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CIK: 0001901865
Total reported value
$4.4B
$4.4B
131 檔
14.1%
During the Q2 2025 filing period, Divisadero Street Capital Management, LP (CIK: 0001901865) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.4B across 131 reported positions.
In Q2 2025, Divisadero Street Capital Management, LP displayed an active expansion posture, initiating 48 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SEZL | Sezzle Inc | Stock-Other | 10.38% | +2.95% | -30.61% | |
| 2 | DAVE | Dave Inc | Stock-Other | 9.15% | +1.25% | -47.24% | |
| 3 | RELY | Remitly Global Inc | Stock-Other | 8.29% | +1.20% | +1187.93% | |
| 4 | RSI | Rush Street Interactive Inc | Stock-Other | 7.42% | -2.18% | -5.85% | |
| 5 | TPB | Turning Point Brands Inc | Stock-Other | 4.56% | +1.36% | +187.51% | |
| 6 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 4.43% | -2.55% | +89.42% | |
| 7 | CVNA | Carvana Co | Stock-Consumer Disc | 4.16% | +3.23% | +17.28% | |
| 8 | FLYW | Flywire Corp-voting | Stock-Other | 3.57% | -0.30% | +177.99% | |
| 9 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 3.21% | +0.01% | NEW | |
| 10 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 3.06% | -0.57% | +203.50% | |
| 11 | ANGO | Angiodynamics Inc | Stock-Other | 2.15% | -0.27% | EXIT | |
| 12 | PRCH | Porch Group Inc | Stock-Other | 1.84% | +0.72% | NEW | |
| 13 | GRPN | Groupon Inc | Stock-Other | 1.74% | +0.79% | -39.29% | |
| 14 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.48% | +4.31% | -58.18% | |
| 15 | EAT | Brinker International Inc | Stock-Consumer Disc | 1.43% | -1.54% | EXIT | |
| 16 | PRTH | Priority Technology Holdings | Stock-Other | 1.36% | -0.11% | -41.58% | |
| 17 | FOXF | Fox Factory Holding CORP | Stock-Other | 1.35% | -0.03% | — | |
| 18 | ARLO | Arlo Technologies Inc | Stock-Other | 1.25% | -0.04% | +778.60% | |
| 19 | BLND | Blend Labs Inc-a | Stock-Other | 1.16% | -0.22% | -12.25% | |
| 20 | WLDN | Willdan Group Inc | Stock-Other | 1.11% | +1.84% | +62.26% | |
| 21 | VITL | Vital Farms Inc | Stock-Other | 1.05% | +0.20% | -71.17% | |
| 22 | SVV | Savers Value Village Inc | Stock-Other | 1.02% | — | — | |
| 23 | JILL | J. Jill Inc | Stock-Other | 0.96% | — | -25.72% | |
| 24 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.93% | — | — | |
| 25 | BBNX | Beta Bionics Inc | Stock-Other | 0.88% | +0.40% | NEW | |
| 26 | LOCO | El Pollo Loco Holdings Inc | Stock-Other | 0.86% | -0.09% | +495.35% | |
| 27 | CLS | Celestica Inc | Stock-Tech | 0.82% | +0.21% | -34.11% | |
| 28 | EYE | National Vision Holdings Inc | Stock-Other | 0.81% | +0.07% | -54.78% | |
| 29 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 0.74% | +0.77% | — | |
| 30 | EVER | Everquote Inc - Class A | Stock-Other | 0.70% | +0.12% | NEW | |
| 31 | FN | Fabrinet | Stock-Tech | 0.67% | — | — | |
| 32 | GKOS | Glaukos CORP | Stock-Healthcare | 0.67% | — | — | |
| 33 | ZVIA | Zevia Pbc-a | Stock-Other | 0.66% | -0.03% | EXIT | |
| 34 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 0.55% | -0.11% | EXIT | |
| 35 | FIVN | Five9 Inc | Stock-Tech | 0.53% | — | -8.44% | |
| 36 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.49% | -0.01% | EXIT | |
| 37 | CRMT | America's Car-mart Inc | Stock-Other | 0.48% | — | +126.84% | |
| 38 | NUTX | Nutex Health Inc | Stock-Other | 0.48% | — | — | |
| 39 | BVS | Bioventus Inc - A | Stock-Other | 0.46% | — | -36.14% | |
| 40 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 41 | ETON | Eton Pharmaceuticals Inc | Stock-Other | 0.45% | — | — | |
| 42 | WGS | Genedx Holdings CORP | Stock-Other | 0.43% | — | — | |
| 43 | MMS | Maximus Inc | Stock-Industrials | 0.43% | — | — | |
| 44 | SIBN | Si-bone Inc | Stock-Other | 0.41% | — | +17.81% | |
| 45 | ✓ | Establishment Labs Holdings In | Stock-Other | 0.40% | +0.21% | NEW | |
| 46 | ✓ | Wns Holdings LTD | Stock-Other | 0.40% | — | — | |
| 47 | BXC | Bluelinx Holdings Inc | Stock-Other | 0.39% | -0.09% | — | |
| 48 | BYRN | Byrna Technologies Inc | Stock-Other | 0.35% | — | — | |
| 49 | LTH | Life Time Group Holdings Inc | Stock-Other | 0.34% | — | — | |
| 50 | BKSY | Blacksky Technology Inc | Stock-Other | 0.34% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RELY | Remitly Global Inc | +7.2% | +1187.93% | Add |
| 2 | SEZL | Sezzle Inc | +5.8% | -30.61% | Trim |
| 3 | SIG | Signet Jewelers Limited | +3.2% | NEW | New buy |
| 4 | TPB | Turning Point Brands Inc | +2.6% | +187.51% | Add |
| 5 | FLYW | Flywire Corp-voting | +1.9% | +177.99% | Add |
| 6 | PRCH | Porch Group Inc | +1.8% | NEW | New buy |
| 7 | SN | SharkNinja, Inc. | +1.7% | +203.50% | Add |
| 8 | CELH | Celsius Holdings Inc | +1.6% | +89.42% | Add |
| 9 | FOXF | Fox Factory Holding CORP | +1.4% | NEW | New buy |
| 10 | ANGO | Angiodynamics Inc | +1.2% | +253.67% | Add |
| 11 | ARLO | Arlo Technologies Inc | +1.1% | +778.60% | Add |
| 12 | SVV | Savers Value Village Inc | +1% | NEW | New buy |
| 13 | CARG | Cargurus Inc | +0.9% | NEW | New buy |
| 14 | BBNX | Beta Bionics Inc | +0.9% | NEW | New buy |
| 15 | AS | Amer Sports, Inc. | +0.7% | NEW | New buy |
| 16 | DAVE | Dave Inc | +0.7% | -47.24% | Trim |
| 17 | CVNA | Carvana Co | +0.7% | +17.28% | Add |
| 18 | FN | Fabrinet | +0.7% | NEW | New buy |
| 19 | GKOS | Glaukos CORP | +0.7% | NEW | New buy |
| 20 | ZVIA | Zevia Pbc-a | +0.7% | NEW | New buy |
| 21 | LOCO | El Pollo Loco Holdings Inc | +0.7% | +495.35% | Add |
| 22 | NUTX | Nutex Health Inc | +0.5% | NEW | New buy |
| 23 | CZR | Caesars Entertainment Inc | +0.5% | NEW | New buy |
| 24 | ETON | Eton Pharmaceuticals Inc | +0.5% | NEW | New buy |
| 25 | MMS | Maximus Inc | +0.4% | NEW | New buy |
| 26 | WLDN | Willdan Group Inc | +0.4% | +62.26% | Add |
| 27 | ✓ | Wns Holdings LTD | +0.4% | NEW | New buy |
| 28 | LTH | Life Time Group Holdings Inc | +0.3% | NEW | New buy |
| 29 | BKSY | Blacksky Technology Inc | +0.3% | NEW | New buy |
| 30 | PM | Philip Morris International | +0.3% | NEW | New buy |
| 31 | XPEL | Xpel Inc | +0.3% | NEW | New buy |
| 32 | ✓ | Pagaya Technologies LTD Cl | +0.3% | NEW | New buy |
| 33 | ANF | Abercrombie & Fitch Co-cl A | +0.3% | +223.27% | Add |
| 34 | AFRM | Affirm Holdings Inc | +0.3% | NEW | New buy |
| 35 | HROW | Harrow Inc | +0.3% | NEW | New buy |
| 36 | LITE | Lumentum Holdings Inc | +0.3% | NEW | New buy |
| 37 | GAMB | Gambling.com Group Limited | +0.2% | NEW | New buy |
| 38 | CRMT | America's Car-mart Inc | +0.2% | +126.84% | Add |
| 39 | CIEN | Ciena CORP | +0.2% | NEW | New buy |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | +0.2% | NEW | New buy |
| 41 | SGHC | Super Group (SGHC) Limited | +0.2% | NEW | New buy |
| 42 | UPWK | Upwork Inc | +0.1% | NEW | New buy |
| 43 | CLFD | Clearfield Inc | +0.1% | NEW | New buy |
| 44 | INDV | Indivior Pharmaceuticals, Inc. | +0.1% | NEW | New buy |
| 45 | NPCE | Neuropace Inc | +0.1% | +529.21% | Add |
| 46 | 1RG | Rev Group Inc | +0.1% | NEW | New buy |
| 47 | SHAK | Shake Shack Inc - Class A | +0.1% | NEW | New buy |
| 48 | INGN | Inogen Inc | +0.1% | +192.26% | Add |
| 49 | LFMD | Lifemd Inc | +0.1% | NEW | New buy |
| 50 | DNUT | Krispy Kreme Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Divisadero Street Capital Management, LP reported a total U.S. public equity portfolio value of $4.4B across 131 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SEZL, DAVE, RELY) accounted for 14.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SIG
市值: $50.3M
Top Position Liquidated / Trimmed
HNST
前期市值: $13.3M
During Q2 2025, Divisadero Street Capital Management, LP's top holdings by market value included SEZL (10.4%)、DAVE (9.2%)、RELY (8.3%). The largest single position, SEZL, represented 10.4% of total portfolio value.
In Q2 2025, Divisadero Street Capital Management, LP made 102 total portfolio adjustments, initiating 48 new buys, adding to 22 positions, trimming 25 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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