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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 109 项
建仓 45
增持 25
减持 24
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
—
SUPER GROUP SGHC LTD
+$157.0M
14,537,600
减持
—
SUPER GROUP SGHC LTD
-$112.0M
16,325,471
-32%
减持
DAVE
DAVE INC
-$106.9M
640,840
-35%
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。
清仓
—
INDIVIOR PLC
-$99.9M
0
-100%
建仓
—
DAVE INC
+$84.4M
485,000
减持
—
AMER SPORTS INC
-$83.4M
292,784
-88%
增持
OMDA
OMADA HEALTH INC
+$66.6M
5,887,715
+1154%
增持
RSI
RUSH STREET INTERACTIVE
+$54.1M
6,426,679
+46%
增持
—
WEBULL CORP
+$39.6M
9,548,219
+1094%
减持
BBW
BUILD-A-BEAR WORKSHOP
-$38.3M
1,024,970
-18%
建仓
EAT
BRINKER INTERNATIONAL INC
+$36.9M
258,228
清仓
IMAX
IMAX CORP
-$35.7M
0
-100%
增持
CLS
CELESTICA INC
+$34.4M
305,816
+75%
建仓
LINC
LINCOLN EDUCATIONAL SERVICES
+$33.6M
825,556
建仓
ATRC
ATRICURE
+$33.1M
1,159,955
减持
TPB
TURNING POINT BRANDS
-$31.9M
295,578
-44%
建仓
XPEL
XPEL INC
+$31.9M
720,425
减持
NSSC
NAPCO SECURITY TECHNOLOGIES
-$31.8M
50,799
-94%
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$29.1M
1,901,651
增持
VSXY
VICTORIA'S SECRET & CO
+$27.9M
1,178,175
+139%
建仓
LRN
STRIDE
+$27.2M
308,500
增持
CELH
CELSIUS HLDGS
-$25.8M
2,535,310
+0%
减持
LITE
LUMENTUM HLDGS
+$21.9M
93,192
-21%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$21.7M
866,338
增持
HNGE
HINGE HEALTH INC-A
+$20.9M
570,659
+2216%
增持
CVNA
CARVANA CO
-$20.8M
226,636
+4%
建仓
TREE
LENDINGTREE INC
+$20.1M
469,269
增持
AXGN
AXOGEN
+$19.8M
1,095,881
+118%
减持
WLDN
WILLDAN GROUP
-$18.4M
164,987
-45%
建仓
KRUS
KURA SUSHI USA INC
+$17.4M
248,812
建仓
INDV
INDIVIOR PHARMACEUTICALS
+$15.9M
521,083
增持
RELY
REMITLY GLOBAL
+$15.7M
1,053,557
+1614%
建仓
CODI
COMPASS DIVERSIFIED HLDGS
+$15.2M
1,930,254
建仓
CALX
CALIX
+$15.0M
305,670
清仓
—
PORCH GROUP INC
-$14.8M
0
-100%
建仓
—
PROCEPT BIOROBOTICS CORP
+$14.4M
574,100
减持
UPST
UPSTART HLDGS
-$13.9M
89,589
-76%
减持
DKNG
DRAFTKINGS INC
-$13.0M
200,237
-60%
清仓
ENVA
ENOVA INTL INC
-$13.0M
0
-100%
增持
CTRN
CITI TRENDS INC
+$13.0M
494,046
+143%
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES
+$12.4M
1,318,661
+265%
清仓
ROST
ROSS STORES INC
-$12.3M
0
-100%
建仓
—
TOWER SEMICONDUCTOR LTD
+$12.3M
70,000
减持
BLND
BLEND LABS
-$11.9M
3,175,092
-44%
增持
SEZL
SEZZLE INC
+$11.7M
1,311,614
+17%
增持
COMP
COMPASS
+$11.6M
3,389,927
+171%
清仓
TTMI
TTM TECHNOLOGIES INC
-$11.4M
0
-100%
增持
FLYW
FLYWIRE CORP
-$11.3M
6,070,594
+5%
建仓
CECO
CECO ENVIRONMENTAL
+$11.2M
187,600
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$11.0M
0
-100%
建仓
AVGO
BROADCOM INC
+$10.8M
35,000
增持
REAL
THE REALREAL INC
-$10.3M
4,342,757
+38%
减持
MAX
MEDIAALPHA
-$10.2M
86,907
-90%
增持
VITL
VITAL FARMS
-$9.3M
551,855
+3%
增持
EZPW
EZCORP INC
+$9.0M
458,856
+231%
增持
EYE
NATIONAL VISION HLDGS
+$8.9M
696,032
+98%
建仓
WRBY
WARBY PARKER INC
+$8.1M
383,909
增持
BRBR
BELLRING BRANDS INC-W/I
+$6.9M
523,740
+839%
建仓
HOOD
ROBINHOOD MARKETS
+$6.9M
100,000
减持
ZVIA
ZEVIA PBC-A
-$6.8M
577,497
-82%
建仓
FSLY
FASTLY INC
+$6.5M
225,000
建仓
ANGO
ANGIODYNAMICS
+$6.4M
562,153
建仓
UCTT
ULTRA CLEAN HOLDINGS
+$6.2M
100,000
建仓
TCMD
TACTILE SYSTEMS TECHNOLOGY
+$6.2M
237,884
增持
VCEL
VERICEL CORPORATION
+$5.5M
422,178
+88%
建仓
ONTO
ONTO INNOVATION INC
+$5.4M
26,500
增持
LWAY
LIFEWAY FOODS INC
-$5.4M
1,408,768
+5%
建仓
JBL
JABIL CIRCUIT INC
+$5.2M
19,500
建仓
COCO
VITA COCO CO INC
+$5.1M
107,243
建仓
VVV
VALVOLINE INC
+$5.1M
150,000
建仓
HZO
MARINEMAX INC
+$4.4M
163,646
建仓
NVDA
NVIDIA CORP
+$4.4M
25,000
建仓
AFRM
AFFIRM HLDGS
+$4.4M
95,071
清仓
CBLL
CERIBELL INC
-$4.1M
0
-100%
建仓
XMTR
XOMETRY
+$3.4M
82,172
减持
APEI
AMERICAN PUBLIC EDUCATION
-$3.3M
1,052,069
-37%
清仓
—
REV GROUP INC
-$3.0M
0
-100%
建仓
BHE
BENCHMARK ELECTRONICS
+$3.0M
53,047
减持
FIGS
FIGS INC
-$2.9M
3,196,396
-28%
建仓
ANF
ABERCROMBIE & FITCH CO
+$2.7M
30,000
减持
PRTH
PRIORITY TECHNOLOGY HOLDINGS
-$2.7M
653,019
-38%
建仓
ACVA
ACV AUCTIONS
+$2.6M
609,100
建仓
STUB
STUBHUB HLDGS
+$2.4M
384,638
建仓
—
FLUTTER ENTMT PLC
+$2.0M
19,191
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$1.8M
400,000
减持
ARLO
ARLO TECHNOLOGIES
-$1.6M
200,000
-38%
清仓
BVS
BIOVENTUS INC
-$1.4M
0
-100%
清仓
PACK
RANPAK HOLDINGS CORP
-$1.4M
0
-100%
减持
LOCO
EL POLLO LOCO HLDGS
-$1.3M
432,295
-38%
减持
FTK
FLOTEK INDUSTRIES INC
-$1.2M
269,262
-20%
减持
JILL
J. JILL INC
-$1.2M
21,452
-80%
清仓
BBNX
BETA BIONICS INC
-$1.2M
0
-100%
清仓
NEO
NEOGENOMICS INC
-$1.2M
0
-100%
建仓
SFIX
STITCH FIX INC
+$1.0M
311,747
增持
SNBRQ
SLEEP NUMBER
-$978.7K
190,473
+22%
清仓
ARHS
ARHAUS INC
-$755.7K
0
-100%
清仓
NTGR
NETGEAR INC
-$704.0K
0
-100%
建仓
DSP
VIANT TECHNOLOGY
+$553.8K
49,445
减持
ADTN
ADTRAN HLDGS
+$423.5K
121,731
-5%
建仓
SHAK
SHAKE SHACK INC
+$374.9K
4,238
建仓
RVLV
REVOLVE GROUP
+$311.5K
13,776
增持
SG
SWEETGREEN INC
-$307.2K
273,270
+7%
建仓
MOD
MODINE MFG CO
+$301.2K
1,390
减持
LFVN
LIFEVANTAGE
-$289.8K
24,670
-62%
建仓
W
WAYFAIR INC
+$263.2K
3,500
增持
PGNY
PROGYNY INC
+$232.2K
563,609
+55%
建仓
IBTA
IBOTTA INC
+$201.6K
6,727
减持
JOUT
JOHNSON OUTDOORS
-$51.9K
190,057
-9%
减持
SRTS
SENSUS HEALTHCARE INC
-$50.9K
286,078
-4%
