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DIVISADERO STREET CAPITAL MANAGEMENT, LP 13F portfolio summary

DIVISADERO STREET CAPITAL MANAGEMENT, LP of DIVISADERO STREET CAPITAL MANAGEMENT, LP has 142 current stock holdings with a reported portfolio value of $4.41B. The portfolio 1 year return is +24.80%. Top holdings include SEZL (6.42%), CVNA (6.21%), SGHC (6.18%), DAVE (5.91%), HIMS (4.72%).

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DIVISADERO STREET CAPITAL MANAGEMENT, LP

DIVISADERO STREET CAPITAL MANAGEMENT, LP
Latest filing: 2026-06-30

DIVISADERO STREET CAPITAL MANAGEMENT, LP runs DIVISADERO STREET CAPITAL MANAGEMENT, LP and currently holds 142 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.41B. Their top holdings are SEZL, CVNA, SGHC, DAVE, HIMS. The top five represent 29.4% of reported portfolio weight. DIVISADERO STREET CAPITAL MANAGEMENT, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DIVISADERO STREET CAPITAL MANAGEMENT, LP initiated 34 new positions. They added to 39 existing positions. They trimmed 19 positions. Their current best-performing preview position is SEZL with returns of +171.18%.

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Top 5 Holdings
SEZL6.4%
CVNA6.2%
SGHC6.2%
DAVE5.9%
HIMS4.7%
Top 5: 29.4%
Portfolio Returns
1 Year
+24.80%
#0/1000
3 Year
+249.94%
#0/1000
5 Year
+243.95%
#0/1000

Portfolio Value

$4.41B

Alpha Score

180.6

#0 of 1000

Holdings

142

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142 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SEZL
SEZZLE INC
6.42%$78.09$119.11+52.53%
Added
+25.76%
CVNA
CARVANA CO
6.21%$56.99$69.89+22.64%
Added
+1737.14%
SGHC
SUPER GROUP SGHC LIMITED
6.18%$12.58$13.29+5.64%
Added
+23.21%
DAVE
DAVE INC
5.91%$170.94$354.72+107.51%
Added
+9.13%
HIMS
HIMS & HERS HEALTH INC
4.72%$33.17$33.79+1.87%
Added
+1179.07%
CLS
CELESTICA INC
3.81%$269.64$296.52+9.97%
Added
+50.87%
RSI
RUSH STREET INTERACTIVE INC
3.66%$16.14$25.79+59.79%
Trimmed
-15.58%
SN
SHARKNINJA INC
2.83%$97.67$180.80+85.11%
Added
+6.50%
COMP
COMPASS INC
2.66%$10.77$11.75+9.10%
Added
+180.40%
FLYW
FLYWIRE CORPORATION
2.65%$12.32$19.54+58.60%
Added
+9.45%

Showing 1-10 of 142