Divisadero Street Capital Management, LP
MIAMI FL · SEC CIK 0001901865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DBI | DESIGNER BRANDS INC | $690.30万 | 0.16% | 1,184,045 | 1,184,045 | — | $690.30万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $695.23万 | 0.16% | 409,925 | -22,370 | -5.2% | -$37.94万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $723.44万 | 0.16% | 96,459 | 96,459 | — | $723.44万 | 新建仓 |
| — | ACV AUCTIONS INC | $724.36万 | 0.16% | 1,007,453 | 398,353 | 65.4% | $286.42万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $760.10万 | 0.17% | 100,000 | 100,000 | — | $760.10万 | 新建仓 |
| AXGN | AXOGEN INC | $787.15万 | 0.18% | 170,416 | -925,465 | -84.4% | -$4,274.72万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $870.42万 | 0.20% | 106,735 | 11,664 | 12.3% | $95.12万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $875.02万 | 0.20% | 190,057 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $881.90万 | 0.20% | 827,298 | -1,102,956 | -57.1% | -$1,175.75万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $915.38万 | 0.21% | 106,675 | 106,675 | — | $915.38万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $969.15万 | 0.22% | 515,778 | 515,778 | — | $969.15万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1,012.48万 | 0.23% | 400,824 | 200,587 | 100.2% | $506.68万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,043.33万 | 0.24% | 78,000 | 78,000 | — | $1,043.33万 | 新建仓 |
| CROX | CROCS INC | $1,102.30万 | 0.25% | 91,371 | 91,371 | — | $1,102.30万 | 新建仓 |
| YOU | CLEAR SECURE INC | $1,114.60万 | 0.25% | 200,000 | 200,000 | — | $1,114.60万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1,206.91万 | 0.27% | 31,891 | 5,391 | 20.3% | $204.02万 | 加仓 |
| MAX | MEDIAALPHA INC | $1,282.12万 | 0.29% | 1,019,988 | 933,081 | 1,073.7% | $1,172.88万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,287.10万 | 0.29% | 59,500 | 59,500 | — | $1,287.10万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $1,516.77万 | 0.34% | 142,500 | 142,500 | — | $1,516.77万 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $1,593.81万 | 0.36% | 262,421 | 262,421 | — | $1,593.81万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $1,602.76万 | 0.36% | 802,180 | -1,099,471 | -57.8% | -$2,196.74万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $1,621.11万 | 0.37% | 708,216 | 694,440 | 5,040.9% | $1,589.57万 | 加仓 |
| XPEL | XPEL INC | $1,630.18万 | 0.37% | 328,665 | -391,760 | -54.4% | -$1,943.13万 | 减仓 |
| HZO | MARINEMAX INC | $1,669.77万 | 0.38% | 455,971 | 292,325 | 178.6% | $1,070.49万 | 加仓 |
| WRBY | WARBY PARKER INC | $1,702.43万 | 0.39% | 561,117 | 177,208 | 46.2% | $537.65万 | 加仓 |
| BBNX | BETA BIONICS INC | $1,745.33万 | 0.40% | 1,113,802 | 1,074,196 | 2,712.2% | $1,683.27万 | 重新持有 |
| HROW | HARROW INC | $1,865.09万 | 0.42% | 439,155 | 439,155 | — | $1,865.09万 | 新建仓 |
| CDNA | CAREDX INC | $1,997.67万 | 0.45% | 700,938 | 700,938 | — | $1,997.67万 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $2,089.43万 | 0.47% | 1,032,328 | 1,032,328 | — | $2,089.43万 | 新建仓 |
| ATRC | ATRICURE INC | $2,241.00万 | 0.51% | 800,931 | -359,024 | -31.0% | -$1,004.55万 | 减仓 |
| ICHR | ICHOR HOLDINGS | $2,252.57万 | 0.51% | 200,621 | 200,621 | — | $2,252.57万 | 新建仓 |
| VITL | VITAL FARMS INC | $2,330.17万 | 0.53% | 2,003,588 | 1,451,733 | 263.1% | $1,688.37万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $2,469.44万 | 0.56% | 601,863 | 80,780 | 15.5% | $331.44万 | 加仓 |
| TDUP | THREDUP INC | $2,485.32万 | 0.56% | 3,628,206 | 2,634,257 | 265.0% | $1,804.47万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,507.00万 | 0.57% | 250,000 | 150,000 | 150.0% | $1,504.20万 | 加仓 |
| BULL | WEBULL CORP | $2,878.29万 | 0.65% | 4,414,549 | -5,133,670 | -53.8% | -$3,347.15万 | 减仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $2,967.56万 | 0.67% | 1,635,921 | 1,635,921 | — | $2,967.56万 | 新建仓 |
| FSLY | FASTLY INC | $3,110.66万 | 0.70% | 1,694,262 | 1,469,262 | 653.0% | $2,697.57万 | 加仓 |
| PRCH | PORCH GROUP INC | $3,166.97万 | 0.72% | 2,105,695 | 2,105,695 | — | $3,166.97万 | 新建仓 |
| FIGS | FIGS INC | $3,264.42万 | 0.74% | 3,191,026 | -5,370 | -0.2% | -$5.49万 | 减仓 |
| ENVA | ENOVA INTL INC | $3,520.39万 | 0.80% | 146,238 | 63,748 | 77.3% | $1,534.61万 | 重新持有 |
| EYE | NATIONAL VISION HLDGS INC | $3,610.85万 | 0.82% | 1,899,450 | 1,203,418 | 172.9% | $2,287.70万 | 加仓 |
| CTRN | CITI TRENDS INC | $4,080.33万 | 0.92% | 705,451 | 211,405 | 42.8% | $1,222.77万 | 加仓 |
| GRPN | GROUPON INC | $4,441.09万 | 1.01% | 1,845,838 | 1,400,873 | 314.8% | $3,370.50万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,876.59万 | 1.11% | 1,021,276 | 1,021,276 | — | $4,876.59万 | 新建仓 |
| AS | AMER SPORTS INC | $5,144.63万 | 1.17% | 1,520,280 | 1,227,496 | 419.2% | $4,153.85万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $5,330.79万 | 1.21% | 1,820,624 | -714,686 | -28.2% | -$2,092.60万 | 减仓 |
| LWAY | LIFEWAY FOODS INC | $6,271.00万 | 1.42% | 2,101,540 | 692,772 | 49.2% | $2,067.23万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $6,279.44万 | 1.42% | 1,169,356 | 117,287 | 11.1% | $629.83万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $7,233.92万 | 1.64% | 1,345,094 | 1,345,094 | — | $7,233.92万 | 新建仓 |
| CHYM | CHIME FINL INC | $7,426.15万 | 1.68% | 3,626,050 | 3,626,050 | — | $7,426.15万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $8,334.47万 | 1.89% | 3,719,086 | 2,665,529 | 253.0% | $5,973.45万 | 加仓 |
| OMDA | OMADA HEALTH INC | $8,340.33万 | 1.89% | 3,799,695 | -2,088,020 | -35.5% | -$4,583.20万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $8,564.81万 | 1.94% | 1,025,972 | -152,203 | -12.9% | -$1,270.59万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $9,283.18万 | 2.10% | 108,188 | 14,996 | 16.1% | $1,286.75万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $1.05亿 | 2.37% | 1,324,293 | 1,159,306 | 702.7% | $9,170.11万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1.07亿 | 2.43% | 1,290,623 | 719,964 | 126.2% | $5,975.70万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $1.07亿 | 2.43% | 1,265,303 | 969,725 | 328.1% | $8,224.24万 | 加仓 |
| REAL | THE REALREAL INC | $1.08亿 | 2.46% | 9,198,248 | 4,855,491 | 111.8% | $5,724.62万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $1.17亿 | 2.65% | 6,644,513 | 573,919 | 9.5% | $1,008.38万 | 加仓 |
| COMP | COMPASS INC | $1.17亿 | 2.66% | 9,505,505 | 6,115,578 | 180.4% | $7,540.51万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $1.21亿 | 2.73% | 1,329,817 | 1,142,217 | 608.9% | $1.04亿 | 加仓 |
| SN | SHARKNINJA INC | $1.25亿 | 2.83% | 819,163 | 50,000 | 6.5% | $761.35万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED 看涨期权 | $1.25亿 | 2.84% | 9,258,000 | -3,128,900 | -25.3% | -$4,239.66万 | 重新持有 |
| RSI | RUSH STREET INTERACTIVE INC | $1.61亿 | 3.66% | 5,425,402 | -1,001,277 | -15.6% | -$2,977.80万 | 减仓 |
| CLS | CELESTICA INC | $1.68亿 | 3.81% | 461,397 | 155,581 | 50.9% | $5,675.59万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $2.08亿 | 4.72% | 6,009,505 | 5,539,672 | 1,179.1% | $1.92亿 | 加仓 |
| DAVE | DAVE INC | $2.61亿 | 5.91% | 699,366 | 58,526 | 9.1% | $2,180.62万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $2.73亿 | 6.18% | 20,114,259 | 3,788,788 | 23.2% | $5,133.81万 | 加仓 |
| CVNA | CARVANA CO | $2.74亿 | 6.21% | 4,163,614 | 3,030,434 | 267.4% | $1.99亿 | 加仓 |
| SEZL | SEZZLE INC | $2.83亿 | 6.42% | 1,649,531 | 337,917 | 25.8% | $5,799.67万 | 加仓 |