13F-HR filed by Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 142 holding rows worth $4,412,456,934.
- Accession
- 0001901865-26-000002
- Filer
- CIK 1901865
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 142 entries on the cover page, a total value of $4,412,456,934 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,412,456,934 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 |
|---|---|---|---|---|---|---|
| SEZZLE INC | 78435P105 | COM | 1,649,531 | $283,109,006 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 4,163,614 | $274,049,073 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 20,114,259 | $272,548,209 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 699,366 | $260,576,778 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 6,009,505 | $208,349,538 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 461,397 | $168,317,626 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 5,425,402 | $161,351,455 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 9,258,000 | $125,445,900 | dollars as filed | call |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 819,163 | $124,733,950 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 1,329,817 | $120,667,595 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 9,505,505 | $117,202,877 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 6,644,513 | $116,744,093 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 9,198,248 | $108,447,344 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 1,265,303 | $107,310,347 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 1,290,623 | $107,121,709 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 1,324,293 | $104,751,576 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 108,188 | $92,831,795 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 1,025,972 | $85,648,143 | dollars as filed | |
| OMADA HEALTH INC | 68170A108 | COM | 3,799,695 | $83,403,305 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 3,719,086 | $83,344,717 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 3,626,050 | $74,261,504 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 1,345,094 | $72,339,155 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 1,169,356 | $62,794,417 | dollars as filed | |
| LIFEWAY FOODS INC | 531914109 | COMMON STOCK | 2,101,540 | $62,709,954 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 1,820,624 | $53,307,871 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,520,280 | $51,446,275 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 1,021,276 | $48,765,929 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 1,845,838 | $44,410,862 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 705,451 | $40,803,286 | dollars as filed | |
| NATIONAL VISION HLDGS INC COM | 63845R107 | Stock | 1,899,450 | $36,108,545 | dollars as filed | |
| ENOVA INTL INC | 29357K103 | COM | 146,238 | $35,203,874 | dollars as filed | |
| FIGS INC CLASS A | 30260D103 | COMMON STOCK | 3,191,026 | $32,644,196 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 2,105,695 | $31,669,653 | dollars as filed | |
| FASTLY INC | 31188V100 | CL A | 1,694,262 | $31,106,650 | dollars as filed | |
| ETHOS TECHNOLOGIES INC | 29765A101 | CL A | 1,635,921 | $29,675,607 | dollars as filed | |
| WEBULL CORP | G9572D103 | ORD SHS | 4,414,549 | $28,782,859 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 250,000 | $25,070,000 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 3,628,206 | $24,853,211 | dollars as filed | |
| INDIVIOR PHARMACEUTICALS INC | 45579U109 | COM | 601,863 | $24,694,439 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 2,003,588 | $23,301,728 | dollars as filed | |
| ICHOR HOLDINGS | G4740B105 | SHS | 200,621 | $22,525,726 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 800,931 | $22,410,049 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 1,032,328 | $20,894,319 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 700,938 | $19,976,733 | dollars as filed | |
| HARROW INC | 415858109 | COM | 439,155 | $18,650,913 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 1,113,802 | $17,453,277 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 561,117 | $17,024,290 | dollars as filed | |
| MARINEMAX INC | 567908108 | COM | 455,971 | $16,697,658 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 328,665 | $16,301,784 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 708,216 | $16,211,064 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 802,180 | $16,027,556 | dollars as filed | |
| BJS RESTAURANTS INC | 09180C106 | COM | 262,421 | $15,938,139 | dollars as filed | |
| United States Oil Fund LP | 91232N207 | COM | 142,500 | $15,167,700 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 59,500 | $12,871,040 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 1,019,988 | $12,821,249 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 31,891 | $12,069,149 | dollars as filed | |
| CLEAR SECURE INC | 18467V109 | COM CL A | 200,000 | $11,146,000 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 91,371 | $11,022,997 | dollars as filed | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 78,000 | $10,433,280 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 400,824 | $10,124,814 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 515,778 | $9,691,469 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 106,675 | $9,153,782 | dollars as filed | |
| COMPASS DIVERSIFIED HOLDINGS | 20451Q104 | COMMON STOCK | 827,298 | $8,818,997 | dollars as filed | |
| JOHNSON OUTDOORS INC A | 479167108 | COMMON STOCK | 190,057 | $8,750,224 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 106,735 | $8,704,239 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 170,416 | $7,871,515 | dollars as filed | |
| PENGUIN SOLUTIONS INC COM | 706915105 | Stock | 100,000 | $7,601,000 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 1,007,453 | $7,243,587 | dollars as filed | |
| HAEMONETICS CORP MASS COM | 405024100 | Stock | 96,459 | $7,234,425 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 409,925 | $6,952,328 | dollars as filed | |
| DESIGNER BRANDS INC | 250565108 | CL A | 1,184,045 | $6,902,982 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 25,000 | $6,763,250 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 40,000 | $6,482,800 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 40,000 | $6,474,000 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 210,019 | $6,428,682 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 103,141 | $6,382,365 | dollars as filed | |
| DELCATH SYSTEMS INC | 24661P807 | COMMON STOCK | 499,796 | $6,292,432 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 27,859 | $6,092,763 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 149,800 | $6,084,876 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 50,728 | $6,024,965 | dollars as filed | |
| BANDWIDTH INC | 05988J103 | COM CL A | 86,065 | $5,447,915 | dollars as filed | |
| EVERQUOTE INC | 30041R108 | COM CL A | 219,248 | $5,215,910 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 130,783 | $5,203,856 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 267,965 | $4,667,950 | dollars as filed | |
| FRANKLIN COVEY CO | 353469109 | COMMON STOCK | 185,547 | $4,551,468 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 17,000 | $4,430,880 | dollars as filed | |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 329,602 | $4,241,978 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 180,260 | $4,070,271 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 25,317 | $3,872,488 | dollars as filed | |
| 1 800 FLOWERS COM INC | 68243Q106 | CL A | 1,033,166 | $3,595,418 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 252,336 | $3,401,489 | dollars as filed | |
| VIA TRANSPORTATION INC CL A | 92556W104 | COMMON STOCK | 172,755 | $3,133,776 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 16,452 | $2,976,331 | dollars as filed | |
| TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | COMMON STOCK | 99,622 | $2,966,743 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 82,602 | $2,855,551 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 288,601 | $2,542,575 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 283,953 | $2,456,193 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 67,461 | $2,390,143 | dollars as filed | |
| PROG HOLDINGS INC | 74319R101 | COM NPV | 50,000 | $2,330,500 | dollars as filed | |
| BOB S DISCOUNT FURNITURE | 09681N106 | COMMON STOCK | 144,391 | $2,284,266 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 12,000 | $2,244,240 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 12,857 | $2,229,532 | dollars as filed | |
| ZUMIEZ INC | 989817101 | COMMON STOCK | 124,549 | $2,216,972 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 19,191 | $1,960,744 | dollars as filed | |
| NAPCO SEC TECHNOLOGIES INC COM | 630402105 | Stock | 50,799 | $1,929,346 | dollars as filed | |
| PATTERN GROUP INC | 70339W104 | COM SER A | 70,000 | $1,763,300 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 29,583 | $1,748,947 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 100,000 | $1,694,500 | dollars as filed | |
| ONEWATER MARINE INC CL A | 68280L101 | COMMON STOCK | 143,755 | $1,620,119 | dollars as filed | |
| VERICEL CORP | 92346J108 | COM | 36,335 | $1,616,544 | dollars as filed | |
| DRIVEN BRANDS HLDGS INC | 26210V102 | COM | 100,000 | $1,394,000 | dollars as filed | |
| STITCH FIX INC | 860897107 | COM CL A | 311,747 | $1,281,280 | dollars as filed | |
| NETGEAR INC | 64111Q104 | COM | 52,065 | $1,215,718 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 27,482 | $1,029,476 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 13,832 | $1,001,298 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 72,565 | $938,991 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 129,404 | $863,125 | dollars as filed | |
| MEDIFAST INC | 58470H101 | COM | 79,839 | $847,092 | dollars as filed | |
| SENSUS HEALTHCARE INC | 81728J109 | COM | 278,485 | $841,025 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 39,100 | $800,768 | dollars as filed | put |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 100,000 | $765,000 | dollars as filed | |
| AVIS BUDGET GROUP INC | 053774105 | COM | 5,140 | $759,846 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 828 | $661,199 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 38,115 | $636,139 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 6,363 | $614,157 | dollars as filed | |
| GRANDSTAND LTD ORDINARY SHARES | G3R239101 | Stock | 305,694 | $580,819 | dollars as filed | |
| LIFEMD INC | 53216B104 | COM | 135,826 | $560,961 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 5,459 | $470,566 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 9,567 | $464,095 | dollars as filed | |
| ALPHA TEKNOVA INC | 02080L102 | COMMON STOCK | 78,872 | $447,993 | dollars as filed | |
| VIANT TECHNOLOGY INC A | 92557A101 | COMMON STOCK | 34,613 | $438,201 | dollars as filed | |
| AVITA THERAPEUTICS, INC. | 05380C102 | COM | 100,000 | $413,000 | dollars as filed | |
| WEBTOON ENTMT INC | 94845U105 | COM | 31,945 | $364,812 | dollars as filed | |
| J JILL INC | 46620W201 | COMMON STOCK | 21,452 | $340,443 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 198,863 | $340,056 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 90,531 | $273,404 | dollars as filed | |
| HERTZ GLOBAL HLDGS INC | 42806J700 | COM NEW | 100,000 | $226,500 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 5,670 | $211,604 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 49,510 | $185,663 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 18,413 | $118,764 | dollars as filed | |
| PURPLE INNOVATION INC | 74640Y106 | CMN | 138,605 | $49,482 | dollars as filed | |
| GOGO INC | 38046C109 | COM | 12,272 | $38,043 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001901865-26-000002 | this filing | 2026-08-14 | acceptance time not in the bulk data set |