13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004703
Total Value
$1.57B
Positions
136
Other Managers
0
Confidential Omitted
No
Holdings (136)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEZZLE INC | SEZL | 907,488 | $162.7M | 10.38% |
| 2 | DAVE INC | 23834J201 | 534,590 | $143.5M | 9.15% |
| 3 | RUSH STREET INTERACTIVE INC | RSI | 6,530,752 | $97.3M | 6.21% |
| 4 | REMITLY GLOBAL INC | RELY | 5,097,806 | $95.7M | 6.10% |
| 5 | TURNING PT BRANDS INC | 90041L105 | 943,784 | $71.5M | 4.56% |
| 6 | CELSIUS HLDGS INC | CELH | 1,497,450 | $69.5M | 4.43% |
| 7 | CARVANA CO | CVNA | 193,319 | $65.1M | 4.16% |
| 8 | FLYWIRE CORPORATION | FLYW | 4,784,654 | $56.0M | 3.57% |
| 9 | SIGNET JEWELERS LIMITED | SIG | 632,832 | $50.3M | 3.21% |
| 10 | SHARKNINJA INC | SN | 484,408 | $48.0M | 3.06% |
| 11 | REMITLY GLOBAL INC | RELY | 1,822,200 | $34.2M | 2.18% |
| 12 | ANGIODYNAMICS INC | ANGO | 3,395,430 | $33.7M | 2.15% |
| 13 | PORCH GROUP INC | PRCH | 2,443,612 | $28.8M | 1.84% |
| 14 | GROUPON INC | GRPN | 813,621 | $27.2M | 1.74% |
| 15 | HIMS & HERS HEALTH INC | HIMS | 465,093 | $23.2M | 1.48% |
| 16 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 2,746,835 | $21.4M | 1.36% |
| 17 | FOX FACTORY HLDG CORP | FOXF | 818,357 | $21.2M | 1.35% |
| 18 | ARLO TECHNOLOGIES INC | ARLO | 1,150,943 | $19.5M | 1.25% |
| 19 | RUSH STREET INTERACTIVE INC | RSI | 1,275,000 | $19.0M | 1.21% |
| 20 | BLEND LABS INC | BLND | 5,505,522 | $18.2M | 1.16% |
| 21 | WILLDAN GROUP INC | WLDN | 278,955 | $17.4M | 1.11% |
| 22 | SAVERS VALUE VLG INC | 80517M109 | 1,572,345 | $16.0M | 1.02% |
| 23 | VITAL FARMS INC | VITL | 413,627 | $15.9M | 1.02% |
| 24 | J JILL INC | JILL | 1,029,452 | $15.1M | 0.96% |
| 25 | BRINKER INTL INC | 109641100 | 83,300 | $15.0M | 0.96% |
| 26 | CARGURUS INC | CARG | 436,183 | $14.6M | 0.93% |
| 27 | BETA BIONICS INC | BBNX | 948,965 | $13.8M | 0.88% |
| 28 | EL POLLO LOCO HLDGS INC | LOCO | 1,231,087 | $13.6M | 0.86% |
| 29 | CELESTICA INC | CLS | 82,361 | $12.9M | 0.82% |
| 30 | NATIONAL VISION HLDGS INC | EYE | 553,957 | $12.7M | 0.81% |
| 31 | AMER SPORTS INC | AS | 300,000 | $11.6M | 0.74% |
| 32 | EVERQUOTE INC | EVER | 453,220 | $11.0M | 0.70% |
| 33 | FABRINET | FN | 35,788 | $10.5M | 0.67% |
| 34 | GLAUKOS CORP | GKOS | 101,791 | $10.5M | 0.67% |
| 35 | ZEVIA PBC | ZVIA | 3,230,980 | $10.4M | 0.66% |
| 36 | ABERCROMBIE & FITCH CO | ANF | 104,322 | $8.6M | 0.55% |
| 37 | FIVE9 INC | FIVN | 314,181 | $8.3M | 0.53% |
| 38 | MODINE MFG CO | 607828100 | 78,300 | $7.7M | 0.49% |
| 39 | AMERICAS CAR-MART INC | 03062T105 | 134,471 | $7.5M | 0.48% |
| 40 | NUTEX HEALTH INC | NUTX | 60,094 | $7.5M | 0.48% |
| 41 | BRINKER INTL INC | 109641100 | 40,811 | $7.4M | 0.47% |
| 42 | BIOVENTUS INC | BVS | 1,080,633 | $7.2M | 0.46% |
| 43 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 250,000 | $7.1M | 0.45% |
| 44 | ETON PHARMACEUTICALS INC | ETON | 497,716 | $7.1M | 0.45% |
| 45 | GENEDX HOLDINGS CORP | WGSWW | 73,146 | $6.8M | 0.43% |
| 46 | MAXIMUS INC | MMS | 95,000 | $6.7M | 0.43% |
| 47 | SI-BONE INC | SIBN | 339,791 | $6.4M | 0.41% |
| 48 | ESTABLISHMENT LABS HLDGS INC | ESTA | 147,858 | $6.3M | 0.40% |
| 49 | WNS HLDGS LTD | G98196101 | 99,455 | $6.3M | 0.40% |
| 50 | BLUELINX HLDGS INC | BXC | 83,141 | $6.2M | 0.39% |
| 51 | BYRNA TECHNOLOGIES INC | BYRN | 176,377 | $5.4M | 0.35% |
| 52 | LIFE TIME GROUP HOLDINGS INC | LTH | 177,417 | $5.4M | 0.34% |
| 53 | BLACKSKY TECHNOLOGY INC | BKSY-WT | 250,000 | $5.1M | 0.33% |
| 54 | TRANSMEDICS GROUP INC | TMDX | 38,390 | $5.1M | 0.33% |
| 55 | PHILIP MORRIS INTL INC | 718172109 | 28,244 | $5.1M | 0.33% |
| 56 | XPEL INC | XPEL | 141,239 | $5.1M | 0.32% |
| 57 | PAGAYA TECHNOLOGIES LTD | PGYWW | 231,919 | $4.9M | 0.32% |
| 58 | PELOTON INTERACTIVE INC | PTON | 683,390 | $4.7M | 0.30% |
| 59 | AFFIRM HLDGS INC | AFRM | 65,366 | $4.5M | 0.29% |
| 60 | ACADEMY SPORTS & OUTDOORS IN | ASO | 100,000 | $4.5M | 0.29% |
| 61 | HARROW INC | HROW | 140,570 | $4.3M | 0.27% |
| 62 | DRAFTKINGS INC NEW | DKNG | 97,483 | $4.2M | 0.27% |
| 63 | LUMENTUM HLDGS INC | LITE | 42,605 | $4.1M | 0.26% |
| 64 | GAMBLING COM GROUP LIMITED | GAMB | 305,694 | $3.6M | 0.23% |
| 65 | COINBASE GLOBAL INC | COIN | 10,000 | $3.5M | 0.22% |
| 66 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 111,566 | $3.3M | 0.21% |
| 67 | TANDEM DIABETES CARE INC | TNDM | 174,692 | $3.3M | 0.21% |
| 68 | CIENA CORP | CIEN | 40,000 | $3.3M | 0.21% |
| 69 | BELLRING BRANDS INC | BRBR | 55,780 | $3.2M | 0.21% |
| 70 | INOGEN INC | INGN | 455,389 | $3.2M | 0.20% |
| 71 | RXSIGHT INC | RXST | 218,918 | $2.8M | 0.18% |
| 72 | CALIX INC | CALX | 53,022 | $2.8M | 0.18% |
| 73 | CLEARWATER ANALYTICS HLDGS I | CWAN | 125,000 | $2.7M | 0.17% |
| 74 | NEUROPACE INC | NPCE | 242,120 | $2.7M | 0.17% |
| 75 | SUPER GROUP SGHC LIMITED | SGHC | 213,933 | $2.3M | 0.15% |
| 76 | SPORTRADAR GROUP AG | SRAD | 82,279 | $2.3M | 0.15% |
| 77 | UPWORK INC | UPWK | 158,125 | $2.1M | 0.14% |
| 78 | CLEARFIELD INC | CLFD | 48,280 | $2.1M | 0.13% |
| 79 | INDIVIOR PLC | INDV | 136,000 | $2.0M | 0.13% |
| 80 | REV GROUP INC | 749527107 | 40,000 | $1.9M | 0.12% |
| 81 | BUILD-A-BEAR WORKSHOP INC | BBW | 34,502 | $1.8M | 0.11% |
| 82 | CAPRI HOLDINGS LIMITED | CPRI | 100,000 | $1.8M | 0.11% |
| 83 | GENIUS SPORTS LIMITED | GENI | 166,985 | $1.7M | 0.11% |
| 84 | THE REALREAL INC | 88339P101 | 345,501 | $1.7M | 0.11% |
| 85 | VICTORIAS SECRET AND CO | 926400102 | 85,910 | $1.6M | 0.10% |
| 86 | SHAKE SHACK INC | SHAK | 11,223 | $1.6M | 0.10% |
| 87 | SENSUS HEALTHCARE INC | SRTS | 324,673 | $1.5M | 0.10% |
| 88 | LIFEMD INC | LFMDP | 109,034 | $1.5M | 0.09% |
| 89 | KRISPY KREME INC | DNUT | 500,000 | $1.5M | 0.09% |
| 90 | PROCEPT BIOROBOTICS CORP | PRCT | 24,963 | $1.4M | 0.09% |
| 91 | INMODE LTD | INMD | 96,754 | $1.4M | 0.09% |
| 92 | EZCORP INC | EZPW | 99,310 | $1.4M | 0.09% |
| 93 | RH | RH | 7,220 | $1.4M | 0.09% |
| 94 | MIMEDX GROUP INC | MDXG | 223,220 | $1.4M | 0.09% |
| 95 | XPONENTIAL FITNESS INC | XPOF | 181,858 | $1.4M | 0.09% |
| 96 | RCI HOSPITALITY HLDGS INC | RICK | 35,492 | $1.4M | 0.09% |
| 97 | ARHAUS INC | ARHS | 146,394 | $1.3M | 0.08% |
| 98 | THE ODP CORP | 88337F105 | 68,328 | $1.2M | 0.08% |
| 99 | MEDIFAST INC | MED | 79,839 | $1.1M | 0.07% |
| 100 | ATRICURE INC | ATRC | 33,690 | $1.1M | 0.07% |
| 101 | MEDIAALPHA INC | MAX | 86,907 | $951,632 | 0.06% |
| 102 | CORMEDIX INC | CRMD | 71,000 | $874,720 | 0.06% |
| 103 | ROCKET COS INC | 77311W101 | 56,978 | $807,948 | 0.05% |
| 104 | AIRSCULPT TECHNOLOGIES INC | AIRS | 165,699 | $800,326 | 0.05% |
| 105 | PORTILLOS INC | 73642K106 | 67,263 | $784,959 | 0.05% |
| 106 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 121,381 | $757,417 | 0.05% |
| 107 | CRYOPORT INC | CYRX | 93,500 | $697,510 | 0.04% |
| 108 | LOVESAC COMPANY | LOVE | 38,115 | $693,693 | 0.04% |
| 109 | YEXT INC | YEXT | 69,130 | $587,605 | 0.04% |
| 110 | ZETA GLOBAL HOLDINGS CORP | ZETA | 37,438 | $579,915 | 0.04% |
| 111 | VITAL FARMS INC | VITL | 15,000 | $577,800 | 0.04% |
| 112 | DESIGNER BRANDS INC | DBI | 231,902 | $551,927 | 0.04% |
| 113 | SLEEP NUMBER CORP | SNBR | 81,340 | $549,452 | 0.04% |
| 114 | FUNKO INC | FNKO | 97,099 | $462,191 | 0.03% |
| 115 | CITI TRENDS INC | CTRN | 12,276 | $409,896 | 0.03% |
| 116 | ALPHA TEKNOVA INC | TKNO | 78,872 | $387,262 | 0.02% |
| 117 | RANPAK HOLDINGS CORP | PACK | 100,001 | $357,004 | 0.02% |
| 118 | INNODATA INC | INOD | 6,875 | $352,138 | 0.02% |
| 119 | TALKSPACE INC | TALKW | 103,956 | $288,998 | 0.02% |
| 120 | COURSERA INC | COUR | 32,641 | $285,935 | 0.02% |
| 121 | AXOGEN INC | AXGN | 26,272 | $285,051 | 0.02% |
| 122 | ZIMVIE INC | 98888T107 | 29,969 | $280,210 | 0.02% |
| 123 | DOLLAR GEN CORP NEW | 256677105 | 2,177 | $249,005 | 0.02% |
| 124 | ZIPRECRUITER INC | ZIP | 49,510 | $248,045 | 0.02% |
| 125 | CAREDX INC | CDNA | 12,500 | $244,250 | 0.02% |
| 126 | FIGS INC | FIGS | 40,755 | $229,858 | 0.01% |
| 127 | SEMLER SCIENTIFIC INC | 81684M104 | 5,880 | $227,791 | 0.01% |
| 128 | DESTINATION XL GROUP INC | DXLG | 197,937 | $219,710 | 0.01% |
| 129 | DOLLAR TREE INC | DLTR | 2,148 | $212,738 | 0.01% |
| 130 | POTBELLY CORP | 73754Y100 | 17,000 | $208,250 | 0.01% |
| 131 | BRC INC | BRCC | 115,585 | $151,416 | 0.01% |
| 132 | 3-D SYS CORP DEL | 88554D205 | 90,531 | $139,418 | 0.01% |
| 133 | BLACKSKY TECHNOLOGY INC | BKSY-WT | 6,300 | $129,653 | 0.01% |
| 134 | ADAPTHEALTH CORP | AHCO | 13,226 | $124,721 | 0.01% |
| 135 | PURPLE INNOVATION INC | PRPL | 138,605 | $101,071 | 0.01% |
| 136 | BUMBLE INC | BMBL | 11,000 | $72,490 | 0.00% |