Portfolio von Divisadero Street Capital Management, LP
107 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 47.6 % des Aktienteils
Aufteilung nach Branche
- Technologie 5,0 %
- Zyklischer Konsum 4,1 %
- Finanzen 0,4 %
- Basiskonsum 0,3 %
- Nicht zugeordnet 90,2 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
- USD 100,0 %
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 100,0 %
Anteile berechnet auf den Aktienteil.
| Land | Positionen | Wert | Anteil |
|---|---|---|---|
| US | 107 | 1,7 Mrd. $ | 100,00 % |
Positionen
| Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|
| Rush Street Interactive Inc | 6.426.679 | 139,8 Mio. $ | |
| Dave Inc | 640.840 | 111,6 Mio. $ | |
| Celsius Holdings Inc | 2.535.310 | 90 Mio. $ | |
| Sezzle Inc | 1.311.614 | 83 Mio. $ | |
| Omada Health Inc | 5.887.715 | 74 Mio. $ | |
| Carvana Co | 226.636 | 71,2 Mio. $ | |
| Flywire Corp | 6.070.594 | 70,7 Mio. $ | |
| Lumentum Holdings Inc | 93.192 | 65,5 Mio. $ | |
| American Public Education Inc | 1.052.069 | 59,8 Mio. $ | |
| Victoria's Secret & Co | 1.178.175 | 54,6 Mio. $ | |
| Figs Inc | 3.196.396 | 47,2 Mio. $ | |
| RealReal Inc/The | 4.342.757 | 39,4 Mio. $ | |
| Build-A-Bear Workshop Inc | 1.024.970 | 38,4 Mio. $ | |
| Brinker International Inc | 258.228 | 36,9 Mio. $ | |
| Axogen Inc | 1.095.881 | 36,3 Mio. $ | |
| Lincoln Educational Services Corp | 825.556 | 33,6 Mio. $ | |
| AtriCure Inc | 1.159.955 | 33,1 Mio. $ | |
| XPEL Inc | 720.425 | 31,9 Mio. $ | |
| Select Water Solutions Inc | 1.901.651 | 29,1 Mio. $ | |
| Lifeway Foods Inc | 1.408.768 | 27,2 Mio. $ | |
| Stride Inc | 308.500 | 27,2 Mio. $ | |
| Turning Point Brands Inc | 295.578 | 25,7 Mio. $ | |
| Compass Inc | 3.389.927 | 24,8 Mio. $ | |
| Hinge Health Inc | 570.659 | 22 Mio. $ | |
| PROCEPT BIOROBOTICS CORP | 866.338 | 21,7 Mio. $ | |
| Citi Trends Inc | 494.046 | 21,4 Mio. $ | |
| LendingTree Inc | 469.269 | 20,1 Mio. $ | |
| Adaptive Biotechnologies Corp | 1.318.661 | 18,3 Mio. $ | |
| National Vision Holdings Inc | 696.032 | 18 Mio. $ | |
| Kura Sushi USA Inc | 248.812 | 17,4 Mio. $ | |
| Remitly Global Inc | 1.053.557 | 16,5 Mio. $ | |
| Indivior Pharmaceuticals Inc | 521.083 | 15,9 Mio. $ | |
| Compass Diversified Holdings | 1.930.254 | 15,2 Mio. $ | |
| Calix Inc | 305.670 | 15 Mio. $ | |
| Vericel Corp | 422.178 | 13,6 Mio. $ | |
| Willdan Group Inc | 164.987 | 12,6 Mio. $ | |
| EZCORP Inc | 458.856 | 11,6 Mio. $ | |
| CECO Environmental Corp | 187.600 | 11,2 Mio. $ | |
| Broadcom Inc | 35.000 | 10,8 Mio. $ | |
| Hims & Hers Health Inc | 469.833 | 9,8 Mio. $ | |
| Progyny Inc | 563.609 | 9,6 Mio. $ | |
| Johnson Outdoors Inc | 190.057 | 8,8 Mio. $ | |
| BellRing Brands Inc | 523.740 | 8,4 Mio. $ | |
| Warby Parker Inc | 383.909 | 8,1 Mio. $ | |
| Vital Farms Inc | 551.855 | 7,8 Mio. $ | |
| Robinhood Markets Inc | 100.000 | 6,9 Mio. $ | |
| Fastly Inc | 225.000 | 6,5 Mio. $ | |
| AngioDynamics Inc | 562.153 | 6,4 Mio. $ | |
| Ultra Clean Holdings Inc | 100.000 | 6,2 Mio. $ | |
| Tactile Systems Technology Inc | 237.884 | 6,2 Mio. $ | |
| El Pollo Loco Holdings Inc | 432.295 | 6 Mio. $ | |
| BlueLinx Holdings Inc | 103.141 | 5,6 Mio. $ | |
| Onto Innovation Inc | 26.500 | 5,4 Mio. $ | |
| Blend Labs Inc | 3.175.092 | 5,4 Mio. $ | |
| Groupon Inc | 444.965 | 5,3 Mio. $ | |
| Jabil Inc | 19.500 | 5,2 Mio. $ | |
| Vita Coco Co Inc/The | 107.243 | 5,1 Mio. $ | |
| Valvoline Inc | 150.000 | 5,1 Mio. $ | |
| Philip Morris International Inc. | 28.244 | 4,7 Mio. $ | |
| Delcath Systems Inc | 499.796 | 4,6 Mio. $ | |
| Flotek Industries Inc | 269.262 | 4,6 Mio. $ | |
| MarineMax Inc | 163.646 | 4,4 Mio. $ | |
| NVIDIA Corp | 25.000 | 4,4 Mio. $ | |
| Affirm Holdings Inc | 95.071 | 4,4 Mio. $ | |
| DraftKings Inc | 200.237 | 4,3 Mio. $ | |
| Xometry Inc | 82.172 | 3,4 Mio. $ | |
| ThredUp Inc | 993.949 | 3,3 Mio. $ | |
| Priority Technology Holdings Inc | 653.019 | 3,1 Mio. $ | |
| Benchmark Electronics Inc | 53.047 | 3 Mio. $ | |
| Arlo Technologies Inc | 200.000 | 2,8 Mio. $ | |
| Zumiez Inc | 124.549 | 2,8 Mio. $ | |
| Abercrombie & Fitch Co | 30.000 | 2,7 Mio. $ | |
| ACV Auctions Inc | 609.100 | 2,6 Mio. $ | |
| STUBHUB HOLDINGS INC | 384.638 | 2,4 Mio. $ | |
| Upstart Holdings Inc | 89.589 | 2,3 Mio. $ | |
| Napco Security Technologies Inc | 50.799 | 2 Mio. $ | |
| Wingstop Inc | 12.857 | 2 Mio. $ | |
| Hertz Global Holdings Inc | 400.000 | 1,8 Mio. $ | |
| Fox Factory Holding Corp | 100.000 | 1,6 Mio. $ | |
| ADTRAN Holdings Inc | 121.731 | 1,5 Mio. $ | |
| Sweetgreen Inc | 273.270 | 1,4 Mio. $ | |
| Sensus Healthcare Inc | 286.078 | 1,1 Mio. $ | |
| Stitch Fix Inc | 311.747 | 1 Mio. $ | |
| OneWater Marine Inc | 108.000 | 1 Mio. $ | |
| Medifast Inc | 79.839 | 813.559 $ | |
| MediaAlpha Inc | 86.907 | 808.235 $ | |
| Zevia PBC | 577.497 | 675.671 $ | |
| Lovesac Co/The | 38.115 | 562.959 $ | |
| Viant Technology Inc | 49.445 | 553.784 $ | |
| Inogen Inc | 88.136 | 544.680 $ | |
| 1-800-Flowers.com Inc | 172.395 | 524.081 $ | |
| LifeMD Inc | 135.826 | 490.332 $ | |
| Shake Shack Inc | 4.238 | 374.936 $ | |
| Avita Medical Inc | 100.000 | 370.000 $ | |
| Sleep Number Corp | 190.473 | 341.899 $ | |
| Revolve Group Inc | 13.776 | 311.475 $ | |
| Modine Manufacturing Co | 1.390 | 301.227 $ | |
| Wayfair Inc | 3.500 | 263.235 $ | |
| J Jill Inc | 21.452 | 245.840 $ | |
| Alpha Teknova Inc | 78.872 | 227.940 $ |