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DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$2.14B
1-Year Est. Return
134.55%
This Fund
S&P 500
1 Year Est. Return
+134.55%
AUM
$2.14B
AUM Growth
+$380M
(+22%)
Holding
129
Top Buys
| 1 | +$74.9M | |
| 2 | +$73.6M | |
| 3 | +$69.4M | |
| 4 |
BULL
Webull Corp
BULL
|
+$56.7M |
| 5 |
SGHC Ltd
SGHC
|
+$46.8M |
Top Sells
| 1 | +$80.3M | |
| 2 | +$74.8M | |
| 3 | +$35.7M | |
| 4 |
Napco Security Technologies
NSSC
|
+$31.8M |
| 5 |
American Public Education
APEI
|
+$28.4M |
Sector Composition
| 1 | Consumer Discretionary | 39.22% |
| 2 | Technology | 22.28% |
| 3 | Consumer Staples | 13.59% |
| 4 | Healthcare | 13.21% |
| 5 | Financials | 6.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vital Farms
VITL
$441M
| $7.79M | 0.36% |
551,855
+17,075
|
|
||
52
Robinhood
HOOD
$77.3B
| $6.93M | 0.32% |
+100,000
|
|
||
53
Fastly Inc
FSLY
$2.91B
| $6.54M | 0.31% |
+225,000
|
|
||
54
AngioDynamics
ANGO
$502M
| $6.39M | 0.3% |
+562,153
|
|
||
|
UCTT
55
Ultra Clean Holdings
UCTT
$4.33B
| $6.22M | 0.29% |
+100,000
|
|
||
56
Tactile Systems Technology
TCMD
$591M
| $6.22M | 0.29% |
+237,884
|
|
||
57
El Pollo Loco
LOCO
$443M
| $5.99M | 0.28% |
432,295
-260,370
|
|
||
58
BlueLinx
BXC
$424M
| $5.59M | 0.26% |
103,141
|
|
||
59
Onto Innovation
ONTO
$14.1B
| $5.43M | 0.25% |
+26,500
|
|
||
60
Blend Labs
BLND
$414M
| $5.4M | 0.25% |
3,175,092
-2,526,030
|
|
||
61
Groupon
GRPN
$623M
| $5.3M | 0.25% |
444,965
|
|
||
62
Jabil
JBL
$38.6B
| $5.18M | 0.24% |
+19,500
|
|
||
63
Vita Coco
COCO
$4.21B
| $5.14M | 0.24% |
+107,243
|
|
||
64
Valvoline
VVV
$4.76B
| $5.05M | 0.24% |
+150,000
|
|
||
65
Philip Morris
PM
$274B
| $4.67M | 0.22% |
28,244
|
|
||
66
Delcath Systems
DCTH
$406M
| $4.64M | 0.22% |
499,796
|
|
||
67
Flotek Industries
FTK
$850M
| $4.57M | 0.21% |
269,262
-68,145
|
|
||
68
MarineMax
HZO
$750M
| $4.43M | 0.21% |
+163,646
|
|
||
69
NVIDIA
NVDA
$5.02T
| $4.36M | 0.2% |
+25,000
|
|
||
70
Affirm
AFRM
$22.4B
| $4.36M | 0.2% |
+95,071
|
|
||
71
DraftKings
DKNG
$13.6B
| $4.33M | 0.2% |
200,237
-301,925
|
|
||
72
Xometry
XMTR
$4.55B
| $3.36M | 0.16% |
+82,172
|
|
||
73
ThredUp
TDUP
$677M
| $3.26M | 0.15% |
993,949
|
|
||
74
Priority Technology Holdings
PRTH
$505M
| $3.08M | 0.14% |
653,019
-404,875
|
|
||
75
Benchmark Electronics
BHE
$3.14B
| $2.97M | 0.14% |
+53,047
|
|