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 |
|---|---|---|---|---|---|---|---|---|
| TTMI | TTM TECHNOLOGIES INC | $224.42万 | 0.05% | 12,000 | -152,595 | -92.7% | -$2,853.83万 | 重新持有 |
| WING | WINGSTOP INC | $222.95万 | 0.05% | 12,857 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $221.70万 | 0.05% | 124,549 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $196.07万 | 0.04% | 19,191 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $192.93万 | 0.04% | 50,799 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $176.33万 | 0.04% | 70,000 | 70,000 | — | $176.33万 | 新建仓 |
| FRPT | FRESHPET INC | $174.89万 | 0.04% | 29,583 | 29,583 | — | $174.89万 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP | $169.45万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| ONEW | ONEWATER MARINE INC | $162.01万 | 0.04% | 143,755 | 35,755 | 33.1% | $40.30万 | 加仓 |
| VCEL | VERICEL CORP | $161.65万 | 0.04% | 36,335 | -385,843 | -91.4% | -$1,716.62万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $139.40万 | 0.03% | 100,000 | 100,000 | — | $139.40万 | 新建仓 |
| SFIX | STITCH FIX INC | $128.13万 | 0.03% | 311,747 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $121.57万 | 0.03% | 52,065 | 23,365 | 81.4% | $54.56万 | 重新持有 |
| MEC | MAYVILLE ENGR CO INC | $102.95万 | 0.02% | 27,482 | 27,482 | — | $102.95万 | 新建仓 |
| MNDY | MONDAY COM LTD | $100.13万 | 0.02% | 13,832 | 13,832 | — | $100.13万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $93.90万 | 0.02% | 72,565 | -451,175 | -86.1% | -$583.82万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $86.31万 | 0.02% | 129,404 | -523,615 | -80.2% | -$349.25万 | 减仓 |
| — | MEDIFAST INC | $84.71万 | 0.02% | 79,839 | 0 | 0.0% | — | 不变 |
| — | SENSUS HEALTHCARE INC | $84.10万 | 0.02% | 278,485 | -7,593 | -2.7% | -$2.29万 | 减仓 |
| CHYM | CHIME FINL INC 看跌期权 | $80.08万 | 0.02% | 39,100 | 39,100 | — | $80.08万 | 新建仓 |
| AMPL | AMPLITUDE INC | $76.50万 | 0.02% | 100,000 | 100,000 | — | $76.50万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $75.98万 | 0.02% | 5,140 | 5,140 | — | $75.98万 | 新建仓 |
| AGX | ARGAN INC | $66.12万 | 0.01% | 828 | 828 | — | $66.12万 | 新建仓 |
| LOVE | LOVESAC CO | $63.61万 | 0.01% | 38,115 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $61.42万 | 0.01% | 6,363 | -75,809 | -92.3% | -$731.71万 | 减仓 |
| — | GAMBLING COM GROUP LIMITED | $58.08万 | 0.01% | 305,694 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $56.10万 | 0.01% | 135,826 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $47.06万 | 0.01% | 5,459 | 5,459 | — | $47.06万 | 新建仓 |
| WK | WORKIVA INC | $46.41万 | 0.01% | 9,567 | 9,567 | — | $46.41万 | 新建仓 |
| — | ALPHA TEKNOVA INC | $44.80万 | 0.01% | 78,872 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $43.82万 | 0.01% | 34,613 | -14,832 | -30.0% | -$18.78万 | 减仓 |
| — | AVITA MEDICAL INC | $41.30万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| WBTN | WEBTOON ENTMT INC | $36.48万 | 0.01% | 31,945 | 31,945 | — | $36.48万 | 新建仓 |
| — | J JILL INC | $34.04万 | 0.01% | 21,452 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $34.01万 | 0.01% | 198,863 | -2,976,229 | -93.7% | -$508.94万 | 减仓 |
| DDD | 3D SYS CORP DEL | $27.34万 | 0.01% | 90,531 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $22.65万 | 0.01% | 100,000 | -300,000 | -75.0% | -$67.95万 | 减仓 |
| CALX | CALIX INC | $21.16万 | 0.00% | 5,670 | -300,000 | -98.1% | -$1,119.60万 | 减仓 |
| ZIP | ZIPRECRUITER INC | $18.57万 | 0.00% | 49,510 | 0 | 0.0% | — | 不变 |
| — | INOGEN INC | $11.88万 | 0.00% | 18,413 | -69,723 | -79.1% | -$44.97万 | 减仓 |
| — | PURPLE INNOVATION INC | $4.95万 | 0.00% | 138,605 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $3.80万 | 0.00% | 12,272 | 0 | 0.0% | — | 不变 |
| — | SUPER GROUP SGHC LTD 看涨期权 | $0 | 0.00% | 0 | -14,537,600 | -100.0% | -$1.57亿 | 清仓 |
| — | DAVE INC 看涨期权 | $0 | 0.00% | 0 | -485,000 | -100.0% | -$8,443.36万 | 清仓 |
| EAT | BRINKER INTERNATIONAL INC | $0 | 0.00% | 0 | -258,228 | -100.0% | -$3,686.72万 | 清仓 |
| LINC | LINCOLN EDUCATIONAL SERVICES | $0 | 0.00% | 0 | -825,556 | -100.0% | -$3,358.36万 | 清仓 |
| LRN | STRIDE | $0 | 0.00% | 0 | -308,500 | -100.0% | -$2,720.04万 | 清仓 |
| TREE | LENDINGTREE INC | $0 | 0.00% | 0 | -469,269 | -100.0% | -$2,012.23万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $0 | 0.00% | 0 | -1,318,661 | -100.0% | -$1,830.30万 | 清仓 |
| KRUS | KURA SUSHI USA INC | $0 | 0.00% | 0 | -248,812 | -100.0% | -$1,736.46万 | 清仓 |
| — | PROCEPT BIOROBOTICS CORP 看涨期权 | $0 | 0.00% | 0 | -574,100 | -100.0% | -$1,435.82万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$1,083.29万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -563,609 | -100.0% | -$957.01万 | 清仓 |
| ANGO | ANGIODYNAMICS | $0 | 0.00% | 0 | -562,153 | -100.0% | -$639.17万 | 清仓 |
| UCTT | ULTRA CLEAN HOLDINGS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$621.80万 | 清仓 |
| JBL | JABIL CIRCUIT INC | $0 | 0.00% | 0 | -19,500 | -100.0% | -$517.98万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -107,243 | -100.0% | -$513.80万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$505.20万 | 清仓 |
| FTK | FLOTEK INDUSTRIES INC | $0 | 0.00% | 0 | -269,262 | -100.0% | -$456.94万 | 清仓 |
| NVDA | NVIDIA CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$436.00万 | 清仓 |
| BHE | BENCHMARK ELECTRONICS | $0 | 0.00% | 0 | -53,047 | -100.0% | -$297.38万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -30,000 | -100.0% | -$274.11万 | 清仓 |
| ADTN | ADTRAN HLDGS | $0 | 0.00% | 0 | -121,731 | -100.0% | -$153.14万 | 清仓 |
| — | ZEVIA PBC-A | $0 | 0.00% | 0 | -577,497 | -100.0% | -$67.57万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -4,238 | -100.0% | -$37.49万 | 清仓 |
| — | SLEEP NUMBER | $0 | 0.00% | 0 | -190,473 | -100.0% | -$34.19万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -1,390 | -100.0% | -$30.12万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$26.32万 | 清仓 |
| IBTA | IBOTTA INC | $0 | 0.00% | 0 | -6,727 | -100.0% | -$20.16万 | 清仓 |
| — | LIFEVANTAGE | $0 | 0.00% | 0 | -24,670 | -100.0% | -$10.66万 | 清仓 |
| — | DESTINATION XL GROUP INC | $0 | 0.00% | 0 | -197,937 | -100.0% | -$10.09万 | 清仓 |