Stock Taper 
DIVISADERO STREET CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson Outdoors Inc. | JOUT | 190.06K | $8.75M |
 Franklin Covey Co. | FC | 185.55K | $4.55M |
 PROCEPT BioRobotics Corporation | PRCT | 180.26K | $4.07M |
 AxoGen, Inc. | AXGN | 170.42K | $7.87M |
 Procore Technologies, Inc. | PCOR | 149.8K | $6.08M |
 Enova International, Inc. | ENVA | 146.24K | $35.2M |
 OneWater Marine Inc. | ONEW | 143.75K | $1.62M |
 LifeMD, Inc. | LFMD | 135.83K | $560.96K |
 Clearfield, Inc. | CLFD | 130.78K | $5.2M |
 Priority Technology Holdings, Inc. | PRTH | 129.4K | $863.13K |
 Zumiez Inc. | ZUMZ | 124.55K | $2.22M |
 Lumentum Holdings Inc. | LITE | 108.19K | $92.83M |
 Affirm Holdings, Inc. | AFRM | 106.73K | $8.7M |
 Establishment Labs Holdings Inc. | ESTA | 106.67K | $9.15M |
 BlueLinx Holdings Inc. | BXC | 103.14K | $6.38M |
 Fox Factory Holding Corp. | FOXF | 100K | $1.69M |
 Penguin Solutions, Inc. | PENG | 100K | $7.6M |
 Hertz Global Holdings, Inc. | HTZ | 100K | $226.5K |
 Driven Brands Holdings Inc. | DRVN | 100K | $1.39M |
 Amplitude, Inc. | AMPL | 100K | $765K |