13F-HR filed by Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 85 holding rows worth $856,000,571.
- Accession
- 0000919574-25-001257
- Filer
- CIK 1901865
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 85 entries on the cover page, a total value of $856,000,571 stated on the cover page (in dollars after the unit check, H1), rows summing to $856,000,571 with VALUE read as dollars as filed, 13F file number 028-22165. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 714,498 | $69,563,526 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 4,766,612 | $65,397,916 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 569,680 | $49,516,585 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 368,273 | $48,718,835 | dollars as filed | |
| J JILL INC | 46620W201 | COMMON STOCK | 1,592,886 | $43,995,512 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 197,500 | $40,163,600 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 354,100 | $34,475,176 | dollars as filed | call |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 1,289,704 | $31,185,043 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 3,551,751 | $30,722,646 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 783,963 | $29,547,566 | dollars as filed | |
| RXSIGHT INC | 78349D107 | COM | 812,535 | $27,934,953 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 3,421,945 | $23,714,079 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 288,240 | $22,154,126 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 875,003 | $19,748,817 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 114,916 | $17,176,495 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 1,048,566 | $16,074,517 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 711,761 | $15,238,803 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 1,246,445 | $15,231,558 | dollars as filed | |
| DESPEGAR COM CORP | G27358103 | ORD SHS | 751,513 | $14,466,625 | dollars as filed | |
| FUNKO INC CLASS A | 361008105 | COMMON STOCK | 1,029,351 | $13,783,010 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 150,000 | $13,038,000 | dollars as filed | call |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 360,232 | $12,975,557 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 1,045,472 | $12,702,485 | dollars as filed | |
| EVERQUOTE INC | 30041R108 | COM CL A | 615,866 | $12,311,161 | dollars as filed | |
| MISTER CAR WASH INC | 60646V105 | COM | 1,425,491 | $10,391,829 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 158,480 | $9,881,228 | dollars as filed | |
| MARINEMAX INC | 567908108 | COM | 293,701 | $8,502,644 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 825,000 | $7,177,500 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 150,772 | $6,946,066 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 65,545 | $6,696,077 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 260,000 | $6,684,600 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 212,982 | $6,508,730 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 220,000 | $6,151,200 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 177,047 | $5,488,457 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 154,742 | $5,395,854 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 300,000 | $5,202,000 | dollars as filed | |
| VIEMED HEALTHCARE INC | 92663R105 | COM | 646,273 | $5,183,109 | dollars as filed | |
| RXSIGHT INC | 78349D107 | COM | 150,000 | $5,157,000 | dollars as filed | call |
| CARGURUS INC COM CL A | 141788109 | Stock | 135,000 | $4,932,900 | dollars as filed | |
| ANGIODYNAMICS INC | 03475V101 | COM | 514,635 | $4,714,057 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 385,043 | $4,524,255 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 187,317 | $4,441,286 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 55,770 | $4,201,712 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 100,000 | $4,064,000 | dollars as filed | |
| NAPCO SEC TECHNOLOGIES INC COM | 630402105 | Stock | 111,566 | $3,967,287 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 97,483 | $3,626,368 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 85,910 | $3,558,392 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 500,000 | $3,465,000 | dollars as filed | call |
| VITA COCO CO INC | 92846Q107 | COM | 90,183 | $3,328,655 | dollars as filed | |
| AMERICAS CAR-MART INC | 03062T105 | COM | 58,687 | $3,007,709 | dollars as filed | |
| LIFEWAY FOODS INC | 531914109 | COMMON STOCK | 117,951 | $2,925,185 | dollars as filed | |
| QUINSTREET INC | 74874Q100 | COM | 120,000 | $2,768,400 | dollars as filed | |
| XPONENTIAL FITNESS INC A | 98422X101 | COMMON STOCK | 181,858 | $2,445,990 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 206,785 | $2,386,299 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 55,328 | $2,107,444 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 200,000 | $1,834,000 | dollars as filed | |
| CHEGG INC | 163092109 | COM | 1,107,992 | $1,783,867 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 34,502 | $1,588,472 | dollars as filed | |
| THE ODP CORP | 88337F105 | COM | 68,328 | $1,553,779 | dollars as filed | |
| ARHAUS INC | 04035M102 | COMMON STOCK | 142,556 | $1,340,026 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 112,306 | $1,227,505 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 119,348 | $1,095,615 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 150,000 | $1,086,000 | dollars as filed | |
| FAT BRANDS INC | 30258N105 | CLASS A COM | 175,428 | $933,277 | dollars as filed | |
| RANPAK HOLDINGS CORP | 75321W103 | COMMON STOCK | 120,752 | $830,774 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 67,263 | $632,272 | dollars as filed | |
| SPIRE GLOBAL INC | 848560306 | COMMON STOCK | 38,365 | $539,796 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 24,066 | $532,340 | dollars as filed | |
| POWERFLEET INC | 73931J109 | COMMON STOCK | 78,203 | $520,832 | dollars as filed | |
| LIVERAMP HLDGS INC COM | 53815P108 | Stock | 16,518 | $501,652 | dollars as filed | |
| SKINHEALTH SYSTEMS INC | 88331L108 | COM CL A | 311,600 | $495,444 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 48,220 | $463,876 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 26,972 | $444,499 | dollars as filed | |
| YEXT INC | 98585N106 | COM | 69,130 | $439,667 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 29,969 | $418,068 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 12,276 | $322,245 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 103,956 | $321,224 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 25,000 | $279,750 | dollars as filed | |
| COURSERA INC COM | 22266M104 | Stock | 32,641 | $277,449 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 1,791 | $268,543 | dollars as filed | |
| POTBELLY CORP | 73754Y100 | COM | 17,000 | $160,140 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 13,226 | $125,912 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 20,183 | $118,071 | dollars as filed | |
| PURPLE INNOVATION INC | 74640Y106 | CMN | 138,605 | $108,112 | dollars as filed | |
| BUMBLE INC | 12047B105 | COM CL A | 11,000 | $89,540 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-001257 | this filing | 2025-02-14 | acceptance time not in the bulk data set |