DSCM
Divisadero Street Capital Management Portfolio holdings
AUM
$2.15B
1-Year Est. Return
145.19%
1 Year Est. Return
+145.19%
AUM
$1.49B
AUM Growth
+$630M
(+73%)
Holding
138
Top Buys
| 1 | +$85.6M | |
| 2 | +$50.3M | |
| 3 | +$46.6M | |
| 4 |
Flywire
FLYW
|
+$35.8M |
| 5 |
Celsius Holdings
CELH
|
+$32.8M |
Top Sells
| 1 | +$124M | |
| 2 | +$71.8M | |
| 3 | +$47.6M | |
| 4 |
Genius Sports
GENI
|
+$43M |
| 5 |
Hims & Hers Health
HIMS
|
+$32.2M |
Sector Composition
| 1 | Consumer Discretionary | 30.42% |
| 2 | Technology | 28.78% |
| 3 | Consumer Staples | 11.92% |
| 4 | Financials | 11.27% |
| 5 | Healthcare | 10.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
BRC Inc
BRCC
$109M
| $151K | 0.01% |
115,585
-441,174
|
|
||
127
3D Systems Corp
DDD
$386M
| $139K | 0.01% |
+90,531
|
|
||
128
BlackSky Technology
BKSY
$975M
| $130K | 0.01% |
+6,300
|
|
||
129
AdaptHealth
AHCO
$1.37B
| $125K | 0.01% |
13,226
|
|
||
130
Purple Innovation
PRPL
$78.5M
| $101K | 0.01% |
138,605
|
|
||
131
Bumble
BMBL
$399M
| $72.5K | ﹤0.01% |
11,000
|
|
||
132
Revolve Group
RVLV
$2.09B
| – | – |
-162,193
|
|
||
133
Evolus
EOLS
$319M
| – | – |
-720,721
|
|
||
134
The Honest Company
HNST
$288M
| – | – |
-2,830,724
|
|
||
135
Harley-Davidson
HOG
$2.4B
| – | – |
-28,125
|
|
||
136
OrthoPediatrics
KIDS
$454M
| – | – |
-66,597
|
|
||
137
MGP Ingredients
MGPI
$536M
| – | – |
-66,473
|
|
||
138
Sweetgreen
SG
$848M
| – | – |
-150,000
|
|