Filed: 11/14/2025ACC: 0000919574-25-006804
📋 What this filing means
DIVISADERO STREET CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $2.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$2.29B
Total AUM (reported)
97.68M
Total Shares
Allocation by class
COM$1.15B50.1%
ORD SHS$245.63M10.7%
CLASS A COM NEW$184.45M8.0%
CL A$182.53M8.0%
COM CL A$107.66M4.7%
COM SHS$94.25M4.1%
ORD$81.07M3.5%
Portfolio Concentration
Top 3$548.95M24.0%
4–10$530.20M23.1%
11–25$517.55M22.6%
Rest$694.88M30.3%
Top 3 weight
24.0%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 97.68M
Sole
Full voting authority
97.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole165
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings165
Rows:
SUPER GROUP SGHC LIMITED
SOLEShares18.61M
TypeSH
Market value$245.63M
10.72%
Sole
18.61M
Shared
0.00
None
0.00
DAVE INC
SOLEShares925.27K
TypeSH
Market value$184.45M
8.05%
Sole
925.27K
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares1.49M
TypeSH
Market value$118.87M
5.19%
Sole
1.49M
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares974.07K
TypeSH
Market value$96.30M
4.20%
Sole
974.07K
Shared
0.00
None
0.00
RUSH STREET INTERACTIVE INC
SOLEShares4.02M
TypeSH
Market value$82.31M
3.59%
Sole
4.02M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares3.36M
TypeSH
Market value$81.07M
3.54%
Sole
3.36M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares774.41K
TypeSH
Market value$79.88M
3.49%
Sole
774.41K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares208.32K
TypeSH
Market value$78.59M
3.43%
Sole
208.32K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares4.15M
TypeSH
Market value$56.20M
2.45%
Sole
4.15M
Shared
0.00
None
0.00
STRIDE INC
SOLEShares375K
TypeSH
Market value$55.85M
2.44%
Sole
375K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares196.21K
TypeSH
Market value$48.34M
2.11%
Sole
196.21K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares780.52K
TypeSH
Market value$44.87M
1.96%
Sole
780.52K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares2.61M
TypeSH
Market value$43.74M
1.91%
Sole
2.61M
Shared
0.00
None
0.00
ANGIODYNAMICS INC
SOLEShares3.68M
TypeSH
Market value$41.08M
1.79%
Sole
3.68M
Shared
0.00
None
0.00
VITAL FARMS INC
SOLEShares993.34K
TypeSH
Market value$40.88M
1.78%
Sole
993.34K
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares582.16K
TypeSH
Market value$34.59M
1.51%
Sole
582.16K
Shared
0.00
None
0.00
BRINKER INTL INC
SOLEShares268.94K
TypeSH
Market value$34.07M
1.49%
Sole
268.94K
Shared
0.00
None
0.00
ARGAN INC
SOLEShares125.53K
TypeSH
Market value$33.90M
1.48%
Sole
125.53K
Shared
0.00
None
0.00
SAVERS VALUE VLG INC
SOLEShares2.46M
TypeSH
Market value$32.65M
1.42%
Sole
2.46M
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares1.38M
TypeSH
Market value$30.51M
1.33%
Sole
1.38M
Shared
0.00
None
0.00
CALIX INC
SOLEShares453.87K
TypeSH
Market value$27.85M
1.22%
Sole
453.87K
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares2.60M
TypeSH
Market value$27.64M
1.21%
Sole
2.60M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares163.30K
TypeSH
Market value$26.57M
1.16%
Sole
163.30K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares465.09K
TypeSH
Market value$26.38M
1.15%
Sole
465.09K
Shared
0.00
None
0.00
WILLDAN GROUP INC
SOLEShares253.12K
TypeSH
Market value$24.47M
1.07%
Sole
253.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 18.61M | SH | $245.63M 10.72% | 18.61M | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 925.27K | SH | $184.45M 8.05% | 925.27K | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 1.49M | SH | $118.87M 5.19% | 1.49M | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 974.07K | SH | $96.30M 4.20% | 974.07K | 0.00 | 0.00 |
RUSH STREET INTERACTIVE INCSOLE | COM | 4.02M | SH | $82.31M 3.59% | 4.02M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 3.36M | SH | $81.07M 3.54% | 3.36M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 774.41K | SH | $79.88M 3.49% | 774.41K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 208.32K | SH | $78.59M 3.43% | 208.32K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 4.15M | SH | $56.20M 2.45% | 4.15M | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 375K | SH | $55.85M 2.44% | 375K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 196.21K | SH | $48.34M 2.11% | 196.21K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 780.52K | SH | $44.87M 1.96% | 780.52K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 2.61M | SH | $43.74M 1.91% | 2.61M | 0.00 | 0.00 |
ANGIODYNAMICS INCSOLE | COM | 3.68M | SH | $41.08M 1.79% | 3.68M | 0.00 | 0.00 |
VITAL FARMS INCSOLE | COM | 993.34K | SH | $40.88M 1.78% | 993.34K | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 582.16K | SH | $34.59M 1.51% | 582.16K | 0.00 | 0.00 |
BRINKER INTL INCSOLE | COM | 268.94K | SH | $34.07M 1.49% | 268.94K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 125.53K | SH | $33.90M 1.48% | 125.53K | 0.00 | 0.00 |
SAVERS VALUE VLG INCSOLE | COM | 2.46M | SH | $32.65M 1.42% | 2.46M | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 1.38M | SH | $30.51M 1.33% | 1.38M | 0.00 | 0.00 |
CALIX INCSOLE | COM | 453.87K | SH | $27.85M 1.22% | 453.87K | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 2.60M | SH | $27.64M 1.21% | 2.60M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 163.30K | SH | $26.57M 1.16% | 163.30K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 465.09K | SH | $26.38M 1.15% | 465.09K | 0.00 | 0.00 |
WILLDAN GROUP INCSOLE | COM | 253.12K | SH | $24.47M 1.07% | 253.12K | 0.00 | 0.00 |
Page 1 of 7
…