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
$1.49B
AUM Growth
+$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$94.9M
2
+$42.1M
3
+$41.9M
4
FLYW icon
Flywire
FLYW
+$31.2M
5
SN icon
SharkNinja
SN
+$28.1M

Top Sells

1
+$72.6M
2
+$41.4M
3
+$41.3M
4
SEZL icon
Sezzle
SEZL
+$35.4M
5
HIMS icon
Hims & Hers Health
HIMS
+$29.2M

Sector Composition

1 Consumer Discretionary 30.42%
2 Technology 26.55%
3 Financials 13.5%
4 Consumer Staples 11.92%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$785K 0.05%
67,263
102
$757K 0.05%
+121,381
103
$698K 0.05%
+93,500
104
$694K 0.05%
+38,115
105
$588K 0.04%
69,130
106
$580K 0.04%
37,438
-717,562
107
$552K 0.04%
231,902
+215,253
108
$549K 0.04%
81,340
109
$462K 0.03%
97,099
110
$410K 0.03%
12,276
111
$387K 0.03%
78,872
112
$357K 0.02%
100,001
113
$352K 0.02%
+6,875
114
$289K 0.02%
103,956
115
$286K 0.02%
32,641
116
$285K 0.02%
26,272
117
$280K 0.02%
29,969
118
$249K 0.02%
+2,177
119
$248K 0.02%
49,510
120
$244K 0.02%
12,500
-454,438
121
$230K 0.02%
+40,755
122
$228K 0.02%
+5,880
123
$220K 0.01%
197,937
124
$213K 0.01%
+2,148
125
$208K 0.01%
17,000
2 3 4
5
6