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Divisadero Street Capital Management Portfolio holdings
AUM
$2.39B
1-Year Est. Return
134.55%
This Fund
S&P 500
This Quarter
Est. Return
+89.83%
1 Year Est. Return
+134.55%
3 Year Est. Return
+639.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.57B
AUM Growth
+$574M
(+58%)
Cap. Flow
+$85.4M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
54.83%
Holding
145
New
51
Increased
22
Reduced
27
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Remitly
RELY
|
+$94.9M |
| 2 |
Signet Jewelers
SIG
|
+$42.1M |
| 3 |
Turning Point Brands
TPB
|
+$41.9M |
| 4 |
Flywire
FLYW
|
+$31.2M |
| 5 |
SharkNinja
SN
|
+$28.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dave Inc
DAVE
|
+$72.6M |
| 2 |
Brinker International
EAT
|
+$41.4M |
| 3 |
Genius Sports
GENI
|
+$41.3M |
| 4 |
SEZL
Sezzle
SEZL
|
+$35.4M |
| 5 |
Hims & Hers Health
HIMS
|
+$29.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 28.99% |
| 2 | Technology | 25.3% |
| 3 | Financials | 12.86% |
| 4 | Consumer Staples | 11.36% |
| 5 | Healthcare | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Sportradar
SRAD
$3.84B
| $2.31M | 0.15% |
82,279
| – | – |
|
77
Upwork
UPWK
$1.05B
| $2.13M | 0.14% |
+158,125
| New | +$2.27M |
|
78
Clearfield
CLFD
$395M
| $2.1M | 0.13% |
+48,280
| New | +$1.65M |
|
79
Indivior Pharmaceuticals
INDV
$4.57B
| $2M | 0.13% |
+136,000
| New | +$1.58M |
|
|
REVG
80
DELISTED
REV Group
REVG
| $1.9M | 0.12% |
+40,000
| New | +$1.49M |
|
81
Build-A-Bear
BBW
$464M
| $1.78M | 0.11% |
34,502
| – | – |
|
82
Capri Holdings
CPRI
$1.77B
| $1.77M | 0.11% |
100,000
| – | – |
|
|
83
Genius Sports
GENI
$2.12B
| $1.74M | 0.11% |
166,985
-4,133,652
| -96% | -$41.3M |
|
84
The RealReal
REAL
$1.36B
| $1.65M | 0.11% |
345,501
| – | – |
|
|
VSXY
85
Victoria's Secret
VSXY
$7.39B
| $1.59M | 0.1% |
85,910
| – | – |
|
86
Shake Shack
SHAK
$2.94B
| $1.58M | 0.1% |
+11,223
| New | +$1.22M |
|
87
Sensus Healthcare
SRTS
$51.5M
| $1.54M | 0.1% |
324,673
+266,635
| +459% | +$1.25M |
|
88
LifeMD
LFMD
$159M
| $1.49M | 0.09% |
+109,034
| New | +$1.03M |
|
89
Krispy Kreme
DNUT
$573M
| $1.46M | 0.09% |
+500,000
| New | +$1.75M |
|
90
Procept Biorobotics
PRCT
$1.22B
| $1.44M | 0.09% |
24,963
| – | – |
|
91
InMode
INMD
$875M
| $1.4M | 0.09% |
+96,754
| New | +$1.42M |
|
92
Ezcorp Inc
EZPW
$1.78B
| $1.38M | 0.09% |
99,310
+28,208
| +40% | +$408K |
|
93
RH
RH
$3.41B
| $1.36M | 0.09% |
+7,220
| New | +$1.34M |
|
94
MiMedx Group
MDXG
$624M
| $1.36M | 0.09% |
223,220
+175,000
| +363% | +$1.16M |
|
95
Xponential Fitness
XPOF
$206M
| $1.36M | 0.09% |
181,858
| – | – |
|
96
RCI Hospitality Holdings
RICK
$214M
| $1.35M | 0.09% |
35,492
-175
| -0.5% | -$7.06K |
|
97
Arhaus
ARHS
$1.37B
| $1.27M | 0.08% |
146,394
+3,838
| +3% | +$32K |
|
|
ODP
98
DELISTED
ODP
ODP
| $1.24M | 0.08% |
68,328
| – | – |
|
99
Medifast
MED
$130M
| $1.12M | 0.07% |
+79,839
| New | +$1.05M |
|
100
AtriCure
ATRC
$2.22B
| $1.1M | 0.07% |
33,690
| – | – |
|
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Divisadero Street Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Divisadero Street Capital Management held 145 positions worth $1.57B, up 58% from $994M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Divisadero Street Capital Management deployed $85.4M of net new capital in Q2 2025, opening 51 new positions and adding to 22 existing holdings. Its largest new stake was Signet Jewelers: 632,832 shares worth $50.3M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 29% of assets, up from 25% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Dave Inc, an estimated $72.6M trimmed.
- Divisadero Street Capital Management's largest Q2 2025 buy was Signet Jewelers: 632,832 shares worth $50.3M.
- Divisadero Street Capital Management added most to Remitly in Q2 2025, an estimated $94.9M increase.
- Divisadero Street Capital Management's biggest Q2 2025 reduction was Dave Inc, cutting an estimated $72.6M.
- Divisadero Street Capital Management fully exited The Honest Company in Q2 2025, selling an estimated $13.3M.
- Divisadero Street Capital Management's ten largest holdings make up 55% of its $1.57B portfolio in Q2 2025.
- Divisadero Street Capital Management opened 51 new positions and closed 9 in Q2 2025.
- Divisadero Street Capital Management's portfolio value rose 58% quarter-over-quarter to $1.57B.
Based on Divisadero Street Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.