Divisadero Street Capital Management, LP
CIK 1901865 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- SGHC8.25%
- RSI6.54%
- DAVE5.22%
- CELH4.21%
- CLS4.03%
- SEZL3.89%
- SN3.81%
- OMDA3.46%
- CVNA3.34%
- FLYW3.31%
Share classes counted separately46.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSIWeight increased · +3.44 pp3.10% → 6.54%Shares +3.63M (+129.43%)
- OMDAWeight increased · +3.04 pp0.42% → 3.46%Shares +5.42M (+1153.78%)
- BBWWeight decreased · -2.56 pp4.36% → 1.80%Shares -226.25K (-18.08%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGHCSUPER GROUP SGHC LTDORD SHS View history and evidence | $176.32M | 8.25% | 16.33M shares | 7.99% → 8.25%+0.26 pp +4.58M (+39.04%) | Added | ↗▾ |
| 02 | RSIRUSH STREET INTERACTIVE INCCL A View history and evidence | $139.78M | 6.54% | 6.43M shares | 3.10% → 6.54%+3.44 pp +3.63M (+129.43%) | Added | ↗▾ |
| 03 | DAVEDAVE INCCLASS A COM NEW View history and evidence | $111.56M | 5.22% | 640.84K shares | 3.30% → 5.22%+1.92 pp +379.23K (+144.96%) | Added | ↗▾ |
| 04 | CELHCELSIUS HOLDINGS INCCOM NEW View history and evidence | $89.95M | 4.21% | 2.54M shares | 4.22% → 4.21%-0.01 pp +915.10K (+56.48%) | Added | ↗▾ |
| 05 | CLSCELESTICA INC View history and evidence | $86.14M | 4.03% | 305.82K shares | 2.95% → 4.03%+1.08 pp +130.80K (+74.74%) | Added | ↗▾ |
| 06 | SEZLSEZZLE INC View history and evidence | $83.01M | 3.89% | 1.31M shares | 4.06% → 3.89%-0.17 pp +188.39K (+16.77%) | Added | ↗▾ |
| 07 | SNSHARKNINJA INCCOM SHS View history and evidence | $81.45M | 3.81% | 769.16K shares | 4.90% → 3.81%-1.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | OMDAOMADA HEALTH INC View history and evidence | $74.01M | 3.46% | 5.89M shares | 0.42% → 3.46%+3.04 pp +5.42M (+1153.78%) | Added | ↗▾ |
| 09 | CVNACARVANA COCL A View history and evidence | $71.25M | 3.34% | 226.64K shares | 5.24% → 3.34%-1.90 pp +8.45K (+3.87%) | Added | ↗▾ |
| 10 | FLYWFLYWIRE CORP-VOTINGCOM VOTING View history and evidence | $70.66M | 3.31% | 6.07M shares | 4.67% → 3.31%-1.36 pp +284.13K (+4.91%) | Added | ↗▾ |
Options overlay 3
$255.80M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SGHCSUPER GROUP SGHC LTDORD SHS View history and evidence | Call | 14.54M | $157.01M | +14.54M | ▾ |
DAVEDAVE INCCLASS A COM NEW View history and evidence | Call | 485.00K | $84.43M | +485.00K | ▾ |
PRCTPROCEPT BIOROBOTICS CORP View history and evidence | Call | 574.10K | $14.36M | +574.10K | ▾ |
3 / 3 options · preview only
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DAVE DAVE INC | Call | -725,100 | -$160.54M | SEC filing ↗ | SEC filing ↗ |
| SGHC SUPER GROUP SGHC LTD | Call | -12,386,900 | -$148.02M | SEC filing ↗ | SEC filing ↗ |
| CELH CELSIUS HOLDINGS INC | Call | -910,000 | -$41.62M | SEC filing ↗ | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1901865 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2392164687
}Research all 118 reported holdings.
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