13F-HR filed by Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 94 holding rows worth $993,618,474.
- Accession
- 0000919574-25-003098
- Filer
- CIK 1901865
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 94 entries on the cover page, a total value of $993,618,474 stated on the cover page (in dollars after the unit check, H1), rows summing to $993,618,474 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 |
|---|---|---|---|---|---|---|
| BRINKER INTL INC COM | 109641100 | Stock | 604,000 | $90,026,200 | dollars as filed | call |
| DAVE INC | 23834J201 | CLASS A COM NEW | 995,141 | $82,258,355 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 6,115,980 | $65,563,306 | dollars as filed | |
| SEZZLE INC | 78435P105 | COM | 1,307,782 | $45,628,514 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 304,635 | $45,405,847 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 4,300,637 | $43,049,376 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 1,184,763 | $36,099,729 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 164,840 | $34,464,747 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 1,112,027 | $32,860,398 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 4,702,115 | $32,044,914 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 790,562 | $28,159,818 | dollars as filed | |
| J JILL INC | 46620W201 | COMMON STOCK | 1,385,979 | $27,068,170 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 1,340,253 | $25,156,549 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 2,175,000 | $23,316,000 | dollars as filed | call |
| RXSIGHT INC | 78349D107 | COM | 885,432 | $22,357,158 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 6,274,304 | $21,018,918 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 328,263 | $19,511,953 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 1,451,470 | $17,519,243 | dollars as filed | |
| EVERQUOTE INC | 30041R108 | COM CL A | 665,001 | $17,416,376 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 1,721,136 | $16,350,792 | dollars as filed | |
| NATIONAL VISION HLDGS INC COM | 63845R107 | Stock | 1,225,001 | $15,655,513 | dollars as filed | |
| BIOVENTUS INC | 09075A108 | COM CL A | 1,692,149 | $15,483,163 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 159,609 | $13,312,987 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 2,830,724 | $13,304,403 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 311,072 | $12,693,293 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 537,295 | $11,175,736 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 755,000 | $10,237,800 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 125,000 | $9,851,250 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 343,154 | $9,316,631 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 302,000 | $9,201,940 | dollars as filed | call |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 52,521 | $9,045,692 | dollars as filed | |
| ANGIODYNAMICS INC | 03475V101 | COM | 960,065 | $9,015,010 | dollars as filed | |
| EVOLUS INC | 30052C107 | COM | 720,721 | $8,670,274 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 466,938 | $8,288,150 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 113,871 | $7,661,241 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 171,922 | $7,000,664 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 73,146 | $6,478,175 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 83,141 | $6,233,912 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 77,000 | $5,909,750 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 100,000 | $4,561,000 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 683,390 | $4,319,025 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 55,780 | $4,153,379 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 288,428 | $4,046,645 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 150,000 | $3,753,000 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 162,193 | $3,485,528 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 174,692 | $3,347,099 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 97,483 | $3,237,410 | dollars as filed | |
| BYRNA TECHNOLOGIES INC | 12448X201 | COM NEW | 176,377 | $2,970,189 | dollars as filed | |
| AMERICAS CAR-MART INC | 03062T105 | COM | 59,281 | $2,690,765 | dollars as filed | |
| NAPCO SEC TECHNOLOGIES INC COM | 630402105 | Stock | 111,566 | $2,568,249 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 32,271 | $2,464,536 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 206,785 | $2,129,886 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 100,000 | $1,973,000 | dollars as filed | |
| MGP INGREDIENTS INC NEW | 55303J106 | COM | 66,473 | $1,952,977 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 53,022 | $1,879,100 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 345,501 | $1,862,250 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 82,279 | $1,778,872 | dollars as filed | |
| ORTHOPEDIATRICS CORP | 68752L100 | COMMON STOCK | 66,597 | $1,640,284 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 85,910 | $1,596,208 | dollars as filed | |
| RCI HOSPITALITY HOLDINGS INC | 74934Q108 | COMMON STOCK | 35,667 | $1,531,541 | dollars as filed | |
| XPONENTIAL FITNESS INC A | 98422X101 | COMMON STOCK | 181,858 | $1,514,877 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 18,100 | $1,496,146 | dollars as filed | call |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 24,963 | $1,454,344 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 130,998 | $1,292,950 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 34,502 | $1,282,439 | dollars as filed | |
| ARHAUS INC | 04035M102 | COMMON STOCK | 142,556 | $1,240,237 | dollars as filed | |
| BRC INC A | 05601U105 | COMMON STOCK | 556,759 | $1,163,626 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 155,818 | $1,110,982 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 33,690 | $1,086,839 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 71,102 | $1,046,621 | dollars as filed | |
| THE ODP CORP | 88337F105 | COM | 68,328 | $979,140 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 67,263 | $799,757 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 28,125 | $710,156 | dollars as filed | |
| FUNKO INC CLASS A | 361008105 | COMMON STOCK | 97,099 | $666,099 | dollars as filed | |
| RANPAK HOLDINGS CORP | 75321W103 | COMMON STOCK | 100,001 | $542,005 | dollars as filed | |
| SLEEP NUMBER CORP | 83125X103 | COM D | 81,340 | $515,696 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 26,272 | $486,032 | dollars as filed | |
| NEUROPACE INC | 641288105 | COMMON STOCK | 38,480 | $472,919 | dollars as filed | |
| YEXT INC | 98585N106 | COM | 69,130 | $425,841 | dollars as filed | |
| ALPHA TEKNOVA INC | 02080L102 | COMMON STOCK | 78,872 | $409,346 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 48,220 | $366,472 | dollars as filed | |
| AIRSCULPT TECHNOLOGIES INC | 009496100 | COMMON STOCK | 150,000 | $350,250 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 29,969 | $323,665 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 49,510 | $291,614 | dollars as filed | |
| DESTINATION XL GROUP INC | 25065K104 | COM | 197,937 | $288,988 | dollars as filed | |
| SENSUS HEALTHCARE INC | 81728J109 | COM | 58,038 | $274,520 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 12,276 | $271,729 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 103,956 | $266,127 | dollars as filed | |
| COURSERA INC COM | 22266M104 | Stock | 32,641 | $217,389 | dollars as filed | |
| POTBELLY CORP | 73754Y100 | COM | 17,000 | $161,670 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 13,226 | $143,370 | dollars as filed | |
| PURPLE INNOVATION INC | 74640Y106 | CMN | 138,605 | $105,229 | dollars as filed | |
| DESIGNER BRANDS INC | 250565108 | CL A | 16,649 | $60,769 | dollars as filed | |
| BUMBLE INC | 12047B105 | COM CL A | 11,000 | $47,740 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-003098 | this filing | 2025-05-15 | acceptance time not in the bulk data set |