DIVISADERO STREET CAPITAL MANAGEMENT, LP
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%.
142 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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