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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
$2.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 102 项
建仓 48
增持 22
减持 25
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
RELY
REMITLY GLOBAL INC
+$118.7M
6,920,006
+1188%
减持
SEZL
SEZZLE INC
+$117.0M
907,488
-31%
减持
EAT
BRINKER INTL INC
-$113.1M
124,111
-86%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DAVE
DAVE INC
+$59.7M
534,590
-47%
增持
TPB
TURNING PT BRANDS INC
+$52.0M
943,784
+188%
建仓
—
SIGNET JEWELERS LIMITED
+$50.3M
632,832
减持
—
GENIUS SPORTS LIMITED
-$41.3M
166,985
-96%
增持
CELH
CELSIUS HLDGS INC
+$41.3M
1,497,450
+89%
增持
FLYW
FLYWIRE CORPORATION
+$39.6M
4,784,654
+178%
增持
—
SHARKNINJA INC
+$34.6M
484,408
+203%
增持
CVNA
CARVANA CO
+$30.7M
193,319
+17%
建仓
PRCH
PORCH GROUP INC
+$28.8M
2,443,612
减持
VITL
VITAL FARMS INC
-$28.8M
428,627
-71%
减持
RSI
RUSH STREET INTERACTIVE INC
+$27.4M
7,805,752
-6%
增持
ANGO
ANGIODYNAMICS INC
+$24.7M
3,395,430
+254%
建仓
FOXF
FOX FACTORY HLDG CORP
+$21.2M
818,357
减持
RXST
RXSIGHT INC
-$19.5M
218,918
-75%
增持
ARLO
ARLO TECHNOLOGIES INC
+$18.2M
1,150,943
+779%
减持
RKT
ROCKET COS INC
-$16.7M
56,978
-96%
建仓
SVV
SAVERS VALUE VLG INC
+$16.0M
1,572,345
建仓
CARG
CARGURUS INC
+$14.6M
436,183
建仓
BBNX
BETA BIONICS INC
+$13.8M
948,965
清仓
HNST
HONEST CO INC
-$13.3M
0
-100%
减持
JILL
J JILL INC
-$12.0M
1,029,452
-26%
建仓
—
AMER SPORTS INC
+$11.6M
300,000
增持
LOCO
EL POLLO LOCO HLDGS INC
+$11.4M
1,231,087
+495%
减持
PRTH
PRIORITY TECHNOLOGY HLDGS IN
-$10.7M
2,746,835
-42%
建仓
—
FABRINET
+$10.5M
35,788
建仓
GKOS
GLAUKOS CORP
+$10.5M
101,791
增持
WLDN
WILLDAN GROUP INC
+$10.4M
278,955
+62%
建仓
ZVIA
ZEVIA PBC
+$10.4M
3,230,980
减持
HIMS
HIMS & HERS HEALTH INC
-$9.7M
465,093
-58%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$9.7M
37,438
-95%
清仓
EOLS
EVOLUS INC
-$8.7M
0
-100%
减持
BVS
BIOVENTUS INC
-$8.3M
1,080,633
-36%
减持
CDNA
CAREDX INC
-$8.0M
12,500
-97%
建仓
NUTX
NUTEX HEALTH INC
+$7.5M
60,094
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$7.1M
250,000
建仓
ETON
ETON PHARMACEUTICALS INC
+$7.1M
497,716
建仓
MMS
MAXIMUS INC
+$6.7M
95,000
减持
EVER
EVERQUOTE INC
-$6.5M
453,220
-32%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$6.4M
147,858
-52%
建仓
—
WNS HLDGS LTD
+$6.3M
99,455
增持
ANF
ABERCROMBIE & FITCH CO
+$6.2M
104,322
+223%
减持
COIN
COINBASE GLOBAL INC
-$5.5M
10,000
-81%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$5.4M
177,417
建仓
BKSY
BLACKSKY TECHNOLOGY INC
+$5.3M
256,300
建仓
PM
PHILIP MORRIS INTL INC
+$5.1M
28,244
建仓
XPEL
XPEL INC
+$5.1M
141,239
建仓
—
PAGAYA TECHNOLOGIES LTD
+$4.9M
231,919
增持
CRMT
AMERICAS CAR-MART INC
+$4.8M
134,471
+127%
建仓
AFRM
AFFIRM HLDGS INC
+$4.5M
65,366
建仓
HROW
HARROW INC
+$4.3M
140,570
建仓
LITE
LUMENTUM HLDGS INC
+$4.1M
42,605
清仓
SG
SWEETGREEN INC
-$3.8M
0
-100%
建仓
—
GAMBLING COM GROUP LIMITED
+$3.6M
305,694
清仓
RVLV
REVOLVE GROUP INC
-$3.5M
0
-100%
建仓
CIEN
CIENA CORP
+$3.3M
40,000
减持
CLS
CELESTICA INC
+$3.0M
82,361
-34%
减持
EYE
NATIONAL VISION HLDGS INC
-$2.9M
553,957
-55%
减持
BLND
BLEND LABS INC
-$2.9M
5,505,522
-12%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$2.7M
125,000
减持
TMDX
TRANSMEDICS GROUP INC
-$2.5M
38,390
-66%
增持
SIBN
SI-BONE INC
+$2.3M
339,791
+18%
建仓
—
SUPER GROUP SGHC LIMITED
+$2.3M
213,933
增持
NPCE
NEUROPACE INC
+$2.2M
242,120
+529%
建仓
UPWK
UPWORK INC
+$2.1M
158,125
建仓
CLFD
CLEARFIELD INC
+$2.1M
48,280
增持
INGN
INOGEN INC
+$2.1M
455,389
+192%
减持
GRPN
GROUPON INC
+$2.1M
813,621
-39%
建仓
—
INDIVIOR PLC
+$2.0M
136,000
清仓
MGPI
MGP INGREDIENTS INC NEW
-$2.0M
0
-100%
建仓
—
REV GROUP INC
+$1.9M
40,000
增持
MOD
MODINE MFG CO
+$1.8M
78,300
+2%
清仓
KIDS
ORTHOPEDIATRICS CORP
-$1.6M
0
-100%
建仓
SHAK
SHAKE SHACK INC
+$1.6M
11,223
建仓
LFMD
LIFEMD INC
+$1.5M
109,034
建仓
DNUT
KRISPY KREME INC
+$1.5M
500,000
建仓
—
INMODE LTD
+$1.4M
96,754
建仓
RH
RH
+$1.4M
7,220
增持
SRTS
SENSUS HEALTHCARE INC
+$1.3M
324,673
+459%
建仓
MED
MEDIFAST INC
+$1.1M
79,839
减持
BRCC
BRC INC
-$1.0M
115,585
-79%
增持
MDXG
MIMEDX GROUP INC
+$997.4K
223,220
+363%
减持
FIVN
FIVE9 INC
-$997.1K
314,181
-8%
建仓
MAX
MEDIAALPHA INC
+$951.6K
86,907
建仓
CRMD
CORMEDIX INC
+$874.7K
71,000
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$757.4K
121,381
清仓
HOG
HARLEY DAVIDSON INC
-$710.2K
0
-100%
建仓
CYRX
CRYOPORT INC
+$697.5K
93,500
建仓
LOVE
LOVESAC COMPANY
+$693.7K
38,115
增持
DBI
DESIGNER BRANDS INC
+$491.2K
231,902
+1293%
增持
AIRS
AIRSCULPT TECHNOLOGIES INC
+$450.1K
165,699
+10%
建仓
INOD
INNODATA INC
+$352.1K
6,875
增持
EZPW
EZCORP INC
+$331.8K
99,310
+40%
建仓
DG
DOLLAR GEN CORP NEW
+$249.0K
2,177
建仓
FIGS
FIGS INC
+$229.9K
40,755
建仓
—
SEMLER SCIENTIFIC INC
+$227.8K
5,880
建仓
DLTR
DOLLAR TREE INC
+$212.7K
2,148
减持
RICK
RCI HOSPITALITY HLDGS INC
-$178.6K
35,492
-0%
建仓
DDD
3-D SYS CORP DEL
+$139.4K
90,531
增持
ARHS
ARHAUS INC
+$29.0K
146,394
+3%
