Titelia

Holdings of Divisadero Street Capital Management, LP

107 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.6 % of the equity sleeve

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

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1071.7B $100.00 %

Positions

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