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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
+89.83%
1 Year Est. Return
+134.55%
3 Year Est. Return
+639.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.57B
AUM Growth
+$574M
(+58%)
Cap. Flow
+$85.4M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
54.83%
Holding
145
New
51
Increased
22
Reduced
27
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Remitly
RELY
|
+$94.9M |
| 2 |
Signet Jewelers
SIG
|
+$42.1M |
| 3 |
Turning Point Brands
TPB
|
+$41.9M |
| 4 |
Flywire
FLYW
|
+$31.2M |
| 5 |
SharkNinja
SN
|
+$28.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dave Inc
DAVE
|
+$72.6M |
| 2 |
Brinker International
EAT
|
+$41.4M |
| 3 |
Genius Sports
GENI
|
+$41.3M |
| 4 |
SEZL
Sezzle
SEZL
|
+$35.4M |
| 5 |
Hims & Hers Health
HIMS
|
+$29.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 28.99% |
| 2 | Technology | 25.3% |
| 3 | Financials | 12.86% |
| 4 | Consumer Staples | 11.36% |
| 5 | Healthcare | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
FIGS
FIGS
$2.4B
| $230K | 0.01% |
+40,755
| New | +$188K |
|
|
SMLR
127
DELISTED
Semler Scientific
SMLR
| $228K | 0.01% |
+5,880
| New | +$210K |
|
128
Destination XL Group
DXLG
$33M
| $220K | 0.01% |
197,937
| – | – |
|
129
Dollar Tree
DLTR
$24.7B
| $213K | 0.01% |
+2,148
| New | +$185K |
|
|
PBPB
130
DELISTED
Potbelly
PBPB
| $208K | 0.01% |
17,000
| – | – |
|
131
BRC Inc
BRCC
$215M
| $151K | 0.01% |
115,585
-441,174
| -79% | -$816K |
|
132
3D Systems Corp
DDD
$603M
| $139K | 0.01% |
+90,531
| New | +$164K |
|
133
BlackSky Technology
BKSY
$1.3B
| $130K | 0.01% |
+6,300
| New | +$67.8K |
|
134
AdaptHealth
AHCO
$770M
| $125K | 0.01% |
13,226
| – | – |
|
135
Purple Innovation
PRPL
$28.4M
| $101K | 0.01% |
5,544
| – | – |
|
136
Bumble
BMBL
$344M
| $72.5K | ﹤0.01% |
11,000
| – | – |
|
|
137
CALL
Dave Inc
DAVE
$4.03B
| – | – |
-18,100
| Closed | -$1.5M |
|
138
Evolus
EOLS
$536M
| – | – |
-720,721
| Closed | -$8.67M |
|
139
The Honest Company
HNST
$544M
| – | – |
-2,830,724
| Closed | -$13.3M |
|
140
Harley-Davidson
HOG
$2.7B
| – | – |
-28,125
| Closed | -$710K |
|
141
OrthoPediatrics
KIDS
$649M
| – | – |
-66,597
| Closed | -$1.64M |
|
142
MGP Ingredients
MGPI
$381M
| – | – |
-66,473
| Closed | -$1.95M |
|
143
CALL
Modine Manufacturing
MOD
$10.6B
| – | – |
-77,000
| Closed | -$5.91M |
|
144
Revolve Group
RVLV
$1.69B
| – | – |
-162,193
| Closed | -$3.49M |
|
145
Sweetgreen
SG
$693M
| – | – |
-150,000
| Closed | -$3.75M |
|
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Divisadero Street Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Divisadero Street Capital Management held 145 positions worth $1.57B, up 58% from $994M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Divisadero Street Capital Management deployed $85.4M of net new capital in Q2 2025, opening 51 new positions and adding to 22 existing holdings. Its largest new stake was Signet Jewelers: 632,832 shares worth $50.3M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 29% of assets, up from 25% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Dave Inc, an estimated $72.6M trimmed.
- Divisadero Street Capital Management's largest Q2 2025 buy was Signet Jewelers: 632,832 shares worth $50.3M.
- Divisadero Street Capital Management added most to Remitly in Q2 2025, an estimated $94.9M increase.
- Divisadero Street Capital Management's biggest Q2 2025 reduction was Dave Inc, cutting an estimated $72.6M.
- Divisadero Street Capital Management fully exited The Honest Company in Q2 2025, selling an estimated $13.3M.
- Divisadero Street Capital Management's ten largest holdings make up 55% of its $1.57B portfolio in Q2 2025.
- Divisadero Street Capital Management opened 51 new positions and closed 9 in Q2 2025.
- Divisadero Street Capital Management's portfolio value rose 58% quarter-over-quarter to $1.57B.
Based on Divisadero Street Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.