
HIMS
+$29.2M

Sector Composition

1 Consumer Discretionary 30.42%
2 Technology 26.55%
3 Financials 13.5%
4 Consumer Staples 11.92%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 0.86%
82,361
-42,639
27
$12.7M 0.85%
553,957
-671,044
28
$11.6M 0.78%
+300,000
29
$11M 0.73%
453,220
-211,781
30
$10.5M 0.71%
+35,788
31
$10.5M 0.7%
+101,791
32
$10.4M 0.7%
+3,230,980
33
$8.64M 0.58%
104,322
+72,051
34
$8.32M 0.56%
314,181
-28,973
35
$7.71M 0.52%
+78,300
36
$7.54M 0.5%
134,471
+75,190
37
$7.48M 0.5%
+60,094
38
$7.36M 0.49%
40,811
-263,824
39
$7.15M 0.48%
1,080,633
-611,516
40
$7.1M 0.48%
+250,000
41
$7.09M 0.47%
+497,716
42
$6.75M 0.45%
73,146
43
$6.67M 0.45%
+95,000
44
$6.39M 0.43%
339,791
+51,363
45
$6.32M 0.42%
147,858
-163,214
46
$6.29M 0.42%
+99,455
47
$6.18M 0.41%
83,141
48
$5.45M 0.36%
176,377
49
$5.38M 0.36%
+177,417
50
$5.14M 0.34%
38,390
-75,481
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