2026 Q2 Portfolio Activity
In 2026 Q2, Divisadero Street Capital Management, LP maintained a portfolio of 171 distinct positions. The most significant new addition was CHIME FINL INC, now representing 1.68% of the total fund value. They heavily accumulated shares in HIMS & HERS HEALTH INC, increasing the position by 1179.1%. The fund also reduced its exposure to SUPER GROUP SGHC LTD by 88.7%.
Position History
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Total Positions
171
Quarter
2026 Q2
Top Holding
SEZL (6.4%)
Top 10 Concentration
45.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 171
Divisadero Street Capital Management, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SEZL
SEZZLE INC
|
Financial Services | 6.42% | 3.47% |
#1
7
Prev: #8
|
7.1 |
—
|
337,917 | 25.8% |
P
S
|
1,649,531 | $283,109,006 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 6.21% | 2.98% |
#2
9
Prev: #11
|
7.0 |
—
|
3,936,978 | 1737.1% |
P
S
|
4,163,614 | $274,049,073 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGHC
SUPER GROUP SGH...
|
Consumer Cyclical | 6.18% | 7.37% |
#3
2
Prev: #1
|
6.0 |
—
|
3,788,788 | 23.2% |
P
S
|
20,114,259 | $272,548,209 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAVE
DAVE INC
|
Technology | 5.91% | 4.66% |
#4
Prev: #4
|
4.9 |
—
|
58,526 | 9.1% |
P
S
|
699,366 | $260,576,778 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 4.72% | 0.41% |
#5
43
Prev: #48
|
5.4 |
—
|
5,539,672 | 1179.1% |
P
S
|
6,009,505 | $208,349,538 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLS
CELESTICA INC
|
Technology | 3.81% | 3.60% |
#6
Prev: #6
|
4.5 |
—
|
155,581 | 50.9% |
P
S
|
461,397 | $168,317,626 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RSI
RUSH STREET INT...
|
Consumer Cyclical | 3.66% | 5.84% |
#7
4
Prev: #3
|
2.0 |
—
|
-1,001,277 | -15.6% |
P
S
|
5,425,402 | $161,351,455 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGHC
CALL
SUPER GROUP SGH...
|
CALL Option | 2.84% | — |
#8
Prev: #—
|
4.6 |
—
|
9,258,000 | — |
NEW
|
9,258,000 | $125,445,900 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 2.83% | 3.41% |
#9
Prev: #9
|
3.1 |
—
|
50,000 | 6.5% |
P
S
|
819,163 | $124,733,950 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CECO
CECO ENVIRONMEN...
|
Industrials | 2.73% | 0.47% |
#10
36
Prev: #46
|
4.1 |
—
|
1,142,217 | 608.9% |
P
S
|
1,329,817 | $120,667,595 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COMP
COMPASS INC
|
Real Estate | 2.66% | 1.04% |
#11
18
Prev: #29
|
4.1 |
—
|
6,115,578 | 180.4% |
P
S
|
9,505,505 | $117,202,877 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FLYW
FLYWIRE CORPORA...
|
Technology | 2.65% | 2.95% |
#12
Prev: #12
|
3.1 |
—
|
573,919 | 9.5% |
P
S
|
6,644,513 | $116,744,093 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REAL
THE REALREAL IN...
|
Consumer Cyclical | 2.46% | 1.65% |
#13
5
Prev: #18
|
4.0 |
—
|
4,855,491 | 111.8% |
P
S
|
9,198,248 | $108,447,344 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 2.43% | 1.07% |
#14
14
Prev: #28
|
4.0 |
—
|
969,725 | 328.1% |
P
S
|
1,265,303 | $107,310,347 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HNGE
HINGE HEALTH IN...
|
Healthcare | 2.43% | 0.92% |
#15
15
Prev: #30
|
4.0 |
—
|
719,964 | 126.2% |
P
S
|
1,290,623 | $107,121,709 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WLDN
WILLDAN GROUP I...
|
Industrials | 2.37% | 0.53% |
#16
27
Prev: #43
|
3.9 |
—
|
1,159,306 | 702.7% |
P
S
|
1,324,293 | $104,751,576 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 2.10% | 2.74% |
#17
4
Prev: #13
|
2.8 |
—
|
14,996 | 16.1% |
P
S
|
108,188 | $92,831,795 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSCO
VICTORIAS SECRE...
|
Consumer Cyclical | 1.94% | 2.28% |
#18
3
Prev: #15
|
1.3 |
—
|
-152,203 | -12.9% |
P
S
|
1,025,972 | $85,648,143 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OMDA
OMADA HEALTH IN...
|
Healthcare | 1.89% | 3.09% |
#19
9
Prev: #10
|
0.8 |
—
|
-2,088,020 | -35.5% |
P
S
|
3,799,695 | $83,403,305 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RELY
REMITLY GLOBAL ...
|
Technology | 1.89% | 0.69% |
#20
17
Prev: #37
|
3.8 |
—
|
2,665,529 | 253.0% |
P
S
|
3,719,086 | $83,344,717 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 1.68% | — |
#21
Prev: #—
|
4.2 |
—
|
3,626,050 | — |
NEW
|
3,626,050 | $74,261,504 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSH
VISHAY INTERTEC...
|
Technology | 1.64% | — |
#22
Prev: #—
|
4.2 |
—
|
1,345,094 | — |
NEW
|
1,345,094 | $72,339,155 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APEI
AMERICAN PUB ED...
|
Consumer Defensive | 1.42% | 2.50% |
#23
9
Prev: #14
|
2.6 |
—
|
117,287 | 11.1% |
P
S
|
1,169,356 | $62,794,417 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LWAY
LIFEWAY FOODS I...
|
Consumer Defensive | 1.42% | 1.14% |
#24
2
Prev: #26
|
3.1 |
—
|
692,772 | 49.2% |
P
S
|
2,101,540 | $62,709,954 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELH
CELSIUS HLDGS I...
|
Consumer Defensive | 1.21% | 3.76% |
#25
20
Prev: #5
|
0.5 |
—
|
-714,686 | -28.2% |
P
S
|
1,820,624 | $53,307,871 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 1.17% | 0.40% |
#26
23
Prev: #49
|
3.5 |
—
|
1,227,496 | 419.2% |
P
S
|
1,520,280 | $51,446,275 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESI
ELEMENT SOLUTIO...
|
Basic Materials | 1.11% | — |
#27
Prev: #—
|
3.9 |
—
|
1,021,276 | — |
NEW
|
1,021,276 | $48,765,929 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRPN
GROUPON INC
|
Communication Services | 1.01% | 0.22% |
#28
36
Prev: #64
|
3.4 |
—
|
1,400,873 | 314.8% |
P
S
|
1,845,838 | $44,410,862 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTRN
CITI TRENDS INC
|
Consumer Cyclical | 0.92% | 0.89% |
#29
3
Prev: #32
|
2.9 |
—
|
211,405 | 42.8% |
P
S
|
705,451 | $40,803,286 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYE
NATIONAL VISION...
|
Consumer Cyclical | 0.82% | 0.75% |
#30
5
Prev: #35
|
3.3 |
—
|
1,203,418 | 172.9% |
P
S
|
1,899,450 | $36,108,545 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENVA
ENOVA INTL INC
|
Financial Services | 0.80% | — |
#31
Prev: #—
|
3.8 |
—
|
146,238 | — |
NEW
|
146,238 | $35,203,874 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIGS
FIGS INC
|
Consumer Cyclical | 0.74% | 1.97% |
#32
16
Prev: #16
|
0.8 |
—
|
-5,370 | -0.2% |
P
S
|
3,191,026 | $32,644,196 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRCH
PORCH GROUP INC
|
Financial Services | 0.72% | — |
#33
Prev: #—
|
3.8 |
—
|
2,105,695 | — |
NEW
|
2,105,695 | $31,669,653 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FSLY
FASTLY INC
|
Technology | 0.70% | 0.27% |
#34
22
Prev: #56
|
3.3 |
—
|
1,469,262 | 653.0% |
P
S
|
1,694,262 | $31,106,650 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ETHOS TECHNOLOG...
|
|
Unknown | 0.67% | — |
#35
Prev: #—
|
3.8 |
—
|
1,635,921 | — |
NEW
|
1,635,921 | $29,675,607 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BULL
WEBULL CORP
|
Technology | 0.65% | 1.92% |
#36
19
Prev: #17
|
0.3 |
—
|
-5,133,670 | -53.8% |
P
S
|
4,414,549 | $28,782,859 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.57% | 0.29% |
#37
18
Prev: #55
|
3.2 |
—
|
150,000 | 150.0% |
P
S
|
250,000 | $25,070,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDUP
THREDUP INC
|
Consumer Cyclical | 0.56% | 0.14% |
#38
38
Prev: #76
|
3.2 |
—
|
2,634,257 | 265.0% |
P
S
|
3,628,206 | $24,853,211 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 0.56% | 0.66% |
#39
1
Prev: #38
|
2.2 |
—
|
80,780 | 15.5% |
P
S
|
601,863 | $24,694,439 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VITL
VITAL FARMS INC
|
Consumer Defensive | 0.53% | 0.33% |
#40
14
Prev: #54
|
3.2 |
—
|
1,451,733 | 263.1% |
P
S
|
2,003,588 | $23,301,728 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ICHR
ICHOR HOLDINGS
|
Technology | 0.51% | — |
#41
Prev: #—
|
3.7 |
—
|
200,621 | — |
NEW
|
200,621 | $22,525,726 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ATRC
ATRICURE INC
|
Healthcare | 0.51% | 1.38% |
#42
19
Prev: #23
|
0.2 |
—
|
-359,024 | -31.0% |
P
S
|
800,931 | $22,410,049 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAR
KLARNA GROUP PL...
|
Financial Services | 0.47% | — |
#43
Prev: #—
|
3.7 |
—
|
1,032,328 | — |
NEW
|
1,032,328 | $20,894,319 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CDNA
CAREDX INC
|
Healthcare | 0.45% | — |
#44
Prev: #—
|
3.7 |
—
|
700,938 | — |
NEW
|
700,938 | $19,976,733 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HROW
HARROW INC
|
Healthcare | 0.42% | — |
#45
Prev: #—
|
3.7 |
—
|
439,155 | — |
NEW
|
439,155 | $18,650,913 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BBNX
BETA BIONICS IN...
|
Healthcare | 0.40% | — |
#46
Prev: #—
|
3.7 |
—
|
1,113,802 | — |
NEW
|
1,113,802 | $17,453,277 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WRBY
WARBY PARKER IN...
|
Healthcare | 0.39% | 0.34% |
#47
6
Prev: #53
|
2.7 |
—
|
177,208 | 46.2% |
P
S
|
561,117 | $17,024,290 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HZO
MARINEMAX INC
|
Consumer Cyclical | 0.38% | 0.19% |
#48
23
Prev: #71
|
3.2 |
—
|
292,325 | 178.6% |
P
S
|
455,971 | $16,697,658 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XPEL
XPEL INC
|
Consumer Cyclical | 0.37% | 1.33% |
#49
25
Prev: #24
|
0.1 |
—
|
-391,760 | -54.4% |
P
S
|
328,665 | $16,301,784 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVLV
REVOLVE GROUP I...
|
Consumer Cyclical | 0.37% | 0.01% |
#50
57
Prev: #107
|
3.1 |
—
|
694,440 | 5040.9% |
P
S
|
708,216 | $16,211,064 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 171 holdings