DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
127.9%
1 Year Est. Return
+127.9%
AUM
$864M
AUM Growth
+$63.8M
(+8%)
Holding
113
Top Buys
| 1 | +$45.6M | |
| 2 | +$35.2M | |
| 3 | +$29.4M | |
| 4 |
Celsius Holdings
CELH
|
+$28.2M |
| 5 |
Blend Labs
BLND
|
+$21M |
Top Sells
| 1 | +$46.3M | |
| 2 | +$19M | |
| 3 | +$17.3M | |
| 4 |
CompoSecure Inc
CMPO
|
+$16.1M |
| 5 |
DESP
Despegar.com
DESP
|
+$14.5M |
Sector Composition
| 1 | Consumer Discretionary | 28.28% |
| 2 | Technology | 22.73% |
| 3 | Healthcare | 16.13% |
| 4 | Consumer Staples | 12.11% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Life Time Group Holdings
LTH
$5.7B
| – | – |
-24,066
|
|
||
102
Lifeway Foods
LWAY
$400M
| – | – |
-117,951
|
|
||
103
Mister Car Wash
MCW
$1.65B
| – | – |
-1,425,491
|
|
||
104
Modine Manufacturing
MOD
$8.47B
| – | – |
0
|
|
||
105
QuinStreet
QNST
$861M
| – | – |
-120,000
|
|
||
106
LiveRamp
RAMP
$1.87B
| – | – |
-16,518
|
|
||
107
The Beauty Health Co
SKIN
$176M
| – | – |
-311,600
|
|
||
108
Spire Global
SPIR
$359M
| – | – |
-38,365
|
|
||
109
Symbotic
SYM
$7.25B
| – | – |
-187,317
|
|
||
110
Universal Technical Institute
UTI
$1.88B
| – | – |
-260,000
|
|
||
111
Viemed Healthcare
VMD
$268M
| – | – |
-646,273
|
|
||
112
Amer Sports
AS
$17.6B
| – | – |
-220,000
|
|
||
|
AIOT
113
PowerFleet Inc
AIOT
$719M
| – | – |
-78,203
|
|