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
76
$1.9M 0.13%
+40,000
77
$1.78M 0.12%
34,502
78
$1.77M 0.12%
100,000
79
$1.74M 0.12%
166,985
-4,133,652
80
$1.65M 0.11%
345,501
81
$1.59M 0.11%
85,910
82
$1.58M 0.11%
+11,223
83
$1.54M 0.1%
324,673
+266,635
84
$1.49M 0.1%
+109,034
85
$1.46M 0.1%
+500,000
86
$1.44M 0.1%
24,963
87
$1.4M 0.09%
+96,754
88
$1.38M 0.09%
99,310
+28,208
89
$1.36M 0.09%
+7,220
90
$1.36M 0.09%
223,220
+175,000
91
$1.36M 0.09%
181,858
92
$1.35M 0.09%
35,492
-175
93
$1.27M 0.09%
146,394
+3,838
94
$1.24M 0.08%
68,328
95
$1.12M 0.08%
+79,839
96
$1.1M 0.07%
33,690
97
$952K 0.06%
+86,907
98
$875K 0.06%
+71,000
99
$808K 0.05%
56,978
-1,394,492
100
$800K 0.05%
165,699
+15,699
2 3
4
5 6