13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006804
Total Value
$2.29B
Positions
168
Other Managers
0
Confidential Omitted
No
Holdings (168)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 925,266 | $184.5M | 8.05% |
| 2 | SUPER GROUP SGHC LIMITED | SGHC | 9,832,510 | $129.8M | 5.66% |
| 3 | SEZZLE INC | SEZL | 1,494,617 | $118.9M | 5.19% |
| 4 | SUPER GROUP SGHC LIMITED | SGHC | 8,776,200 | $115.8M | 5.06% |
| 5 | TURNING PT BRANDS INC | 90041L105 | 974,066 | $96.3M | 4.20% |
| 6 | INDIVIOR PLC | INDV | 3,362,605 | $81.1M | 3.54% |
| 7 | SHARKNINJA INC | SN | 774,408 | $79.9M | 3.49% |
| 8 | CARVANA CO | CVNA | 208,320 | $78.6M | 3.43% |
| 9 | RUSH STREET INTERACTIVE INC | RSI | 2,788,451 | $57.1M | 2.49% |
| 10 | FLYWIRE CORPORATION | FLYW | 4,150,737 | $56.2M | 2.45% |
| 11 | STRIDE INC | LRN | 375,000 | $55.9M | 2.44% |
| 12 | CELESTICA INC | CLS | 196,211 | $48.3M | 2.11% |
| 13 | CELSIUS HLDGS INC | CELH | 780,518 | $44.9M | 1.96% |
| 14 | PORCH GROUP INC | PRCH | 2,606,883 | $43.7M | 1.91% |
| 15 | ANGIODYNAMICS INC | ANGO | 3,678,125 | $41.1M | 1.79% |
| 16 | VITAL FARMS INC | VITL | 993,338 | $40.9M | 1.78% |
| 17 | KURA SUSHI USA INC | KRUS | 582,156 | $34.6M | 1.51% |
| 18 | BRINKER INTL INC | 109641100 | 268,836 | $34.1M | 1.49% |
| 19 | ARGAN INC | AGX | 125,534 | $33.9M | 1.48% |
| 20 | SAVERS VALUE VLG INC | 80517M109 | 2,464,291 | $32.7M | 1.42% |
| 21 | OMADA HEALTH INC | OMDA | 1,379,941 | $30.5M | 1.33% |
| 22 | CALIX INC | CALX | 453,873 | $27.9M | 1.22% |
| 23 | THE REALREAL INC | 88339P101 | 2,599,801 | $27.6M | 1.21% |
| 24 | LUMENTUM HLDGS INC | LITE | 163,303 | $26.6M | 1.16% |
| 25 | HIMS & HERS HEALTH INC | HIMS | 465,093 | $26.4M | 1.15% |
| 26 | RUSH STREET INTERACTIVE INC | RSI | 1,230,700 | $25.2M | 1.10% |
| 27 | WILLDAN GROUP INC | WLDN | 253,121 | $24.5M | 1.07% |
| 28 | FIVE BELOW INC | FIVE | 155,000 | $24.0M | 1.05% |
| 29 | ANI PHARMACEUTICALS INC | ANIP | 234,219 | $21.5M | 0.94% |
| 30 | FASTLY INC | FSLY | 2,476,487 | $21.2M | 0.92% |
| 31 | IMAX CORP | IMAX | 640,461 | $21.0M | 0.92% |
| 32 | FABRINET | FN | 56,344 | $20.5M | 0.90% |
| 33 | LIFEWAY FOODS INC | LWAY | 630,183 | $17.5M | 0.76% |
| 34 | MAXIMUS INC | MMS | 183,872 | $16.8M | 0.73% |
| 35 | ZEVIA PBC | ZVIA | 6,159,362 | $16.8M | 0.73% |
| 36 | MARINEMAX INC | HZO | 656,154 | $16.6M | 0.73% |
| 37 | FOX FACTORY HLDG CORP | FOXF | 665,680 | $16.2M | 0.71% |
| 38 | AMERICAN PUB ED INC | 02913V103 | 382,772 | $15.1M | 0.66% |
| 39 | BLEND LABS INC | BLND | 4,113,247 | $15.0M | 0.66% |
| 40 | J JILL INC | JILL | 867,244 | $14.9M | 0.65% |
| 41 | AMER SPORTS INC | AS | 413,533 | $14.4M | 0.63% |
| 42 | XPEL INC | XPEL | 416,890 | $13.8M | 0.60% |
| 43 | TTM TECHNOLOGIES INC | TTMI | 235,771 | $13.6M | 0.59% |
| 44 | PLANET LABS PBC | PL-WT | 1,045,000 | $13.6M | 0.59% |
| 45 | PAGAYA TECHNOLOGIES LTD | PGYWW | 416,919 | $12.4M | 0.54% |
| 46 | ARLO TECHNOLOGIES INC | ARLO | 691,557 | $11.7M | 0.51% |
| 47 | NATIONAL VISION HLDGS INC | EYE | 400,550 | $11.7M | 0.51% |
| 48 | MODINE MFG CO | 607828100 | 78,300 | $11.1M | 0.49% |
| 49 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,427,935 | $10.8M | 0.47% |
| 50 | GROUPON INC | GRPN | 444,965 | $10.4M | 0.45% |
| 51 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 1,491,210 | $10.2M | 0.45% |
| 52 | AFFIRM HLDGS INC | AFRM | 136,246 | $10.0M | 0.43% |
| 53 | THREDUP INC | TDUP | 994,249 | $9.4M | 0.41% |
| 54 | ABERCROMBIE & FITCH CO | ANF | 104,322 | $8.9M | 0.39% |
| 55 | REV GROUP INC | 749527107 | 150,337 | $8.5M | 0.37% |
| 56 | CLOVER HEALTH INVESTMENTS CO | CLOV | 2,768,088 | $8.5M | 0.37% |
| 57 | EL POLLO LOCO HLDGS INC | LOCO | 837,650 | $8.1M | 0.35% |
| 58 | GENEDX HOLDINGS CORP | WGSWW | 73,146 | $7.9M | 0.34% |
| 59 | CECO ENVIRONMENTAL CORP | CECO | 150,000 | $7.7M | 0.34% |
| 60 | JOHNSON OUTDOORS INC | JOUT | 190,057 | $7.7M | 0.33% |
| 61 | SIGNET JEWELERS LIMITED | SIG | 80,000 | $7.7M | 0.33% |
| 62 | FIVE9 INC | FIVN | 316,216 | $7.7M | 0.33% |
| 63 | BLUELINX HLDGS INC | BXC | 103,141 | $7.5M | 0.33% |
| 64 | BLACKSKY TECHNOLOGY INC | BKSY-WT | 365,910 | $7.4M | 0.32% |
| 65 | STERLING INFRASTRUCTURE INC | STRL | 20,000 | $6.8M | 0.30% |
| 66 | GENIUS SPORTS LIMITED | GENI | 545,892 | $6.8M | 0.29% |
| 67 | ETON PHARMACEUTICALS INC | ETON | 298,000 | $6.5M | 0.28% |
| 68 | PELOTON INTERACTIVE INC | PTON | 683,390 | $6.2M | 0.27% |
| 69 | ESTABLISHMENT LABS HLDGS INC | ESTA | 147,858 | $6.1M | 0.26% |
| 70 | COMPASS INC | COMP | 750,000 | $6.0M | 0.26% |
| 71 | HARROW INC | HROW | 118,670 | $5.7M | 0.25% |
| 72 | SHAKE SHACK INC | SHAK | 56,985 | $5.3M | 0.23% |
| 73 | DELCATH SYS INC | DCTH | 476,160 | $5.1M | 0.22% |
| 74 | REVOLVE GROUP INC | RVLV | 239,901 | $5.1M | 0.22% |
| 75 | ACADEMY SPORTS & OUTDOORS IN | ASO | 100,000 | $5.0M | 0.22% |
| 76 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 111,566 | $4.8M | 0.21% |
| 77 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 175,000 | $4.7M | 0.21% |
| 78 | BIOVENTUS INC | BVS | 695,517 | $4.7M | 0.20% |
| 79 | PHILIP MORRIS INTL INC | 718172109 | 28,244 | $4.6M | 0.20% |
| 80 | TRANSMEDICS GROUP INC | TMDX | 38,390 | $4.3M | 0.19% |
| 81 | EVERQUOTE INC | EVER | 187,589 | $4.3M | 0.19% |
| 82 | KRISPY KREME INC | DNUT | 1,089,341 | $4.2M | 0.18% |
| 83 | CARGURUS INC | CARG | 112,113 | $4.2M | 0.18% |
| 84 | AMERICAS CAR-MART INC | 03062T105 | 134,471 | $3.9M | 0.17% |
| 85 | BYRNA TECHNOLOGIES INC | BYRN | 176,377 | $3.9M | 0.17% |
| 86 | SHOE CARNIVAL INC | SCVL | 183,418 | $3.8M | 0.17% |
| 87 | DRAFTKINGS INC NEW | DKNG | 97,483 | $3.6M | 0.16% |
| 88 | SI-BONE INC | SIBN | 247,463 | $3.6M | 0.16% |
| 89 | LIQUIDIA CORPORATION | LQDA | 158,004 | $3.6M | 0.16% |
| 90 | COINBASE GLOBAL INC | COIN | 10,000 | $3.4M | 0.15% |
| 91 | CORMEDIX INC | CRMD | 288,050 | $3.4M | 0.15% |
| 92 | XERIS BIOPHARMA HOLDINGS INC | XERS | 406,334 | $3.3M | 0.14% |
| 93 | CLEARFIELD INC | CLFD | 94,588 | $3.3M | 0.14% |
| 94 | FRESHPET INC | FRPT | 55,587 | $3.1M | 0.13% |
| 95 | COHU INC | COHU | 149,317 | $3.0M | 0.13% |
| 96 | NEUROPACE INC | NPCE | 292,792 | $3.0M | 0.13% |
| 97 | HINGE HEALTH INC | HNGE | 60,654 | $3.0M | 0.13% |
| 98 | UPWORK INC | UPWK | 158,125 | $2.9M | 0.13% |
| 99 | XPONENTIAL FITNESS INC | XPOF | 368,801 | $2.9M | 0.13% |
| 100 | EZCORP INC | EZPW | 138,505 | $2.6M | 0.12% |
| 101 | GAMBLING COM GROUP LIMITED | GAMB | 305,694 | $2.5M | 0.11% |
| 102 | EVOLUS INC | EOLS | 388,231 | $2.4M | 0.10% |
| 103 | VICTORIAS SECRET AND CO | 926400102 | 85,910 | $2.3M | 0.10% |
| 104 | BUILD-A-BEAR WORKSHOP INC | BBW | 34,502 | $2.2M | 0.10% |
| 105 | SPORTRADAR GROUP AG | SRAD | 82,279 | $2.2M | 0.10% |
| 106 | TANDEM DIABETES CARE INC | TNDM | 174,692 | $2.1M | 0.09% |
| 107 | SWEETGREEN INC | SG | 255,244 | $2.0M | 0.09% |
| 108 | BELLRING BRANDS INC | BRBR | 55,780 | $2.0M | 0.09% |
| 109 | CAPRI HOLDINGS LIMITED | CPRI | 100,000 | $2.0M | 0.09% |
| 110 | RXSIGHT INC | RXST | 214,860 | $1.9M | 0.08% |
| 111 | WAYFAIR INC | W | 21,591 | $1.9M | 0.08% |
| 112 | THE ODP CORP | 88337F105 | 68,328 | $1.9M | 0.08% |
| 113 | ONEWATER MARINE INC | ONEW | 108,000 | $1.7M | 0.07% |
| 114 | MIMEDX GROUP INC | MDXG | 223,220 | $1.6M | 0.07% |
| 115 | ARHAUS INC | ARHS | 146,394 | $1.6M | 0.07% |
| 116 | RH | RH | 7,220 | $1.5M | 0.06% |
| 117 | INMODE LTD | INMD | 96,754 | $1.4M | 0.06% |
| 118 | SENSUS HEALTHCARE INC | SRTS | 452,897 | $1.4M | 0.06% |
| 119 | RANPAK HOLDINGS CORP | PACK | 250,001 | $1.4M | 0.06% |
| 120 | AIRSCULPT TECHNOLOGIES INC | AIRS | 165,699 | $1.3M | 0.06% |
| 121 | ROCKET COS INC | 77311W101 | 56,978 | $1.1M | 0.05% |
| 122 | MEDIFAST INC | MED | 79,839 | $1.1M | 0.05% |
| 123 | RCI HOSPITALITY HLDGS INC | RICK | 35,492 | $1.1M | 0.05% |
| 124 | REMITLY GLOBAL INC | RELY | 61,463 | $1.0M | 0.04% |
| 125 | MEDIAALPHA INC | MAX | 86,907 | $989,002 | 0.04% |
| 126 | NIAGEN BIOSCIENCE INC | NAGE | 100,000 | $933,000 | 0.04% |
| 127 | LIFEMD INC | LFMDP | 135,826 | $922,259 | 0.04% |
| 128 | PROCEPT BIOROBOTICS CORP | PRCT | 24,963 | $890,929 | 0.04% |
| 129 | DESIGNER BRANDS INC | DBI | 231,902 | $820,933 | 0.04% |
| 130 | ZETA GLOBAL HOLDINGS CORP | ZETA | 37,438 | $743,893 | 0.03% |
| 131 | INOGEN INC | INGN | 88,136 | $720,071 | 0.03% |
| 132 | LOVESAC COMPANY | LOVE | 38,115 | $645,287 | 0.03% |
| 133 | 1 800 FLOWERS COM INC | FLWS | 139,186 | $640,256 | 0.03% |
| 134 | CAVA GROUP INC | CAVA | 10,565 | $638,232 | 0.03% |
| 135 | BOOT BARN HLDGS INC | BOOT | 3,840 | $636,365 | 0.03% |
| 136 | HAIN CELESTIAL GROUP INC | HAIN | 386,182 | $610,168 | 0.03% |
| 137 | YEXT INC | YEXT | 69,130 | $588,988 | 0.03% |
| 138 | SLEEP NUMBER CORP | SNBR | 81,340 | $571,007 | 0.02% |
| 139 | JAMF HLDG CORP | 47074L105 | 50,000 | $535,000 | 0.02% |
| 140 | INNODATA INC | INOD | 6,875 | $529,856 | 0.02% |
| 141 | LIFEVANTAGE CORP | LFVN | 52,900 | $514,717 | 0.02% |
| 142 | AVITA MEDICAL INC | AVHHL | 100,000 | $511,000 | 0.02% |
| 143 | ALPHA TEKNOVA INC | TKNO | 78,872 | $488,218 | 0.02% |
| 144 | AXOGEN INC | AXGN | 26,272 | $468,692 | 0.02% |
| 145 | CRICUT INC | CRCT | 72,902 | $458,554 | 0.02% |
| 146 | PORTILLOS INC | 73642K106 | 67,263 | $433,846 | 0.02% |
| 147 | COURSERA INC | COUR | 32,641 | $382,226 | 0.02% |
| 148 | CITI TRENDS INC | CTRN | 12,276 | $380,924 | 0.02% |
| 149 | FUNKO INC | FNKO | 97,099 | $334,021 | 0.01% |
| 150 | POTBELLY CORP | 73754Y100 | 17,000 | $289,680 | 0.01% |
| 151 | TALKSPACE INC | TALKW | 103,956 | $286,919 | 0.01% |
| 152 | COHERENT CORP | COHR | 2,500 | $269,300 | 0.01% |
| 153 | 3-D SYS CORP DEL | 88554D205 | 90,531 | $262,540 | 0.01% |
| 154 | DESTINATION XL GROUP INC | DXLG | 197,937 | $259,297 | 0.01% |
| 155 | FIGS INC | FIGS | 34,539 | $231,066 | 0.01% |
| 156 | DOLLAR GEN CORP NEW | 256677105 | 2,177 | $224,993 | 0.01% |
| 157 | ATRICURE INC | ATRC | 5,959 | $210,055 | 0.01% |
| 158 | ZIPRECRUITER INC | ZIP | 49,510 | $208,932 | 0.01% |
| 159 | XOMETRY INC | XMTR | 3,821 | $208,130 | 0.01% |
| 160 | DOLLAR TREE INC | DLTR | 2,148 | $202,707 | 0.01% |
| 161 | CAREDX INC | CDNA | 12,500 | $181,750 | 0.01% |
| 162 | BRC INC | BRCC | 115,585 | $180,313 | 0.01% |
| 163 | PURPLE INNOVATION INC | PRPL | 138,605 | $129,485 | 0.01% |
| 164 | NEOGENOMICS INC | NEO | 15,496 | $119,629 | 0.01% |
| 165 | ADAPTHEALTH CORP | AHCO | 13,226 | $118,373 | 0.01% |
| 166 | FLUENCE ENERGY INC | FLNC | 10,000 | $108,000 | 0.00% |
| 167 | GOGO INC | GOGO | 12,272 | $105,416 | 0.00% |
| 168 | BRINKER INTL INC | 109641100 | 100 | $12,668 | 0.00% |