Divisadero Street Capital Management, LP

CIK 1901865 · View on SEC EDGAR ↗

Portfolio value
$4.4B
#879 of 9,443 by 13F value · top 9.3%
Positions
142
As of
June 30, 2026

Portfolio value QoQ: +84.5% 13F does not disclose cash

Top 10 holdings weight
45.31%
Top 25 holdings weight
75.50%
Positions above 1%
28
Effective number of positions
33.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 17.51% Est. buys $2,201,627,202 · sells $595,902,617

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 50.0% still held

New positions
53
Increased
39
Decreased
30
Closed
26

Put-notional exposure: 0.0% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+80.3%
S&P 500 total return (same window)
+28.1%
Excess return
+52.2%

Annualized: +48.3% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.8% · Options excluded: 10.1%

Sector breakdown

Financial Services
21.9%
Consumer Discretionary
16.6%
Retail
15.7%
Health Care
12.4%
Industrials
11.8%
Consumer Staples
5.7%
Technology
3.6%
Consumer products
2.9%
Real Estate
2.7%
Communications
2.3%
Diversified Consumer Services
1.5%
Materials
1.1%
Communication Services
0.5%
Energy
0.4%
Telecommunication
0.1%
Other/Unmapped
1.0%

Full portfolio 142 positions

Type Streak 8Q trend
SEZL Sezzle Inc. - Common Stock $283,109,006 6.42% 1,649,531 $200,096,956 Up ×2
CVNA Carvana Co. Class A Common Stock $274,049,073 6.21% 4,163,614 $202,799,247 Up ×5
SGHC Super Group (SGHC) Limited Ordinary Shares $272,548,209 6.18% 20,114,259 $96,233,122 Up ×4
DAVE Dave Inc. - Class A Common Stock $260,576,778 5.91% 699,366 $149,012,942 Up ×2
HIMS Hims & Hers Health, Inc. Class A Common Stock $208,349,538 4.72% 6,009,505 $198,595,805 Up ×1
CLS Celestica, Inc. Common Stock $168,317,626 3.81% 461,397 $82,175,375 Up ×2
RSI Rush Street Interactive, Inc. Class A Common Stock $161,351,455 3.66% 5,425,402 $21,571,187 Down ×1
SGHC Super Group (SGHC) Limited Ordinary Shares $125,445,900 2.84% 9,258,000 Call option
SN SharkNinja, Inc. Ordinary Shares $124,733,950 2.83% 819,163 $43,279,588 Up ×1
CECO CECO Environmental Corp. - Common Stock $120,667,595 2.73% 1,329,817 $109,490,387 Up ×1
COMP Compass, Inc. Class A Common Stock $117,202,877 2.66% 9,505,505 $92,422,511 Up ×3
FLYW Flywire Corporation - Voting Common Stock $116,744,093 2.65% 6,644,513 $46,082,379 Up ×3
REAL The RealReal, Inc. - Common Stock $108,447,344 2.46% 9,198,248 $69,015,110 Up ×4
TPB Turning Point Brands, Inc. Common Stock $107,310,347 2.43% 1,265,303 $81,657,132 Up ×1
HNGE Hinge Health, Inc. Class A Common Stock $107,121,709 2.43% 1,290,623 $85,117,098 Up ×2
WLDN Willdan Group, Inc. - Common Stock $104,751,576 2.37% 1,324,293 $92,120,171 Up ×1
LITE Lumentum Holdings Inc. - Common Stock $92,831,795 2.10% 108,188 $27,340,185 Up ×1
VSCO Victorias Secret & Co. Common Stock $85,648,143 1.94% 1,025,972 $31,027,950 Down ×1
OMDA Omada Health, Inc. - Common Stock $83,403,305 1.89% 3,799,695 $9,394,727 Down ×1
RELY Remitly Global, Inc. - Common stock $83,344,717 1.89% 3,719,086 $66,835,479 Up ×2
CHYM Chime Financial, Inc. - Class A Common Stock $74,261,504 1.68% 3,626,050 Up ×1
VSH Vishay Intertechnology, Inc. Common Stock $72,339,155 1.64% 1,345,094 Up ×1
APEI American Public Education, Inc. - Common Stock $62,794,417 1.42% 1,169,356 $2,952,732 Up ×1
LWAY Lifeway Foods, Inc. - Common Stock $62,709,954 1.42% 2,101,540 $35,464,381 Up ×3
CELH Celsius Holdings, Inc. - Common Stock $53,307,871 1.21% 1,820,624 $-36,644,928 Down ×1
AS Amer Sports, Inc. Ordinary Shares $51,446,275 1.17% 1,520,280 $41,807,826 Up ×1
ESI Element Solutions Inc. Common Stock $48,765,929 1.11% 1,021,276 Up ×1
GRPN Groupon, Inc. - Common Stock $44,410,862 1.01% 1,845,838 $39,115,778 Up ×1
CTRN Citi Trends, Inc. - Common Stock $40,803,286 0.92% 705,451 $19,401,213 Up ×3
EYE National Vision Holdings, Inc. - Common Stock $36,108,545 0.82% 1,899,450 $18,081,316 Up ×2
ENVA Enova International, Inc. Common Stock $35,203,874 0.80% 146,238
FIGS FIGS, Inc. Class A Common Stock $32,644,196 0.74% 3,191,026 $-14,566,573 Down ×2
PRCH Porch Group, Inc. - Common Stock $31,669,653 0.72% 2,105,695
FSLY Fastly, Inc. - Class A Common Stock $31,106,650 0.70% 1,694,262 $24,568,150 Up ×1
LIFE Ethos Technologies Inc. - Class A Common Stock $29,675,607 0.67% 1,635,921 Up ×1
BULL Webull Corporation - Class A Ordinary Shares $28,782,859 0.65% 4,414,549 $-17,048,592 Down ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $25,070,000 0.57% 250,000 $18,140,000 Up ×1
TDUP ThredUp Inc. - Class A Common Stock $24,853,211 0.56% 3,628,206 $21,593,058 Up ×1
INDV Indivior Pharmaceuticals, Inc. - Common Stock $24,694,439 0.56% 601,863 $8,811,829 Up ×1
VITL Vital Farms, Inc. - Common Stock $23,301,728 0.53% 2,003,588 $15,509,535 Up ×2
ICHR Ichor Holdings - Ordinary Shares $22,525,726 0.51% 200,621 Up ×1
ATRC AtriCure, Inc. - Common Stock $22,410,049 0.51% 800,931 $-10,683,467 Down ×1
KLAR Klarna Group plc Ordinary Shares $20,894,319 0.47% 1,032,328 Up ×1
CDNA CareDx, Inc. - Common Stock $19,976,733 0.45% 700,938
HROW Harrow, Inc. - Common Stock $18,650,913 0.42% 439,155
BBNX Beta Bionics, Inc. - Common Stock $17,453,277 0.40% 1,113,802
WRBY Warby Parker Inc. Class A Common Stock $17,024,290 0.39% 561,117 $8,935,327 Up ×1
HZO MarineMax, Inc. (FL) Common Stock $16,697,658 0.38% 455,971 $12,269,397 Up ×1
XPEL XPEL, Inc. - Common Stock $16,301,784 0.37% 328,665 $-15,584,227 Down ×1
RVLV Revolve Group, Inc. Class A Common Stock $16,211,064 0.37% 708,216 $15,899,589 Up ×1
WTTR Select Water Solutions, Inc. Class A common stock $16,027,556 0.36% 802,180 $-13,067,704 Down ×1
BJRI BJ's Restaurants, Inc. - Common Stock $15,938,139 0.36% 262,421 Up ×1
USO $15,167,700 0.34% 142,500 Up ×1
FCFS FirstCash Holdings, Inc. - Common Stock $12,871,040 0.29% 59,500 Up ×1
MAX MediaAlpha, Inc. Class A Common Stock $12,821,249 0.29% 1,019,988 $12,013,014 Up ×1
ONTO Onto Innovation Inc. Common Stock $12,069,149 0.27% 31,891 $6,634,794 Up ×1
YOU Clear Secure, Inc. Class A Common Stock $11,146,000 0.25% 200,000 Up ×1
CROX Crocs, Inc. - Common Stock $11,022,997 0.25% 91,371 Up ×1
KLIC Kulicke and Soffa Industries, Inc. - Common Stock $10,433,280 0.24% 78,000 Up ×1
DKNG DraftKings Inc. - Class A Common Stock $10,124,814 0.23% 400,824 $5,795,690 Up ×1
CALY Callaway Golf Company Common Stock $9,691,469 0.22% 515,778 Up ×1
ESTA Establishment Labs Holdings Inc. - Common Shares $9,153,782 0.21% 106,675
CODI D/B/A Compass Diversified Holdings Shares of Beneficial Interest $8,818,997 0.20% 827,298 $-6,352,799 Down ×1
JOUT Johnson Outdoors Inc. - Class A Common Stock $8,750,224 0.20% 190,057 $-89,327
AFRM Affirm Holdings, Inc. - Class A Common Stock $8,704,239 0.20% 106,735 $4,348,086 Up ×1
AXGN Axogen, Inc. - Common Stock $7,871,515 0.18% 170,416 $-28,435,023 Down ×1
PENG Penguin Solutions, Inc. - Common Stock $7,601,000 0.17% 100,000 Up ×1
ACVA ACV Auctions Inc. Class A Common Stock $7,243,587 0.16% 1,007,453 $4,661,003 Up ×1
HAE Haemonetics Corporation Common Stock $7,234,425 0.16% 96,459 Up ×1
LOCO El Pollo Loco Holdings, Inc. - Common Stock $6,952,328 0.16% 409,925 $960,719 Down ×4
DBI Designer Brands Inc. Class A Common Stock $6,902,982 0.16% 1,184,045
FTAI FTAI Aviation Ltd. - Common Stock $6,763,250 0.15% 25,000 Up ×1
FLEX Flex Ltd. - Ordinary Shares $6,482,800 0.15% 40,000 Up ×1
SMTC Semtech Corporation - Common Stock $6,474,000 0.15% 40,000 Up ×1
BBW Build-A-Bear Workshop, Inc. Common Stock $6,428,682 0.15% 210,019 $-31,956,445 Down ×2
BXC Bluelinx Holdings Inc. Common Stock $6,382,365 0.14% 103,141 $794,186
DCTH Delcath Systems, Inc. - Common Stock $6,292,432 0.14% 499,796 $1,654,325
OSIS OSI Systems, Inc. - Common Stock $6,092,763 0.14% 27,859 Up ×1
PCOR Procore Technologies, Inc. Common Stock $6,084,876 0.14% 149,800 Up ×1
ROAD Construction Partners, Inc. - Common Stock $6,024,965 0.14% 50,728 Up ×1
BAND Bandwidth Inc. - Class A Common Stock $5,447,915 0.12% 86,065 Up ×1
EVER EverQuote, Inc. - Class A Common Stock $5,215,910 0.12% 219,248
CLFD Clearfield, Inc. - Common Stock $5,203,856 0.12% 130,783
PAR PAR Technology Corporation Common Stock $4,667,950 0.11% 267,965 Up ×1
FC Franklin Covey Company Common Stock $4,551,468 0.10% 185,547 Up ×1
TSEM Tower Semiconductor Ltd. - Ordinary Shares $4,430,880 0.10% 17,000 $-7,852,720 Down ×1
STUB StubHub Holdings, Inc. Class A Common Stock $4,241,978 0.10% 329,602 $1,841,837 Down ×1
PRCT PROCEPT BioRobotics Corporation - Common Stock $4,070,271 0.09% 180,260 $-17,596,842 Down ×1
LSCC Lattice Semiconductor Corporation - Common Stock $3,872,488 0.09% 25,317 Up ×1
FLWS 1-800-FLOWERS.COM, Inc. - Class A Common Stock $3,595,418 0.08% 1,033,166 $3,071,337 Up ×1
ARLO Arlo Technologies, Inc. Common Stock $3,401,489 0.08% 252,336 $555,489 Up ×1
VIA Via Transportation, Inc. Class A Common Stock $3,133,776 0.07% 172,755 Up ×1
PM Philip Morris International Inc Common Stock $2,976,331 0.07% 16,452 $-1,693,532 Down ×1
TCMD Tactile Systems Technology, Inc. - Common Stock $2,966,743 0.07% 99,622 $-3,249,166 Down ×1
EZPW EZCORP, Inc. - Class A Non-Voting Common Stock $2,855,551 0.06% 82,602 $-8,790,214 Down ×1
SG Sweetgreen, Inc. Class A Common Stock $2,542,575 0.06% 288,601 $1,124,304 Up ×2
ATEC Alphatec Holdings, Inc. - Common Stock $2,456,193 0.06% 283,953
UPST Upstart Holdings, Inc. - Common stock $2,390,143 0.05% 67,461 $92,185 Down ×2
PRG PROG Holdings, Inc. Common Stock $2,330,500 0.05% 50,000 Up ×1
BOBS Bob's Discount Furniture, Inc. Common Stock $2,284,266 0.05% 144,391 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
CVNA $274,049,073 6.21% up ×5
SGHC $272,548,209 6.18% up ×4
COMP $117,202,877 2.66% up ×3
FLYW $116,744,093 2.65% up ×3
REAL $108,447,344 2.46% up ×4
LWAY $62,709,954 1.42% up ×3
CTRN $40,803,286 0.92% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SGHC $125,445,900 9,258,000 2.84%
CHYM $74,261,504 3,626,050 1.68%
VSH $72,339,155 1,345,094 1.64%
ESI $48,765,929 1,021,276 1.11%
ENVA $35,203,874 146,238 0.80%
PRCH $31,669,653 2,105,695 0.72%
LIFE $29,675,607 1,635,921 0.67%
ICHR $22,525,726 200,621 0.51%
KLAR $20,894,319 1,032,328 0.47%
CDNA $19,976,733 700,938 0.45%
HROW $18,650,913 439,155 0.42%
BBNX $17,453,277 1,113,802 0.40%
BJRI $15,938,139 262,421 0.36%
USO $15,167,700 142,500 0.34%
FCFS $12,871,040 59,500 0.29%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CVNA Bought more +3.9M +$202.8M
SEZL Bought more +338K +$200.1M
DAVE Bought more +59K +$149.0M
SGHC Bought more +3.8M +$96.2M
COMP Bought more +6.1M +$92.4M
HNGE Bought more +720K +$85.1M
CLS Bought more +156K +$82.2M
TPB Bought more +970K +$81.7M
REAL Bought more +4.9M +$69.0M
FLYW Bought more +574K +$46.1M

4 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
LRN Dec. 31, 2025 375,000 $55,852,500 29.3%
PRCH Dec. 31, 2025 2,606,883 $43,743,497 82.7%
ANGO Dec. 31, 2025 3,678,125 $41,084,656 22.0%
EAT June 30, 2026 258,228 $36,867,212 38.9%
IMAX March 31, 2026 964,986 $35,665,883 37.5%
KRUS Dec. 31, 2025 582,156 $34,585,888 -8.3%
EAT Dec. 31, 2025 268,936 $34,068,812 62.6%
AGX Dec. 31, 2025 125,534 $33,900,457 65.8%
LINC June 30, 2026 825,556 $33,583,618 -48.0%
SVV Dec. 31, 2025 2,464,291 $32,651,856 14.8%
CALX Dec. 31, 2025 453,873 $27,854,186 -24.2%
LRN June 30, 2026 308,500 $27,200,445 -2.6%
FIVE Dec. 31, 2025 155,000 $23,978,500 28.4%
ANIP Dec. 31, 2025 234,219 $21,454,460 -1.6%
FSLY Dec. 31, 2025 2,476,487 $21,173,964 131.3%
FN Dec. 31, 2025 56,344 $20,544,149 -2.2%
TREE June 30, 2026 469,269 $20,122,255 -30.3%
ADPT June 30, 2026 1,318,661 $18,303,015 16.9%
KRUS June 30, 2026 248,812 $17,364,589 -16.6%
MMS Dec. 31, 2025 183,872 $16,800,385 -33.0%
HZO Dec. 31, 2025 656,154 $16,620,381 115.8%
GPGI March 31, 2025 1,048,566 $16,074,517 16.0%
DESP March 31, 2025 751,513 $14,466,625 No longer tracked
BBNX Sept. 30, 2025 948,965 $13,816,930 -5.5%
XPEL Dec. 31, 2025 416,890 $13,786,552 2.2%
PL Dec. 31, 2025 1,045,000 $13,564,100 14.3%
HNST June 30, 2025 2,830,724 $13,304,403 -1.5%
ENVA March 31, 2026 82,490 $12,967,428 77.8%
PGY Dec. 31, 2025 416,919 $12,378,325 0.5%
ROST March 31, 2026 68,204 $12,286,269 10.0%
TTMI March 31, 2026 164,595 $11,357,055 16.9%
MOD Dec. 31, 2025 78,300 $11,131,128 52.2%
PHAT March 31, 2026 662,312 $10,987,756 -21.6%
AVGO June 30, 2026 35,000 $10,832,850 -1.3%
EVLV Dec. 31, 2025 1,427,935 $10,780,909 -24.7%
GKOS Sept. 30, 2025 101,791 $10,513,992 126.6%
MCW March 31, 2025 1,425,491 $10,391,829 No longer tracked
AFRM Dec. 31, 2025 136,246 $9,956,858 1.3%
PGNY June 30, 2026 563,609 $9,570,081 -9.9%
ANF Dec. 31, 2025 104,322 $8,924,747 -14.4%
EOLS June 30, 2025 720,721 $8,670,274 -9.9%
HZO March 31, 2025 293,701 $8,502,644 143.2%
CLOV Dec. 31, 2025 2,768,088 $8,470,349 74.5%
WGS Dec. 31, 2025 73,146 $7,880,750 -37.4%
CECO Dec. 31, 2025 150,000 $7,680,000 21.7%
SIG Dec. 31, 2025 80,000 $7,673,600 -0.9%
FIVN Dec. 31, 2025 316,216 $7,652,427 57.1%
NUTX Sept. 30, 2025 60,094 $7,481,102 83.9%
BKSY Dec. 31, 2025 365,910 $7,373,087 46.6%
STRL Dec. 31, 2025 20,000 $6,793,600 71.0%
GENI Dec. 31, 2025 545,892 $6,758,143 -28.9%
UTI March 31, 2025 260,000 $6,684,600 -9.5%
ETON Dec. 31, 2025 298,000 $6,475,540 260.3%
ANGO June 30, 2026 562,153 $6,391,680 20.4%
WNS Sept. 30, 2025 99,455 $6,289,534 No longer tracked
UCTT June 30, 2026 100,000 $6,218,000 -48.0%
AS March 31, 2025 220,000 $6,151,200 21.4%
PTON Dec. 31, 2025 683,390 $6,150,510 -11.2%
ESTA Dec. 31, 2025 147,858 $6,060,699 -2.0%
HROW Dec. 31, 2025 118,670 $5,717,521 -14.8%
CLFD March 31, 2025 177,047 $5,488,457 -6.5%
LTH Sept. 30, 2025 177,417 $5,381,058 62.5%
SHAK Dec. 31, 2025 56,985 $5,334,366 -8.1%
VMD March 31, 2025 646,273 $5,183,109 18.8%
JBL June 30, 2026 19,500 $5,179,785 -17.2%
COCO June 30, 2026 107,243 $5,138,012 -1.7%
RVLV Dec. 31, 2025 239,901 $5,109,891 -20.7%
VVV June 30, 2026 150,000 $5,052,000 -14.2%
ASO Dec. 31, 2025 100,000 $5,002,000 -8.5%
CARG March 31, 2025 135,000 $4,932,900 26.4%
CZR Dec. 31, 2025 175,000 $4,729,375 26.9%
FTK June 30, 2026 269,262 $4,569,376 3.7%
SYM March 31, 2025 187,317 $4,441,286 107.7%
NVDA June 30, 2026 25,000 $4,360,000 8.4%
TMDX Dec. 31, 2025 38,390 $4,307,358 -24.2%
EVER Dec. 31, 2025 187,589 $4,290,160 -8.6%
DNUT Dec. 31, 2025 1,089,341 $4,215,750 -11.3%
CARG Dec. 31, 2025 112,113 $4,173,967 -4.0%
CBLL March 31, 2026 188,506 $4,133,937 30.6%
CRMT Dec. 31, 2025 134,471 $3,927,898 -88.6%
BYRN Dec. 31, 2025 176,377 $3,908,514 -78.3%
SCVL Dec. 31, 2025 183,418 $3,813,260 No longer tracked
SG June 30, 2025 150,000 $3,753,000 -55.4%
SIBN Dec. 31, 2025 247,463 $3,642,655 -0.4%
LQDA Dec. 31, 2025 158,004 $3,593,011 103.0%
RVLV June 30, 2025 162,193 $3,485,528 19.5%
COIN Dec. 31, 2025 10,000 $3,374,900 -17.2%
CRMD Dec. 31, 2025 288,050 $3,350,022 -29.0%
COCO March 31, 2025 90,183 $3,328,655 112.1%
XERS Dec. 31, 2025 406,334 $3,307,559 9.7%
CIEN Sept. 30, 2025 40,000 $3,253,200 174.3%
CLFD Dec. 31, 2025 94,588 $3,251,935 -4.7%
FRPT Dec. 31, 2025 55,587 $3,063,400 20.9%
REVG March 31, 2026 50,000 $3,040,500 No longer tracked
COHU Dec. 31, 2025 149,317 $3,035,615 133.3%
NPCE Dec. 31, 2025 292,792 $3,018,686 -10.1%
BHE June 30, 2026 53,047 $2,973,815 -24.8%
UPWK Dec. 31, 2025 158,125 $2,936,381 -56.4%
LWAY March 31, 2025 117,951 $2,925,185 6.3%
XPOF Dec. 31, 2025 368,801 $2,872,960 -39.1%
QNST March 31, 2025 120,000 $2,768,400 12.8%
CWAN Sept. 30, 2025 125,000 $2,741,250 No longer tracked
ANF June 30, 2026 30,000 $2,741,100 19.8%
EOLS Dec. 31, 2025 388,231 $2,383,738 24.8%
SRAD Dec. 31, 2025 82,279 $2,213,305 -46.9%
TNDM Dec. 31, 2025 174,692 $2,120,761 1.2%
CPRI Dec. 31, 2025 100,000 $1,992,000 -43.0%
MGPI June 30, 2025 66,473 $1,952,977 -41.2%
RXST Dec. 31, 2025 214,860 $1,931,591 -41.8%
W Dec. 31, 2025 21,591 $1,928,724 0.9%
ODP Dec. 31, 2025 68,328 $1,902,935 No longer tracked
CHGG March 31, 2025 1,107,992 $1,783,867 18.1%
KIDS June 30, 2025 66,597 $1,640,284 21.1%
MDXG Dec. 31, 2025 223,220 $1,558,076 -36.7%
ADTN June 30, 2026 121,731 $1,531,376 -43.3%
RH Dec. 31, 2025 7,220 $1,466,815 -12.9%
INMD Dec. 31, 2025 96,754 $1,441,635 1.8%
BVS March 31, 2026 183,131 $1,362,495 57.2%
PACK March 31, 2026 250,001 $1,352,505 44.8%
AIRS Dec. 31, 2025 165,699 $1,328,906 36.6%
BBNX March 31, 2026 39,606 $1,206,795 87.4%
NEO March 31, 2026 100,000 $1,176,000 118.7%
RKT Dec. 31, 2025 56,978 $1,104,234 -27.1%
ATEC March 31, 2025 119,348 $1,095,615 -9.5%
RICK Dec. 31, 2025 35,492 $1,082,861 28.5%
FATAQ March 31, 2025 175,428 $933,277 No longer tracked
NAGE Dec. 31, 2025 100,000 $933,000 -50.2%
PRCT Dec. 31, 2025 24,963 $890,929 -32.9%
DBI Dec. 31, 2025 231,902 $820,933 -21.5%
ARHS March 31, 2026 67,413 $755,700 40.7%
ZETA Dec. 31, 2025 37,438 $743,893 34.7%
HOG June 30, 2025 28,125 $710,156 19.7%
NTGR March 31, 2026 28,700 $704,011 -2.9%
CYRX Sept. 30, 2025 93,500 $697,510 73.1%
ZVIA June 30, 2026 577,497 $675,671 -17.5%
CAVA Dec. 31, 2025 10,565 $638,232 23.8%
BOOT Dec. 31, 2025 3,840 $636,365 -5.4%
HAIN Dec. 31, 2025 386,182 $610,168 -37.9%
YEXT Dec. 31, 2025 69,130 $588,988 -23.9%
SPIR March 31, 2025 38,365 $539,796 72.6%
JAMF Dec. 31, 2025 50,000 $535,000 No longer tracked
LTH March 31, 2025 24,066 $532,340 48.5%
INOD Dec. 31, 2025 6,875 $529,856 27.6%
AIOT March 31, 2025 78,203 $520,832 -45.2%
RAMP March 31, 2025 16,518 $501,652 43.9%
SKIN March 31, 2025 311,600 $495,444 -52.4%
CRCT Dec. 31, 2025 72,902 $458,554 9.9%
PTLO Dec. 31, 2025 67,263 $433,846 7.0%
COUR Dec. 31, 2025 32,641 $382,226 -21.3%
SHAK June 30, 2026 4,238 $374,936 33.2%
SNBR June 30, 2026 190,473 $341,899 No longer tracked
FNKO Dec. 31, 2025 97,099 $334,021 89.4%
MOD June 30, 2026 1,390 $301,227 -23.9%
PBPB Dec. 31, 2025 17,000 $289,680 No longer tracked
TALK Dec. 31, 2025 103,956 $286,919 44.6%
ZIMV Sept. 30, 2025 29,969 $280,210 No longer tracked
COHR Dec. 31, 2025 2,500 $269,300 63.2%
GKOS March 31, 2025 1,791 $268,543 87.8%
W June 30, 2026 3,500 $263,235 9.6%
SMLR Sept. 30, 2025 5,880 $227,791 No longer tracked
DG Dec. 31, 2025 2,177 $224,993 -8.3%
ATRC Dec. 31, 2025 5,959 $210,055 19.6%
XMTR Dec. 31, 2025 3,821 $208,130 37.7%
DLTR Dec. 31, 2025 2,148 $202,707 5.9%
IBTA June 30, 2026 6,727 $201,608 6.7%
CDNA Dec. 31, 2025 12,500 $181,750 145.9%
BRCC Dec. 31, 2025 115,585 $180,313 -23.3%
AHCO Dec. 31, 2025 13,226 $118,373 -44.9%
COMP March 31, 2025 20,183 $118,071 33.9%
FLNC Dec. 31, 2025 10,000 $108,000 -41.5%
LFVN June 30, 2026 24,670 $106,574 9.0%
DXLG June 30, 2026 197,937 $100,948 -7.5%
BMBL Sept. 30, 2025 11,000 $72,490 -54.5%