Filed: 5/15/2026ACC: 0001901865-26-000001
📋 What this filing means
DIVISADERO STREET CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$2.39B
Total AUM (reported)
115.02M
Total Shares
Allocation by class
COM$1.01B42.2%
CL A$395.60M16.5%
ORD SHS$379.15M15.8%
CLASS A COM NEW$196.00M8.2%
COM NEW$112.16M4.7%
COM SHS$91.09M3.8%
COM VOTING$70.66M3.0%
Portfolio Concentration
Top 3$473.10M19.8%
4–10$610.57M25.5%
11–25$693.56M29.0%
Rest$614.94M25.7%
Top 3 weight
19.8%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 99.43M
Sole
Full voting authority
99.43M
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)
Sole118
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings118
Rows:
SUPER GROUP SGHC LTD
SOLEShares16.33M
TypeSH
Market value$176.32M
7.37%
Sole
16.33M
Shared
0.00
None
0.00
SUPER GROUP SGHC LTD
SOLEShares14.54M
TypeSH
Market value$157.01M
6.56%
Sole
0.00
Shared
0.00
None
0.00
RUSH STREET INTERACTIVE
SOLEShares6.43M
TypeSH
Market value$139.78M
5.84%
Sole
6.43M
Shared
0.00
None
0.00
DAVE INC
SOLEShares640.84K
TypeSH
Market value$111.56M
4.66%
Sole
640.84K
Shared
0.00
None
0.00
CELSIUS HLDGS
SOLEShares2.54M
TypeSH
Market value$89.95M
3.76%
Sole
2.54M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares305.82K
TypeSH
Market value$86.14M
3.60%
Sole
305.82K
Shared
0.00
None
0.00
DAVE INC
SOLEShares485K
TypeSH
Market value$84.43M
3.53%
Sole
0.00
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares1.31M
TypeSH
Market value$83.01M
3.47%
Sole
1.31M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares769.16K
TypeSH
Market value$81.45M
3.41%
Sole
769.16K
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares5.89M
TypeSH
Market value$74.01M
3.09%
Sole
5.89M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares226.64K
TypeSH
Market value$71.25M
2.98%
Sole
226.64K
Shared
0.00
None
0.00
FLYWIRE CORP
SOLEShares6.07M
TypeSH
Market value$70.66M
2.95%
Sole
6.07M
Shared
0.00
None
0.00
LUMENTUM HLDGS
SOLEShares93.19K
TypeSH
Market value$65.49M
2.74%
Sole
93.19K
Shared
0.00
None
0.00
AMERICAN PUBLIC EDUCATION
SOLEShares1.05M
TypeSH
Market value$59.84M
2.50%
Sole
1.05M
Shared
0.00
None
0.00
VICTORIA'S SECRET & CO
SOLEShares1.18M
TypeSH
Market value$54.62M
2.28%
Sole
1.18M
Shared
0.00
None
0.00
FIGS INC
SOLEShares3.20M
TypeSH
Market value$47.21M
1.97%
Sole
3.20M
Shared
0.00
None
0.00
WEBULL CORP
SOLEShares9.55M
TypeSH
Market value$45.83M
1.92%
Sole
9.55M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares4.34M
TypeSH
Market value$39.43M
1.65%
Sole
4.34M
Shared
0.00
None
0.00
BUILD-A-BEAR WORKSHOP
SOLEShares1.02M
TypeSH
Market value$38.39M
1.60%
Sole
1.02M
Shared
0.00
None
0.00
BRINKER INTERNATIONAL INC
SOLEShares258.23K
TypeSH
Market value$36.87M
1.54%
Sole
258.23K
Shared
0.00
None
0.00
AXOGEN
SOLEShares1.10M
TypeSH
Market value$36.31M
1.52%
Sole
1.10M
Shared
0.00
None
0.00
LINCOLN EDUCATIONAL SERVICES
SOLEShares825.56K
TypeSH
Market value$33.58M
1.40%
Sole
825.56K
Shared
0.00
None
0.00
ATRICURE
SOLEShares1.16M
TypeSH
Market value$33.09M
1.38%
Sole
1.16M
Shared
0.00
None
0.00
XPEL INC
SOLEShares720.42K
TypeSH
Market value$31.89M
1.33%
Sole
720.42K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares1.90M
TypeSH
Market value$29.10M
1.22%
Sole
1.90M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER GROUP SGHC LTDSOLE | ORD SHS | 16.33M | SH | $176.32M 7.37% | 16.33M | 0.00 | 0.00 |
SUPER GROUP SGHC LTDSOLE | ORD SHS | 14.54M | SH | $157.01M 6.56% | 0.00 | 0.00 | 0.00 |
RUSH STREET INTERACTIVESOLE | CL A | 6.43M | SH | $139.78M 5.84% | 6.43M | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 640.84K | SH | $111.56M 4.66% | 640.84K | 0.00 | 0.00 |
CELSIUS HLDGSSOLE | COM NEW | 2.54M | SH | $89.95M 3.76% | 2.54M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 305.82K | SH | $86.14M 3.60% | 305.82K | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 485K | SH | $84.43M 3.53% | 0.00 | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 1.31M | SH | $83.01M 3.47% | 1.31M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 769.16K | SH | $81.45M 3.41% | 769.16K | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 5.89M | SH | $74.01M 3.09% | 5.89M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 226.64K | SH | $71.25M 2.98% | 226.64K | 0.00 | 0.00 |
FLYWIRE CORPSOLE | COM VOTING | 6.07M | SH | $70.66M 2.95% | 6.07M | 0.00 | 0.00 |
LUMENTUM HLDGSSOLE | COM | 93.19K | SH | $65.49M 2.74% | 93.19K | 0.00 | 0.00 |
AMERICAN PUBLIC EDUCATIONSOLE | COM | 1.05M | SH | $59.84M 2.50% | 1.05M | 0.00 | 0.00 |
VICTORIA'S SECRET & COSOLE | COMMON STOCK | 1.18M | SH | $54.62M 2.28% | 1.18M | 0.00 | 0.00 |
FIGS INCSOLE | CL A | 3.20M | SH | $47.21M 1.97% | 3.20M | 0.00 | 0.00 |
WEBULL CORPSOLE | ORD SHS | 9.55M | SH | $45.83M 1.92% | 9.55M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 4.34M | SH | $39.43M 1.65% | 4.34M | 0.00 | 0.00 |
BUILD-A-BEAR WORKSHOPSOLE | COM | 1.02M | SH | $38.39M 1.60% | 1.02M | 0.00 | 0.00 |
BRINKER INTERNATIONAL INCSOLE | COM | 258.23K | SH | $36.87M 1.54% | 258.23K | 0.00 | 0.00 |
AXOGENSOLE | COM | 1.10M | SH | $36.31M 1.52% | 1.10M | 0.00 | 0.00 |
LINCOLN EDUCATIONAL SERVICESSOLE | COM | 825.56K | SH | $33.58M 1.40% | 825.56K | 0.00 | 0.00 |
ATRICURESOLE | COM | 1.16M | SH | $33.09M 1.38% | 1.16M | 0.00 | 0.00 |
XPEL INCSOLE | COM | 720.42K | SH | $31.89M 1.33% | 720.42K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 1.90M | SH | $29.10M 1.22% | 1.90M | 0.00 | 0.00 |
Page 1 of 5
…