Divisadero Street Capital Management, LP
Annual return
—
SPY
—
Alpha
—
Invested
$2.4B
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGHC
SUPER GROUP SGHC LTD
Q3 2025: Increased +9092.1% (213.9k → 19.67M shares)
8.3%
02
$RSI
RUSH STREET INTERACTIVE
Q3 2025: Sold 57.3% (13.06M → 5.58M shares)
6.5%
03
$DAVE
DAVE INC
Q3 2025: Increased +73.1% (534.6k → 925.3k shares)
5.2%
04
$CELH
CELSIUS HLDGS
Q3 2025: Sold 47.9% (1.50M → 780.5k shares)
4.2%
05
$CLS
CELESTICA INC
Q3 2025: Increased +138.2% (82.4k → 196.2k shares)
4.0%
06
$SEZL
SEZZLE INC
Q3 2025: Increased +64.7% (907.5k → 1.49M shares)
3.9%
07
$SN
SHARKNINJA INC
Q3 2025: Increased +59.9% (484.4k → 774.4k shares)
3.8%
08
$OMDA
OMADA HEALTH INC
Q3 2025: New position (1.38M shares)
3.5%
09
$CVNA
CARVANA CO
Q3 2025: Increased +7.8% (193.3k → 208.3k shares)
3.3%
10
$FLYW
FLYWIRE CORP
Q3 2025: Sold 13.2% (4.78M → 4.15M shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:07 UTC.