DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$2.15B
1-Year Est. Return
145.19%
1 Year Est. Return
+145.19%
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 | |
|---|---|---|---|---|---|---|
76
REV Group
REVG
$2.57B
| $1.9M | 0.12% |
+40,000
|
|
||
77
Build-A-Bear
BBW
$639M
| $1.78M | 0.11% |
34,502
|
|
||
78
Capri Holdings
CPRI
$2.59B
| $1.77M | 0.11% |
100,000
|
|
||
|
79
Genius Sports
GENI
$2.3B
| $1.74M | 0.11% |
166,985
-4,133,652
|
|
||
80
The RealReal
REAL
$1.62B
| $1.65M | 0.11% |
345,501
|
|
||
81
Victoria's Secret
VSCO
$2.86B
| $1.59M | 0.1% |
85,910
|
|
||
82
Shake Shack
SHAK
$3.64B
| $1.58M | 0.1% |
+11,223
|
|
||
83
Sensus Healthcare
SRTS
$71M
| $1.54M | 0.1% |
324,673
+266,635
|
|
||
84
LifeMD
LFMD
$220M
| $1.49M | 0.09% |
+109,034
|
|
||
85
Krispy Kreme
DNUT
$699M
| $1.46M | 0.09% |
+500,000
|
|
||
86
Procept Biorobotics
PRCT
$1.66B
| $1.44M | 0.09% |
24,963
|
|
||
87
InMode
INMD
$896M
| $1.4M | 0.09% |
+96,754
|
|
||
88
Ezcorp Inc
EZPW
$1.08B
| $1.38M | 0.09% |
99,310
+28,208
|
|
||
89
RH
RH
$2.8B
| $1.36M | 0.09% |
+7,220
|
|
||
90
MiMedx Group
MDXG
$1.09B
| $1.36M | 0.09% |
223,220
+175,000
|
|
||
91
Xponential Fitness
XPOF
$213M
| $1.36M | 0.09% |
181,858
|
|
||
92
RCI Hospitality Holdings
RICK
$209M
| $1.35M | 0.09% |
35,492
-175
|
|
||
93
Arhaus
ARHS
$1.27B
| $1.27M | 0.08% |
146,394
+3,838
|
|
||
94
ODP
ODP
$839M
| $1.24M | 0.08% |
68,328
|
|
||
95
Medifast
MED
$125M
| $1.12M | 0.07% |
+79,839
|
|
||
96
AtriCure
ATRC
$1.64B
| $1.1M | 0.07% |
33,690
|
|
||
97
MediaAlpha
MAX
$706M
| $952K | 0.06% |
+86,907
|
|
||
98
CorMedix
CRMD
$886M
| $875K | 0.06% |
+71,000
|
|
||
99
Rocket Companies
RKT
$48B
| $808K | 0.05% |
56,978
-1,394,492
|
|
||
100
AirSculpt Technologies
AIRS
$342M
| $800K | 0.05% |
165,699
+15,699
|
|