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Divisadero Street Capital Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Divisadero Street Capital Management, LP

报告期 2026-03-31 · CIK 0001901865

持仓数

118

前50大市值合计

$2.20B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— SUPER GROUP SGHC LTD

ORD SHS

$176.3M

16,325,471

8.0%

— SUPER GROUP SGHC LTD

ORD SHS · 认购

$157.0M

14,537,600

7.1%

RSI RUSH STREET INTERACTIVE

CL A

$139.8M

6,426,679

6.4%

DAVE DAVE INC

CLASS A COM NEW

$111.6M

640,840

5.1%

CELH CELSIUS HLDGS

COM NEW

$90.0M

2,535,310

4.1%

CLS CELESTICA INC

COM

$86.1M

305,816

3.9%

— DAVE INC

CLASS A COM NEW · 认购

$84.4M

485,000

3.8%

SEZL SEZZLE INC

COM

$83.0M

1,311,614

3.8%

— SHARKNINJA INC

COM SHS

$81.5M

769,163

3.7%

OMDA OMADA HEALTH INC

COM

$74.0M

5,887,715

3.4%

CVNA CARVANA CO

CL A

$71.2M

226,636

3.2%

FLYW FLYWIRE CORP

COM VOTING

$70.7M

6,070,594

3.2%

LITE LUMENTUM HLDGS

COM

$65.5M

93,192

3.0%

APEI AMERICAN PUBLIC EDUCATION

COM

$59.8M

1,052,069

2.7%

VSXY VICTORIA'S SECRET & CO

COMMON STOCK

$54.6M

1,178,175

2.5%

FIGS FIGS INC

CL A

$47.2M

3,196,396

2.1%

— WEBULL CORP

ORD SHS

$45.8M

9,548,219

2.1%

REAL THE REALREAL INC

COM

$39.4M

4,342,757

1.8%

BBW BUILD-A-BEAR WORKSHOP

COM

$38.4M

1,024,970

1.7%

EAT BRINKER INTERNATIONAL INC

COM

$36.9M

258,228

1.7%

AXGN AXOGEN

COM

$36.3M

1,095,881

1.7%

LINC LINCOLN EDUCATIONAL SERVICES

COM

$33.6M

825,556

1.5%

ATRC ATRICURE

COM

$33.1M

1,159,955

1.5%

XPEL XPEL INC

COM

$31.9M

720,425

1.5%

WTTR SELECT WATER SOLUTIONS INC

CL A COM

$29.1M

1,901,651

1.3%

LWAY LIFEWAY FOODS INC

COM

$27.2M

1,408,768

1.2%

LRN STRIDE

COM

$27.2M

308,500

1.2%

TPB TURNING POINT BRANDS

COM

$25.7M

295,578

1.2%

COMP COMPASS

CL A

$24.8M

3,389,927

1.1%

HNGE HINGE HEALTH INC-A

CL A

$22.0M

570,659

1.0%

PRCT PROCEPT BIOROBOTICS CORP

COM

$21.7M

866,338

1.0%

CTRN CITI TRENDS INC

COM

$21.4M

494,046

1.0%

TREE LENDINGTREE INC

COM

$20.1M

469,269

0.9%

ADPT ADAPTIVE BIOTECHNOLOGIES

COM

$18.3M

1,318,661

0.8%

EYE NATIONAL VISION HLDGS

COM

$18.0M

696,032

0.8%

KRUS KURA SUSHI USA INC

CL A

$17.4M

248,812

0.8%

RELY REMITLY GLOBAL

COM

$16.5M

1,053,557

0.8%

INDV INDIVIOR PHARMACEUTICALS

COM

$15.9M

521,083

0.7%

CODI COMPASS DIVERSIFIED HLDGS

SHS BEN INT

$15.2M

1,930,254

0.7%

CALX CALIX

COM

$15.0M

305,670

0.7%

— PROCEPT BIOROBOTICS CORP

COM · 认购

$14.4M

574,100

0.7%

VCEL VERICEL CORPORATION

COM

$13.6M

422,178

0.6%

WLDN WILLDAN GROUP

COM

$12.6M

164,987

0.6%

— TOWER SEMICONDUCTOR LTD

SHS NEW

$12.3M

70,000

0.6%

EZPW EZCORP INC

CL A

$11.6M

458,856

0.5%

CECO CECO ENVIRONMENTAL

COM

$11.2M

187,600

0.5%

AVGO BROADCOM INC

COM

$10.8M

35,000

0.5%

HIMS HIMS & HERS HEALTH INC

COM CL A

$9.8M

469,833

0.4%

— AMER SPORTS INC

COM SHS

$9.6M

292,784

0.4%

PGNY PROGYNY INC

COM

$9.6M

563,609

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

SUPER GROUP SGHC LTD8.0%SUPER GROUP SGHC LTD7.1%RSI6.4%DAVE5.1%CELH4.1%CLS3.9%