13F-HR filed by Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 118 holding rows worth $2,392,164,687.
- Accession
- 0001901865-26-000001
- Filer
- CIK 1901865
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 118 entries on the cover page, a total value of $2,392,164,687 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,392,164,687 with VALUE read as dollars as filed, 13F file number 028-22165. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 16,325,471 | $176,315,087 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X903 | CALL | 14,537,600 | $157,006,080 | dollars as filed | call |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 6,426,679 | $139,780,268 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 640,840 | $111,563,836 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 2,535,310 | $89,952,799 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 305,816 | $86,142,251 | dollars as filed | |
| DAVE INC | 23834J901 | CLASS A COM NEW | 485,000 | $84,433,650 | dollars as filed | call |
| SEZZLE INC | 78435P105 | COM | 1,311,614 | $83,012,050 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 769,163 | $81,454,362 | dollars as filed | |
| OMADA HEALTH INC | 68170A108 | COM | 5,887,715 | $74,008,578 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 226,636 | $71,249,826 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 6,070,594 | $70,661,714 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 93,192 | $65,491,610 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 1,052,069 | $59,841,685 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 1,178,175 | $54,620,193 | dollars as filed | |
| FIGS INC CLASS A | 30260D103 | COMMON STOCK | 3,196,396 | $47,210,769 | dollars as filed | |
| WEBULL CORP | G9572D103 | ORD SHS | 9,548,219 | $45,831,451 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 4,342,757 | $39,432,234 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 1,024,970 | $38,385,127 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 258,228 | $36,867,212 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 1,095,881 | $36,306,538 | dollars as filed | |
| LINCOLN EDL SVCS CORP | 533535100 | COM | 825,556 | $33,583,618 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 1,159,955 | $33,093,516 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 720,425 | $31,886,011 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 1,901,651 | $29,095,260 | dollars as filed | |
| LIFEWAY FOODS INC | 531914109 | COMMON STOCK | 1,408,768 | $27,245,573 | dollars as filed | |
| STRIDE INC | 86333M108 | COM | 308,500 | $27,200,445 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 295,578 | $25,653,215 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 3,389,927 | $24,780,366 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 570,659 | $22,004,611 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 866,338 | $21,667,113 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 494,046 | $21,402,073 | dollars as filed | |
| LENDINGTREE INC | 52603B107 | COM | 469,269 | $20,122,255 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 1,318,661 | $18,303,015 | dollars as filed | |
| NATIONAL VISION HLDGS INC COM | 63845R107 | Stock | 696,032 | $18,027,229 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 248,812 | $17,364,589 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 1,053,557 | $16,509,238 | dollars as filed | |
| INDIVIOR PHARMACEUTICALS INC | 45579U109 | COM | 521,083 | $15,882,610 | dollars as filed | |
| COMPASS DIVERSIFIED HOLDINGS | 20451Q104 | COMMON STOCK | 1,930,254 | $15,171,796 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 305,670 | $14,974,773 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP | 74276L905 | COM | 574,100 | $14,358,241 | dollars as filed | call |
| VERICEL CORP | 92346J108 | COM | 422,178 | $13,581,466 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 164,987 | $12,631,405 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 70,000 | $12,283,600 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 458,856 | $11,645,765 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 187,600 | $11,177,208 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 35,000 | $10,832,850 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 469,833 | $9,753,733 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 292,784 | $9,638,449 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 563,609 | $9,570,081 | dollars as filed | |
| JOHNSON OUTDOORS INC A | 479167108 | COMMON STOCK | 190,057 | $8,839,551 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 523,740 | $8,426,977 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 383,909 | $8,088,963 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 551,855 | $7,792,193 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 100,000 | $6,930,000 | dollars as filed | |
| FASTLY INC | 31188V100 | CL A | 225,000 | $6,538,500 | dollars as filed | |
| ANGIODYNAMICS INC | 03475V101 | COM | 562,153 | $6,391,680 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 100,000 | $6,218,000 | dollars as filed | |
| TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | COMMON STOCK | 237,884 | $6,215,909 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 432,295 | $5,991,609 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 103,141 | $5,588,179 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 26,500 | $5,434,355 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 3,175,092 | $5,397,656 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 444,965 | $5,295,084 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 19,500 | $5,179,785 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 107,243 | $5,138,012 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 150,000 | $5,052,000 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 28,244 | $4,669,863 | dollars as filed | |
| DELCATH SYSTEMS INC | 24661P807 | COMMON STOCK | 499,796 | $4,638,107 | dollars as filed | |
| FLOTEK INDUSTRIES INC | 343389409 | COMMON STOCK | 269,262 | $4,569,376 | dollars as filed | |
| MARINEMAX INC | 567908108 | COM | 163,646 | $4,428,261 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 25,000 | $4,360,000 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 95,071 | $4,356,153 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 200,237 | $4,329,124 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 82,172 | $3,355,904 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 993,949 | $3,260,153 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 653,019 | $3,082,250 | dollars as filed | |
| BENCHMARK ELECTRS INC COM | 08160H101 | Stock | 53,047 | $2,973,815 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 200,000 | $2,846,000 | dollars as filed | |
| ZUMIEZ INC | 989817101 | COMMON STOCK | 124,549 | $2,760,006 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 30,000 | $2,741,100 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 609,100 | $2,582,584 | dollars as filed | |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 384,638 | $2,400,141 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 89,589 | $2,297,958 | dollars as filed | |
| NAPCO SEC TECHNOLOGIES INC COM | 630402105 | Stock | 50,799 | $2,000,973 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 12,857 | $1,992,449 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 19,191 | $1,956,522 | dollars as filed | |
| HERTZ GLOBAL HLDGS INC | 42806J700 | COM NEW | 400,000 | $1,844,000 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 100,000 | $1,646,000 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 121,731 | $1,531,376 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 273,270 | $1,418,271 | dollars as filed | |
| GRANDSTAND LTD ORDINARY SHARES | G3R239101 | Stock | 305,694 | $1,186,093 | dollars as filed | |
| SENSUS HEALTHCARE INC | 81728J109 | COM | 286,078 | $1,138,590 | dollars as filed | |
| STITCH FIX INC | 860897107 | COM CL A | 311,747 | $1,031,883 | dollars as filed | |
| ONEWATER MARINE INC CL A | 68280L101 | COMMON STOCK | 108,000 | $1,020,600 | dollars as filed | |
| MEDIFAST INC | 58470H101 | COM | 79,839 | $813,559 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 86,907 | $808,235 | dollars as filed | |
| ZEVIA PBC | 98955K104 | CL A | 577,497 | $675,671 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 38,115 | $562,959 | dollars as filed | |
| VIANT TECHNOLOGY INC A | 92557A101 | COMMON STOCK | 49,445 | $553,784 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 88,136 | $544,680 | dollars as filed | |
| 1 800 FLOWERS COM INC | 68243Q106 | CL A | 172,395 | $524,081 | dollars as filed | |
| LIFEMD INC | 53216B104 | COM | 135,826 | $490,332 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 4,238 | $374,936 | dollars as filed | |
| AVITA THERAPEUTICS, INC. | 05380C102 | COM | 100,000 | $370,000 | dollars as filed | |
| SLEEP NUMBER CORP | 83125X103 | COM D | 190,473 | $341,899 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 13,776 | $311,475 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 1,390 | $301,227 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 3,500 | $263,235 | dollars as filed | |
| J JILL INC | 46620W201 | COMMON STOCK | 21,452 | $245,840 | dollars as filed | |
| ALPHA TEKNOVA INC | 02080L102 | COMMON STOCK | 78,872 | $227,940 | dollars as filed | |
| IBOTTA INC CL A | 451051106 | COMMON STOCK | 6,727 | $201,608 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 90,531 | $170,198 | dollars as filed | |
| LIFEVANTAGE CORP | 53222K205 | COMMON STOCK | 24,670 | $106,574 | dollars as filed | |
| DESTINATION XL GROUP INC | 25065K104 | COM | 197,937 | $100,948 | dollars as filed | |
| PURPLE INNOVATION INC | 74640Y106 | CMN | 138,605 | $91,646 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 49,510 | $91,098 | dollars as filed | |
| GOGO INC | 38046C109 | COM | 12,272 | $49,333 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001901865-26-000001 | this filing | 2026-05-15 | acceptance time not in the bulk data set |