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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 | |
|---|---|---|---|---|---|---|
|
1
Dave Inc
DAVE
$3.96B
| $184M | 8.05% |
925,266
+390,676
| +73% | +$84.4M |
|
|
2
SGHC Ltd
SGHC
$6.59B
| $130M | 5.66% |
9,832,510
+9,618,577
| +4,496% | +$113M |
|
|
SEZL
3
Sezzle
SEZL
$4.07B
| $119M | 5.19% |
1,494,617
+587,129
| +65% | +$67.4M |
|
|
4
CALL
SGHC Ltd
SGHC
$6.59B
| $116M | 5.06% |
+8,776,200
| New | +$103M |
|
5
Turning Point Brands
TPB
$1.81B
| $96.3M | 4.2% |
974,066
+30,282
| +3% | +$2.74M |
|
|
6
Indivior Pharmaceuticals
INDV
$4.53B
| $81.1M | 3.54% |
3,362,605
+3,226,605
| +2,373% | +$67.5M |
|
7
SharkNinja
SN
$26B
| $79.9M | 3.49% |
774,408
+290,000
| +60% | +$33.1M |
|
8
Carvana
CVNA
$79.9B
| $78.6M | 3.43% |
1,041,600
+75,005
| +8% | +$5.36M |
|
|
9
Rush Street Interactive
RSI
$2.86B
| $57.1M | 2.49% |
2,788,451
-3,742,301
| -57% | -$70.6M |
|
10
Flywire
FLYW
$2.14B
| $56.2M | 2.45% |
4,150,737
-633,917
| -13% | -$7.79M |
|
|
11
Stride
LRN
$3.38B
| $55.9M | 2.44% |
+375,000
| New | +$55M |
|
12
Celestica
CLS
$36.8B
| $48.3M | 2.11% |
196,211
+113,850
| +138% | +$23M |
|
|
13
Celsius Holdings
CELH
$6.77B
| $44.9M | 1.96% |
780,518
-716,932
| -48% | -$37.5M |
|
14
Porch Group
PRCH
$1.76B
| $43.7M | 1.91% |
2,606,883
+163,271
| +7% | +$2.51M |
|
15
AngioDynamics
ANGO
$653M
| $41.1M | 1.79% |
3,678,125
+282,695
| +8% | +$2.73M |
|
16
Vital Farms
VITL
$496M
| $40.9M | 1.78% |
993,338
+579,711
| +140% | +$25.2M |
|
17
Kura Sushi USA
KRUS
$580M
| $34.6M | 1.51% |
+582,156
| New | +$46.4M |
|
18
Brinker International
EAT
$9.71B
| $34.1M | 1.49% |
268,836
+228,025
| +559% | +$35.6M |
|
19
Argan
AGX
$8.31B
| $33.9M | 1.48% |
+125,534
| New | +$28.8M |
|
20
Savers
SVV
$1.89B
| $32.7M | 1.42% |
2,464,291
+891,946
| +57% | +$10.3M |
|
|
OMDA
21
Omada Health Inc
OMDA
$1.48B
| $30.5M | 1.33% |
+1,379,941
| New | +$28.3M |
|
22
Calix
CALX
$2.47B
| $27.9M | 1.22% |
453,873
+400,851
| +756% | +$23.1M |
|
23
The RealReal
REAL
$1.51B
| $27.6M | 1.21% |
2,599,801
+2,254,300
| +652% | +$16.7M |
|
24
Lumentum
LITE
$64.2B
| $26.6M | 1.16% |
163,303
+120,698
| +283% | +$15.1M |
|
25
Hims & Hers Health
HIMS
$7.39B
| $26.4M | 1.15% |
465,093
| – | – |
|
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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.