13F 机构持仓

Divisadero Street Capital Management, LP

MIAMI FL · SEC CIK 0001901865

2026Q22026Q1 更早 9 个季度 🔒
$44.12亿2026Q2 申报市值
142持仓数
45.3%前十大占比 · 第一大 6.4%
48 / 29新建仓 / 清仓
申报市值走势$44.12亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SEZL 6.4%
CVNA 6.2%
SGHC 6.2%
DAVE 5.9%
HIMS 4.7%
CLS 3.8%
RSI 3.7%
SGHC 看涨期权 2.8%
SN 2.8%
CECO 2.7%

2026Q2 买入最多 按季末市值估算

CVNA 加仓+$1.99亿
HIMS 加仓+$1.92亿
CECO 加仓+$1.04亿
WLDN 加仓+$9,170.11万
TPB 加仓+$8,224.24万

2026Q2 卖出最多 按季末市值估算

OMDA 减仓-$4,583.20万
AXGN 减仓-$4,274.72万
EAT 清仓-$3,686.72万
LINC 清仓-$3,358.36万
BULL 减仓-$3,347.15万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— SUPER GROUP SGHC LTD 看涨期权 $00.00%0 -14,537,600-100.0% -$1.57亿 清仓
— DAVE INC 看涨期权 $00.00%0 -485,000-100.0% -$8,443.36万 清仓
EAT BRINKER INTERNATIONAL INC $00.00%0 -258,228-100.0% -$3,686.72万 清仓
LINC LINCOLN EDUCATIONAL SERVICES $00.00%0 -825,556-100.0% -$3,358.36万 清仓
LRN STRIDE $00.00%0 -308,500-100.0% -$2,720.04万 清仓
TREE LENDINGTREE INC $00.00%0 -469,269-100.0% -$2,012.23万 清仓
ADPT ADAPTIVE BIOTECHNOLOGIES $00.00%0 -1,318,661-100.0% -$1,830.30万 清仓
KRUS KURA SUSHI USA INC $00.00%0 -248,812-100.0% -$1,736.46万 清仓
— PROCEPT BIOROBOTICS CORP 看涨期权 $00.00%0 -574,100-100.0% -$1,435.82万 清仓
AVGO BROADCOM INC $00.00%0 -35,000-100.0% -$1,083.29万 清仓
PGNY PROGYNY INC $00.00%0 -563,609-100.0% -$957.01万 清仓
ANGO ANGIODYNAMICS $00.00%0 -562,153-100.0% -$639.17万 清仓
UCTT ULTRA CLEAN HOLDINGS $00.00%0 -100,000-100.0% -$621.80万 清仓
JBL JABIL CIRCUIT INC $00.00%0 -19,500-100.0% -$517.98万 清仓
COCO VITA COCO CO INC $00.00%0 -107,243-100.0% -$513.80万 清仓
VVV VALVOLINE INC $00.00%0 -150,000-100.0% -$505.20万 清仓
FTK FLOTEK INDUSTRIES INC $00.00%0 -269,262-100.0% -$456.94万 清仓
NVDA NVIDIA CORP $00.00%0 -25,000-100.0% -$436.00万 清仓
BHE BENCHMARK ELECTRONICS $00.00%0 -53,047-100.0% -$297.38万 清仓
ANF ABERCROMBIE & FITCH CO $00.00%0 -30,000-100.0% -$274.11万 清仓
ADTN ADTRAN HLDGS $00.00%0 -121,731-100.0% -$153.14万 清仓
— ZEVIA PBC-A $00.00%0 -577,497-100.0% -$67.57万 清仓
SHAK SHAKE SHACK INC $00.00%0 -4,238-100.0% -$37.49万 清仓
— SLEEP NUMBER $00.00%0 -190,473-100.0% -$34.19万 清仓
MOD MODINE MFG CO $00.00%0 -1,390-100.0% -$30.12万 清仓
W WAYFAIR INC $00.00%0 -3,500-100.0% -$26.32万 清仓
IBTA IBOTTA INC $00.00%0 -6,727-100.0% -$20.16万 清仓
— LIFEVANTAGE $00.00%0 -24,670-100.0% -$10.66万 清仓
— DESTINATION XL GROUP INC $00.00%0 -197,937-100.0% -$10.09万 清仓
GOGO GOGO INC $3.80万0.00%12,272 00.0% — 不变
— PURPLE INNOVATION INC $4.95万0.00%138,605 00.0% — 不变
— INOGEN INC $11.88万0.00%18,413 -69,723-79.1% -$44.97万 减仓
ZIP ZIPRECRUITER INC $18.57万0.00%49,510 00.0% — 不变
CALX CALIX INC $21.16万0.00%5,670 -300,000-98.1% -$1,119.60万 减仓
HTZ HERTZ GLOBAL HLDGS INC $22.65万0.01%100,000 -300,000-75.0% -$67.95万 减仓
DDD 3D SYS CORP DEL $27.34万0.01%90,531 00.0% — 不变
BLND BLEND LABS INC $34.01万0.01%198,863 -2,976,229-93.7% -$508.94万 减仓
— J JILL INC $34.04万0.01%21,452 00.0% — 不变
WBTN WEBTOON ENTMT INC $36.48万0.01%31,945 31,945— $36.48万 新建仓
— AVITA MEDICAL INC $41.30万0.01%100,000 00.0% — 不变
DSP VIANT TECHNOLOGY INC $43.82万0.01%34,613 -14,832-30.0% -$18.78万 减仓
— ALPHA TEKNOVA INC $44.80万0.01%78,872 00.0% — 不变
WK WORKIVA INC $46.41万0.01%9,567 9,567— $46.41万 新建仓
SIG SIGNET JEWELERS LIMITED $47.06万0.01%5,459 5,459— $47.06万 新建仓
— LIFEMD INC $56.10万0.01%135,826 00.0% — 不变
— GAMBLING COM GROUP LIMITED $58.08万0.01%305,694 00.0% — 不变
XMTR XOMETRY INC $61.42万0.01%6,363 -75,809-92.3% -$731.71万 减仓
LOVE LOVESAC CO $63.61万0.01%38,115 00.0% — 不变
AGX ARGAN INC $66.12万0.01%828 828— $66.12万 新建仓
CAR AVIS BUDGET GROUP INC $75.98万0.02%5,140 5,140— $75.98万 新建仓
AMPL AMPLITUDE INC $76.50万0.02%100,000 100,000— $76.50万 新建仓
CHYM CHIME FINL INC 看跌期权 $80.08万0.02%39,100 39,100— $80.08万 新建仓
— SENSUS HEALTHCARE INC $84.10万0.02%278,485 -7,593-2.7% -$2.29万 减仓
— MEDIFAST INC $84.71万0.02%79,839 00.0% — 不变
PRTH PRIORITY TECHNOLOGY HLDGS IN $86.31万0.02%129,404 -523,615-80.2% -$349.25万 减仓
BRBR BELLRING BRANDS INC $93.90万0.02%72,565 -451,175-86.1% -$583.82万 减仓
MNDY MONDAY COM LTD $100.13万0.02%13,832 13,832— $100.13万 新建仓
MEC MAYVILLE ENGR CO INC $102.95万0.02%27,482 27,482— $102.95万 新建仓
NTGR NETGEAR INC $121.57万0.03%52,065 23,36581.4% $54.56万 重新持有
SFIX STITCH FIX INC $128.13万0.03%311,747 00.0% — 不变
DRVN DRIVEN BRANDS HLDGS INC $139.40万0.03%100,000 100,000— $139.40万 新建仓
VCEL VERICEL CORP $161.65万0.04%36,335 -385,843-91.4% -$1,716.62万 减仓
ONEW ONEWATER MARINE INC $162.01万0.04%143,755 35,75533.1% $40.30万 加仓
FOXF FOX FACTORY HLDG CORP $169.45万0.04%100,000 00.0% — 不变
FRPT FRESHPET INC $174.89万0.04%29,583 29,583— $174.89万 新建仓
PTRN PATTERN GROUP INC $176.33万0.04%70,000 70,000— $176.33万 新建仓
NSSC NAPCO SEC TECHNOLOGIES INC $192.93万0.04%50,799 00.0% — 不变
FLUT FLUTTER ENTMT PLC $196.07万0.04%19,191 00.0% — 不变
ZUMZ ZUMIEZ INC $221.70万0.05%124,549 00.0% — 不变
WING WINGSTOP INC $222.95万0.05%12,857 00.0% — 不变
TTMI TTM TECHNOLOGIES INC $224.42万0.05%12,000 -152,595-92.7% -$2,853.83万 重新持有
BOBS BOBS DISC FURNITURE INC $228.43万0.05%144,391 144,391— $228.43万 新建仓
PRG PROG HOLDINGS INC $233.05万0.05%50,000 50,000— $233.05万 新建仓
UPST UPSTART HLDGS INC $239.01万0.05%67,461 -22,128-24.7% -$78.40万 减仓
ATEC ALPHATEC HLDGS INC $245.62万0.06%283,953 283,953— $245.62万 新建仓
SG SWEETGREEN INC $254.26万0.06%288,601 15,3315.6% $13.51万 加仓
EZPW EZCORP INC $285.56万0.06%82,602 -376,254-82.0% -$1,300.71万 减仓
TCMD TACTILE SYS TECHNOLOGY INC $296.67万0.07%99,622 -138,262-58.1% -$411.74万 减仓
PM PHILIP MORRIS INTL INC $297.63万0.07%16,452 -11,792-41.8% -$213.33万 减仓
VIA VIA TRANSN INC $313.38万0.07%172,755 172,755— $313.38万 新建仓
ARLO ARLO TECHNOLOGIES INC $340.15万0.08%252,336 52,33626.2% $70.55万 加仓
— 1 800 FLOWERS COM INC $359.54万0.08%1,033,166 860,771499.3% $299.55万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $387.25万0.09%25,317 25,317— $387.25万 新建仓
PRCT PROCEPT BIOROBOTICS CORP $407.03万0.09%180,260 -686,078-79.2% -$1,549.16万 减仓
STUB STUBHUB HLDGS INC $424.20万0.10%329,602 -55,036-14.3% -$70.83万 减仓
TSEM TOWER SEMICONDUCTOR LTD $443.09万0.10%17,000 -53,000-75.7% -$1,381.39万 减仓
FC FRANKLIN COVEY CO $455.15万0.10%185,547 185,547— $455.15万 新建仓
PAR PAR TECHNOLOGY CORP $466.80万0.11%267,965 267,965— $466.80万 新建仓
CLFD CLEARFIELD INC $520.39万0.12%130,783 130,783— $520.39万 新建仓
EVER EVERQUOTE INC $521.59万0.12%219,248 219,248— $521.59万 新建仓
BAND BANDWIDTH INC $544.79万0.12%86,065 86,065— $544.79万 新建仓
ROAD CONSTRUCTION PARTNERS INC $602.50万0.14%50,728 50,728— $602.50万 新建仓
PCOR PROCORE TECHNOLOGIES INC $608.49万0.14%149,800 149,800— $608.49万 新建仓
OSIS OSI SYSTEMS INC $609.28万0.14%27,859 27,859— $609.28万 新建仓
DCTH DELCATH SYS INC $629.24万0.14%499,796 00.0% — 不变
BXC BLUELINX HLDGS INC $638.24万0.14%103,141 00.0% — 不变
BBW BUILD-A-BEAR WORKSHOP INC $642.87万0.15%210,019 -814,951-79.5% -$2,494.57万 减仓
SMTC SEMTECH CORP $647.40万0.15%40,000 40,000— $647.40万 新建仓
FLEX FLEX LTD $648.28万0.15%40,000 40,000— $648.28万 新建仓
FTAI FTAI AVIATION LTD $676.33万0.15%25,000 25,000— $676.33万 新建仓