Divisadero Street Capital Management, LP

Name: Divisadero Street Capital Management, LP: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in MIAMI, FL. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1901865.

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Reported value$4.41bn
Positions142

Holdings: 142 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Divisadero Street Capital Management, LP, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Put or call	Change on the quarter before
Sezzle IncSEZL	COM	78435P105	283	6.4%	1,649,531		Added+337,917
Carvana CoCVNA	CL A	146869102	274	6.2%	4,163,614		Added+3,936,978
Super Group SGHC Limited	ORD SHS	G8588X103	273	6.2%	20,114,259		Added+3,788,788
Dave IncDAVE	CLASS A COM NEW	23834J201	261	5.9%	699,366		Added+58,526
Hims & Hers Health IncHIMS	COM CL A	433000106	208	4.7%	6,009,505		Added+5,539,672
Celestica IncCLS	COM	15101Q207	168	3.8%	461,397		Added+155,581
Rush Street Interactive IncRSI	COM	782011100	161	3.7%	5,425,402		Reduced−1,001,277
Super Group SGHC Limited	ORD SHS	G8588X103	125	2.8%	9,258,000	Call	New+9,258,000
Sharkninja Inc	COM SHS	G8068L108	125	2.8%	819,163		Added+50,000
Ceco Environmental CorpCECO	COM	125141101	121	2.7%	1,329,817		Added+1,142,217
Compass IncCOMP	CL A	20464U100	117	2.7%	9,505,505		Added+6,115,578
Flywire CorporationFLYW	COM VTG	302492103	117	2.6%	6,644,513		Added+573,919
The Realreal IncREAL	COM	88339P101	108	2.5%	9,198,248		Added+4,855,491
Turning PT Brands IncTPB	COM	90041L105	107	2.4%	1,265,303		Added+969,725
Hinge Health IncHNGE	CL A	433313103	107	2.4%	1,290,623		Added+719,964
Willdan Group IncWLDN	COM	96924N100	105	2.4%	1,324,293		Added+1,159,306
Lumentum Holdings IncLITE	COM	55024U109	92.8	2.1%	108,188		Added+14,996
Victorias Secret and CoVSXY	COMMON STOCK	926400102	85.6	1.9%	1,025,972		Reduced−152,203
Omada Health IncOMDA	COM	68170A108	83.4	1.9%	3,799,695		Reduced−2,088,020
Remitly Global IncRELY	COM	75960P104	83.3	1.9%	3,719,086		Added+2,665,529
Chime Finl IncCHYM	COM SHS CL A	16935C109	74.3	1.7%	3,626,050		New+3,626,050
Vishay Intertechnology IncVSH	COM	928298108	72.3	1.6%	1,345,094		New+1,345,094
American Pub Ed IncAPEI	COM	02913V103	62.8	1.4%	1,169,356		Added+117,287
Lifeway Foods IncLWAY	COM	531914109	62.7	1.4%	2,101,540		Added+692,772
Celsius Holdings IncCELH	COM NEW	15118V207	53.3	1.2%	1,820,624		Reduced−714,686
Amer Sports Inc	COM SHS	G0260P102	51.4	1.2%	1,520,280		Added+1,227,496
Element Solutions IncESI	COM	28618M106	48.8	1.1%	1,021,276		New+1,021,276
Groupon IncGRPN	COM NEW	399473206	44.4	1.0%	1,845,838		Added+1,400,873
Citi Trends IncCTRN	COM	17306X102	40.8	0.9%	705,451		Added+211,405
National Vision Holdings IncEYE	COM	63845R107	36.1	0.8%	1,899,450		Added+1,203,418
Enova International IncENVA	COM	29357K103	35.2	0.8%	146,238		New+146,238
Figs IncFIGS	CL A	30260D103	32.6	0.7%	3,191,026		Reduced−5,370
Porch Group IncPRCH	COM	733245104	31.7	0.7%	2,105,695		New+2,105,695
Fastly IncFSLY	CL A	31188V100	31.1	0.7%	1,694,262		Added+1,469,262
Ethos Technologies IncLIFE	CL A	29765A101	29.7	0.7%	1,635,921		New+1,635,921
Webull Corp	ORD SHS	G9572D103	28.8	0.7%	4,414,549		Reduced−5,133,670
Robinhood MKTS IncHOOD	COM CL A	770700102	25.1	0.6%	250,000		Added+150,000
Thredup IncTDUP	CL A	88556E102	24.9	0.6%	3,628,206		Added+2,634,257
Indivior Pharmaceuticals IncINDV	COM	45579U109	24.7	0.6%	601,863		Added+80,780
Vital Farms IncVITL	COM	92847W103	23.3	0.5%	2,003,588		Added+1,451,733
Ichor Holdings	SHS	G4740B105	22.5	0.5%	200,621		New+200,621
Atricure IncATRC	COM	04963C209	22.4	0.5%	800,931		Reduced−359,024
Klarna Group plc	SHS	G5279N105	20.9	0.5%	1,032,328		New+1,032,328
Caredx IncCDNA	COM	14167L103	20.0	0.5%	700,938		New+700,938
Harrow IncHROW	COM	415858109	18.7	0.4%	439,155		New+439,155
Beta Bionics IncBBNX	COM	08659B102	17.5	0.4%	1,113,802		New+1,113,802
Warby Parker IncWRBY	CL A COM	93403J106	17.0	0.4%	561,117		Added+177,208
Marinemax IncHZO	COM	567908108	16.7	0.4%	455,971		Added+292,325
Xpel IncXPEL	COM	98379L100	16.3	0.4%	328,665		Reduced−391,760
Revolve Group IncRVLV	CL A	76156B107	16.2	0.4%	708,216		Added+694,440
Select Water Solutions IncWTTR	CL A COM	81617J301	16.0	0.4%	802,180		Reduced−1,099,471
BJS Restaurants IncBJRI	COM	09180C106	15.9	0.4%	262,421		New+262,421
United STS Oil FD LPUSO	UNITS	91232N207	15.2	0.3%	142,500		New+142,500
Firstcash Holdings IncFCFS	COM	33768G107	12.9	0.3%	59,500		New+59,500
Mediaalpha IncMAX	CL A	58450V104	12.8	0.3%	1,019,988		Added+933,081
Onto Innovation IncONTO	COM	683344105	12.1	0.3%	31,891		Added+5,391
Clear Secure IncYOU	COM CL A	18467V109	11.1	0.3%	200,000		New+200,000
Crocs IncCROX	COM	227046109	11.0	0.2%	91,371		New+91,371
Kulicke & Soffa Inds IncKLIC	COM	501242101	10.4	0.2%	78,000		New+78,000
Draftkings Inc NewDKNG	COM CL A	26142V105	10.1	0.2%	400,824		Added+200,587
Callaway Golf CoCALY	COM	131193104	9.7	0.2%	515,778		New+515,778
Establishment Labs Holdings Inc	COM	G31249108	9.2	0.2%	106,675		New+106,675
Compass DiversifiedCODI	SH BEN INT	20451Q104	8.8	0.2%	827,298		Reduced−1,102,956
Johnson Outdoors IncJOUT	CL A	479167108	8.8	0.2%	190,057		Unchanged
Affirm Holdings IncAFRM	COM CL A	00827B106	8.7	0.2%	106,735		Added+11,664
Axogen IncAXGN	COM	05463X106	7.9	0.2%	170,416		Reduced−925,465
Penguin Solutions IncPENG	COM	706915105	7.6	0.2%	100,000		New+100,000
ACV Auctions Inc	COM CL A	00091G104	7.2	0.2%	1,007,453		Added+398,353
Haemonetics Corp MassHAE	COM	405024100	7.2	0.2%	96,459		New+96,459
EL Pollo Loco Holdings IncLOCO	COM	268603107	7.0	0.2%	409,925		Reduced−22,370
Designer Brands IncDBI	CL A	250565108	6.9	0.2%	1,184,045		New+1,184,045
Ftai Aviation Ltd	SHS	G3730V105	6.8	0.2%	25,000		New+25,000
Flex Ltd	ORD	Y2573F102	6.5	0.1%	40,000		New+40,000
Semtech CorpSMTC	COM	816850101	6.5	0.1%	40,000		New+40,000
Build-A-Bear Workshop IncBBW	COM	120076104	6.4	0.1%	210,019		Reduced−814,951
Bluelinx Holdings IncBXC	COM NEW	09624H208	6.4	0.1%	103,141		Unchanged
Delcath Sys IncDCTH	COM NEW	24661P807	6.3	0.1%	499,796		Unchanged
OSI Systems IncOSIS	COM	671044105	6.1	0.1%	27,859		New+27,859
Procore Technologies IncPCOR	COM	74275K108	6.1	0.1%	149,800		New+149,800
Construction Partners IncROAD	COM CL A	21044C107	6.0	0.1%	50,728		New+50,728
Bandwidth IncBAND	COM CL A	05988J103	5.4	0.1%	86,065		New+86,065
Everquote IncEVER	COM CL A	30041R108	5.2	0.1%	219,248		New+219,248
Clearfield IncCLFD	COM	18482P103	5.2	0.1%	130,783		New+130,783
PAR Technology CorpPAR	COM	698884103	4.7	0.1%	267,965		New+267,965
Franklin Covey CoFC	COM	353469109	4.6	0.1%	185,547		New+185,547
Tower Semiconductor Ltd	SHS NEW	M87915274	4.4	0.1%	17,000		Reduced−53,000
Stubhub Holdings IncSTUB	CL A	86384P109	4.2	<0.1%	329,602		Reduced−55,036
Procept Biorobotics CorpPRCT	COM	74276L105	4.1	<0.1%	180,260		Reduced−686,078
Lattice Semiconductor CorpLSCC	COM	518415104	3.9	<0.1%	25,317		New+25,317
1 800 Flowers Com IncFLWS	CL A	68243Q106	3.6	<0.1%	1,033,166		Added+860,771
Arlo Technologies IncARLO	COM	04206A101	3.4	<0.1%	252,336		Added+52,336
VIA Transn IncVIA	COM CL A	92556W104	3.1	<0.1%	172,755		New+172,755
Philip Morris International IncPM	COM	718172109	3.0	<0.1%	16,452		Reduced−11,792
Tactile Sys Technology IncTCMD	COM	87357P100	3.0	<0.1%	99,622		Reduced−138,262
Ezcorp IncEZPW	CL A NON VTG	302301106	2.9	<0.1%	82,602		Reduced−376,254
Sweetgreen IncSG	COM CL A	87043Q108	2.5	<0.1%	288,601		Added+15,331
Alphatec Holdings IncATEC	COM NEW	02081G201	2.5	<0.1%	283,953		New+283,953
Upstart Holdings IncUPST	COM	91680M107	2.4	<0.1%	67,461		Reduced−22,128
Prog Holdings IncPRG	COM NPV	74319R101	2.3	<0.1%	50,000		New+50,000
Bobs Disc Furniture IncBOBS	COM SHS	09681N106	2.3	<0.1%	144,391		New+144,391
TTM Technologies IncTTMI	COM	87305R109	2.2	<0.1%	12,000		New+12,000
Wingstop IncWING	COM	974155103	2.2	<0.1%	12,857		Unchanged
Zumiez IncZUMZ	COM	989817101	2.2	<0.1%	124,549		Unchanged
Flutter Entmt plc	SHS	G3643J108	2.0	<0.1%	19,191		Unchanged
Napco Sec Technologies IncNSSC	COM	630402105	1.9	<0.1%	50,799		Unchanged
Pattern Group IncPTRN	COM SER A	70339W104	1.8	<0.1%	70,000		New+70,000
Freshpet IncFRPT	COM	358039105	1.7	<0.1%	29,583		New+29,583
Fox Factory HLDG CorpFOXF	COM	35138V102	1.7	<0.1%	100,000		Unchanged
Onewater Marine IncONEW	CL A COM	68280L101	1.6	<0.1%	143,755		Added+35,755
Vericel CorpVCEL	COM	92346J108	1.6	<0.1%	36,335		Reduced−385,843
Driven Brands Holdings IncDRVN	COM	26210V102	1.4	<0.1%	100,000		New+100,000
Stitch Fix IncSFIX	COM CL A	860897107	1.3	<0.1%	311,747		Unchanged
Netgear IncNTGR	COM	64111Q104	1.2	<0.1%	52,065		New+52,065
Mayville Engr Co IncMEC	COM	578605107	1.0	<0.1%	27,482		New+27,482
Monday Com Ltd	SHS	M7S64H106	1.0	<0.1%	13,832		New+13,832
Bellring Brands IncBRBR	COMMON STOCK	07831C103	0.9	<0.1%	72,565		Reduced−451,175
Priority Technology Holdings inPRTH	COM	74275G107	0.9	<0.1%	129,404		Reduced−523,615
Medifast IncMED	COM	58470H101	0.8	<0.1%	79,839		Unchanged
Sensus Healthcare IncSRTS	COM	81728J109	0.8	<0.1%	278,485		Reduced−7,593
Chime Finl IncCHYM	COM SHS CL A	16935C109	0.8	<0.1%	39,100	Put	New+39,100
Amplitude IncAMPL	COM CL A	03213A104	0.8	<0.1%	100,000		New+100,000
Avis Budget Group IncCAR	COM	053774105	0.8	<0.1%	5,140		New+5,140
Argan IncAGX	COM	04010E109	0.7	<0.1%	828		New+828
Lovesac CoLOVE	COM	54738L109	0.6	<0.1%	38,115		Unchanged
Xometry IncXMTR	CLASS A COM	98423F109	0.6	<0.1%	6,363		Reduced−75,809
Gambling Com Group Limited	ORDINARY SHARES	G3R239101	0.6	<0.1%	305,694		Unchanged
Lifemd IncLFMD	COM	53216B104	0.6	<0.1%	135,826		Unchanged
Signet Jewelers Limited	SHS	G81276100	0.5	<0.1%	5,459		New+5,459
Workiva IncWK	COM CL A	98139A105	0.5	<0.1%	9,567		New+9,567
Alpha Teknova IncTKNO	COM	02080L102	0.4	<0.1%	78,872		Unchanged
Viant Technology IncDSP	COM CL A	92557A101	0.4	<0.1%	34,613		Reduced−14,832
Avita Medical IncRCEL	COM	05380C102	0.4	<0.1%	100,000		Unchanged
Webtoon Entmt IncWBTN	COM	94845U105	0.4	<0.1%	31,945		New+31,945
J Jill IncJILL	COM	46620W201	0.3	<0.1%	21,452		Unchanged
Blend Labs IncBLND	CL A	09352U108	0.3	<0.1%	198,863		Reduced−2,976,229
3D Sys Corp DelDDD	COM NEW	88554D205	0.3	<0.1%	90,531		Unchanged
Hertz Global Holdings IncHTZ	COM NEW	42806J700	0.2	<0.1%	100,000		Reduced−300,000
Calix IncCALX	COM	13100M509	0.2	<0.1%	5,670		Reduced−300,000
Ziprecruiter IncZIP	CL A	98980B103	0.2	<0.1%	49,510		Unchanged
Inogen IncINGN	COM	45780L104	0.1	<0.1%	18,413		Reduced−69,723
Purple Innovation Inc	COM	74640Y106	0.0	<0.1%	138,605		Unchanged
Gogo IncGOGO	COM	38046C109	0.0	<0.1%	12,272		Unchanged

Sold out: 29 positions

Held at the end of the quarter before and not reported this quarter.

Divisadero Street Capital Management, LP, positions sold out
Issuer	Class	CUSIP	Weight	Put or call	Change on the quarter before
Abercrombie & Fitch CoANF	CL A	002896207	0.0%		Sold out−30,000
Adaptive BiotechnologiesADPT	COM	00650F109	0.0%		Sold out−1,318,661
Adtran HoldingsADTN	COM	00486H105	0.0%		Sold out−121,731
AngiodynamicsANGO	COM	03475V101	0.0%		Sold out−562,153
Benchmark ElectronicsBHE	COM	08160H101	0.0%		Sold out−53,047
Brinker International IncEAT	COM	109641100	0.0%		Sold out−258,228
Broadcom IncAVGO	COM	11135F101	0.0%		Sold out−35,000
Dave Inc	CLASS A COM NEW	23834J901	0.0%	Call	Sold out−485,000
Destination XL Group IncDXLG	COM	25065K104	0.0%		Sold out−197,937
Flotek Industries IncFTK	COM NEW	343389409	0.0%		Sold out−269,262
Ibotta IncIBTA	CLASS A COM SHS	451051106	0.0%		Sold out−6,727
Jabil Circuit IncJBL	COM	466313103	0.0%		Sold out−19,500
Kura Sushi USA IncKRUS	CL A	501270102	0.0%		Sold out−248,812
Lendingtree IncTREE	COM	52603B107	0.0%		Sold out−469,269
LifevantageLFVN	COM NEW	53222K205	0.0%		Sold out−24,670
Lincoln Educational ServicesLINC	COM	533535100	0.0%		Sold out−825,556
Modine MFG CoMOD	COM	607828100	0.0%		Sold out−1,390
Nvidia CorpNVDA	COM	67066G104	0.0%		Sold out−25,000
Procept Biorobotics Corp	COM	74276L905	0.0%	Call	Sold out−574,100
Progyny IncPGNY	COM	74340E103	0.0%		Sold out−563,609
Shake Shack IncSHAK	CL A	819047101	0.0%		Sold out−4,238
Sleep NumberSNBRQ	COM	83125X103	0.0%		Sold out−190,473
StrideLRN	COM	86333M108	0.0%		Sold out−308,500
Super Group SGHC Ltd	ORD SHS	G8588X903	0.0%	Call	Sold out−14,537,600
Ultra Clean HoldingsUCTT	COM	90385V107	0.0%		Sold out−100,000
Valvoline IncVVV	COM	92047W101	0.0%		Sold out−150,000
Vita Coco Co IncCOCO	COM	92846Q107	0.0%		Sold out−107,243
Wayfair IncW	CL A	94419L101	0.0%		Sold out−3,500
Zevia Pbc-AZVIA	CL A	98955K104	0.0%		Sold out−577,497

Source: SEC EDGAR, Form 13F-HR, accession 0001901865-26-000002 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.