13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006533
Total Value
$824.3M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 380,772 | $66.3M | 8.04% |
| 2 | ABERCROMBIE & FITCH CO | ANF | 441,755 | $61.8M | 7.50% |
| 3 | RUSH STREET INTERACTIVE INC | RSI | 5,124,184 | $55.6M | 6.74% |
| 4 | VITAL FARMS INC | VITL | 1,483,153 | $52.0M | 6.31% |
| 5 | SHARKNINJA INC | SN | 476,473 | $51.8M | 6.28% |
| 6 | TANDEM DIABETES CARE INC | TNDM | 1,052,606 | $44.6M | 5.42% |
| 7 | HIMS & HERS HEALTH INC | HIMS | 2,315,962 | $42.7M | 5.18% |
| 8 | RXSIGHT INC | RXST | 773,640 | $38.2M | 4.64% |
| 9 | J JILL INC | JILL | 1,501,341 | $37.0M | 4.49% |
| 10 | ATRICURE INC | ATRC | 1,295,706 | $36.3M | 4.41% |
| 11 | VITAL FARMS INC | VITL | 741,900 | $26.0M | 3.16% |
| 12 | GROUPON INC | GRPN | 2,595,842 | $25.4M | 3.08% |
| 13 | SPORTRADAR GROUP AG | SRAD | 2,029,808 | $24.6M | 2.98% |
| 14 | BRINKER INTL INC | 109641100 | 300,000 | $23.0M | 2.79% |
| 15 | LIFE TIME GROUP HOLDINGS INC | LTH | 742,073 | $18.1M | 2.20% |
| 16 | RUSH STREET INTERACTIVE INC | RSI | 1,380,800 | $15.0M | 1.82% |
| 17 | ESTABLISHMENT LABS HLDGS INC | ESTA | 341,139 | $14.8M | 1.79% |
| 18 | DAVE INC | 23834J201 | 365,917 | $14.6M | 1.77% |
| 19 | MEDIAALPHA INC | MAX | 748,694 | $13.6M | 1.64% |
| 20 | INOGEN INC | INGN | 1,056,403 | $10.2M | 1.24% |
| 21 | FRESHPET INC | FRPT | 69,192 | $9.5M | 1.15% |
| 22 | GENEDX HOLDINGS CORP | WGSWW | 221,944 | $9.4M | 1.14% |
| 23 | CLEARFIELD INC | CLFD | 209,047 | $8.1M | 0.99% |
| 24 | LIFEMD INC | LFMDP | 1,508,403 | $7.9M | 0.96% |
| 25 | DRAFTKINGS INC NEW | DKNG | 199,994 | $7.8M | 0.95% |
| 26 | EXTREME NETWORKS | EXTR | 472,391 | $7.1M | 0.86% |
| 27 | AMER SPORTS INC | AS | 435,000 | $6.9M | 0.84% |
| 28 | CELSIUS HLDGS INC | CELH | 212,556 | $6.7M | 0.81% |
| 29 | BLUELINX HLDGS INC | BXC | 60,000 | $6.3M | 0.77% |
| 30 | TRANSMEDICS GROUP INC | TMDX | 38,390 | $6.0M | 0.73% |
| 31 | TANDEM DIABETES CARE INC | TNDM | 141,700 | $6.0M | 0.73% |
| 32 | LIVERAMP HLDGS INC | RAMP | 217,256 | $5.4M | 0.65% |
| 33 | PELOTON INTERACTIVE INC | PTON | 1,150,000 | $5.4M | 0.65% |
| 34 | DESPEGAR COM CORP | G27358103 | 427,928 | $5.3M | 0.64% |
| 35 | VITA COCO CO INC | COCO | 167,925 | $4.8M | 0.58% |
| 36 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 111,566 | $4.5M | 0.55% |
| 37 | SIGHT SCIENCES INC | SGHT | 712,896 | $4.5M | 0.54% |
| 38 | EL POLLO LOCO HLDGS INC | LOCO | 249,567 | $3.4M | 0.41% |
| 39 | BELLRING BRANDS INC | BRBR | 55,780 | $3.4M | 0.41% |
| 40 | REMITLY GLOBAL INC | RELY | 222,469 | $3.0M | 0.36% |
| 41 | SALLY BEAUTY HLDGS INC | SBH | 200,000 | $2.7M | 0.33% |
| 42 | VIEMED HEALTHCARE INC | VMD | 349,792 | $2.6M | 0.31% |
| 43 | WILLDAN GROUP INC | WLDN | 62,537 | $2.6M | 0.31% |
| 44 | XPONENTIAL FITNESS INC | XPOF | 181,858 | $2.3M | 0.27% |
| 45 | CHEGG INC | CHGG | 1,107,992 | $2.0M | 0.24% |
| 46 | SONOS INC | SONO | 151,000 | $1.9M | 0.23% |
| 47 | THE BEAUTY HEALTH COMPANY | 88331L108 | 1,199,068 | $1.7M | 0.21% |
| 48 | HARROW INC | HROW | 36,108 | $1.6M | 0.20% |
| 49 | BUILD-A-BEAR WORKSHOP INC | BBW | 34,502 | $1.2M | 0.14% |
| 50 | PAPA JOHNS INTL INC | 698813102 | 20,000 | $1.1M | 0.13% |
| 51 | ACV AUCTIONS INC | ACVA | 50,000 | $1.0M | 0.12% |
| 52 | DESTINATION XL GROUP INC | DXLG | 318,056 | $935,085 | 0.11% |
| 53 | PORTILLOS INC | 73642K106 | 67,263 | $906,033 | 0.11% |
| 54 | EUROPEAN WAX CTR INC | 29882P106 | 132,154 | $898,647 | 0.11% |
| 55 | FAT BRANDS INC | FATPQ | 175,428 | $863,106 | 0.10% |
| 56 | PROGYNY INC | PGNY | 50,000 | $838,000 | 0.10% |
| 57 | EZCORP INC | EZPW | 69,279 | $776,618 | 0.09% |
| 58 | TREACE MED CONCEPTS INC | 89455T109 | 114,400 | $663,520 | 0.08% |
| 59 | KOHLS CORP | KSS | 31,440 | $663,384 | 0.08% |
| 60 | SWEETGREEN INC | SG | 18,116 | $642,212 | 0.08% |
| 61 | ORTHOFIX MED INC | OFIX | 36,485 | $569,896 | 0.07% |
| 62 | THE REALREAL INC | 88339P101 | 128,463 | $403,374 | 0.05% |
| 63 | DESIGNER BRANDS INC | DBI | 52,882 | $390,269 | 0.05% |
| 64 | AXOGEN INC | AXGN | 26,272 | $368,333 | 0.04% |
| 65 | TALKSPACE INC | TALKW | 155,547 | $325,093 | 0.04% |
| 66 | ADAPTHEALTH CORP | AHCO | 27,595 | $309,892 | 0.04% |
| 67 | CVRX INC | CVRX | 28,624 | $252,177 | 0.03% |
| 68 | CITI TRENDS INC | CTRN | 12,276 | $225,510 | 0.03% |
| 69 | AMERICAS CAR-MART INC | 03062T105 | 5,100 | $213,792 | 0.03% |
| 70 | PURPLE INNOVATION INC | PRPL | 138,605 | $137,039 | 0.02% |
| 71 | HIMS & HERS HEALTH INC | HIMS | 5,900 | $108,678 | 0.01% |
| 72 | GENIUS SPORTS LIMITED | GENI | 10,933 | $85,715 | 0.01% |
| 73 | BUMBLE INC | BMBL | 11,000 | $70,180 | 0.01% |
| 74 | NEURONETICS INC | STIM | 38,015 | $28,884 | 0.00% |