Titelia

Holdings of Divisadero Street Capital Management, LP

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Net assets
-
Positions
107 in 1 countries
Top ten
47.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Rush Street Interactive Inc 6,426,679139.8M $
2Dave Inc 640,840111.6M $
3Celsius Holdings Inc 2,535,31090M $
4Sezzle Inc 1,311,61483M $
5Omada Health Inc 5,887,71574M $
6Carvana Co 226,63671.2M $
7Flywire Corp 6,070,59470.7M $
8Lumentum Holdings Inc 93,19265.5M $
9American Public Education Inc 1,052,06959.8M $
10Victoria's Secret & Co 1,178,17554.6M $
11Figs Inc 3,196,39647.2M $
12RealReal Inc/The 4,342,75739.4M $
13Build-A-Bear Workshop Inc 1,024,97038.4M $
14Brinker International Inc 258,22836.9M $
15Axogen Inc 1,095,88136.3M $
16Lincoln Educational Services Corp 825,55633.6M $
17AtriCure Inc 1,159,95533.1M $
18XPEL Inc 720,42531.9M $
19Select Water Solutions Inc 1,901,65129.1M $
20Lifeway Foods Inc 1,408,76827.2M $
21Stride Inc 308,50027.2M $
22Turning Point Brands Inc 295,57825.7M $
23Compass Inc 3,389,92724.8M $
24Hinge Health Inc 570,65922M $
25PROCEPT BIOROBOTICS CORP 866,33821.7M $
26Citi Trends Inc 494,04621.4M $
27LendingTree Inc 469,26920.1M $
28Adaptive Biotechnologies Corp 1,318,66118.3M $
29National Vision Holdings Inc 696,03218M $
30Kura Sushi USA Inc 248,81217.4M $
31Remitly Global Inc 1,053,55716.5M $
32Indivior Pharmaceuticals Inc 521,08315.9M $
33Compass Diversified Holdings 1,930,25415.2M $
34Calix Inc 305,67015M $
35Vericel Corp 422,17813.6M $
36Willdan Group Inc 164,98712.6M $
37EZCORP Inc 458,85611.6M $
38CECO Environmental Corp 187,60011.2M $
39Broadcom Inc 35,00010.8M $
40Hims & Hers Health Inc 469,8339.8M $
41Progyny Inc 563,6099.6M $
42Johnson Outdoors Inc 190,0578.8M $
43BellRing Brands Inc 523,7408.4M $
44Warby Parker Inc 383,9098.1M $
45Vital Farms Inc 551,8557.8M $
46Robinhood Markets Inc 100,0006.9M $
47Fastly Inc 225,0006.5M $
48AngioDynamics Inc 562,1536.4M $
49Ultra Clean Holdings Inc 100,0006.2M $
50Tactile Systems Technology Inc 237,8846.2M $
51El Pollo Loco Holdings Inc 432,2956M $
52BlueLinx Holdings Inc 103,1415.6M $
53Onto Innovation Inc 26,5005.4M $
54Blend Labs Inc 3,175,0925.4M $
55Groupon Inc 444,9655.3M $
56Jabil Inc 19,5005.2M $
57Vita Coco Co Inc/The 107,2435.1M $
58Valvoline Inc 150,0005.1M $
59Philip Morris International Inc. 28,2444.7M $
60Delcath Systems Inc 499,7964.6M $
61Flotek Industries Inc 269,2624.6M $
62MarineMax Inc 163,6464.4M $
63NVIDIA Corp 25,0004.4M $
64Affirm Holdings Inc 95,0714.4M $
65DraftKings Inc 200,2374.3M $
66Xometry Inc 82,1723.4M $
67ThredUp Inc 993,9493.3M $
68Priority Technology Holdings Inc 653,0193.1M $
69Benchmark Electronics Inc 53,0473M $
70Arlo Technologies Inc 200,0002.8M $
71Zumiez Inc 124,5492.8M $
72Abercrombie & Fitch Co 30,0002.7M $
73ACV Auctions Inc 609,1002.6M $
74STUBHUB HOLDINGS INC 384,6382.4M $
75Upstart Holdings Inc 89,5892.3M $
76Napco Security Technologies Inc 50,7992M $
77Wingstop Inc 12,8572M $
78Hertz Global Holdings Inc 400,0001.8M $
79Fox Factory Holding Corp 100,0001.6M $
80ADTRAN Holdings Inc 121,7311.5M $
81Sweetgreen Inc 273,2701.4M $
82Sensus Healthcare Inc 286,0781.1M $
83Stitch Fix Inc 311,7471M $
84OneWater Marine Inc 108,0001M $
85Medifast Inc 79,839813.6K $
86MediaAlpha Inc 86,907808.2K $
87Zevia PBC 577,497675.7K $
88Lovesac Co/The 38,115563K $
89Viant Technology Inc 49,445553.8K $
90Inogen Inc 88,136544.7K $
911-800-Flowers.com Inc 172,395524.1K $
92LifeMD Inc 135,826490.3K $
93Shake Shack Inc 4,238374.9K $
94Avita Medical Inc 100,000370K $
95Sleep Number Corp 190,473341.9K $
96Revolve Group Inc 13,776311.5K $
97Modine Manufacturing Co 1,390301.2K $
98Wayfair Inc 3,500263.2K $
99J Jill Inc 21,452245.8K $
100Alpha Teknova Inc 78,872227.9K $

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Sector breakdown

  • Technology 5.0 %
  • Consumer discretionary 4.1 %
  • Financials 0.4 %
  • Consumer staples 0.3 %
  • Unattributed 90.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1071.7B $100.00 %
Cite this page

Titelia. "Holdings of Divisadero Street Capital Management, LP". https://titelia.com/en/funds/US13F1901865