13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001257
Total Value
$856.0M
Positions
85
Other Managers
0
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHARKNINJA INC | SN | 714,498 | $69.6M | 8.13% |
| 2 | RUSH STREET INTERACTIVE INC | RSI | 4,766,612 | $65.4M | 7.64% |
| 3 | DAVE INC | 23834J201 | 569,680 | $49.5M | 5.78% |
| 4 | BRINKER INTL INC | 109641100 | 368,273 | $48.7M | 5.69% |
| 5 | J JILL INC | JILL | 1,592,886 | $44.0M | 5.14% |
| 6 | CARVANA CO | CVNA | 197,500 | $40.2M | 4.69% |
| 7 | SHARKNINJA INC | SN | 354,100 | $34.5M | 4.03% |
| 8 | HIMS & HERS HEALTH INC | HIMS | 1,289,704 | $31.2M | 3.64% |
| 9 | GENIUS SPORTS LIMITED | GENI | 3,551,751 | $30.7M | 3.59% |
| 10 | VITAL FARMS INC | VITL | 783,963 | $29.5M | 3.45% |
| 11 | RXSIGHT INC | RXST | 812,535 | $27.9M | 3.26% |
| 12 | HONEST CO INC | HNST | 3,421,945 | $23.7M | 2.77% |
| 13 | GENEDX HOLDINGS CORP | WGSWW | 288,240 | $22.2M | 2.59% |
| 14 | REMITLY GLOBAL INC | RELY | 875,003 | $19.7M | 2.31% |
| 15 | ABERCROMBIE & FITCH CO | ANF | 114,916 | $17.2M | 2.01% |
| 16 | COMPOSECURE INC | 20459V105 | 1,048,566 | $16.1M | 1.88% |
| 17 | CAREDX INC | CDNA | 711,761 | $15.2M | 1.78% |
| 18 | EZCORP INC | EZPW | 1,246,445 | $15.2M | 1.78% |
| 19 | DESPEGAR COM CORP | G27358103 | 751,513 | $14.5M | 1.69% |
| 20 | FUNKO INC | FNKO | 1,029,351 | $13.8M | 1.61% |
| 21 | DAVE INC | 23834J201 | 150,000 | $13.0M | 1.52% |
| 22 | TANDEM DIABETES CARE INC | TNDM | 360,232 | $13.0M | 1.52% |
| 23 | GROUPON INC | GRPN | 1,045,472 | $12.7M | 1.48% |
| 24 | EVERQUOTE INC | EVER | 615,866 | $12.3M | 1.44% |
| 25 | MISTER CAR WASH INC | MCW | 1,425,491 | $10.4M | 1.21% |
| 26 | TRANSMEDICS GROUP INC | TMDX | 158,480 | $9.9M | 1.15% |
| 27 | MARINEMAX INC | HZO | 293,701 | $8.5M | 0.99% |
| 28 | PELOTON INTERACTIVE INC | PTON | 825,000 | $7.2M | 0.84% |
| 29 | ESTABLISHMENT LABS HLDGS INC | ESTA | 150,772 | $6.9M | 0.81% |
| 30 | BLUELINX HLDGS INC | BXC | 65,545 | $6.7M | 0.78% |
| 31 | UNIVERSAL TECHNICAL INST INC | UTI | 260,000 | $6.7M | 0.78% |
| 32 | ATRICURE INC | ATRC | 212,982 | $6.5M | 0.76% |
| 33 | AMER SPORTS INC | AS | 220,000 | $6.2M | 0.72% |
| 34 | CLEARFIELD INC | CLFD | 177,047 | $5.5M | 0.64% |
| 35 | CALIX INC | CALX | 154,742 | $5.4M | 0.63% |
| 36 | SPORTRADAR GROUP AG | SRAD | 300,000 | $5.2M | 0.61% |
| 37 | VIEMED HEALTHCARE INC | VMD | 646,273 | $5.2M | 0.61% |
| 38 | RXSIGHT INC | RXST | 150,000 | $5.2M | 0.60% |
| 39 | CARGURUS INC | CARG | 135,000 | $4.9M | 0.58% |
| 40 | ANGIODYNAMICS INC | ANGO | 514,635 | $4.7M | 0.55% |
| 41 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 385,043 | $4.5M | 0.53% |
| 42 | SYMBOTIC INC | SYM | 187,317 | $4.4M | 0.52% |
| 43 | BELLRING BRANDS INC | BRBR | 55,770 | $4.2M | 0.49% |
| 44 | FIVE9 INC | FIVN | 100,000 | $4.1M | 0.47% |
| 45 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 111,566 | $4.0M | 0.46% |
| 46 | DRAFTKINGS INC NEW | DKNG | 97,483 | $3.6M | 0.42% |
| 47 | VICTORIAS SECRET AND CO | 926400102 | 85,910 | $3.6M | 0.42% |
| 48 | HONEST CO INC | HNST | 500,000 | $3.5M | 0.40% |
| 49 | VITA COCO CO INC | COCO | 90,183 | $3.3M | 0.39% |
| 50 | AMERICAS CAR-MART INC | 03062T105 | 58,687 | $3.0M | 0.35% |
| 51 | LIFEWAY FOODS INC | LWAY | 117,951 | $2.9M | 0.34% |
| 52 | QUINSTREET INC | QNST | 120,000 | $2.8M | 0.32% |
| 53 | XPONENTIAL FITNESS INC | XPOF | 181,858 | $2.4M | 0.29% |
| 54 | EL POLLO LOCO HLDGS INC | LOCO | 206,785 | $2.4M | 0.28% |
| 55 | WILLDAN GROUP INC | WLDN | 55,328 | $2.1M | 0.25% |
| 56 | INOGEN INC | INGN | 200,000 | $1.8M | 0.21% |
| 57 | CHEGG INC | CHGG | 1,107,992 | $1.8M | 0.21% |
| 58 | BUILD-A-BEAR WORKSHOP INC | BBW | 34,502 | $1.6M | 0.19% |
| 59 | THE ODP CORP | 88337F105 | 68,328 | $1.6M | 0.18% |
| 60 | ARHAUS INC | ARHS | 142,556 | $1.3M | 0.16% |
| 61 | THE REALREAL INC | 88339P101 | 112,306 | $1.2M | 0.14% |
| 62 | ALPHATEC HLDGS INC | ATEC | 119,348 | $1.1M | 0.13% |
| 63 | ZIPRECRUITER INC | ZIP | 150,000 | $1.1M | 0.13% |
| 64 | FAT BRANDS INC | FATPQ | 175,428 | $933,277 | 0.11% |
| 65 | RANPAK HOLDINGS CORP | PACK | 120,752 | $830,774 | 0.10% |
| 66 | PORTILLOS INC | 73642K106 | 67,263 | $632,272 | 0.07% |
| 67 | SPIRE GLOBAL INC | SPIR | 38,365 | $539,796 | 0.06% |
| 68 | LIFE TIME GROUP HOLDINGS INC | LTH | 24,066 | $532,340 | 0.06% |
| 69 | POWERFLEET INC | AIOT | 78,203 | $520,832 | 0.06% |
| 70 | LIVERAMP HLDGS INC | RAMP | 16,518 | $501,652 | 0.06% |
| 71 | THE BEAUTY HEALTH COMPANY | 88331L108 | 311,600 | $495,444 | 0.06% |
| 72 | MIMEDX GROUP INC | MDXG | 48,220 | $463,876 | 0.05% |
| 73 | AXOGEN INC | AXGN | 26,972 | $444,499 | 0.05% |
| 74 | YEXT INC | YEXT | 69,130 | $439,667 | 0.05% |
| 75 | ZIMVIE INC | 98888T107 | 29,969 | $418,068 | 0.05% |
| 76 | CITI TRENDS INC | CTRN | 12,276 | $322,245 | 0.04% |
| 77 | TALKSPACE INC | TALKW | 103,956 | $321,224 | 0.04% |
| 78 | ARLO TECHNOLOGIES INC | ARLO | 25,000 | $279,750 | 0.03% |
| 79 | COURSERA INC | COUR | 32,641 | $277,449 | 0.03% |
| 80 | GLAUKOS CORP | GKOS | 1,791 | $268,543 | 0.03% |
| 81 | POTBELLY CORP | 73754Y100 | 17,000 | $160,140 | 0.02% |
| 82 | ADAPTHEALTH CORP | AHCO | 13,226 | $125,912 | 0.01% |
| 83 | COMPASS INC | COMP | 20,183 | $118,071 | 0.01% |
| 84 | PURPLE INNOVATION INC | PRPL | 138,605 | $108,112 | 0.01% |
| 85 | BUMBLE INC | BMBL | 11,000 | $89,540 | 0.01% |