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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 | |
|---|---|---|---|---|---|---|
|
SEZL
1
Sezzle
SEZL
$3.97B
| $163M | 10.38% |
907,488
-400,294
| -31% | -$35.4M |
|
|
2
Dave Inc
DAVE
$4.06B
| $143M | 9.15% |
534,590
-460,551
| -46% | -$72.6M |
|
3
Rush Street Interactive
RSI
$2.88B
| $97.3M | 6.21% |
6,530,752
+414,772
| +7% | +$5.15M |
|
|
4
Remitly
RELY
$5.14B
| $95.7M | 6.1% |
5,097,806
+4,560,511
| +849% | +$94.9M |
|
|
5
Turning Point Brands
TPB
$1.74B
| $71.5M | 4.56% |
943,784
+615,521
| +188% | +$41.9M |
|
6
Celsius Holdings
CELH
$7.03B
| $69.5M | 4.43% |
1,497,450
+706,888
| +89% | +$27.2M |
|
7
Carvana
CVNA
$77.9B
| $65.1M | 4.16% |
966,595
+142,395
| +17% | +$7.81M |
|
|
8
Flywire
FLYW
$2.16B
| $56M | 3.57% |
4,784,654
+3,063,518
| +178% | +$31.2M |
|
|
9
Signet Jewelers
SIG
$3.76B
| $50.3M | 3.21% |
+632,832
| New | +$42.1M |
|
|
10
SharkNinja
SN
$26.1B
| $48M | 3.06% |
484,408
+324,799
| +203% | +$28.1M |
|
|
11
CALL
Remitly
RELY
$5.14B
| $34.2M | 2.18% |
+1,822,200
| New | +$37.9M |
|
12
AngioDynamics
ANGO
$649M
| $33.7M | 2.15% |
3,395,430
+2,435,365
| +254% | +$23.8M |
|
13
Porch Group
PRCH
$1.8B
| $28.8M | 1.84% |
+2,443,612
| New | +$21M |
|
14
Groupon
GRPN
$1.02B
| $27.2M | 1.74% |
813,621
-526,632
| -39% | -$13.4M |
|
|
15
Hims & Hers Health
HIMS
$7.31B
| $23.2M | 1.48% |
465,093
-646,934
| -58% | -$29.2M |
|
16
Priority Technology Holdings
PRTH
$444M
| $21.4M | 1.36% |
2,746,835
-1,955,280
| -42% | -$14.7M |
|
17
Fox Factory Holding Corp
FOXF
$886M
| $21.2M | 1.35% |
+818,357
| New | +$19.2M |
|
18
Arlo Technologies
ARLO
$1.65B
| $19.5M | 1.25% |
1,150,943
+1,019,945
| +779% | +$13M |
|
|
19
CALL
Rush Street Interactive
RSI
$2.88B
| $19M | 1.21% |
1,275,000
-900,000
| -41% | -$11.2M |
|
20
Blend Labs
BLND
$386M
| $18.2M | 1.16% |
5,505,522
-768,782
| -12% | -$2.6M |
|
21
Willdan Group
WLDN
$1.3B
| $17.4M | 1.11% |
278,955
+107,033
| +62% | +$5.1M |
|
22
Savers
SVV
$1.88B
| $16M | 1.02% |
+1,572,345
| New | +$15.4M |
|
23
Vital Farms
VITL
$525M
| $15.9M | 1.02% |
413,627
-771,136
| -65% | -$26M |
|
24
J. Jill
JILL
$283M
| $15.1M | 0.96% |
1,029,452
-356,527
| -26% | -$5.64M |
|
|
25
CALL
Brinker International
EAT
$9.66B
| $15M | 0.96% |
83,300
-520,700
| -86% | -$81.7M |
|
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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.