13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001901865-24-000005
Total Value
$659.5M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ABERCROMBIE & FITCH CO | ANF | 381,755 | $67.9M | 10.30% |
| 2 | GROUPON INC | GRPN | 3,435,773 | $52.6M | 7.97% |
| 3 | HIMS & HERS HEALTH INC | HIMS | 2,281,795 | $46.1M | 6.99% |
| 4 | HIMS & HERS HEALTH INC | HIMS | 2,091,000 | $42.2M | 6.40% |
| 5 | SHARKNINJA INC | SN | 518,286 | $38.9M | 5.91% |
| 6 | RUSH STREET INTERACTIVE INC | RSI | 3,808,170 | $36.5M | 5.54% |
| 7 | UPWORK INC | UPWK | 3,320,912 | $35.7M | 5.41% |
| 8 | CARVANA CO | CVNA | 249,772 | $32.2M | 4.88% |
| 9 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 394,804 | $20.5M | 3.11% |
| 10 | ZIMVIE INC | 98888T107 | 1,059,900 | $19.3M | 2.93% |
| 11 | INOGEN INC | INGN | 2,346,766 | $19.1M | 2.89% |
| 12 | DAVE INC | 23834J201 | 617,286 | $18.7M | 2.84% |
| 13 | MONEYLION INC | 60938K304 | 182,587 | $13.4M | 2.04% |
| 14 | OPTIMIZERX CORP | OPRX | 1,315,913 | $13.2M | 2.00% |
| 15 | ADAPTHEALTH CORP | AHCO | 1,161,592 | $11.6M | 1.76% |
| 16 | GENIUS SPORTS LIMITED | GENI | 2,061,037 | $11.2M | 1.70% |
| 17 | LIFEMD INC | LFMDP | 1,498,382 | $10.3M | 1.56% |
| 18 | FULGENT GENETICS INC | FLGT | 505,212 | $9.9M | 1.50% |
| 19 | SPORTRADAR GROUP AG | SRAD | 750,667 | $8.4M | 1.27% |
| 20 | MEDIAALPHA INC | MAX | 604,106 | $8.0M | 1.21% |
| 21 | FRESHPET INC | FRPT | 60,458 | $7.8M | 1.19% |
| 22 | CLEARFIELD INC | CLFD | 202,298 | $7.8M | 1.18% |
| 23 | ONESPAWORLD HOLDINGS LIMITED | OSW | 500,000 | $7.7M | 1.17% |
| 24 | ARHAUS INC | ARHS | 451,089 | $7.6M | 1.16% |
| 25 | TALKSPACE INC | TALKW | 3,111,717 | $7.2M | 1.09% |
| 26 | J JILL INC | JILL | 203,598 | $7.1M | 1.08% |
| 27 | EL POLLO LOCO HLDGS INC | LOCO | 588,951 | $6.7M | 1.01% |
| 28 | QUINSTREET INC | QNST | 391,763 | $6.5M | 0.99% |
| 29 | GENEDX HOLDINGS CORP | WGSWW | 225,170 | $5.9M | 0.89% |
| 30 | ESTABLISHMENT LABS HLDGS INC | ESTA | 128,284 | $5.8M | 0.88% |
| 31 | VITAL FARMS INC | VITL | 119,540 | $5.6M | 0.85% |
| 32 | BLUELINX HLDGS INC | BXC | 60,000 | $5.6M | 0.85% |
| 33 | RXSIGHT INC | RXST | 90,000 | $5.4M | 0.82% |
| 34 | GROUPON INC | GRPN | 348,200 | $5.3M | 0.81% |
| 35 | TRANSMEDICS GROUP INC | TMDX | 33,229 | $5.0M | 0.76% |
| 36 | AXOGEN INC | AXGN | 686,994 | $5.0M | 0.75% |
| 37 | THE BEAUTY HEALTH COMPANY | 88331L108 | 2,577,078 | $4.9M | 0.75% |
| 38 | MODINE MFG CO | 607828100 | 42,080 | $4.2M | 0.64% |
| 39 | MAGNITE INC | MGNI | 275,876 | $3.7M | 0.56% |
| 40 | DRAFTKINGS INC NEW | DKNG | 95,328 | $3.6M | 0.55% |
| 41 | CHEGG INC | CHGG | 1,107,992 | $3.5M | 0.53% |
| 42 | BRINKER INTL INC | 109641100 | 39,656 | $2.9M | 0.44% |
| 43 | XPONENTIAL FITNESS INC | XPOF | 181,858 | $2.8M | 0.43% |
| 44 | BYRNA TECHNOLOGIES INC | BYRN | 269,849 | $2.7M | 0.41% |
| 45 | PAGAYA TECHNOLOGIES LTD | PGYWW | 178,122 | $2.3M | 0.34% |
| 46 | SPROUTS FMRS MKT INC | 85208M102 | 25,000 | $2.1M | 0.32% |
| 47 | SI-BONE INC | SIBN | 120,000 | $1.6M | 0.24% |
| 48 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 15,000 | $1.5M | 0.22% |
| 49 | PETIQ INC | 71639T106 | 55,266 | $1.2M | 0.18% |
| 50 | FAT BRANDS INC | FATPQ | 175,428 | $899,946 | 0.14% |
| 51 | TREACE MED CONCEPTS INC | 89455T109 | 114,400 | $760,760 | 0.12% |
| 52 | ORTHOPEDIATRICS CORP | KIDS | 17,864 | $513,769 | 0.08% |
| 53 | VICTORIAS SECRET AND CO | 926400102 | 26,368 | $465,923 | 0.07% |
| 54 | THE REALREAL INC | 88339P101 | 128,463 | $409,797 | 0.06% |
| 55 | SLEEP NUMBER CORP | SNBR | 40,556 | $388,121 | 0.06% |
| 56 | BRC INC | BRCC | 60,489 | $370,798 | 0.06% |
| 57 | SEZZLE INC | SEZL | 4,033 | $355,791 | 0.05% |
| 58 | SWEETGREEN INC | SG | 10,000 | $301,400 | 0.05% |
| 59 | PURPLE INNOVATION INC | PRPL | 138,605 | $144,149 | 0.02% |
| 60 | CORE SCIENTIFIC INC NEW | 21874A106 | 10,000 | $93,000 | 0.01% |
| 61 | NEURONETICS INC | STIM | 51,608 | $92,894 | 0.01% |