Portfolio (Quarterly)
Guide ↗
Divisadero Street Capital Management, LP
· CIK 0001901865| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — CALL | PROCEPT BIOROBOTICS CORP | — | 574,100.0 | $14.4M | 0.60% | NEW | — | $25.01 | — |
| 42 | VCEL | VERICEL CORPORATION | Healthcare | 422,178.0 | $13.6M | 0.57% | +197K | +87.6% | $32.17 | +10.0% |
| 43 | WLDN | WILLDAN GROUP | Industrials | 164,987.0 | $12.6M | 0.53% | -134K | -44.8% | $76.56 | +21.0% |
| 44 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 70,000.0 | $12.3M | 0.51% | NEW | — | $175.48 | +50.7% |
| 45 | EZPW | EZCORP INC | Financial Services | 458,856.0 | $11.6M | 0.49% | +320K | +231.3% | $25.38 | +31.8% |
| 46 | CECO | CECO ENVIRONMENTAL | Industrials | 187,600.0 | $11.2M | 0.47% | NEW | — | $59.58 | +35.4% |
| 47 | AVGO | BROADCOM INC | Technology | 35,000.0 | $10.8M | 0.45% | NEW | — | $309.51 | +33.9% |
| 48 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 469,833.0 | $9.8M | 0.41% | — | — | $20.76 | +15.7% |
| 49 | — | AMER SPORTS INC | — | 292,784.0 | $9.6M | 0.40% | -2.2M | -88.2% | $32.92 | — |
| 50 | PGNY | PROGYNY INC | Healthcare | 563,609.0 | $9.6M | 0.40% | +200K | +55.0% | $16.98 | +51.0% |
| 51 | JOUT | JOHNSON OUTDOORS | Consumer Cyclical | 190,057.0 | $8.8M | 0.37% | -19K | -9.3% | $46.51 | -7.7% |
| 52 | BRBR | BELLRING BRANDS INC-W/I | Consumer Defensive | 523,740.0 | $8.4M | 0.35% | +468K | +838.9% | $16.09 | -43.8% |
| 53 | WRBY | WARBY PARKER INC | Healthcare | 383,909.0 | $8.1M | 0.34% | NEW | — | $21.07 | +16.0% |
| 54 | VITL | VITAL FARMS | Consumer Defensive | 551,855.0 | $7.8M | 0.33% | +17K | +3.2% | $14.12 | -33.2% |
| 55 | HOOD | ROBINHOOD MARKETS | Financial Services | 100,000.0 | $6.9M | 0.29% | NEW | — | $69.30 | +9.6% |
| 56 | FSLY | FASTLY INC | Technology | 225,000.0 | $6.5M | 0.27% | NEW | — | $29.06 | -43.6% |
| 57 | ANGO | ANGIODYNAMICS | Healthcare | 562,153.0 | $6.4M | 0.27% | NEW | — | $11.37 | +5.2% |
| 58 | UCTT | ULTRA CLEAN HOLDINGS | Technology | 100,000.0 | $6.2M | 0.26% | NEW | — | $62.18 | +29.0% |
| 59 | TCMD | TACTILE SYSTEMS TECHNOLOGY | Healthcare | 237,884.0 | $6.2M | 0.26% | NEW | — | $26.13 | -4.9% |
| 60 | LOCO | EL POLLO LOCO HLDGS | Consumer Cyclical | 432,295.0 | $6.0M | 0.25% | -260K | -37.6% | $13.86 | +2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
41.9%
Technology
17.7%
Consumer Defensive
14.8%
Healthcare
14.4%
Financial Services
6.3%
Industrials
2.8%
Utilities
1.5%
Communication Services
0.3%
Energy
0.3%