DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$1.76B
1-Year Est. Return
124.04%
This Fund
S&P 500
1 Year Est. Return
+124.04%
AUM
$2.15B
AUM Growth
+$657M
(+44%)
Holding
176
Top Buys
| 1 | +$113M | |
| 2 | +$84.4M | |
| 3 | +$67.5M | |
| 4 |
Sezzle
SEZL
|
+$67.4M |
| 5 |
Stride
LRN
|
+$55M |
Top Sells
| 1 | +$90.4M | |
| 2 | +$70.6M | |
| 3 | +$47.4M | |
| 4 |
Celsius Holdings
CELH
|
+$37.5M |
| 5 |
BBNX
Beta Bionics
BBNX
|
+$13.8M |
Sector Composition
| 1 | Consumer Discretionary | 33.14% |
| 2 | Technology | 21.25% |
| 3 | Consumer Staples | 14.1% |
| 4 | Healthcare | 13.35% |
| 5 | Financials | 8.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bioventus
BVS
$657M
| $4.65M | 0.22% |
695,517
-385,116
|
|
||
77
Philip Morris
PM
$264B
| $4.58M | 0.21% |
28,244
|
|
||
78
Transmedics
TMDX
$3.91B
| $4.31M | 0.2% |
38,390
|
|
||
79
EverQuote
EVER
$548M
| $4.29M | 0.2% |
187,589
-265,631
|
|
||
80
Krispy Kreme
DNUT
$658M
| $4.22M | 0.2% |
1,089,341
+589,341
|
|
||
81
CarGurus
CARG
$3.38B
| $4.17M | 0.19% |
112,113
-324,070
|
|
||
82
America's Car Mart
CRMT
$105M
| $3.93M | 0.18% |
134,471
|
|
||
83
Byrna Technologies
BYRN
$138M
| $3.91M | 0.18% |
176,377
|
|
||
84
Shoe Carnival
SCVL
$515M
| $3.81M | 0.18% |
+183,418
|
|
||
85
DraftKings
DKNG
$11B
| $3.65M | 0.17% |
97,483
|
|
||
86
SI-BONE Inc
SIBN
$593M
| $3.64M | 0.17% |
247,463
-92,328
|
|
||
87
Liquidia Corp
LQDA
$3.3B
| $3.59M | 0.17% |
+158,004
|
|
||
88
Coinbase
COIN
$52.3B
| $3.37M | 0.16% |
10,000
|
|
||
89
CorMedix
CRMD
$579M
| $3.35M | 0.16% |
288,050
+217,050
|
|
||
90
Xeris Biopharma Holdings
XERS
$1.03B
| $3.31M | 0.15% |
+406,334
|
|
||
91
Clearfield
CLFD
$416M
| $3.25M | 0.15% |
94,588
+46,308
|
|
||
92
Freshpet
FRPT
$3.22B
| $3.06M | 0.14% |
+55,587
|
|
||
93
Cohu
COHU
$2.15B
| $3.04M | 0.14% |
+149,317
|
|
||
94
Neuropace
NPCE
$573M
| $3.02M | 0.14% |
292,792
+50,672
|
|
||
|
HNGE
95
Hinge Health
HNGE
$3.35B
| $2.98M | 0.14% |
+60,654
|
|
||
96
Upwork
UPWK
$1.37B
| $2.94M | 0.14% |
158,125
|
|
||
97
Xponential Fitness
XPOF
$252M
| $2.87M | 0.13% |
368,801
+186,943
|
|
||
98
Ezcorp Inc
EZPW
$1.96B
| $2.64M | 0.12% |
138,505
+39,195
|
|
||
99
Gambling.com
GAMB
$127M
| $2.5M | 0.12% |
305,694
|
|
||
100
Evolus
EOLS
$345M
| $2.38M | 0.11% |
+388,231
|
|