Divisadero Street Capital Management, LP quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Divisadero Street Capital Management, LP opened 63 positions, added to 32, reduced 25, sold out of 37 and left 18 unchanged. The largest increase in value was CVNA (+$202,799,247); the largest decrease was RSI (-$139,780,268).
- RSI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,425,402.
- FLYW: Country of operation United States; Class COM VTG; Shares 2026-03-31 0; Shares 2026-06-30 6,644,513.
- CHYM: Country of operation United States; Class COM SHS CL A; Shares 2026-03-31 0; Shares 2026-06-30 3,626,050.
- VSH: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,345,094.
Two Form 13F-HR filings compared (SEC CIK 1901865): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
RSI
RUSH STREET INTERACTIVE INC | United States | COM | 0 | 5,425,402 | +5,425,402 | $0 | $161,351,455 | +$161,351,455 |
|---|
FLYW
FLYWIRE CORPORATION | United States | COM VTG | 0 | 6,644,513 | +6,644,513 | $0 | $116,744,093 | +$116,744,093 |
|---|
CHYM
CHIME FINL INC | United States | COM SHS CL A | 0 | 3,626,050 | +3,626,050 | $0 | $74,261,504 | +$74,261,504 |
|---|
VSH
VISHAY INTERTECHNOLOGY INC | United States | COM | 0 | 1,345,094 | +1,345,094 | $0 | $72,339,155 | +$72,339,155 |
|---|
ESI
ELEMENT SOLUTIONS INC | United States | COM | 0 | 1,021,276 | +1,021,276 | $0 | $48,765,929 | +$48,765,929 |
|---|
ENVA
ENOVA INTL INC | United States | COM | 0 | 146,238 | +146,238 | $0 | $35,203,874 | +$35,203,874 |
|---|
PRCH
PORCH GROUP INC | United States | COM | 0 | 2,105,695 | +2,105,695 | $0 | $31,669,653 | +$31,669,653 |
|---|
LIFE
ETHOS TECHNOLOGIES INC | United States | CL A | 0 | 1,635,921 | +1,635,921 | $0 | $29,675,607 | +$29,675,607 |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 0 | 250,000 | +250,000 | $0 | $25,070,000 | +$25,070,000 |
|---|
ICHR
ICHOR HOLDINGS | United States | SHS | 0 | 200,621 | +200,621 | $0 | $22,525,726 | +$22,525,726 |
|---|
KLAR
KLARNA GROUP PLC | United Kingdom | SHS | 0 | 1,032,328 | +1,032,328 | $0 | $20,894,319 | +$20,894,319 |
|---|
CDNA
CAREDX INC | United States | COM | 0 | 700,938 | +700,938 | $0 | $19,976,733 | +$19,976,733 |
|---|
HROW
HARROW INC | United States | COM | 0 | 439,155 | +439,155 | $0 | $18,650,913 | +$18,650,913 |
|---|
BBNX
BETA BIONICS INC | United States | COM | 0 | 1,113,802 | +1,113,802 | $0 | $17,453,277 | +$17,453,277 |
|---|
WRBY
WARBY PARKER INC | United States | CL A COM | 0 | 561,117 | +561,117 | $0 | $17,024,290 | +$17,024,290 |
|---|
BJRI
BJS RESTAURANTS INC | United States | COM | 0 | 262,421 | +262,421 | $0 | $15,938,139 | +$15,938,139 |
|---|
USO
UNITED STS OIL FD LP | United States | UNITS | 0 | 142,500 | +142,500 | $0 | $15,167,700 | +$15,167,700 |
|---|
FCFS
FIRSTCASH HOLDINGS INC | United States | COM | 0 | 59,500 | +59,500 | $0 | $12,871,040 | +$12,871,040 |
|---|
YOU
CLEAR SECURE INC | United States | COM CL A | 0 | 200,000 | +200,000 | $0 | $11,146,000 | +$11,146,000 |
|---|
CROX
CROCS INC | United States | COM | 0 | 91,371 | +91,371 | $0 | $11,022,997 | +$11,022,997 |
|---|
KLIC
KULICKE & SOFFA INDS INC | | COM | 0 | 78,000 | +78,000 | $0 | $10,433,280 | +$10,433,280 |
|---|
ESTA
ESTABLISHMENT LABS HLDGS INC | | COM | 0 | 106,675 | +106,675 | $0 | $9,153,782 | +$9,153,782 |
|---|
CODI
COMPASS DIVERSIFIED | United States | SH BEN INT | 0 | 827,298 | +827,298 | $0 | $8,818,997 | +$8,818,997 |
|---|
AFRM
AFFIRM HLDGS INC | United States | COM CL A | 0 | 106,735 | +106,735 | $0 | $8,704,239 | +$8,704,239 |
|---|
PENG
PENGUIN SOLUTIONS INC | United States | COM | 0 | 100,000 | +100,000 | $0 | $7,601,000 | +$7,601,000 |
|---|
ACVA
ACV AUCTIONS INC | United States | COM CL A | 0 | 1,007,453 | +1,007,453 | $0 | $7,243,587 | +$7,243,587 |
|---|
HAE
HAEMONETICS CORP MASS | United States | COM | 0 | 96,459 | +96,459 | $0 | $7,234,425 | +$7,234,425 |
|---|
DBI
DESIGNER BRANDS INC | United States | CL A | 0 | 1,184,045 | +1,184,045 | $0 | $6,902,982 | +$6,902,982 |
|---|
FTAI
FTAI AVIATION LTD | United States | SHS | 0 | 25,000 | +25,000 | $0 | $6,763,250 | +$6,763,250 |
|---|
FLEX
FLEX LTD | | ORD | 0 | 40,000 | +40,000 | $0 | $6,482,800 | +$6,482,800 |
|---|
SMTC
SEMTECH CORP | United States | COM | 0 | 40,000 | +40,000 | $0 | $6,474,000 | +$6,474,000 |
|---|
OSIS
OSI SYSTEMS INC | United States | COM | 0 | 27,859 | +27,859 | $0 | $6,092,763 | +$6,092,763 |
|---|
PCOR
PROCORE TECHNOLOGIES INC | United States | COM | 0 | 149,800 | +149,800 | $0 | $6,084,876 | +$6,084,876 |
|---|
ROAD
CONSTRUCTION PARTNERS INC | United States | COM CL A | 0 | 50,728 | +50,728 | $0 | $6,024,965 | +$6,024,965 |
|---|
BAND
BANDWIDTH INC | United States | COM CL A | 0 | 86,065 | +86,065 | $0 | $5,447,915 | +$5,447,915 |
|---|
EVER
EVERQUOTE INC | United States | COM CL A | 0 | 219,248 | +219,248 | $0 | $5,215,910 | +$5,215,910 |
|---|
CLFD
CLEARFIELD INC | United States | COM | 0 | 130,783 | +130,783 | $0 | $5,203,856 | +$5,203,856 |
|---|
PAR
PAR TECHNOLOGY CORP | United States | COM | 0 | 267,965 | +267,965 | $0 | $4,667,950 | +$4,667,950 |
|---|
FC
FRANKLIN COVEY CO | United States | COM | 0 | 185,547 | +185,547 | $0 | $4,551,468 | +$4,551,468 |
|---|
LSCC
LATTICE SEMICONDUCTOR CORP | United States | COM | 0 | 25,317 | +25,317 | $0 | $3,872,488 | +$3,872,488 |
|---|
VIA
VIA TRANSN INC | United States | COM CL A | 0 | 172,755 | +172,755 | $0 | $3,133,776 | +$3,133,776 |
|---|
EZPW
EZCORP INC | United States | CL A NON VTG | 0 | 82,602 | +82,602 | $0 | $2,855,551 | +$2,855,551 |
|---|
SG
SWEETGREEN INC | United States | COM CL A | 0 | 288,601 | +288,601 | $0 | $2,542,575 | +$2,542,575 |
|---|
ATEC
ALPHATEC HLDGS INC | United States | COM NEW | 0 | 283,953 | +283,953 | $0 | $2,456,193 | +$2,456,193 |
|---|
PRG
PROG HOLDINGS INC | United States | COM NPV | 0 | 50,000 | +50,000 | $0 | $2,330,500 | +$2,330,500 |
|---|
BOBS
BOBS DISC FURNITURE INC | United States | COM SHS | 0 | 144,391 | +144,391 | $0 | $2,284,266 | +$2,284,266 |
|---|
TTMI
TTM TECHNOLOGIES INC | United States | COM | 0 | 12,000 | +12,000 | $0 | $2,244,240 | +$2,244,240 |
|---|
PTRN
PATTERN GROUP INC | United States | COM SER A | 0 | 70,000 | +70,000 | $0 | $1,763,300 | +$1,763,300 |
|---|
FRPT
FRESHPET INC | United States | COM | 0 | 29,583 | +29,583 | $0 | $1,748,947 | +$1,748,947 |
|---|
ONEW
ONEWATER MARINE INC | United States | CL A COM | 0 | 143,755 | +143,755 | $0 | $1,620,119 | +$1,620,119 |
|---|
DRVN
DRIVEN BRANDS HLDGS INC | United States | COM | 0 | 100,000 | +100,000 | $0 | $1,394,000 | +$1,394,000 |
|---|
SFIX
STITCH FIX INC | United States | COM CL A | 0 | 311,747 | +311,747 | $0 | $1,281,280 | +$1,281,280 |
|---|
NTGR
NETGEAR INC | United States | COM | 0 | 52,065 | +52,065 | $0 | $1,215,718 | +$1,215,718 |
|---|
MEC
MAYVILLE ENGR CO INC | United States | COM | 0 | 27,482 | +27,482 | $0 | $1,029,476 | +$1,029,476 |
|---|
MNDY
MONDAY COM LTD | | SHS | 0 | 13,832 | +13,832 | $0 | $1,001,298 | +$1,001,298 |
|---|
AMPL
AMPLITUDE INC | United States | COM CL A | 0 | 100,000 | +100,000 | $0 | $765,000 | +$765,000 |
|---|
CAR
AVIS BUDGET GROUP INC | United States | COM | 0 | 5,140 | +5,140 | $0 | $759,846 | +$759,846 |
|---|
AGX
ARGAN INC | United States | COM | 0 | 828 | +828 | $0 | $661,199 | +$661,199 |
|---|
XMTR
XOMETRY INC | United States | CLASS A COM | 0 | 6,363 | +6,363 | $0 | $614,157 | +$614,157 |
|---|
SIG
SIGNET JEWELERS LIMITED | | SHS | 0 | 5,459 | +5,459 | $0 | $470,566 | +$470,566 |
|---|
WK
WORKIVA INC | United States | COM CL A | 0 | 9,567 | +9,567 | $0 | $464,095 | +$464,095 |
|---|
DSP
VIANT TECHNOLOGY INC | United States | COM CL A | 0 | 34,613 | +34,613 | $0 | $438,201 | +$438,201 |
|---|
WBTN
WEBTOON ENTMT INC | United States | COM | 0 | 31,945 | +31,945 | $0 | $364,812 | +$364,812 |
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