Divisadero Street Capital Management, LP 13F 持仓 · 2026年Q2
Divisadero Street Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 44.12 亿美元。前几大持仓：SGHC（9.02%）、SEZL（6.42%）、CVNA（6.21%）。本季前 25 大持仓中：新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGHC | SUPER GROUP SGHC LIMITED | $398.0M | 9.02% | 29.4M | 增持 |
| 2 | SEZL | SEZZLE INC | $283.1M | 6.42% | 1.6M | 增持 |
| 3 | CVNA | CARVANA CO | $274.0M | 6.21% | 4.2M | 增持 |
| 4 | DAVE | DAVE INC | $260.6M | 5.91% | 699,366 | 增持 |
| 5 | HIMS | HIMS & HERS HEALTH INC | $208.3M | 4.72% | 6.0M | 增持 |
| 6 | CLS | CELESTICA INC | $168.3M | 3.81% | 461,397 | 增持 |
| 7 | RSI | RUSH STREET INTERACTIVE INC | $161.4M | 3.66% | 5.4M | 减持 |
| 8 | SN | SHARKNINJA INC | $124.7M | 2.83% | 819,163 | 增持 |
| 9 | CECO | CECO ENVIRONMENTAL CORP | $120.7M | 2.73% | 1.3M | 增持 |
| 10 | COMP | COMPASS INC | $117.2M | 2.66% | 9.5M | 增持 |
| 11 | FLYW | FLYWIRE CORPORATION | $116.7M | 2.65% | 6.6M | 增持 |
| 12 | REAL | THE REALREAL INC | $108.4M | 2.46% | 9.2M | 增持 |
| 13 | HNGE | HINGE HEALTH INC | $107.1M | 2.43% | 1.3M | 增持 |
| 14 | TPB | TURNING PT BRANDS INC | $107.3M | 2.43% | 1.3M | 增持 |
| 15 | WLDN | WILLDAN GROUP INC | $104.8M | 2.37% | 1.3M | 增持 |
| 16 | LITE | LUMENTUM HLDGS INC | $92.8M | 2.10% | 108,188 | 增持 |
| 17 | VSXY | VICTORIAS SECRET AND CO | $85.6M | 1.94% | 1.0M | 减持 |
| 18 | OMDA | OMADA HEALTH INC | $83.4M | 1.89% | 3.8M | 减持 |
| 19 | RELY | REMITLY GLOBAL INC | $83.3M | 1.89% | 3.7M | 增持 |
| 20 | CHYM | CHIME FINL INC | $75.1M | 1.70% | 3.7M | 新建仓 |
| 21 | VSH | VISHAY INTERTECHNOLOGY INC | $72.3M | 1.64% | 1.3M | 新建仓 |
| 22 | APEI | AMERICAN PUB ED INC | $62.8M | 1.42% | 1.2M | 增持 |
| 23 | LWAY | LIFEWAY FOODS INC | $62.7M | 1.42% | 2.1M | 增持 |
| 24 | CELH | CELSIUS HLDGS INC | $53.3M | 1.21% | 1.8M | 减持 |
| 25 | AS | AMER SPORTS INC | $51.4M | 1.17% | 1.5M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR