Divisadero Street Capital Management, LP reported 140 positions worth $4.29B for the quarter ended Jun 30, 2026, up 100.7% on the prior quarter. It opened 51 new positions, added to 39, trimmed 30 and exited 25. Its largest holding is Sezzle Inc. at 6.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVNA Carvana Co. | +3.03M | +267.4% | $199.46M | 6.39% |
| HIMS Hims & Hers Health, Inc. | +5.54M | +1,179.1% | $192.06M | 4.86% |
| CECO Ceco Environmental Corp | +1.14M | +608.9% | $103.64M | 2.82% |
| WLDN Willdan Group, Inc. | +1.16M | +702.7% | $91.70M | 2.44% |
| TPB Turning Point Brands, Inc. | +969.7K | +328.1% | $82.24M | 2.5% |
| COMP Compass, Inc. | +6.12M | +180.4% | $75.41M | 2.73% |
| CHYM Chime Financial, Inc. | +3.63M | – | $74.26M | 1.73% |
| VSH Vishay Intertechnology Inc | +1.35M | – | $72.34M | 1.69% |
| HNGE Hinge Health, Inc. | +720.0K | +126.2% | $59.76M | 2.5% |
| RELY Remitly Global, Inc. | +2.67M | +253.0% | $59.73M | 1.94% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| OMDA Omada Health, Inc. | -2.09M | -35.5% | $45.83M | 1.95% |
| AXGN Axogen, Inc. | -925.5K | -84.4% | $42.75M | 0.184% |
| EAT Brinker International, Inc | -258.2K | -100.0% | $36.87M | Exited |
| LINC Lincoln Educational Services Corp | -825.6K | -100.0% | $33.58M | Exited |
| BULL Webull Corp | -5.13M | -53.8% | $33.47M | 0.672% |
| RSI Rush Street Interactive, Inc. | -1.00M | -15.6% | $29.78M | 3.76% |
| LRN Stride, Inc. | -308.5K | -100.0% | $27.20M | Exited |
| BBW Build-A-Bear Workshop Inc | -815.0K | -79.5% | $24.95M | 0.15% |
| WTTR Select Water Solutions, Inc. | -1.10M | -57.8% | $21.97M | 0.374% |
| CELH Celsius Holdings, Inc. | -714.7K | -28.2% | $20.93M | 1.24% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CHYM Chime Financial, Inc. | +3.63M | $74.26M | 1.73% |
| VSH Vishay Intertechnology Inc | +1.35M | $72.34M | 1.69% |
| ESI Element Solutions Inc | +1.02M | $48.77M | 1.14% |
| ENVA Enova International, Inc. | +146.2K | $35.20M | 0.821% |
| PRCH Porch Group, Inc. | +2.11M | $31.67M | 0.739% |
| LIFE Ethos Technologies Inc. | +1.64M | $29.68M | 0.692% |
| ICHR Ichor Holdings, Ltd. | +200.6K | $22.53M | 0.526% |
| KLAR Klarna Group plc | +1.03M | $20.89M | 0.487% |
| CDNA CareDx, Inc. | +700.9K | $19.98M | 0.466% |
| HROW Harrow, Inc. | +439.2K | $18.65M | 0.435% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EAT Brinker International, Inc | -258.2K | $36.87M | 1.73% |
| LINC Lincoln Educational Services Corp | -825.6K | $33.58M | 1.57% |
| LRN Stride, Inc. | -308.5K | $27.20M | 1.27% |
| TREE LendingTree, Inc. | -469.3K | $20.12M | 0.942% |
| ADPT Adaptive Biotechnologies Corp | -1.32M | $18.30M | 0.857% |
| KRUS Kura Sushi Usa, Inc. | -248.8K | $17.36M | 0.813% |
| AVGO Broadcom Inc. | -35.0K | $10.83M | 0.507% |
| PGNY Progyny, Inc. | -563.6K | $9.57M | 0.448% |
| ANGO Angiodynamics Inc | -562.2K | $6.39M | 0.299% |
| UCTT Ultra Clean Holdings, Inc. | -100.0K | $6.22M | 0.291% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SEZL Sezzle Inc. | Technology | 1.65M | $283.11M | 6.61% | +337.9K | +25.8% | Added | 4.9% |
| 2 | CVNA Carvana Co. | Consumer Discretionary | 4.16M | $274.05M | 6.39% | +3.03M | +267.4% | Added | 0.38% |
| 3 | SGHC Super Group (SGHC) Ltd | Consumer Discretionary | 20.11M | $272.55M | 6.36% | +3.79M | +23.2% | Added | 3.98% |
| 4 | DAVE Dave Inc. | Technology | 699.4K | $260.58M | 6.08% | +58.5K | +9.1% | Added | 6.11% |
| 5 | HIMS Hims & Hers Health, Inc. | Healthcare | 6.01M | $208.35M | 4.86% | +5.54M | +1,179.1% | Added | 2.67% |
| 6 | CLS Celestica Inc | Technology | 461.4K | $168.32M | 3.93% | +155.6K | +50.9% | Added | 0.4% |
| 7 | RSI Rush Street Interactive, Inc. | Consumer Discretionary | 5.43M | $161.35M | 3.76% | -1.00M | -15.6% | Reduced | 2.34% |
| 8 | SN SharkNinja, Inc. | Consumer Discretionary | 819.2K | $124.73M | 2.91% | +50.0K | +6.5% | Added | 0.58% |
| 9 | CECO Ceco Environmental Corp | Industrials | 1.33M | $120.67M | 2.82% | +1.14M | +608.9% | Added | 2.28% |
| 10 | COMP Compass, Inc. | Real Estate | 9.51M | $117.20M | 2.73% | +6.12M | +180.4% | Added | 1.28% |
| 11 | FLYW Flywire Corp | Technology | 6.64M | $116.74M | 2.72% | +573.9K | +9.5% | Added | 5.43% |
| 12 | REAL TheRealReal, Inc. | Consumer Discretionary | 9.20M | $108.45M | 2.53% | +4.86M | +111.8% | Added | 7.56% |
| 13 | TPB Turning Point Brands, Inc. | Consumer Staples | 1.27M | $107.31M | 2.5% | +969.7K | +328.1% | Added | 6.31% |
| 14 | HNGE Hinge Health, Inc. | Healthcare | 1.29M | $107.12M | 2.5% | +720.0K | +126.2% | Added | 2.07% |
| 15 | WLDN Willdan Group, Inc. | Industrials | 1.32M | $104.75M | 2.44% | +1.16M | +702.7% | Added | 8.85% |
Tip. Select a row to see that position’s full history at Divisadero Street Capital Management.
As of its Q2 2026 13F filing, Divisadero Street Capital Management, LP’s five largest positions were Sezzle Inc. (SEZL) at 6.6%, Carvana Co. (CVNA) at 6.4%, Super Group (SGHC) Ltd (SGHC) at 6.4%, Dave Inc. (DAVE) at 6.1%, Hims & Hers Health, Inc. (HIMS) at 4.9% of the reported portfolio.
Divisadero Street Capital Management, LP reported a 13F portfolio worth $4.29B across 140 positions for Q2 2026. That is up 100.7% from the previous quarter.
Its largest purchases by value were Carvana Co. ($199.46M), Hims & Hers Health, Inc. ($192.06M), Ceco Environmental Corp ($103.64M). It opened 51 new positions.
Its largest sales by value were Omada Health, Inc. ($45.83M), Axogen, Inc. ($42.75M), Brinker International, Inc ($36.87M). It exited 25 positions entirely.
From the Form 13F-HR reports Divisadero Street Capital Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.