Divisadero Street Capital Management, LP
MIAMI FL · SEC CIK 0001901865
$23.92亿2026Q1 申报市值
118持仓数
45.3%前十大占比 · 第一大 7.4%
27 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSI 加仓+$7,885.41万
OMDA 加仓+$6,810.57万
DAVE 加仓+$6,602.05万
SGHC 加仓+$4,950.55万
BULL 加仓+$4,199.15万
2026Q1 卖出最多 按季末市值估算
INDIVIOR PLC 清仓-$9,991.81万
AS 减仓-$7,236.02万
FSLY 重新持有-$6,542.82万
IMAX 清仓-$3,566.59万
ANGO 重新持有-$3,542.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL | $1,650.92万 | 0.69% | 1,053,557 | 992,094 | 1,614.1% | $1,554.61万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $1,736.46万 | 0.73% | 248,812 | -333,344 | -57.3% | -$2,326.41万 | 重新持有 |
| EYE | NATIONAL VISION HLDGS | $1,802.72万 | 0.75% | 696,032 | 344,187 | 97.8% | $891.44万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $1,830.30万 | 0.77% | 1,318,661 | 957,317 | 264.9% | $1,328.76万 | 加仓 |
| TREE | LENDINGTREE INC | $2,012.23万 | 0.84% | 469,269 | 469,269 | — | $2,012.23万 | 新建仓 |
| CTRN | CITI TRENDS INC | $2,140.21万 | 0.89% | 494,046 | 290,939 | 143.2% | $1,260.35万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2,166.71万 | 0.91% | 866,338 | 841,375 | 3,370.5% | $2,104.28万 | 重新持有 |
| HNGE | HINGE HEALTH INC-A | $2,200.46万 | 0.92% | 570,659 | 546,020 | 2,216.1% | $2,105.45万 | 加仓 |
| COMP | COMPASS | $2,478.04万 | 1.04% | 3,389,927 | 2,139,927 | 171.2% | $1,564.29万 | 加仓 |
| TPB | TURNING POINT BRANDS | $2,565.32万 | 1.07% | 295,578 | -235,636 | -44.4% | -$2,045.08万 | 减仓 |
| LRN | STRIDE | $2,720.04万 | 1.14% | 308,500 | -66,500 | -17.7% | -$586.33万 | 重新持有 |
| LWAY | LIFEWAY FOODS INC | $2,724.56万 | 1.14% | 1,408,768 | 61,133 | 4.5% | $118.23万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $2,909.53万 | 1.22% | 1,901,651 | 1,901,651 | — | $2,909.53万 | 新建仓 |
| XPEL | XPEL INC | $3,188.60万 | 1.33% | 720,425 | 303,535 | 72.8% | $1,343.45万 | 重新持有 |
| ATRC | ATRICURE | $3,309.35万 | 1.38% | 1,159,955 | 1,153,996 | 19,365.6% | $3,292.35万 | 重新持有 |
| LINC | LINCOLN EDUCATIONAL SERVICES | $3,358.36万 | 1.40% | 825,556 | 825,556 | — | $3,358.36万 | 新建仓 |
| AXGN | AXOGEN | $3,630.65万 | 1.52% | 1,095,881 | 592,059 | 117.5% | $1,961.49万 | 加仓 |
| EAT | BRINKER INTERNATIONAL INC | $3,686.72万 | 1.54% | 258,228 | -10,608 | -3.9% | -$151.45万 | 重新持有 |
| BBW | BUILD-A-BEAR WORKSHOP | $3,838.51万 | 1.60% | 1,024,970 | -226,254 | -18.1% | -$847.32万 | 减仓 |
| REAL | THE REALREAL INC | $3,943.22万 | 1.65% | 4,342,757 | 1,192,314 | 37.8% | $1,082.62万 | 加仓 |
| BULL | WEBULL CORP | $4,583.15万 | 1.92% | 9,548,219 | 8,748,219 | 1,093.5% | $4,199.15万 | 加仓 |
| FIGS | FIGS INC | $4,721.08万 | 1.97% | 3,196,396 | -1,214,236 | -27.5% | -$1,793.43万 | 减仓 |
| VSXY | VICTORIA'S SECRET & CO | $5,462.02万 | 2.28% | 1,178,175 | 684,762 | 138.8% | $3,174.56万 | 加仓 |
| APEI | AMERICAN PUBLIC EDUCATION | $5,984.17万 | 2.50% | 1,052,069 | -619,489 | -37.1% | -$3,523.65万 | 减仓 |
| LITE | LUMENTUM HLDGS | $6,549.16万 | 2.74% | 93,192 | -24,993 | -21.1% | -$1,756.41万 | 减仓 |
| FLYW | FLYWIRE CORP | $7,066.17万 | 2.95% | 6,070,594 | 284,132 | 4.9% | $330.73万 | 加仓 |
| CVNA | CARVANA CO | $7,124.98万 | 2.98% | 226,636 | 8,447 | 3.9% | $265.56万 | 加仓 |
| OMDA | OMADA HEALTH INC | $7,400.86万 | 3.09% | 5,887,715 | 5,418,118 | 1,153.8% | $6,810.57万 | 加仓 |
| SN | SHARKNINJA INC | $8,145.44万 | 3.41% | 769,163 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $8,301.20万 | 3.47% | 1,311,614 | 188,388 | 16.8% | $1,192.31万 | 加仓 |
| — | DAVE INC 看涨期权 | $8,443.36万 | 3.53% | 485,000 | 485,000 | — | $8,443.36万 | 新建仓 |
| CLS | CELESTICA INC | $8,614.23万 | 3.60% | 305,816 | 130,804 | 74.7% | $3,684.49万 | 加仓 |
| CELH | CELSIUS HLDGS | $8,995.28万 | 3.76% | 2,535,310 | 915,098 | 56.5% | $3,246.77万 | 加仓 |
| DAVE | DAVE INC | $1.12亿 | 4.66% | 640,840 | 379,232 | 145.0% | $6,602.05万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE | $1.40亿 | 5.84% | 6,426,679 | 3,625,475 | 129.4% | $7,885.41万 | 加仓 |
| — | SUPER GROUP SGHC LTD 看涨期权 | $1.57亿 | 6.56% | 14,537,600 | 14,537,600 | — | $1.57亿 | 新建仓 |
| SGHC | SUPER GROUP SGHC LTD | $1.76亿 | 7.37% | 16,325,471 | 4,583,842 | 39.0% | $4,950.55万 | 加仓 |