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 |
|---|---|---|---|---|---|---|---|---|
| SGHC | SUPER GROUP SGHC LTD | $1.76亿 | 7.37% | 16,325,471 | 4,583,842 | 39.0% | $4,950.55万 | 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 |
| RSI | RUSH STREET INTERACTIVE | $1.40亿 | 5.84% | 6,426,679 | 3,625,475 | 129.4% | $7,885.41万 | 加仓 |
| DAVE | DAVE INC | $1.12亿 | 4.66% | 640,840 | 379,232 | 145.0% | $6,602.05万 | 加仓 |
| CELH | CELSIUS HLDGS | $8,995.28万 | 3.76% | 2,535,310 | 915,098 | 56.5% | $3,246.77万 | 加仓 |
| CLS | CELESTICA INC | $8,614.23万 | 3.60% | 305,816 | 130,804 | 74.7% | $3,684.49万 | 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 |
| SEZL | SEZZLE INC | $8,301.20万 | 3.47% | 1,311,614 | 188,388 | 16.8% | $1,192.31万 | 加仓 |
| SN | SHARKNINJA INC | $8,145.44万 | 3.41% | 769,163 | 0 | 0.0% | — | 不变 |
| 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 |
| CVNA | CARVANA CO | $7,124.98万 | 2.98% | 226,636 | 8,447 | 3.9% | $265.56万 | 加仓 |
| FLYW | FLYWIRE CORP | $7,066.17万 | 2.95% | 6,070,594 | 284,132 | 4.9% | $330.73万 | 加仓 |
| LITE | LUMENTUM HLDGS | $6,549.16万 | 2.74% | 93,192 | -24,993 | -21.1% | -$1,756.41万 | 减仓 |
| APEI | AMERICAN PUBLIC EDUCATION | $5,984.17万 | 2.50% | 1,052,069 | -619,489 | -37.1% | -$3,523.65万 | 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 |
| FIGS | FIGS INC | $4,721.08万 | 1.97% | 3,196,396 | -1,214,236 | -27.5% | -$1,793.43万 | 减仓 |
| BULL | WEBULL CORP | $4,583.15万 | 1.92% | 9,548,219 | 8,748,219 | 1,093.5% | $4,199.15万 | 加仓 |
| REAL | THE REALREAL INC | $3,943.22万 | 1.65% | 4,342,757 | 1,192,314 | 37.8% | $1,082.62万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP | $3,838.51万 | 1.60% | 1,024,970 | -226,254 | -18.1% | -$847.32万 | 减仓 |
| EAT | BRINKER INTERNATIONAL INC | $3,686.72万 | 1.54% | 258,228 | -10,608 | -3.9% | -$151.45万 | 重新持有 |
| AXGN | AXOGEN | $3,630.65万 | 1.52% | 1,095,881 | 592,059 | 117.5% | $1,961.49万 | 加仓 |
| LINC | LINCOLN EDUCATIONAL SERVICES | $3,358.36万 | 1.40% | 825,556 | 825,556 | — | $3,358.36万 | 新建仓 |
| 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 |
| XPEL | XPEL INC | $3,188.60万 | 1.33% | 720,425 | 303,535 | 72.8% | $1,343.45万 | 重新持有 |
| WTTR | SELECT WATER SOLUTIONS INC | $2,909.53万 | 1.22% | 1,901,651 | 1,901,651 | — | $2,909.53万 | 新建仓 |
| LWAY | LIFEWAY FOODS INC | $2,724.56万 | 1.14% | 1,408,768 | 61,133 | 4.5% | $118.23万 | 加仓 |
| LRN | STRIDE | $2,720.04万 | 1.14% | 308,500 | -66,500 | -17.7% | -$586.33万 | 重新持有 |
| TPB | TURNING POINT BRANDS | $2,565.32万 | 1.07% | 295,578 | -235,636 | -44.4% | -$2,045.08万 | 减仓 |
| COMP | COMPASS | $2,478.04万 | 1.04% | 3,389,927 | 2,139,927 | 171.2% | $1,564.29万 | 加仓 |
| HNGE | HINGE HEALTH INC-A | $2,200.46万 | 0.92% | 570,659 | 546,020 | 2,216.1% | $2,105.45万 | 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 |
| CTRN | CITI TRENDS INC | $2,140.21万 | 0.89% | 494,046 | 290,939 | 143.2% | $1,260.35万 | 加仓 |
| TREE | LENDINGTREE INC | $2,012.23万 | 0.84% | 469,269 | 469,269 | — | $2,012.23万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $1,830.30万 | 0.77% | 1,318,661 | 957,317 | 264.9% | $1,328.76万 | 加仓 |
| EYE | NATIONAL VISION HLDGS | $1,802.72万 | 0.75% | 696,032 | 344,187 | 97.8% | $891.44万 | 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 |
| RELY | REMITLY GLOBAL | $1,650.92万 | 0.69% | 1,053,557 | 992,094 | 1,614.1% | $1,554.61万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS | $1,588.26万 | 0.66% | 521,083 | 521,083 | — | $1,588.26万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED HLDGS | $1,517.18万 | 0.63% | 1,930,254 | 1,930,254 | — | $1,517.18万 | 新建仓 |
| CALX | CALIX | $1,497.48万 | 0.63% | 305,670 | -148,203 | -32.7% | -$726.05万 | 重新持有 |
| — | PROCEPT BIOROBOTICS CORP 看涨期权 | $1,435.82万 | 0.60% | 574,100 | 574,100 | — | $1,435.82万 | 新建仓 |
| VCEL | VERICEL CORPORATION | $1,358.15万 | 0.57% | 422,178 | 197,178 | 87.6% | $634.32万 | 加仓 |
| WLDN | WILLDAN GROUP | $1,263.14万 | 0.53% | 164,987 | -133,945 | -44.8% | -$1,025.48万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,228.36万 | 0.51% | 70,000 | 70,000 | — | $1,228.36万 | 新建仓 |
| EZPW | EZCORP INC | $1,164.58万 | 0.49% | 458,856 | 320,351 | 231.3% | $813.05万 | 加仓 |
| CECO | CECO ENVIRONMENTAL | $1,117.72万 | 0.47% | 187,600 | 37,600 | 25.1% | $224.02万 | 重新持有 |
| AVGO | BROADCOM INC | $1,083.29万 | 0.45% | 35,000 | 35,000 | — | $1,083.29万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $975.37万 | 0.41% | 469,833 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $963.84万 | 0.40% | 292,784 | -2,198,061 | -88.2% | -$7,236.02万 | 减仓 |
| PGNY | PROGYNY INC | $957.01万 | 0.40% | 563,609 | 199,985 | 55.0% | $339.57万 | 加仓 |
| JOUT | JOHNSON OUTDOORS | $883.96万 | 0.37% | 190,057 | -19,400 | -9.3% | -$90.23万 | 减仓 |
| BRBR | BELLRING BRANDS INC-W/I | $842.70万 | 0.35% | 523,740 | 467,960 | 838.9% | $752.95万 | 加仓 |
| WRBY | WARBY PARKER INC | $808.90万 | 0.34% | 383,909 | 383,909 | — | $808.90万 | 新建仓 |
| VITL | VITAL FARMS | $779.22万 | 0.33% | 551,855 | 17,075 | 3.2% | $24.11万 | 加仓 |
| HOOD | ROBINHOOD MARKETS | $693.00万 | 0.29% | 100,000 | 100,000 | — | $693.00万 | 新建仓 |
| FSLY | FASTLY INC | $653.85万 | 0.27% | 225,000 | -2,251,487 | -90.9% | -$6,542.82万 | 重新持有 |
| ANGO | ANGIODYNAMICS | $639.17万 | 0.27% | 562,153 | -3,115,972 | -84.7% | -$3,542.86万 | 重新持有 |
| UCTT | ULTRA CLEAN HOLDINGS | $621.80万 | 0.26% | 100,000 | 100,000 | — | $621.80万 | 新建仓 |
| TCMD | TACTILE SYSTEMS TECHNOLOGY | $621.59万 | 0.26% | 237,884 | 237,884 | — | $621.59万 | 新建仓 |
| LOCO | EL POLLO LOCO HLDGS | $599.16万 | 0.25% | 432,295 | -260,370 | -37.6% | -$360.87万 | 减仓 |
| BXC | BLUELINX HOLDINGS INC | $558.82万 | 0.23% | 103,141 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $543.44万 | 0.23% | 26,500 | 26,500 | — | $543.44万 | 新建仓 |
| BLND | BLEND LABS | $539.77万 | 0.23% | 3,175,092 | -2,526,030 | -44.3% | -$429.43万 | 减仓 |
| GRPN | GROUPON INC | $529.51万 | 0.22% | 444,965 | 0 | 0.0% | — | 不变 |
| JBL | JABIL CIRCUIT INC | $517.98万 | 0.22% | 19,500 | 19,500 | — | $517.98万 | 新建仓 |
| COCO | VITA COCO CO INC | $513.80万 | 0.21% | 107,243 | 107,243 | — | $513.80万 | 新建仓 |
| VVV | VALVOLINE INC | $505.20万 | 0.21% | 150,000 | 150,000 | — | $505.20万 | 新建仓 |
| PM | PHILIP MORRIS INTL | $466.99万 | 0.20% | 28,244 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $463.81万 | 0.19% | 499,796 | 0 | 0.0% | — | 不变 |
| FTK | FLOTEK INDUSTRIES INC | $456.94万 | 0.19% | 269,262 | -68,145 | -20.2% | -$115.64万 | 减仓 |
| HZO | MARINEMAX INC | $442.83万 | 0.19% | 163,646 | -492,508 | -75.1% | -$1,332.73万 | 重新持有 |
| NVDA | NVIDIA CORP | $436.00万 | 0.18% | 25,000 | 25,000 | — | $436.00万 | 新建仓 |
| AFRM | AFFIRM HLDGS | $435.62万 | 0.18% | 95,071 | -41,175 | -30.2% | -$188.66万 | 重新持有 |
| DKNG | DRAFTKINGS INC | $432.91万 | 0.18% | 200,237 | -301,925 | -60.1% | -$652.76万 | 减仓 |
| XMTR | XOMETRY | $335.59万 | 0.14% | 82,172 | 78,351 | 2,050.5% | $319.99万 | 重新持有 |
| TDUP | THREDUP | $326.02万 | 0.14% | 993,949 | 0 | 0.0% | — | 不变 |
| PRTH | PRIORITY TECHNOLOGY HOLDINGS | $308.23万 | 0.13% | 653,019 | -404,875 | -38.3% | -$191.10万 | 减仓 |
| BHE | BENCHMARK ELECTRONICS | $297.38万 | 0.12% | 53,047 | 53,047 | — | $297.38万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES | $284.60万 | 0.12% | 200,000 | -120,287 | -37.6% | -$171.17万 | 减仓 |
| ZUMZ | ZUMIEZ INC | $276.00万 | 0.12% | 124,549 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $274.11万 | 0.11% | 30,000 | -74,322 | -71.2% | -$679.08万 | 重新持有 |
| — | ACV AUCTIONS | $258.26万 | 0.11% | 609,100 | 609,100 | — | $258.26万 | 新建仓 |
| STUB | STUBHUB HLDGS | $240.01万 | 0.10% | 384,638 | 384,638 | — | $240.01万 | 新建仓 |
| UPST | UPSTART HLDGS | $229.80万 | 0.10% | 89,589 | -280,411 | -75.8% | -$719.25万 | 减仓 |
| NSSC | NAPCO SECURITY TECHNOLOGIES | $200.10万 | 0.08% | 50,799 | -758,930 | -93.7% | -$2,989.43万 | 减仓 |
| WING | WINGSTOP | $199.24万 | 0.08% | 12,857 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $195.65万 | 0.08% | 19,191 | 19,191 | — | $195.65万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $184.40万 | 0.08% | 400,000 | 400,000 | — | $184.40万 | 新建仓 |
| FOXF | FOX FACTORY HOLDING CORP | $164.60万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HLDGS | $153.14万 | 0.06% | 121,731 | -5,758 | -4.5% | -$7.24万 | 减仓 |
| SG | SWEETGREEN INC | $141.83万 | 0.06% | 273,270 | 18,026 | 7.1% | $9.36万 | 加仓 |
| — | GAMBLING COM GROUP LTD | $118.61万 | 0.05% | 305,694 | 0 | 0.0% | — | 不变 |
| — | SENSUS HEALTHCARE INC | $113.86万 | 0.05% | 286,078 | -12,801 | -4.3% | -$5.09万 | 减仓 |
| SFIX | STITCH FIX INC | $103.19万 | 0.04% | 311,747 | 311,747 | — | $103.19万 | 新建仓 |
| ONEW | ONEWATER MARINE | $102.06万 | 0.04% | 108,000 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST | $81.36万 | 0.03% | 79,839 | 0 | 0.0% | — | 不变 |
| MAX | MEDIAALPHA | $80.82万 | 0.03% | 86,907 | -762,104 | -89.8% | -$708.76万 | 减仓 |
| — | ZEVIA PBC-A | $67.57万 | 0.03% | 577,497 | -2,636,464 | -82.0% | -$308.47万 | 减仓 |
| LOVE | LOVESAC CO | $56.30万 | 0.02% | 38,115 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY | $55.38万 | 0.02% | 49,445 | 49,445 | — | $55.38万 | 新建仓 |