Divisadero Street Capital Management, LP
CIK 1901865
13F filing for Q2 2026・No. 994
- Holdings
- US$4.41B
- Quarter change
- +US$2.02B
- Entries
- 142
- Net bought (estimate)
- +US$1.48B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 51
- Sold out 26
- Cut 30
- Added 39
- Corporate actions 0
- Unchanged 20
Largest holdings
140 stocks worth US$4.29B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SEZZLE INCCOM | Added | 1,649,531 | US$283.11M | 6.61% |
| CVNACARVANA COCL A | Added | 4,163,614 | US$274.05M | 6.39% |
| SUPER GROUP SGHC LIMITEDORD SHS | Added | 20,114,259 | US$272.55M | 6.36% |
| DAVE INCCLASS A COM NEW | Added | 699,366 | US$260.58M | 6.08% |
| HIMSHIMS & HERS HEALTH INCCOM CL A | Added | 6,009,505 | US$208.35M | 4.86% |
| CLSCELESTICA INCCOM | Added | 461,397 | US$168.32M | 3.93% |
| RSIRUSH STREET INTERACTIVE INCCOM | Cut | 5,425,402 | US$161.35M | 3.76% |
| SNSHARKNINJA INCCOM SHS | Added | 819,163 | US$124.73M | 2.91% |
| CECOCECO ENVIRONMENTAL CORPCOM | Added | 1,329,817 | US$120.67M | 2.82% |
| COMPCOMPASS INCCL A | Added | 9,505,505 | US$117.2M | 2.73% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.