13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001901865-23-000002
Total Value
$133.7M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INMODE LTD | INMD | 346,200 | $12.4M | 9.24% |
| 2 | BUILD-A-BEAR WORKSHOP INC | BBW | 462,900 | $11.0M | 8.25% |
| 3 | CELSIUS HLDGS INC | CELH | 80,000 | $8.3M | 6.22% |
| 4 | SPROUT SOCIAL INC | SPT | 135,000 | $7.6M | 5.70% |
| 5 | XPONENTIAL FITNESS INC | XPOF | 270,000 | $6.2M | 4.63% |
| 6 | ARHAUS INC | ARHS | 612,890 | $6.0M | 4.47% |
| 7 | ALPHATEC HLDGS INC | ATEC | 450,000 | $5.6M | 4.16% |
| 8 | DESTINATION XL GROUP INC | DXLG | 733,900 | $5.0M | 3.70% |
| 9 | EVERQUOTE INC | EVER | 329,000 | $4.8M | 3.63% |
| 10 | BLUELINX HLDGS INC | BXC | 67,600 | $4.8M | 3.60% |
| 11 | CHEGG INC | CHGG | 180,000 | $4.5M | 3.40% |
| 12 | NEURONETICS INC | STIM | 634,138 | $4.4M | 3.26% |
| 13 | J JILL INC | JILL | 167,881 | $4.2M | 3.11% |
| 14 | PAYONEER GLOBAL INC | PAYO | 700,000 | $3.8M | 2.86% |
| 15 | KURA SUSHI USA INC | KRUS | 70,012 | $3.3M | 2.50% |
| 16 | AXON ENTERPRISE INC | AXON | 19,500 | $3.2M | 2.42% |
| 17 | REVOLVE GROUP INC | RVLV | 121,000 | $2.7M | 2.01% |
| 18 | GOODRX HLDGS INC | GDRX | 550,000 | $2.6M | 1.92% |
| 19 | SONOS INC | SONO | 150,000 | $2.5M | 1.90% |
| 20 | TRANSMEDICS GROUP INC | TMDX | 38,000 | $2.3M | 1.75% |
| 21 | MGP INGREDIENTS INC NEW | MGPI | 22,000 | $2.3M | 1.75% |
| 22 | A-MARK PRECIOUS METALS INC | GOLD | 67,000 | $2.3M | 1.74% |
| 23 | CUTERA INC | 232109108 | 52,144 | $2.3M | 1.72% |
| 24 | DRAFTKINGS INC NEW | DKNG | 180,000 | $2.1M | 1.53% |
| 25 | FIVE9 INC | FIVN | 30,000 | $2.0M | 1.52% |
| 26 | CARPARTS COM INC | PRTS | 310,000 | $1.9M | 1.45% |
| 27 | FEDERAL SIGNAL CORP | FSS | 40,000 | $1.9M | 1.39% |
| 28 | LIVEPERSON INC | LPSN | 170,000 | $1.7M | 1.29% |
| 29 | SOLO BRANDS INC | SBDS | 457,000 | $1.7M | 1.27% |
| 30 | EVERBRIDGE INC | EVEX-WT | 50,000 | $1.5M | 1.11% |
| 31 | DAVE & BUSTERS ENTMT INC | 238337109 | 40,000 | $1.4M | 1.06% |
| 32 | CALIX INC | CALX | 15,000 | $1.0M | 0.77% |
| 33 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $973,200 | 0.73% |
| 34 | EXTREME NETWORKS | EXTR | 50,000 | $915,500 | 0.68% |
| 35 | BARK INC | BARKW | 500,000 | $745,000 | 0.56% |
| 36 | DILLARDS INC | 254067101 | 2,120 | $685,184 | 0.51% |
| 37 | SURMODICS INC | 868873100 | 19,837 | $676,838 | 0.51% |
| 38 | 1 800 FLOWERS COM INC | FLWS | 60,000 | $573,600 | 0.43% |
| 39 | THE ONE GROUP HOSPITALITY IN | 88338K103 | 89,483 | $563,743 | 0.42% |
| 40 | LAZYDAYS HLDGS INC | 52110H100 | 40,625 | $485,063 | 0.36% |
| 41 | BLUE APRON HLDGS INC | 09523Q200 | 374,695 | $310,997 | 0.23% |
| 42 | INDIE SEMICONDUCTOR INC | INDI | 50,000 | $291,500 | 0.22% |