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 | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$245B
| $5.14M | 0.33% |
+28,244
|
|
||
52
XPEL
XPEL
$987M
| $5.07M | 0.32% |
+141,239
|
|
||
53
Pagaya Technologies
PGY
$2.22B
| $4.94M | 0.32% |
+231,919
|
|
||
54
Peloton Interactive
PTON
$3.19B
| $4.74M | 0.3% |
683,390
|
|
||
55
Affirm
AFRM
$24.6B
| $4.52M | 0.29% |
+65,366
|
|
||
56
Academy Sports + Outdoors
ASO
$3.18B
| $4.48M | 0.29% |
100,000
|
|
||
57
Harrow
HROW
$1.43B
| $4.29M | 0.27% |
+140,570
|
|
||
58
DraftKings
DKNG
$16.4B
| $4.18M | 0.27% |
97,483
|
|
||
59
Lumentum
LITE
$12.7B
| $4.05M | 0.26% |
+42,605
|
|
||
60
Gambling.com
GAMB
$270M
| $3.63M | 0.23% |
+305,694
|
|
||
61
Coinbase
COIN
$91.1B
| $3.5M | 0.22% |
10,000
-42,521
|
|
||
62
Napco Security Technologies
NSSC
$1.57B
| $3.31M | 0.21% |
111,566
|
|
||
63
Tandem Diabetes Care
TNDM
$1.01B
| $3.26M | 0.21% |
174,692
|
|
||
64
Ciena
CIEN
$25.3B
| $3.25M | 0.21% |
+40,000
|
|
||
65
BellRing Brands
BRBR
$4.16B
| $3.23M | 0.21% |
55,780
|
|
||
66
Inogen
INGN
$237M
| $3.2M | 0.2% |
455,389
+299,571
|
|
||
67
RxSight
RXST
$352M
| $2.85M | 0.18% |
218,918
-666,514
|
|
||
68
Calix
CALX
$4B
| $2.82M | 0.18% |
53,022
|
|
||
69
Clearwater Analytics
CWAN
$5.56B
| $2.74M | 0.17% |
+125,000
|
|
||
70
Neuropace
NPCE
$347M
| $2.7M | 0.17% |
242,120
+203,640
|
|
||
71
SGHC Ltd
SGHC
$6.03B
| $2.35M | 0.15% |
+213,933
|
|
||
72
Sportradar
SRAD
$8B
| $2.31M | 0.15% |
82,279
|
|
||
73
Upwork
UPWK
$2.12B
| $2.13M | 0.14% |
+158,125
|
|
||
74
Clearfield
CLFD
$500M
| $2.1M | 0.13% |
+48,280
|
|
||
75
Indivior
INDV
$3.14B
| $2M | 0.13% |
+136,000
|
|