Institutional Fund
Divisadero Street Capital Management, LP
Miami, FLCIK 19018655 filings on record
Portfolio Value
$2.14B
Q1 2026
Holdings
115
Reported positions
New Buys
42
Opened this quarter
QoQ Change
+21.6%
from $1.76B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Super Group Sghc Limited8.3%
- Rush Street Interactive Inc6.5%
- Dave Inc5.2%
- Celsius Hldgs Inc4.2%
- Celestica Inc4.0%
- Sezzle Inc3.9%
- Other67.9%
Portfolio Holdings
115 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Super Group Sghc Limited | 16.33M | $176.32M | 8.3% | +4.58M | Added |
| 2 | Rush Street Interactive Inc | 6.43M | $139.78M | 6.5% | +3.63M | Added |
| 3 | Dave Inc | 640.8K | $111.56M | 5.2% | +379.2K | Added |
| 4 | Celsius Hldgs Inc | 2.54M | $89.95M | 4.2% | +915.1K | Added |
| 5 | Celestica Inc | 305.8K | $86.14M | 4.0% | +130.8K | Added |
| 6 | Sezzle Inc | 1.31M | $83.01M | 3.9% | +188.4K | Added |
| 7 | Sharkninja Inc | 769.2K | $81.45M | 3.8% | 0 | Held |
| 8 | Omada Health Inc | 5.89M | $74.01M | 3.5% | +5.42M | Added |
| 9 | Carvana Co | 226.6K | $71.25M | 3.3% | +8.4K | Added |
| 10 | Flywire Corporation | 6.07M | $70.66M | 3.3% | +284.1K | Added |
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