Filed: 8/14/2026ACC: 0001901865-26-000002
📋 What this filing means
DIVISADERO STREET CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $4.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$4.41B
Total AUM (reported)
146.95M
Total Shares
Allocation by class
COM$2.06B46.6%
CL A$669.70M15.2%
ORD SHS$426.78M9.7%
COM CL A$295.95M6.7%
CLASS A COM NEW$260.58M5.9%
COM SHS$178.46M4.0%
COM VTG$116.74M2.6%
Portfolio Concentration
Top 3$955.15M21.6%
4–10$1.16B26.3%
11–25$1.27B28.7%
Rest$1.03B23.3%
Top 3 weight
21.6%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 137.66M
Sole
Full voting authority
137.66M
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)
Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:
SUPER GROUP SGHC LIMITED
SOLEShares29.37M
TypeSH
Market value$397.99M
9.02%
Sole
20.11M
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares1.65M
TypeSH
Market value$283.11M
6.42%
Sole
1.65M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares4.16M
TypeSH
Market value$274.05M
6.21%
Sole
4.16M
Shared
0.00
None
0.00
DAVE INC
SOLEShares699.37K
TypeSH
Market value$260.58M
5.91%
Sole
699.37K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares6.01M
TypeSH
Market value$208.35M
4.72%
Sole
6.01M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares461.40K
TypeSH
Market value$168.32M
3.81%
Sole
461.40K
Shared
0.00
None
0.00
RUSH STREET INTERACTIVE INC
SOLEShares5.43M
TypeSH
Market value$161.35M
3.66%
Sole
5.43M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares819.16K
TypeSH
Market value$124.73M
2.83%
Sole
819.16K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
SOLEShares1.33M
TypeSH
Market value$120.67M
2.73%
Sole
1.33M
Shared
0.00
None
0.00
COMPASS INC
SOLEShares9.51M
TypeSH
Market value$117.20M
2.66%
Sole
9.51M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares6.64M
TypeSH
Market value$116.74M
2.65%
Sole
6.64M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares9.20M
TypeSH
Market value$108.45M
2.46%
Sole
9.20M
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares1.27M
TypeSH
Market value$107.31M
2.43%
Sole
1.27M
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares1.29M
TypeSH
Market value$107.12M
2.43%
Sole
1.29M
Shared
0.00
None
0.00
WILLDAN GROUP INC
SOLEShares1.32M
TypeSH
Market value$104.75M
2.37%
Sole
1.32M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares108.19K
TypeSH
Market value$92.83M
2.10%
Sole
108.19K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares1.03M
TypeSH
Market value$85.65M
1.94%
Sole
1.03M
Shared
0.00
None
0.00
OMADA HEALTH INC
SOLEShares3.80M
TypeSH
Market value$83.40M
1.89%
Sole
3.80M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares3.72M
TypeSH
Market value$83.34M
1.89%
Sole
3.72M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares3.67M
TypeSH
Market value$75.06M
1.70%
Sole
3.63M
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
SOLEShares1.35M
TypeSH
Market value$72.34M
1.64%
Sole
1.35M
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares1.17M
TypeSH
Market value$62.79M
1.42%
Sole
1.17M
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares2.10M
TypeSH
Market value$62.71M
1.42%
Sole
2.10M
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares1.82M
TypeSH
Market value$53.31M
1.21%
Sole
1.82M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares1.52M
TypeSH
Market value$51.45M
1.17%
Sole
1.52M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 29.37M | SH | $397.99M 9.02% | 20.11M | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 1.65M | SH | $283.11M 6.42% | 1.65M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 4.16M | SH | $274.05M 6.21% | 4.16M | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 699.37K | SH | $260.58M 5.91% | 699.37K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 6.01M | SH | $208.35M 4.72% | 6.01M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 461.40K | SH | $168.32M 3.81% | 461.40K | 0.00 | 0.00 |
RUSH STREET INTERACTIVE INCSOLE | COM | 5.43M | SH | $161.35M 3.66% | 5.43M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 819.16K | SH | $124.73M 2.83% | 819.16K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPSOLE | COM | 1.33M | SH | $120.67M 2.73% | 1.33M | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 9.51M | SH | $117.20M 2.66% | 9.51M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 6.64M | SH | $116.74M 2.65% | 6.64M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 9.20M | SH | $108.45M 2.46% | 9.20M | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 1.27M | SH | $107.31M 2.43% | 1.27M | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 1.29M | SH | $107.12M 2.43% | 1.29M | 0.00 | 0.00 |
WILLDAN GROUP INCSOLE | COM | 1.32M | SH | $104.75M 2.37% | 1.32M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 108.19K | SH | $92.83M 2.10% | 108.19K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 1.03M | SH | $85.65M 1.94% | 1.03M | 0.00 | 0.00 |
OMADA HEALTH INCSOLE | COM | 3.80M | SH | $83.40M 1.89% | 3.80M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 3.72M | SH | $83.34M 1.89% | 3.72M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 3.67M | SH | $75.06M 1.70% | 3.63M | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCSOLE | COM | 1.35M | SH | $72.34M 1.64% | 1.35M | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 1.17M | SH | $62.79M 1.42% | 1.17M | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 2.10M | SH | $62.71M 1.42% | 2.10M | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 1.82M | SH | $53.31M 1.21% | 1.82M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 1.52M | SH | $51.45M 1.17% | 1.52M | 0.00 | 0.00 |
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