account_balance
Investment manager · 13F filer · SEC CIK 1901865
Divisadero Street Capital Management, LP
Reported value$4.29Bas of Jun 30, 2026
Positions140 51 new, 26 sold out
Top 10 weight46.4%SEZL alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SEZLSezzle Inc
6.6%Added +26%
CVNACarvana Co
6.4%Added +1737%
SGHCSuper Group SGHC Limited
6.4%Added +23%
DAVEDave Inc
6.1%Added +9%
HIMSHims & Hers Health Inc
4.9%Added +1179%
CLSCelestica Inc
3.9%Added +51%
RSIRush Street Interactive Inc
3.8%Trimmed −16%
SNSharkninja Inc
2.9%Added +7%
CECOCeco Environmental Corp
2.8%Added +609%
COMPCompass Inc
2.7%Added +180%
FLYWFlywire Corporation
2.7%Added +9%
REALThe Realreal Inc
2.5%Added +112%
SEZLSezzle Inc
6.6%Added +26%
CVNACarvana Co
6.4%Added +1737%
SGHC6.4%DAVE6.1%HIMSHims & Hers Health Inc
4.9%Added +1179%
CLS3.9%RSI3.8%SN2.9%CECO2.8%COMP2.7%FLYW2.7%REAL2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SEZL Sezzle Inc 6.6% Added +26%CVNA Carvana Co 6.4% Added +1737%SGHC Super Group SGHC Limited 6.4% Added +23%DAVE Dave Inc 6.1% Added +9%HIMS Hims & Hers Health Inc 4.9% Added +1179%CLS Celestica Inc 3.9% Added +51%RSI Rush Street Interactive Inc 3.8% Trimmed −16%SN Sharkninja Inc 2.9% Added +7%CECO Ceco Environmental Corp 2.8% Added +609%COMP Compass Inc 2.7% Added +180%FLYW Flywire Corporation 2.7% Added +9%REAL The Realreal Inc 2.5% Added +112%
What changed