13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003098
Total Value
$993.6M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRINKER INTL INC | 109641100 | 604,000 | $90.0M | 9.06% |
| 2 | DAVE INC | 23834J201 | 995,141 | $82.3M | 8.28% |
| 3 | RUSH STREET INTERACTIVE INC | RSI | 6,115,980 | $65.6M | 6.60% |
| 4 | SEZZLE INC | SEZL | 1,307,782 | $45.6M | 4.59% |
| 5 | BRINKER INTL INC | 109641100 | 304,635 | $45.4M | 4.57% |
| 6 | GENIUS SPORTS LIMITED | GENI | 4,300,637 | $43.0M | 4.33% |
| 7 | VITAL FARMS INC | VITL | 1,184,763 | $36.1M | 3.63% |
| 8 | CARVANA CO | CVNA | 164,840 | $34.5M | 3.47% |
| 9 | HIMS & HERS HEALTH INC | HIMS | 1,112,027 | $32.9M | 3.31% |
| 10 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 4,702,115 | $32.0M | 3.23% |
| 11 | CELSIUS HLDGS INC | CELH | 790,562 | $28.2M | 2.83% |
| 12 | J JILL INC | JILL | 1,385,979 | $27.1M | 2.72% |
| 13 | GROUPON INC | GRPN | 1,340,253 | $25.2M | 2.53% |
| 14 | RUSH STREET INTERACTIVE INC | RSI | 2,175,000 | $23.3M | 2.35% |
| 15 | RXSIGHT INC | RXST | 885,432 | $22.4M | 2.25% |
| 16 | BLEND LABS INC | BLND | 6,274,304 | $21.0M | 2.12% |
| 17 | TURNING PT BRANDS INC | 90041L105 | 328,263 | $19.5M | 1.96% |
| 18 | ROCKET COS INC | 77311W101 | 1,451,470 | $17.5M | 1.76% |
| 19 | EVERQUOTE INC | EVER | 665,001 | $17.4M | 1.75% |
| 20 | FLYWIRE CORPORATION | FLYW | 1,721,136 | $16.4M | 1.65% |
| 21 | NATIONAL VISION HLDGS INC | EYE | 1,225,001 | $15.7M | 1.58% |
| 22 | BIOVENTUS INC | BVS | 1,692,149 | $15.5M | 1.56% |
| 23 | SHARKNINJA INC | SN | 159,609 | $13.3M | 1.34% |
| 24 | HONEST CO INC | HNST | 2,830,724 | $13.3M | 1.34% |
| 25 | ESTABLISHMENT LABS HLDGS INC | ESTA | 311,072 | $12.7M | 1.28% |
| 26 | REMITLY GLOBAL INC | RELY | 537,295 | $11.2M | 1.12% |
| 27 | ZETA GLOBAL HOLDINGS CORP | ZETA | 755,000 | $10.2M | 1.03% |
| 28 | CELESTICA INC | CLS | 125,000 | $9.9M | 0.99% |
| 29 | FIVE9 INC | FIVN | 343,154 | $9.3M | 0.94% |
| 30 | VITAL FARMS INC | VITL | 302,000 | $9.2M | 0.93% |
| 31 | COINBASE GLOBAL INC | COIN | 52,521 | $9.0M | 0.91% |
| 32 | ANGIODYNAMICS INC | ANGO | 960,065 | $9.0M | 0.91% |
| 33 | EVOLUS INC | EOLS | 720,721 | $8.7M | 0.87% |
| 34 | CAREDX INC | CDNA | 466,938 | $8.3M | 0.83% |
| 35 | TRANSMEDICS GROUP INC | TMDX | 113,871 | $7.7M | 0.77% |
| 36 | WILLDAN GROUP INC | WLDN | 171,922 | $7.0M | 0.70% |
| 37 | GENEDX HOLDINGS CORP | WGSWW | 73,146 | $6.5M | 0.65% |
| 38 | BLUELINX HLDGS INC | BXC | 83,141 | $6.2M | 0.63% |
| 39 | MODINE MFG CO | 607828100 | 77,000 | $5.9M | 0.59% |
| 40 | ACADEMY SPORTS & OUTDOORS IN | ASO | 100,000 | $4.6M | 0.46% |
| 41 | PELOTON INTERACTIVE INC | PTON | 683,390 | $4.3M | 0.43% |
| 42 | BELLRING BRANDS INC | BRBR | 55,780 | $4.2M | 0.42% |
| 43 | SI-BONE INC | SIBN | 288,428 | $4.0M | 0.41% |
| 44 | SWEETGREEN INC | SG | 150,000 | $3.8M | 0.38% |
| 45 | REVOLVE GROUP INC | RVLV | 162,193 | $3.5M | 0.35% |
| 46 | TANDEM DIABETES CARE INC | TNDM | 174,692 | $3.3M | 0.34% |
| 47 | DRAFTKINGS INC NEW | DKNG | 97,483 | $3.2M | 0.33% |
| 48 | BYRNA TECHNOLOGIES INC | BYRN | 176,377 | $3.0M | 0.30% |
| 49 | AMERICAS CAR-MART INC | 03062T105 | 59,281 | $2.7M | 0.27% |
| 50 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 111,566 | $2.6M | 0.26% |
| 51 | ABERCROMBIE & FITCH CO | ANF | 32,271 | $2.5M | 0.25% |
| 52 | EL POLLO LOCO HLDGS INC | LOCO | 206,785 | $2.1M | 0.21% |
| 53 | CAPRI HOLDINGS LIMITED | CPRI | 100,000 | $2.0M | 0.20% |
| 54 | MGP INGREDIENTS INC NEW | MGPI | 66,473 | $2.0M | 0.20% |
| 55 | CALIX INC | CALX | 53,022 | $1.9M | 0.19% |
| 56 | THE REALREAL INC | 88339P101 | 345,501 | $1.9M | 0.19% |
| 57 | SPORTRADAR GROUP AG | SRAD | 82,279 | $1.8M | 0.18% |
| 58 | ORTHOPEDIATRICS CORP | KIDS | 66,597 | $1.6M | 0.17% |
| 59 | VICTORIAS SECRET AND CO | 926400102 | 85,910 | $1.6M | 0.16% |
| 60 | RCI HOSPITALITY HLDGS INC | RICK | 35,667 | $1.5M | 0.15% |
| 61 | XPONENTIAL FITNESS INC | XPOF | 181,858 | $1.5M | 0.15% |
| 62 | DAVE INC | 23834J201 | 18,100 | $1.5M | 0.15% |
| 63 | PROCEPT BIOROBOTICS CORP | PRCT | 24,963 | $1.5M | 0.15% |
| 64 | ARLO TECHNOLOGIES INC | ARLO | 130,998 | $1.3M | 0.13% |
| 65 | BUILD-A-BEAR WORKSHOP INC | BBW | 34,502 | $1.3M | 0.13% |
| 66 | ARHAUS INC | ARHS | 142,556 | $1.2M | 0.12% |
| 67 | BRC INC | BRCC | 556,759 | $1.2M | 0.12% |
| 68 | INOGEN INC | INGN | 155,818 | $1.1M | 0.11% |
| 69 | ATRICURE INC | ATRC | 33,690 | $1.1M | 0.11% |
| 70 | EZCORP INC | EZPW | 71,102 | $1.0M | 0.11% |
| 71 | THE ODP CORP | 88337F105 | 68,328 | $979,140 | 0.10% |
| 72 | PORTILLOS INC | 73642K106 | 67,263 | $799,757 | 0.08% |
| 73 | HARLEY DAVIDSON INC | HOG | 28,125 | $710,156 | 0.07% |
| 74 | FUNKO INC | FNKO | 97,099 | $666,099 | 0.07% |
| 75 | RANPAK HOLDINGS CORP | PACK | 100,001 | $542,005 | 0.05% |
| 76 | SLEEP NUMBER CORP | SNBR | 81,340 | $515,696 | 0.05% |
| 77 | AXOGEN INC | AXGN | 26,272 | $486,032 | 0.05% |
| 78 | NEUROPACE INC | NPCE | 38,480 | $472,919 | 0.05% |
| 79 | YEXT INC | YEXT | 69,130 | $425,841 | 0.04% |
| 80 | ALPHA TEKNOVA INC | TKNO | 78,872 | $409,346 | 0.04% |
| 81 | MIMEDX GROUP INC | MDXG | 48,220 | $366,472 | 0.04% |
| 82 | AIRSCULPT TECHNOLOGIES INC | AIRS | 150,000 | $350,250 | 0.04% |
| 83 | ZIMVIE INC | 98888T107 | 29,969 | $323,665 | 0.03% |
| 84 | ZIPRECRUITER INC | ZIP | 49,510 | $291,614 | 0.03% |
| 85 | DESTINATION XL GROUP INC | DXLG | 197,937 | $288,988 | 0.03% |
| 86 | SENSUS HEALTHCARE INC | SRTS | 58,038 | $274,520 | 0.03% |
| 87 | CITI TRENDS INC | CTRN | 12,276 | $271,729 | 0.03% |
| 88 | TALKSPACE INC | TALKW | 103,956 | $266,127 | 0.03% |
| 89 | COURSERA INC | COUR | 32,641 | $217,389 | 0.02% |
| 90 | POTBELLY CORP | 73754Y100 | 17,000 | $161,670 | 0.02% |
| 91 | ADAPTHEALTH CORP | AHCO | 13,226 | $143,370 | 0.01% |
| 92 | PURPLE INNOVATION INC | PRPL | 138,605 | $105,229 | 0.01% |
| 93 | DESIGNER BRANDS INC | DBI | 16,649 | $60,769 | 0.01% |
| 94 | BUMBLE INC | BMBL | 11,000 | $47,740 | 0.00% |