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
$864M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$40.8M
3
+$39.9M
4
FLYW icon
Flywire
FLYW
+$27.1M
5
BLND icon
Blend Labs
BLND
+$22.8M

Top Sells

1
+$56.5M
2
+$18.7M
3
+$16.1M
4
EZPW icon
Ezcorp Inc
EZPW
+$15.5M
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
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113
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5