13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001901865-23-000007
Total Value
$317.3M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SI-BONE INC | SIBN | 1,145,000 | $24.3M | 7.66% |
| 2 | FULGENT GENETICS INC | FLGT | 860,000 | $23.0M | 7.25% |
| 3 | EVENTBRITE INC | EVEX-WT | 2,210,000 | $21.8M | 6.87% |
| 4 | XPONENTIAL FITNESS INC | XPOF | 1,300,000 | $20.1M | 6.35% |
| 5 | PAR TECHNOLOGY CORP | PAR | 511,000 | $19.7M | 6.21% |
| 6 | RXSIGHT INC | RXST | 680,000 | $19.0M | 5.98% |
| 7 | CELSIUS HLDGS INC | CELH | 99,000 | $17.0M | 5.35% |
| 8 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 710,000 | $15.8M | 4.98% |
| 9 | ABERCROMBIE & FITCH CO | ANF | 235,000 | $13.2M | 4.17% |
| 10 | APPLIED DIGITAL CORP | APLD | 1,917,534 | $12.0M | 3.77% |
| 11 | GROUPON INC | GRPN | 700,000 | $10.7M | 3.38% |
| 12 | CARROLS RESTAURANT GROUP INC | 14574X104 | 1,495,237 | $9.9M | 3.11% |
| 13 | TACTILE SYS TECHNOLOGY INC | 87357P100 | 550,000 | $7.7M | 2.44% |
| 14 | LIFEMD INC | LFMDP | 1,203,307 | $7.5M | 2.37% |
| 15 | DRAFTKINGS INC NEW | DKNG | 250,000 | $7.4M | 2.32% |
| 16 | CLEARFIELD INC | CLFD | 242,314 | $6.9M | 2.19% |
| 17 | ALPHATEC HLDGS INC | ATEC | 525,000 | $6.8M | 2.15% |
| 18 | BLUELINX HLDGS INC | BXC | 80,000 | $6.6M | 2.07% |
| 19 | CARVANA CO | CVNA | 150,000 | $6.3M | 1.98% |
| 20 | CONSTRUCTION PARTNERS INC | ROAD | 155,000 | $5.7M | 1.79% |
| 21 | SHARKNINJA INC | SN | 120,000 | $5.6M | 1.75% |
| 22 | CAVA GROUP INC | CAVA | 160,000 | $4.9M | 1.54% |
| 23 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 969,666 | $4.7M | 1.49% |
| 24 | CHEGG INC | CHGG | 527,785 | $4.7M | 1.48% |
| 25 | DOMO INC | DOMO | 393,489 | $3.9M | 1.22% |
| 26 | SLEEP NUMBER CORP | SNBR | 155,000 | $3.8M | 1.20% |
| 27 | COURSERA INC | COUR | 185,000 | $3.5M | 1.09% |
| 28 | TRANSMEDICS GROUP INC | TMDX | 58,070 | $3.2M | 1.00% |
| 29 | AUGMEDIX INC | 05105P107 | 474,870 | $2.4M | 0.77% |
| 30 | DOCGO INC | DCGO | 400,000 | $2.1M | 0.67% |
| 31 | FARO TECHNOLOGIES INC | 311642102 | 138,738 | $2.1M | 0.67% |
| 32 | LIVEPERSON INC | LPSN | 490,907 | $1.9M | 0.60% |
| 33 | TUPPERWARE BRANDS CORP | 899896104 | 1,089,023 | $1.5M | 0.48% |
| 34 | INMODE LTD | INMD | 50,000 | $1.5M | 0.48% |
| 35 | SUPER MICRO COMPUTER INC | SMCI | 5,000 | $1.4M | 0.43% |
| 36 | MIMEDX GROUP INC | MDXG | 180,000 | $1.3M | 0.41% |
| 37 | CUTERA INC | 232109108 | 211,684 | $1.3M | 0.40% |
| 38 | CLARUS CORP NEW | CLAR | 119,004 | $899,670 | 0.28% |
| 39 | EVERQUOTE INC | EVER | 116,510 | $842,367 | 0.27% |
| 40 | BOWLERO CORP | LUCK | 84,689 | $814,708 | 0.26% |
| 41 | UPWORK INC | UPWK | 70,000 | $795,200 | 0.25% |
| 42 | REPAY HLDGS CORP | RPAY | 100,000 | $759,000 | 0.24% |
| 43 | JOHNSON OUTDOORS INC | JOUT | 11,245 | $614,989 | 0.19% |
| 44 | VITAL FARMS INC | VITL | 37,200 | $430,776 | 0.14% |
| 45 | MACYS INC | 55616P104 | 30,000 | $348,300 | 0.11% |
| 46 | BLUE BIRD CORP | BLBD | 15,000 | $320,250 | 0.10% |
| 47 | RUSH STREET INTERACTIVE INC | RSI | 41,062 | $189,706 | 0.06% |
| 48 | THE ONE GROUP HOSPITALITY IN | 88338K103 | 10,000 | $55,000 | 0.02% |
| 49 | APYX MEDICAL CORPORATION | APYX | 12,146 | $38,867 | 0.01% |