Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Divisadero Street Capital Management, LP
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$2.4B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
118
positionsALL retained default holdings for this (filer, period), including NULL-value ones
45
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
19
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
SUPER GROUP SGHC LTD ORD SHSposition key sid:sec:prov:02a4072384621d2b8e8f8b2b8586fe2c · issuer key cusip6:G8588X | add | +$36.0M | +4,583,842 | $140M | $176M | 11,741,629 | 16,325,471 | |
SUPER GROUP SGHC LTD ORD SHSposition key sid:sec:prov:f99d33bd95b2c9bf2eb4cf937c3b6dd8 · issuer key cusip6:G8588X CALL | new | +$157M | +14,537,600 | $0 | $157M | — | 14,537,600 | |
RUSH STREET INTERACTIVE CL Aposition key pos:13103 · issuer key iss:1878 | add | +$85.4M | +3,625,475 | $54.4M | $140M | 2,801,204 | 6,426,679 | |
DAVE INC CLASS A COM NEWposition key sid:sec:prov:771ead8a3cb1548a126f8ba824832b38 · issuer key cusip6:23834J | add | +$53.6M | +379,232 | $57.9M | $112M | 261,608 | 640,840 | |
CELSIUS HLDGS COM NEWposition key pos:14925 · issuer key iss:543 | add | +$15.8M | +915,098 | $74.1M | $90.0M | 1,620,212 | 2,535,310 | |
CELESTICA INC COMposition key pos:15891 · issuer key iss:541 | add | +$34.4M | +130,804 | $51.7M | $86.1M | 175,012 | 305,816 | |
DAVE INC CLASS A COM NEWposition key sid:sec:prov:7891a77ef8a011f91edade65e7270895 · issuer key cusip6:23834J CALL | new | +$84.4M | +485,000 | $0 | $84.4M | — | 485,000 | |
SEZZLE INC COMposition key pos:19013 · issuer key iss:1892 | add | +$11.7M | +188,388 | $71.3M | $83.0M | 1,123,226 | 1,311,614 | |
OMADA HEALTH INC COMposition key sid:sec:prov:748c3ea2043f7dae881221f3c766e002 · issuer key cusip6:68170A | add | +$66.6M | +5,418,118 | $7.4M | $74.0M | 469,597 | 5,887,715 | |
CARVANA CO CL Aposition key pos:16852 · issuer key iss:532 | add | −$20.8M | +8,447 | $92.1M | $71.2M | 218,189 | 226,636 | |
FLYWIRE CORP COM VOTINGposition key pos:14136 · issuer key iss:883 | add | −$11.3M | +284,132 | $81.9M | $70.7M | 5,786,462 | 6,070,594 | |
LUMENTUM HLDGS COMposition key pos:18585 · issuer key iss:1379 | trim | +$21.9M | −24,993 | $43.6M | $65.5M | 118,185 | 93,192 | |
AMERICAN PUBLIC EDUCATION COMposition key pos:15057 · issuer key iss:175 | trim | −$3.3M | −619,489 | $63.2M | $59.8M | 1,671,558 | 1,052,069 | |
VICTORIA'S SECRET & CO COMMON STOCKposition key sid:sec:prov:b0c9ed3789a39a6ab89969a02e73c665 · issuer key cusip6:926400 | add | +$27.9M | +684,762 | $26.7M | $54.6M | 493,413 | 1,178,175 | |
FIGS INC CL Aposition key pos:13256 · issuer key iss:888 | trim | −$2.9M | −1,214,236 | $50.1M | $47.2M | 4,410,632 | 3,196,396 | |
WEBULL CORP ORD SHSposition key pos:15075 · issuer key iss:2648 | add | +$39.6M | +8,748,219 | $6.2M | $45.8M | 800,000 | 9,548,219 | |
THE REALREAL INC COMposition key pos:13883 · issuer key iss:2131 | add | −$10.3M | +1,192,314 | $49.7M | $39.4M | 3,150,443 | 4,342,757 | |
BUILD-A-BEAR WORKSHOP COMposition key pos:14143 · issuer key iss:457 | trim | −$38.3M | −226,254 | $76.7M | $38.4M | 1,251,224 | 1,024,970 | |
BRINKER INTERNATIONAL INC COMposition key pos:14105 · issuer key iss:433 | new | +$36.9M | +258,228 | $0 | $36.9M | — | 258,228 | |
AXOGEN COMposition key sid:sec:prov:fd61a14f8c16900d70648b14bc187bfb · issuer key cusip6:05463X | add | +$19.8M | +592,059 | $16.5M | $36.3M | 503,822 | 1,095,881 | |
LINCOLN EDUCATIONAL SERVICES COMposition key pos:18478 · issuer key iss:1355 | new | +$33.6M | +825,556 | $0 | $33.6M | — | 825,556 | |
ATRICURE COMposition key pos:13005 · issuer key iss:271 | new | +$33.1M | +1,159,955 | $0 | $33.1M | — | 1,159,955 | |
XPEL INC COMposition key sid:sec:prov:1eb4d31de5a26295b581897269a9e462 · issuer key cusip6:98379L | new | +$31.9M | +720,425 | $0 | $31.9M | — | 720,425 | |
SELECT WATER SOLUTIONS INC CL A COMposition key sid:sec:prov:ba312b1ecdb73a69bcdb3675571f2b13 · issuer key cusip6:81617J | new | +$29.1M | +1,901,651 | $0 | $29.1M | — | 1,901,651 | |
LIFEWAY FOODS INC COMposition key sid:sec:prov:32cb459b047a32438789fb00a3eacfa0 · issuer key cusip6:531914 | add | −$5.4M | +61,133 | $32.7M | $27.2M | 1,347,635 | 1,408,768 | |
STRIDE COMposition key pos:16004 · issuer key iss:2048 | new | +$27.2M | +308,500 | $0 | $27.2M | — | 308,500 | |
TURNING POINT BRANDS COMposition key pos:18669 · issuer key iss:2173 | trim | −$31.9M | −235,636 | $57.6M | $25.7M | 531,214 | 295,578 | |
COMPASS CL Aposition key pos:11540 · issuer key iss:636 | add | +$11.6M | +2,139,927 | $13.2M | $24.8M | 1,250,000 | 3,389,927 | |
HINGE HEALTH INC-A CL Aposition key sid:sec:prov:15b122a1959cdc720dffb69686bc9994 · issuer key cusip6:433313 | add | +$20.9M | +546,020 | $1.1M | $22.0M | 24,639 | 570,659 | |
PROCEPT BIOROBOTICS CORP COMposition key sid:sec:prov:84385008a6354d52d8f431948b8d3d1e · issuer key cusip6:74276L | new | +$21.7M | +866,338 | $0 | $21.7M | — | 866,338 | |
CITI TRENDS INC COMposition key pos:11695 · issuer key iss:591 | add | +$13.0M | +290,939 | $8.4M | $21.4M | 203,107 | 494,046 | |
LENDINGTREE INC COMposition key sid:sec:prov:15d754625325066d365f8f3ceadc3952 · issuer key cusip6:52603B | new | +$20.1M | +469,269 | $0 | $20.1M | — | 469,269 | |
ADAPTIVE BIOTECHNOLOGIES COMposition key pos:16214 · issuer key iss:67 | add | +$12.4M | +957,317 | $5.9M | $18.3M | 361,344 | 1,318,661 | |
NATIONAL VISION HLDGS COMposition key pos:17695 · issuer key iss:1536 | add | +$8.9M | +344,187 | $9.1M | $18.0M | 351,845 | 696,032 | |
KURA SUSHI USA INC CL Aposition key sid:sec:prov:800c7129911e0a5cb2a7b246edb55bfd · issuer key cusip6:501270 | new | +$17.4M | +248,812 | $0 | $17.4M | — | 248,812 | |
REMITLY GLOBAL COMposition key pos:13186 · issuer key iss:1833 | add | +$15.7M | +992,094 | $848K | $16.5M | 61,463 | 1,053,557 | |
INDIVIOR PHARMACEUTICALS COMposition key pos:18425 · issuer key iss:1171 | new | +$15.9M | +521,083 | $0 | $15.9M | — | 521,083 | |
COMPASS DIVERSIFIED HLDGS SHS BEN INTposition key pos:12709 · issuer key iss:633 | new | +$15.2M | +1,930,254 | $0 | $15.2M | — | 1,930,254 | |
CALIX COMposition key pos:16549 · issuer key iss:500 | new | +$15.0M | +305,670 | $0 | $15.0M | — | 305,670 | |
PROCEPT BIOROBOTICS CORP COMposition key sid:sec:prov:038bfd5ba50e0b18b93ce3d4f6a38a51 · issuer key cusip6:74276L CALL | new | +$14.4M | +574,100 | $0 | $14.4M | — | 574,100 | |
VERICEL CORPORATION COMposition key pos:15641 · issuer key iss:2261 | add | +$5.5M | +197,178 | $8.1M | $13.6M | 225,000 | 422,178 | |
WILLDAN GROUP COMposition key pos:11423 · issuer key iss:2335 | trim | −$18.4M | −133,945 | $31.0M | $12.6M | 298,932 | 164,987 | |
TOWER SEMICONDUCTOR LTD SHS NEWposition key pos:11104 · issuer key iss:2689 | new | +$12.3M | +70,000 | $0 | $12.3M | — | 70,000 | |
EZCORP INC CL Aposition key sid:sec:prov:4f6675275ffbb7d8ae52b539305a5648 · issuer key cusip6:302301 | add | +$9.0M | +320,351 | $2.7M | $11.6M | 138,505 | 458,856 | |
CECO ENVIRONMENTAL COMposition key pos:12739 · issuer key iss:469 | new | +$11.2M | +187,600 | $0 | $11.2M | — | 187,600 | |
BROADCOM INC COMposition key pos:13695 · issuer key iss:441 | new | +$10.8M | +35,000 | $0 | $10.8M | — | 35,000 | |
AMER SPORTS INC COM SHSposition key pos:15701 · issuer key iss:2423 | trim | −$83.4M | −2,198,061 | $93.0M | $9.6M | 2,490,845 | 292,784 | |
PROGYNY INC COMposition key pos:18076 · issuer key iss:1766 | add | +$232K | +199,985 | $9.3M | $9.6M | 363,624 | 563,609 | |
JOHNSON OUTDOORS CL Aposition key sid:sec:prov:cf14137e7b5c048900a069984303268b · issuer key cusip6:479167 | trim | −$51.9K | −19,400 | $8.9M | $8.8M | 209,457 | 190,057 | |
BELLRING BRANDS INC-W/I COMMON STOCKposition key pos:17566 · issuer key iss:351 | add | +$6.9M | +467,960 | $1.5M | $8.4M | 55,780 | 523,740 | |
WARBY PARKER INC CL Aposition key pos:13703 · issuer key iss:2301 | new | +$8.1M | +383,909 | $0 | $8.1M | — | 383,909 | |
VITAL FARMS COMposition key pos:17885 · issuer key iss:2286 | add | −$9.3M | +17,075 | $17.1M | $7.8M | 534,780 | 551,855 | |
ROBINHOOD MARKETS CL Aposition key pos:14775 · issuer key iss:1853 | new | +$6.9M | +100,000 | $0 | $6.9M | — | 100,000 | |
FASTLY INC CL Aposition key pos:14852 · issuer key iss:897 | new | +$6.5M | +225,000 | $0 | $6.5M | — | 225,000 | |
ANGIODYNAMICS COMposition key pos:14523 · issuer key iss:203 | new | +$6.4M | +562,153 | $0 | $6.4M | — | 562,153 | |
ULTRA CLEAN HOLDINGS COMposition key pos:11683 · issuer key iss:2193 | new | +$6.2M | +100,000 | $0 | $6.2M | — | 100,000 | |
TACTILE SYSTEMS TECHNOLOGY COMposition key sid:sec:prov:03a976cc748dff94b72106018400fd80 · issuer key cusip6:87357P | new | +$6.2M | +237,884 | $0 | $6.2M | — | 237,884 | |
EL POLLO LOCO HLDGS COMposition key sid:sec:prov:27e3c9189db88e5d167138f0ffc41e11 · issuer key cusip6:268603 | trim | −$1.3M | −260,370 | $7.2M | $6.0M | 692,665 | 432,295 | |
ONTO INNOVATION INC COMposition key pos:18126 · issuer key iss:1626 | new | +$5.4M | +26,500 | $0 | $5.4M | — | 26,500 | |
BLEND LABS CL Aposition key pos:14394 · issuer key cusip6:09352U | trim | −$11.9M | −2,526,030 | $17.3M | $5.4M | 5,701,122 | 3,175,092 | |
JABIL CIRCUIT INC COMposition key pos:13532 · issuer key iss:1248 | new | +$5.2M | +19,500 | $0 | $5.2M | — | 19,500 | |
VITA COCO CO INC COMposition key pos:17633 · issuer key iss:2285 | new | +$5.1M | +107,243 | $0 | $5.1M | — | 107,243 | |
VALVOLINE INC COMposition key pos:12978 · issuer key iss:2243 | new | +$5.1M | +150,000 | $0 | $5.1M | — | 150,000 | |
FLOTEK INDUSTRIES INC COM NEWposition key sid:sec:prov:11ef0224dbe0d573a8ee7134e2edf899 · issuer key cusip6:343389 | trim | −$1.2M | −68,145 | $5.8M | $4.6M | 337,407 | 269,262 | |
MARINEMAX INC COMposition key pos:16206 · issuer key iss:1420 | new | +$4.4M | +163,646 | $0 | $4.4M | — | 163,646 | |
NVIDIA CORP COMposition key pos:16535 · issuer key iss:1593 | new | +$4.4M | +25,000 | $0 | $4.4M | — | 25,000 | |
AFFIRM HLDGS CL Aposition key pos:11226 · issuer key iss:91 | new | +$4.4M | +95,071 | $0 | $4.4M | — | 95,071 | |
DRAFTKINGS INC COM CL Aposition key pos:16275 · issuer key iss:764 | trim | −$13.0M | −301,925 | $17.3M | $4.3M | 502,162 | 200,237 | |
XOMETRY CL Aposition key sid:sec:prov:e2e110d836d8ffc2e5f76e7fa0612596 · issuer key cusip6:98423F | new | +$3.4M | +82,172 | $0 | $3.4M | — | 82,172 | |
PRIORITY TECHNOLOGY HOLDINGS COMposition key sid:sec:prov:ff7ebba1e39c2b8885751986965f98bf · issuer key cusip6:74275G | trim | −$2.7M | −404,875 | $5.8M | $3.1M | 1,057,894 | 653,019 | |
BENCHMARK ELECTRONICS COMposition key pos:18096 · issuer key iss:357 | new | +$3.0M | +53,047 | $0 | $3.0M | — | 53,047 | |
ARLO TECHNOLOGIES COMposition key sid:sec:prov:c72165ad5416fb78154dd267d5db39ec · issuer key cusip6:04206A | trim | −$1.6M | −120,287 | $4.5M | $2.8M | 320,287 | 200,000 | |
ABERCROMBIE & FITCH CO CL Aposition key pos:19160 · issuer key iss:42 | new | +$2.7M | +30,000 | $0 | $2.7M | — | 30,000 | |
ACV AUCTIONS CL Aposition key pos:12711 · issuer key iss:13 | new | +$2.6M | +609,100 | $0 | $2.6M | — | 609,100 | |
STUBHUB HLDGS CL Aposition key pos:17118 · issuer key iss:2050 | new | +$2.4M | +384,638 | $0 | $2.4M | — | 384,638 | |
UPSTART HLDGS COMposition key pos:14833 · issuer key iss:2226 | trim | −$13.9M | −280,411 | $16.2M | $2.3M | 370,000 | 89,589 | |
NAPCO SECURITY TECHNOLOGIES COMposition key pos:12458 · issuer key iss:1527 | trim | −$31.8M | −758,930 | $33.8M | $2.0M | 809,729 | 50,799 | |
FLUTTER ENTMT PLC SHSposition key pos:13077 · issuer key iss:2509 | new | +$2.0M | +19,191 | $0 | $2.0M | — | 19,191 | |
HERTZ GLOBAL HLDGS INC COM NEWposition key pos:17049 · issuer key iss:1109 | new | +$1.8M | +400,000 | $0 | $1.8M | — | 400,000 | |
ADTRAN HLDGS COMposition key pos:19050 · issuer key iss:63 | trim | +$423K | −5,758 | $1.1M | $1.5M | 127,489 | 121,731 | |
SWEETGREEN INC CL Aposition key sid:sec:prov:5b319770dd455e56eb71c76d1290785b · issuer key cusip6:87043Q | add | −$307K | +18,026 | $1.7M | $1.4M | 255,244 | 273,270 | |
SENSUS HEALTHCARE INC COMposition key sid:sec:prov:ad113395e4607279c4e784aa0d7ae0ac · issuer key cusip6:81728J | trim | −$50.9K | −12,801 | $1.2M | $1.1M | 298,879 | 286,078 | |
STITCH FIX INC CL Aposition key pos:19042 · issuer key iss:2044 | new | +$1.0M | +311,747 | $0 | $1.0M | — | 311,747 | |
MEDIAALPHA CL Aposition key sid:sec:prov:5618ed09c4cf13a470fdcd01aa4dcb9f · issuer key cusip6:58450V | trim | −$10.2M | −762,104 | $11.0M | $808K | 849,011 | 86,907 | |
ZEVIA PBC-A CL Aposition key sid:sec:prov:793c18c44dc929ae25b366d1272f91a2 · issuer key cusip6:98955K | trim | −$6.8M | −2,636,464 | $7.5M | $676K | 3,213,961 | 577,497 | |
VIANT TECHNOLOGY CL Aposition key sid:sec:prov:929aa3649b7eb2ef122e01e955fa0558 · issuer key cusip6:92557A | new | +$554K | +49,445 | $0 | $554K | — | 49,445 | |
SHAKE SHACK INC CL Aposition key pos:13591 · issuer key iss:1960 | new | +$375K | +4,238 | $0 | $375K | — | 4,238 | |
SLEEP NUMBER COMposition key sid:sec:prov:0a0c39552a6a226ea289d68e0079e4ae · issuer key cusip6:83125X | add | −$979K | +34,375 | $1.3M | $342K | 156,098 | 190,473 | |
REVOLVE GROUP CL Aposition key sid:sec:prov:1307009d2b025013183cf6b42d87ccf0 · issuer key cusip6:76156B | new | +$311K | +13,776 | $0 | $311K | — | 13,776 | |
MODINE MFG CO COMposition key pos:11270 · issuer key iss:1491 | new | +$301K | +1,390 | $0 | $301K | — | 1,390 | |
WAYFAIR INC CL Aposition key pos:19001 · issuer key iss:2311 | new | +$263K | +3,500 | $0 | $263K | — | 3,500 | |
J. JILL INC COMposition key sid:sec:prov:d114f7c8698b03c4e5115df8328a06a0 · issuer key cusip6:46620W | trim | −$1.2M | −86,653 | $1.5M | $246K | 108,105 | 21,452 | |
IBOTTA INC CLASS A COM SHSposition key sid:sec:prov:e505f71f1e155e5a8add8a1a7ec4b1f7 · issuer key cusip6:451051 | new | +$202K | +6,727 | $0 | $202K | — | 6,727 | |
LIFEVANTAGE COM NEWposition key sid:sec:prov:cb051874f3c3ab12b3cb80f4d228c724 · issuer key cusip6:53222K | trim | −$290K | −39,675 | $396K | $107K | 64,345 | 24,670 | |
| pos:11254 | exit‡e | −$13.0M | −82,490 | $13.0M | $0 | 82,490 | — | |
| pos:11452 | exit‡e | −$99.9M | −2,784,786 | $99.9M | $0 | 2,784,786 | — | |
| pos:11508 | exit‡e | −$12.3M | −68,204 | $12.3M | $0 | 68,204 | — | |
RUSH STREET INTERACTIVE CL Aposition key pos:13103 · issuer key iss:1878 CALL | exit‡e | −$31.3M | −1,610,100 | $31.3M | $0 | 1,610,100 | — | |
CELSIUS HLDGS COM NEWposition key pos:14925 · issuer key iss:543 CALL | exit‡e | −$41.6M | −910,000 | $41.6M | $0 | 910,000 | — | |
| pos:15427 | exit‡e | −$756K | −67,413 | $756K | $0 | 67,413 | — |
80 more changes below.
1–100 of 113 changes
Mark-to-market only (no share change) · 24
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
SHARKNINJA INC COM SHSposition key pos:11551 · issuer key iss:2613 | no change | −$4.6M | 0 | $86.1M | $81.5M | 769,163 | 769,163 | |
HIMS & HERS HEALTH INC COM CL Aposition key pos:12938 · issuer key iss:1119 | no change | −$5.5M | 0 | $15.3M | $9.8M | 469,833 | 469,833 | |
BLUELINX HOLDINGS INC COM NEWposition key pos:18643 · issuer key iss:410 | no change | −$748K | 0 | $6.3M | $5.6M | 103,141 | 103,141 | |
GROUPON INC COM NEWposition key pos:15915 · issuer key iss:1055 | no change | −$2.5M | 0 | $7.8M | $5.3M | 444,965 | 444,965 | |
PHILIP MORRIS INTL COMposition key pos:16086 · issuer key iss:1711 | no change | +$140K | 0 | $4.5M | $4.7M | 28,244 | 28,244 | |
DELCATH SYS INC COM NEWposition key sid:sec:prov:d5ca5a1167751bce83e8a54f57ca46ed · issuer key cusip6:24661P | no change | −$410K | 0 | $5.0M | $4.6M | 499,796 | 499,796 | |
THREDUP CL Aposition key sid:sec:prov:dcb8369fd8cadba85d675cfc8f167540 · issuer key cusip6:88556E | no change | −$3.1M | 0 | $6.4M | $3.3M | 993,949 | 993,949 | |
ZUMIEZ INC COMposition key sid:sec:prov:3fa1ab32385e537ce3a0df71e3c45603 · issuer key cusip6:989817 | no change | −$484K | 0 | $3.2M | $2.8M | 124,549 | 124,549 | |
WINGSTOP COMposition key pos:17147 · issuer key iss:2340 | no change | −$1.1M | 0 | $3.1M | $2.0M | 12,857 | 12,857 | |
FOX FACTORY HOLDING CORP COMposition key sid:sec:prov:58767af0ab04a1d16925b0d6521be622 · issuer key cusip6:35138V | no change | −$65.0K | 0 | $1.7M | $1.6M | 100,000 | 100,000 | |
GAMBLING COM GROUP LTD ORDINARY SHARESposition key sid:sec:prov:c3a8df85fafc2e5b300de9b07397ff9d · issuer key cusip6:G3R239 | no change | −$483K | 0 | $1.7M | $1.2M | 305,694 | 305,694 | |
ONEWATER MARINE CL Aposition key sid:sec:prov:01612364560b23f7a1b2513c1e626a25 · issuer key cusip6:68280L | no change | −$148K | 0 | $1.2M | $1.0M | 108,000 | 108,000 | |
MEDIFAST COMposition key sid:sec:prov:b83d71c079fbdc46e164298543978d9a · issuer key cusip6:58470H | no change | −$39.1K | 0 | $853K | $814K | 79,839 | 79,839 | |
LOVESAC CO COMposition key sid:sec:prov:85d51b56232b38fec6672f42417fcb9f · issuer key cusip6:54738L | no change | +$763 | 0 | $562K | $563K | 38,115 | 38,115 | |
INOGEN INC COMposition key pos:15193 · issuer key iss:1185 | no change | −$47.6K | 0 | $592K | $545K | 88,136 | 88,136 | |
1-800-FLOWERS CL Aposition key sid:sec:prov:c7b176172dd4b9b47526fcdb3ac99b32 · issuer key cusip6:68243Q | no change | −$153K | 0 | $678K | $524K | 172,395 | 172,395 | |
LIFEMD COMposition key pos:14412 · issuer key cusip6:53216B | no change | +$27.2K | 0 | $463K | $490K | 135,826 | 135,826 | |
AVITA MEDICAL COMposition key sid:sec:prov:d86675a138fe55e9b9a919f196c045ad · issuer key cusip6:05380C | no change | +$25.0K | 0 | $345K | $370K | 100,000 | 100,000 | |
ALPHA TEKNOVA COMposition key sid:sec:prov:c8b004e06cf86a492c993c91093d3862 · issuer key cusip6:02080L | no change | −$71.8K | 0 | $300K | $228K | 78,872 | 78,872 | |
3D SYS CORP DEL COM NEWposition key sid:sec:prov:7d4858b18bb837ac060629e4a5ca94fd · issuer key cusip6:88554D | no change | +$10.0K | 0 | $160K | $170K | 90,531 | 90,531 | |
DESTINATION XL GROUP INC COMposition key sid:sec:prov:a61184c815603c05c591daa1d25e216d · issuer key cusip6:25065K | no change | −$81.1K | 0 | $182K | $101K | 197,937 | 197,937 | |
PURPLE INNOVATION COMposition key sid:sec:prov:09ff8016d20589307cf35a231870fe34 · issuer key cusip6:74640Y | no change | −$4.1K | 0 | $95.7K | $91.6K | 138,605 | 138,605 | |
ZIPRECRUITER CL Aposition key sid:sec:prov:27e0aa8eaa0545a160d955b7fa907d09 · issuer key cusip6:98980B | no change | −$102K | 0 | $193K | $91.1K | 49,510 | 49,510 | |
GOGO INC COMposition key pos:12366 · issuer key iss:1022 | no change | −$7.9K | 0 | $57.2K | $49.3K | 12,272 | 12,272 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 74.3%below median 80.0%
- Concentration index
- 302 bpsbelow median 446 bps
- Positions with value
- 118 / 118median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 74.3% · HHI (bps) ·§: 302integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 137
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open Divisadero Street Capital Management, LP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 115 issuers · $2.4B disclosed value over 118 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | — | SUPER GROUP SGHC LTD | $333M | 30,863,071 | — | 13.9% | — | |
| — | — | DAVE INC | $196M | 1,125,840 | — | 8.2% | — | |
| — | — | RUSH STREET INTERACTIVE RUSH STREET INTERACTIVE · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $140M | 6,426,679 | — | 5.8% | — | |
| — | CELHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELSIUS HLDGS CELSIUS HLDGS · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $90.0M | 2,535,310 | — | 3.8% | — | |
| — | CLSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELESTICA INC CELESTICA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $86.1M | 305,816 | — | 3.6% | — | |
| — | SEZLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEZZLE INC SEZZLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $83.0M | 1,311,614 | — | 3.5% | — | |
| — | SNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHARKNINJA INC SHARKNINJA INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.5M | 769,163 | — | 3.4% | — | |
| — | — | OMADA HEALTH INC OMADA HEALTH INC · COM CUSIP 68170A108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $74.0M | 5,887,715 | — | 3.1% | — | |
| — | CVNAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CARVANA CO CARVANA CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.2M | 226,636 | — | 3.0% | — | |
| — | — | FLYWIRE CORP FLYWIRE CORP · COM VOTING CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $70.7M | 6,070,594 | — | 3.0% | — | |
| — | LITEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LUMENTUM HLDGS LUMENTUM HLDGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.5M | 93,192 | — | 2.7% | — | |
| — | — | AMERICAN PUBLIC EDUCATION AMERICAN PUBLIC EDUCATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $59.8M | 1,052,069 | — | 2.5% | — | |
| — | — | VICTORIA'S SECRET & CO VICTORIA'S SECRET & CO · COMMON STOCK CUSIP 926400102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $54.6M | 1,178,175 | — | 2.3% | — | |
| — | FIGSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FIGS INC FIGS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.2M | 3,196,396 | — | 2.0% | — | |
| — | BULLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WEBULL CORP WEBULL CORP · ORD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $45.8M | 9,548,219 | — | 1.9% | — | |
| — | REALverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | THE REALREAL INC THE REALREAL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.4M | 4,342,757 | — | 1.6% | — | |
| — | BBWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BUILD-A-BEAR WORKSHOP BUILD-A-BEAR WORKSHOP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.4M | 1,024,970 | — | 1.6% | — | |
| — | — | BRINKER INTERNATIONAL INC BRINKER INTERNATIONAL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.9M | 258,228 | — | 1.5% | — | |
| — | — | AXOGEN AXOGEN · COM CUSIP 05463X106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.3M | 1,095,881 | — | 1.5% | — | |
| — | — | PROCEPT BIOROBOTICS CORP | $36.0M | 1,440,438 | — | 1.5% | — | |
| — | — | LINCOLN EDUCATIONAL SERVICES LINCOLN EDUCATIONAL SERVICES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $33.6M | 825,556 | — | 1.4% | — | |
| — | ATRCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ATRICURE ATRICURE · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $33.1M | 1,159,955 | — | 1.4% | — | |
| — | — | XPEL INC XPEL INC · COM CUSIP 98379L100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.9M | 720,425 | — | 1.3% | — | |
| — | — | SELECT WATER SOLUTIONS INC SELECT WATER SOLUTIONS INC · CL A COM CUSIP 81617J301 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.1M | 1,901,651 | — | 1.2% | — | |
| — | — | LIFEWAY FOODS INC LIFEWAY FOODS INC · COM CUSIP 531914109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.2M | 1,408,768 | — | 1.1% | — | |
| — | LRNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STRIDE STRIDE · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.2M | 308,500 | — | 1.1% | — | |
| — | — | TURNING POINT BRANDS TURNING POINT BRANDS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.7M | 295,578 | — | 1.1% | — | |
| — | COMPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMPASS COMPASS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $24.8M | 3,389,927 | — | 1.0% | — | |
| — | — | HINGE HEALTH INC-A HINGE HEALTH INC-A · CL A CUSIP 433313103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.0M | 570,659 | — | 0.9% | — | |
| — | CTRNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CITI TRENDS INC CITI TRENDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.4M | 494,046 | — | 0.9% | — | |
| — | — | LENDINGTREE INC LENDINGTREE INC · COM CUSIP 52603B107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.1M | 469,269 | — | 0.8% | — | |
| — | — | ADAPTIVE BIOTECHNOLOGIES ADAPTIVE BIOTECHNOLOGIES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.3M | 1,318,661 | — | 0.8% | — | |
| — | EYEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATIONAL VISION HLDGS NATIONAL VISION HLDGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.0M | 696,032 | — | 0.8% | — | |
| — | — | KURA SUSHI USA INC KURA SUSHI USA INC · CL A CUSIP 501270102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.4M | 248,812 | — | 0.7% | — | |
| — | RELYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REMITLY GLOBAL REMITLY GLOBAL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.5M | 1,053,557 | — | 0.7% | — | |
| — | INDVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INDIVIOR PHARMACEUTICALS INDIVIOR PHARMACEUTICALS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.9M | 521,083 | — | 0.7% | — | |
| — | — | COMPASS DIVERSIFIED HLDGS COMPASS DIVERSIFIED HLDGS · SHS BEN INT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.2M | 1,930,254 | — | 0.6% | — | |
| — | CALXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CALIX CALIX · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.0M | 305,670 | — | 0.6% | — | |
| — | VCELverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VERICEL CORPORATION VERICEL CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.6M | 422,178 | — | 0.6% | — | |
| — | WLDNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WILLDAN GROUP WILLDAN GROUP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.6M | 164,987 | — | 0.5% | — | |
| — | TSEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TOWER SEMICONDUCTOR LTD TOWER SEMICONDUCTOR LTD · SHS NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.3M | 70,000 | — | 0.5% | — | |
| — | — | EZCORP INC EZCORP INC · CL A CUSIP 302301106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.6M | 458,856 | — | 0.5% | — | |
| — | CECOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CECO ENVIRONMENTAL CECO ENVIRONMENTAL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.2M | 187,600 | — | 0.5% | — | |
| — | AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC BROADCOM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.8M | 35,000 | — | 0.5% | — | |
| — | HIMSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HIMS & HERS HEALTH INC HIMS & HERS HEALTH INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.8M | 469,833 | — | 0.4% | — | |
| — | ASverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMER SPORTS INC AMER SPORTS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.6M | 292,784 | — | 0.4% | — | |
| — | PGNYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROGYNY INC PROGYNY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.6M | 563,609 | — | 0.4% | — | |
| — | — | JOHNSON OUTDOORS JOHNSON OUTDOORS · CL A CUSIP 479167108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.8M | 190,057 | — | 0.4% | — | |
| — | — | BELLRING BRANDS INC-W/I BELLRING BRANDS INC-W/I · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.4M | 523,740 | — | 0.4% | — | |
| — | — | WARBY PARKER INC WARBY PARKER INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.1M | 383,909 | — | 0.3% | — | |
| — | VITLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VITAL FARMS VITAL FARMS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.8M | 551,855 | — | 0.3% | — | |
| — | — | ROBINHOOD MARKETS ROBINHOOD MARKETS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.9M | 100,000 | — | 0.3% | — | |
| — | FSLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FASTLY INC FASTLY INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.5M | 225,000 | — | 0.3% | — | |
| — | ANGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANGIODYNAMICS ANGIODYNAMICS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.4M | 562,153 | — | 0.3% | — | |
| — | — | ULTRA CLEAN HOLDINGS ULTRA CLEAN HOLDINGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.2M | 100,000 | — | 0.3% | — | |
| — | — | TACTILE SYSTEMS TECHNOLOGY TACTILE SYSTEMS TECHNOLOGY · COM CUSIP 87357P100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.2M | 237,884 | — | 0.3% | — | |
| — | — | EL POLLO LOCO HLDGS EL POLLO LOCO HLDGS · COM CUSIP 268603107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.0M | 432,295 | — | 0.3% | — | |
| — | — | BLUELINX HOLDINGS INC BLUELINX HOLDINGS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.6M | 103,141 | — | 0.2% | — | |
| — | ONTOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ONTO INNOVATION INC ONTO INNOVATION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.4M | 26,500 | — | 0.2% | — | |
| — | — | BLEND LABS BLEND LABS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.4M | 3,175,092 | — | 0.2% | — | |
| — | — | GROUPON INC GROUPON INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.3M | 444,965 | — | 0.2% | — | |
| — | — | JABIL CIRCUIT INC JABIL CIRCUIT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.2M | 19,500 | — | 0.2% | — | |
| — | COCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VITA COCO CO INC VITA COCO CO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.1M | 107,243 | — | 0.2% | — | |
| — | VVVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VALVOLINE INC VALVOLINE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.1M | 150,000 | — | 0.2% | — | |
| — | PMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHILIP MORRIS INTL PHILIP MORRIS INTL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.7M | 28,244 | — | 0.2% | — | |
| — | — | DELCATH SYS INC DELCATH SYS INC · COM NEW CUSIP 24661P807 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.6M | 499,796 | — | 0.2% | — | |
| — | — | FLOTEK INDUSTRIES INC FLOTEK INDUSTRIES INC · COM NEW CUSIP 343389409 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.6M | 269,262 | — | 0.2% | — | |
| — | HZOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARINEMAX INC MARINEMAX INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.4M | 163,646 | — | 0.2% | — | |
| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORP NVIDIA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.4M | 25,000 | — | 0.2% | — | |
| — | — | AFFIRM HLDGS AFFIRM HLDGS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.4M | 95,071 | — | 0.2% | — | |
| — | DKNGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DRAFTKINGS INC DRAFTKINGS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.3M | 200,237 | — | 0.2% | — | |
| — | — | XOMETRY XOMETRY · CL A CUSIP 98423F109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.4M | 82,172 | — | 0.1% | — | |
| — | — | THREDUP THREDUP · CL A CUSIP 88556E102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.3M | 993,949 | — | 0.1% | — | |
| — | — | PRIORITY TECHNOLOGY HOLDINGS PRIORITY TECHNOLOGY HOLDINGS · COM CUSIP 74275G107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.1M | 653,019 | — | 0.1% | — | |
| — | — | BENCHMARK ELECTRONICS BENCHMARK ELECTRONICS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.0M | 53,047 | — | 0.1% | — | |
| — | — | ARLO TECHNOLOGIES ARLO TECHNOLOGIES · COM CUSIP 04206A101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.8M | 200,000 | — | 0.1% | — | |
| — | — | ZUMIEZ INC ZUMIEZ INC · COM CUSIP 989817101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.8M | 124,549 | — | 0.1% | — | |
| — | ANFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABERCROMBIE & FITCH CO ABERCROMBIE & FITCH CO · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.7M | 30,000 | — | 0.1% | — | |
| — | — | ACV AUCTIONS ACV AUCTIONS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.6M | 609,100 | — | 0.1% | — | |
| — | STUBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STUBHUB HLDGS STUBHUB HLDGS · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.4M | 384,638 | — | 0.1% | — | |
| — | UPSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UPSTART HLDGS UPSTART HLDGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.3M | 89,589 | — | 0.1% | — | |
| — | — | NAPCO SECURITY TECHNOLOGIES NAPCO SECURITY TECHNOLOGIES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.0M | 50,799 | — | 0.1% | — | |
| — | WINGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WINGSTOP WINGSTOP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.0M | 12,857 | — | 0.1% | — | |
| — | FLUTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.0M | 19,191 | — | 0.1% | — | |
| — | HTZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HERTZ GLOBAL HLDGS INC HERTZ GLOBAL HLDGS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.8M | 400,000 | — | 0.1% | — | |
| — | — | FOX FACTORY HOLDING CORP FOX FACTORY HOLDING CORP · COM CUSIP 35138V102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.6M | 100,000 | — | 0.1% | — | |
| — | — | ADTRAN HLDGS ADTRAN HLDGS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.5M | 121,731 | — | 0.1% | — | |
| — | — | SWEETGREEN INC SWEETGREEN INC · CL A CUSIP 87043Q108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.4M | 273,270 | — | 0.1% | — | |
| — | — | GAMBLING COM GROUP LTD GAMBLING COM GROUP LTD · ORDINARY SHARES CUSIP G3R239101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.2M | 305,694 | — | 0.0% | — | |
| — | — | SENSUS HEALTHCARE INC SENSUS HEALTHCARE INC · COM CUSIP 81728J109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.1M | 286,078 | — | 0.0% | — | |
| — | — | STITCH FIX INC STITCH FIX INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.0M | 311,747 | — | 0.0% | — | |
| — | — | ONEWATER MARINE ONEWATER MARINE · CL A CUSIP 68280L101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.0M | 108,000 | — | 0.0% | — | |
| — | — | MEDIFAST MEDIFAST · COM CUSIP 58470H101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $814K | 79,839 | — | 0.0% | — | |
| — | — | MEDIAALPHA MEDIAALPHA · CL A CUSIP 58450V104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $808K | 86,907 | — | 0.0% | — | |
| — | — | ZEVIA PBC-A ZEVIA PBC-A · CL A CUSIP 98955K104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $676K | 577,497 | — | 0.0% | — | |
| — | — | LOVESAC CO LOVESAC CO · COM CUSIP 54738L109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $563K | 38,115 | — | 0.0% | — | |
| — | — | VIANT TECHNOLOGY VIANT TECHNOLOGY · CL A CUSIP 92557A101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $554K | 49,445 | — | 0.0% | — | |
| — | INGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INOGEN INC INOGEN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $545K | 88,136 | — | 0.0% | — | |
| — | — | 1-800-FLOWERS 1-800-FLOWERS · CL A CUSIP 68243Q106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $524K | 172,395 | — | 0.0% | — | |
| — | — | LIFEMD LIFEMD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $490K | 135,826 | — | 0.0% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).