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Divisadero Street Capital Management Portfolio holdings
AUM
$2.39B
1-Year Est. Return
134.55%
This Fund
S&P 500
This Quarter
Est. Return
+13.13%
1 Year Est. Return
+134.55%
3 Year Est. Return
+639.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.29B
AUM Growth
+$724M
(+46%)
Cap. Flow
+$673M
Cap. Flow
% of AUM
29.39%
Top 10 Holdings %
Top 10 Hldgs %
43.55%
Holding
182
New
46
Increased
39
Reduced
27
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SGHC Ltd
SGHC
|
+$113M |
| 2 |
Dave Inc
DAVE
|
+$84.4M |
| 3 |
Indivior Pharmaceuticals
INDV
|
+$67.5M |
| 4 |
SEZL
Sezzle
SEZL
|
+$67.4M |
| 5 |
Stride
LRN
|
+$55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Remitly
RELY
|
+$90.4M |
| 2 |
Rush Street Interactive
RSI
|
+$70.6M |
| 3 |
Signet Jewelers
SIG
|
+$47.4M |
| 4 |
Celsius Holdings
CELH
|
+$37.5M |
| 5 |
BBNX
Beta Bionics
BBNX
|
+$13.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 31.1% |
| 2 | Technology | 19.94% |
| 3 | Consumer Staples | 13.23% |
| 4 | Healthcare | 12.53% |
| 5 | Financials | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GRSD
101
Grandstand Limited Ordinary Shares
GRSD
$66.6M
| $2.5M | 0.11% |
305,694
| – | – |
|
102
Evolus
EOLS
$536M
| $2.38M | 0.1% |
+388,231
| New | +$3.03M |
|
|
VSXY
103
Victoria's Secret
VSXY
$7.39B
| $2.33M | 0.1% |
85,910
| – | – |
|
104
Build-A-Bear
BBW
$464M
| $2.25M | 0.1% |
34,502
| – | – |
|
105
Sportradar
SRAD
$3.84B
| $2.21M | 0.1% |
82,279
| – | – |
|
106
Tandem Diabetes Care
TNDM
$1.63B
| $2.12M | 0.09% |
174,692
| – | – |
|
107
Sweetgreen
SG
$693M
| $2.04M | 0.09% |
+255,244
| New | +$2.77M |
|
108
BellRing Brands
BRBR
$1.26B
| $2.03M | 0.09% |
55,780
| – | – |
|
109
Capri Holdings
CPRI
$1.77B
| $1.99M | 0.09% |
100,000
| – | – |
|
110
RxSight
RXST
$294M
| $1.93M | 0.08% |
214,860
-4,058
| -2% | -$35.6K |
|
111
Wayfair
W
$14.1B
| $1.93M | 0.08% |
+21,591
| New | +$1.58M |
|
|
ODP
112
DELISTED
ODP
ODP
| $1.9M | 0.08% |
68,328
| – | – |
|
113
OneWater Marine
ONEW
$204M
| $1.71M | 0.07% |
+108,000
| New | +$1.71M |
|
114
MiMedx Group
MDXG
$624M
| $1.56M | 0.07% |
223,220
| – | – |
|
115
Arhaus
ARHS
$1.37B
| $1.56M | 0.07% |
146,394
| – | – |
|
116
RH
RH
$3.41B
| $1.47M | 0.06% |
7,220
| – | – |
|
117
InMode
INMD
$875M
| $1.44M | 0.06% |
96,754
| – | – |
|
118
Sensus Healthcare
SRTS
$51.5M
| $1.42M | 0.06% |
452,897
+128,224
| +39% | +$503K |
|
119
Ranpak Holdings
PACK
$464M
| $1.41M | 0.06% |
250,001
+150,000
| +150% | +$657K |
|
120
AirSculpt Technologies
AIRS
$234M
| $1.33M | 0.06% |
165,699
| – | – |
|
121
Rocket Companies
RKT
$39.8B
| $1.1M | 0.05% |
56,978
| – | – |
|
122
Medifast
MED
$130M
| $1.09M | 0.05% |
79,839
| – | – |
|
123
RCI Hospitality Holdings
RICK
$214M
| $1.08M | 0.05% |
35,492
| – | – |
|
|
124
Remitly
RELY
$5.1B
| $1M | 0.04% |
61,463
-5,036,343
| -99% | -$90.4M |
|
125
MediaAlpha
MAX
$787M
| $989K | 0.04% |
86,907
| – | – |
|
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Divisadero Street Capital Management's Q3 2025 Portfolio in Review
As of Q3 2025, Divisadero Street Capital Management held 182 positions worth $2.29B, up 46% from $1.57B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Divisadero Street Capital Management deployed $673M of net new capital in Q3 2025, opening 46 new positions and adding to 39 existing holdings. Its largest new stake was Stride: 375,000 shares worth $55.9M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 31% of assets, up from 29% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was Remitly, an estimated $90.4M trimmed.
- Divisadero Street Capital Management's largest Q3 2025 buy was Stride: 375,000 shares worth $55.9M.
- Divisadero Street Capital Management added most to SGHC Ltd in Q3 2025, an estimated $113M increase.
- Divisadero Street Capital Management's biggest Q3 2025 reduction was Remitly, cutting an estimated $90.4M.
- Divisadero Street Capital Management fully exited Beta Bionics in Q3 2025, selling an estimated $13.8M.
- Divisadero Street Capital Management's ten largest holdings make up 44% of its $2.29B portfolio in Q3 2025.
- Divisadero Street Capital Management opened 46 new positions and closed 14 in Q3 2025.
- Divisadero Street Capital Management's portfolio value rose 46% quarter-over-quarter to $2.29B.
Based on Divisadero Street Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.