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 |
|---|---|---|---|---|---|---|---|---|
| — | INOGEN INC | $54.47万 | 0.02% | 88,136 | 0 | 0.0% | — | 不变 |
| — | 1-800-FLOWERS | $52.41万 | 0.02% | 172,395 | 0 | 0.0% | — | 不变 |
| — | LIFEMD | $49.03万 | 0.02% | 135,826 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $37.49万 | 0.02% | 4,238 | -52,747 | -92.6% | -$466.65万 | 重新持有 |
| — | AVITA MEDICAL | $37.00万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | SLEEP NUMBER | $34.19万 | 0.01% | 190,473 | 34,375 | 22.0% | $6.17万 | 加仓 |
| RVLV | REVOLVE GROUP | $31.15万 | 0.01% | 13,776 | -226,125 | -94.3% | -$511.27万 | 重新持有 |
| MOD | MODINE MFG CO | $30.12万 | 0.01% | 1,390 | -76,910 | -98.2% | -$1,666.72万 | 重新持有 |
| W | WAYFAIR INC | $26.32万 | 0.01% | 3,500 | -18,091 | -83.8% | -$136.06万 | 重新持有 |
| — | J. JILL INC | $24.58万 | 0.01% | 21,452 | -86,653 | -80.2% | -$99.30万 | 减仓 |
| — | ALPHA TEKNOVA | $22.79万 | 0.01% | 78,872 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $20.16万 | 0.01% | 6,727 | 6,727 | — | $20.16万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $17.02万 | 0.01% | 90,531 | 0 | 0.0% | — | 不变 |
| — | LIFEVANTAGE | $10.66万 | 0.00% | 24,670 | -39,675 | -61.7% | -$17.14万 | 减仓 |
| — | DESTINATION XL GROUP INC | $10.09万 | 0.00% | 197,937 | 0 | 0.0% | — | 不变 |
| — | PURPLE INNOVATION | $9.16万 | 0.00% | 138,605 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER | $9.11万 | 0.00% | 49,510 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $4.93万 | 0.00% | 12,272 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC 看涨期权 | $0 | 0.00% | 0 | -725,100 | -100.0% | -$1.61亿 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -2,784,786 | -100.0% | -$9,991.81万 | 清仓 |
| CELH | CELSIUS HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -910,000 | -100.0% | -$4,162.34万 | 清仓 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | -964,986 | -100.0% | -$3,566.59万 | 清仓 |
| RSI | RUSH STREET INTERACTIVE INC 看涨期权 | $0 | 0.00% | 0 | -1,610,100 | -100.0% | -$3,128.42万 | 清仓 |
| PRCH | PORCH GROUP INC | $0 | 0.00% | 0 | -1,620,351 | -100.0% | -$1,479.38万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -68,204 | -100.0% | -$1,228.63万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -662,312 | -100.0% | -$1,098.78万 | 清仓 |
| CBLL | CERIBELL INC | $0 | 0.00% | 0 | -188,506 | -100.0% | -$413.39万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$304.05万 | 清仓 |
| BVS | BIOVENTUS INC | $0 | 0.00% | 0 | -183,131 | -100.0% | -$136.25万 | 清仓 |
| PACK | RANPAK HOLDINGS CORP | $0 | 0.00% | 0 | -250,001 | -100.0% | -$135.25万 | 清仓 |
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$117.60万 | 清仓 |
| ARHS | ARHAUS INC | $0 | 0.00% | 0 | -67,413 | -100.0% | -$75.57万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |