DSCM

Divisadero Street Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 145.19%
This Quarter Est. Return
1 Year Est. Return
+145.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$657M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$127M
2 +$77.9M
3 +$77.8M
4
LRN icon
Stride
LRN
+$55.9M
5
SEZL icon
Sezzle
SEZL
+$46.7M

Top Sells

1 +$82.1M
2 +$76.6M
3 +$53M
4
CELH icon
Celsius Holdings
CELH
+$41.2M
5
BBNX
Beta Bionics
BBNX
+$13.8M

Sector Composition

1 Consumer Discretionary 33.14%
2 Technology 23.74%
3 Consumer Staples 14.1%
4 Healthcare 13.35%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRCT icon
126
Procept Biorobotics
PRCT
$1.96B
$891K 0.04%
24,963
DBI icon
127
Designer Brands
DBI
$357M
$821K 0.04%
231,902
ZETA icon
128
Zeta Global
ZETA
$4.74B
$744K 0.03%
37,438
INGN icon
129
Inogen
INGN
$182M
$720K 0.03%
88,136
-367,253
LOVE icon
130
LoveSac
LOVE
$204M
$645K 0.03%
38,115
FLWS icon
131
1-800-Flowers.com
FLWS
$315M
$640K 0.03%
+139,186
CAVA icon
132
CAVA Group
CAVA
$6.14B
$638K 0.03%
+10,565
BOOT icon
133
Boot Barn
BOOT
$6.15B
$636K 0.03%
+3,840
HAIN icon
134
Hain Celestial
HAIN
$93.3M
$610K 0.03%
+386,182
YEXT icon
135
Yext
YEXT
$1.03B
$589K 0.03%
69,130
SNBR icon
136
Sleep Number
SNBR
$178M
$571K 0.02%
81,340
JAMF icon
137
Jamf
JAMF
$1.73B
$535K 0.02%
+50,000
INOD icon
138
Innodata
INOD
$1.78B
$530K 0.02%
6,875
LFVN icon
139
LifeVantage
LFVN
$83.4M
$515K 0.02%
+52,900
RCEL icon
140
Avita Medical
RCEL
$108M
$511K 0.02%
+100,000
TKNO icon
141
Alpha Teknova
TKNO
$247M
$488K 0.02%
78,872
AXGN icon
142
Axogen
AXGN
$1.41B
$469K 0.02%
26,272
CRCT icon
143
Cricut
CRCT
$1.08B
$459K 0.02%
+72,902
PTLO icon
144
Portillo's
PTLO
$342M
$434K 0.02%
67,263
COUR icon
145
Coursera
COUR
$1.37B
$382K 0.02%
32,641
CTRN icon
146
Citi Trends
CTRN
$400M
$381K 0.02%
12,276
FNKO icon
147
Funko
FNKO
$165M
$334K 0.01%
97,099
PBPB
148
DELISTED
Potbelly
PBPB
$290K 0.01%
17,000
TALK icon
149
Talkspace
TALK
$537M
$287K 0.01%
103,956
COHR icon
150
Coherent
COHR
$30.3B
$269K 0.01%
+2,500