13F-HR filed by Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 136 holding rows worth $1,567,741,298.
- Accession
- 0000919574-25-004703
- Filer
- CIK 1901865
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 136 entries on the cover page, a total value of $1,567,741,298 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,567,741,298 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 |
|---|---|---|---|---|---|---|
| SEZZLE INC | 78435P105 | COM | 907,488 | $162,667,224 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 534,590 | $143,489,302 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 6,530,752 | $97,308,205 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 5,097,806 | $95,685,819 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 943,784 | $71,510,514 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 1,497,450 | $69,466,706 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 193,319 | $65,140,770 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 4,784,654 | $55,980,452 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 632,832 | $50,341,786 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 484,408 | $47,951,548 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 1,822,200 | $34,202,694 | dollars as filed | call |
| ANGIODYNAMICS INC | 03475V101 | COM | 3,395,430 | $33,682,666 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 2,443,612 | $28,810,185 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 813,621 | $27,215,622 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 465,093 | $23,184,886 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 2,746,835 | $21,370,376 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 818,357 | $21,228,181 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 1,150,943 | $19,519,993 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 1,275,000 | $19,000,480 | dollars as filed | call |
| BLEND LABS INC | 09352U108 | CL A | 5,505,522 | $18,168,223 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 278,955 | $17,437,477 | dollars as filed | |
| SAVERS VALUE VLG INC | 80517M109 | COM | 1,572,345 | $16,037,919 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 413,627 | $15,932,912 | dollars as filed | |
| J JILL INC | 46620W201 | COMMON STOCK | 1,029,452 | $15,071,177 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 83,300 | $15,021,489 | dollars as filed | call |
| CARGURUS INC COM CL A | 141788109 | Stock | 436,183 | $14,599,045 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 948,965 | $13,816,930 | dollars as filed | |
| EL POLLO LOCO HOLDINGS INC | 268603107 | COMMON STOCK | 1,231,087 | $13,554,268 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 82,361 | $12,857,376 | dollars as filed | |
| NATIONAL VISION HLDGS INC COM | 63845R107 | Stock | 553,957 | $12,746,551 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 300,000 | $11,628,000 | dollars as filed | |
| EVERQUOTE INC | 30041R108 | COM CL A | 453,220 | $10,958,860 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 35,788 | $10,546,008 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 101,791 | $10,513,992 | dollars as filed | |
| ZEVIA PBC | 98955K104 | CL A | 3,230,980 | $10,403,756 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 104,322 | $8,643,078 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 314,181 | $8,319,513 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 78,300 | $7,712,550 | dollars as filed | |
| AMERICAS CAR-MART INC | 03062T105 | COM | 134,471 | $7,535,755 | dollars as filed | |
| NUTEX HEALTH INC | 67079U306 | COM | 60,094 | $7,481,102 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 40,811 | $7,359,448 | dollars as filed | |
| BIOVENTUS INC | 09075A108 | COM CL A | 1,080,633 | $7,153,790 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 250,000 | $7,097,500 | dollars as filed | |
| ETON PHARMACEUTICALS INC | 29772L108 | COMMON STOCK | 497,716 | $7,092,453 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 73,146 | $6,752,107 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 95,000 | $6,669,000 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 339,791 | $6,394,867 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 147,858 | $6,315,015 | dollars as filed | |
| WNS HLDGS LTD COM SHS | G98196101 | Stock | 99,455 | $6,289,534 | dollars as filed | |
| BLUELINX HOLDINGS INC | 09624H208 | COMMON STOCK | 83,141 | $6,184,028 | dollars as filed | |
| BYRNA TECHNOLOGIES INC | 12448X201 | COM NEW | 176,377 | $5,446,522 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 177,417 | $5,381,058 | dollars as filed | |
| BLACKSKY TECHNOLOGY INC | 09263B207 | COMMON STOCK | 250,000 | $5,145,000 | dollars as filed | call |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 38,390 | $5,144,644 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 28,244 | $5,144,080 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 141,239 | $5,070,480 | dollars as filed | |
| PAGAYA TECHNOLOGIES LTD | M7S64L123 | CL A NEW | 231,919 | $4,944,513 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 683,390 | $4,742,727 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 65,366 | $4,519,405 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 100,000 | $4,481,000 | dollars as filed | |
| HARROW INC | 415858109 | COM | 140,570 | $4,293,008 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 97,483 | $4,181,046 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 42,605 | $4,050,031 | dollars as filed | |
| GRANDSTAND LTD ORDINARY SHARES | G3R239101 | Stock | 305,694 | $3,634,702 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 10,000 | $3,504,900 | dollars as filed | |
| NAPCO SEC TECHNOLOGIES INC COM | 630402105 | Stock | 111,566 | $3,312,395 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 174,692 | $3,256,259 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 40,000 | $3,253,200 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 55,780 | $3,231,335 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 455,389 | $3,201,385 | dollars as filed | |
| RXSIGHT INC | 78349D107 | COM | 218,918 | $2,845,934 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 53,022 | $2,820,240 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 125,000 | $2,741,250 | dollars as filed | |
| NEUROPACE INC | 641288105 | COMMON STOCK | 242,120 | $2,697,217 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 213,933 | $2,346,845 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 82,279 | $2,310,394 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 158,125 | $2,125,200 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 48,280 | $2,095,835 | dollars as filed | |
| Indivior PLC | G4766E116 | Common Stock | 136,000 | $2,004,640 | dollars as filed | |
| REV Group Inc | 749527107 | Common Stock | 40,000 | $1,903,600 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 34,502 | $1,778,923 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 100,000 | $1,770,000 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 166,985 | $1,736,644 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 345,501 | $1,654,950 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 85,910 | $1,591,053 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 11,223 | $1,577,954 | dollars as filed | |
| SENSUS HEALTHCARE INC | 81728J109 | COM | 324,673 | $1,538,950 | dollars as filed | |
| LIFEMD INC | 53216B104 | COM | 109,034 | $1,485,043 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 500,000 | $1,455,000 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 24,963 | $1,437,869 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 96,754 | $1,397,128 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 99,310 | $1,378,423 | dollars as filed | |
| RH | 74967X103 | COM | 7,220 | $1,364,652 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 223,220 | $1,363,874 | dollars as filed | |
| XPONENTIAL FITNESS INC A | 98422X101 | COMMON STOCK | 181,858 | $1,362,116 | dollars as filed | |
| RCI HOSPITALITY HOLDINGS INC | 74934Q108 | COMMON STOCK | 35,492 | $1,352,955 | dollars as filed | |
| ARHAUS INC | 04035M102 | COMMON STOCK | 146,394 | $1,269,236 | dollars as filed | |
| THE ODP CORP | 88337F105 | COM | 68,328 | $1,238,787 | dollars as filed | |
| MEDIFAST INC | 58470H101 | COM | 79,839 | $1,121,738 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 33,690 | $1,104,021 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 86,907 | $951,632 | dollars as filed | |
| CORMEDIX INC COM | 21900C308 | Stock | 71,000 | $874,720 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 56,978 | $807,948 | dollars as filed | |
| AIRSCULPT TECHNOLOGIES INC | 009496100 | COMMON STOCK | 165,699 | $800,326 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 67,263 | $784,959 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 121,381 | $757,417 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 93,500 | $697,510 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 38,115 | $693,693 | dollars as filed | |
| YEXT INC | 98585N106 | COM | 69,130 | $587,605 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 37,438 | $579,915 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 15,000 | $577,800 | dollars as filed | call |
| DESIGNER BRANDS INC | 250565108 | CL A | 231,902 | $551,927 | dollars as filed | |
| SLEEP NUMBER CORP | 83125X103 | COM D | 81,340 | $549,452 | dollars as filed | |
| FUNKO INC CLASS A | 361008105 | COMMON STOCK | 97,099 | $462,191 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 12,276 | $409,896 | dollars as filed | |
| ALPHA TEKNOVA INC | 02080L102 | COMMON STOCK | 78,872 | $387,262 | dollars as filed | |
| RANPAK HOLDINGS CORP | 75321W103 | COMMON STOCK | 100,001 | $357,004 | dollars as filed | |
| INNODATA INC | 457642205 | COM NEW | 6,875 | $352,138 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 103,956 | $288,998 | dollars as filed | |
| COURSERA INC COM | 22266M104 | Stock | 32,641 | $285,935 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 26,272 | $285,051 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 29,969 | $280,210 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 2,177 | $249,005 | dollars as filed | |
| ZIPRECRUITER INC A | 98980B103 | COMMON STOCK | 49,510 | $248,045 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 12,500 | $244,250 | dollars as filed | |
| FIGS INC CLASS A | 30260D103 | COMMON STOCK | 40,755 | $229,858 | dollars as filed | |
| SEMLER SCIENTIFIC INC | 81684M104 | COM | 5,880 | $227,791 | dollars as filed | |
| DESTINATION XL GROUP INC | 25065K104 | COM | 197,937 | $219,710 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 2,148 | $212,738 | dollars as filed | |
| POTBELLY CORP | 73754Y100 | COM | 17,000 | $208,250 | dollars as filed | |
| BRC INC A | 05601U105 | COMMON STOCK | 115,585 | $151,416 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 90,531 | $139,418 | dollars as filed | |
| BLACKSKY TECHNOLOGY INC | 09263B207 | COMMON STOCK | 6,300 | $129,653 | dollars as filed | |
| ADAPTHEALTH CORP | 00653Q102 | COMMON STOCK | 13,226 | $124,721 | dollars as filed | |
| PURPLE INNOVATION INC | 74640Y106 | CMN | 138,605 | $101,071 | dollars as filed | |
| BUMBLE INC | 12047B105 | COM CL A | 11,000 | $72,490 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-004703 | this filing | 2025-08-14 | acceptance time not in the bulk data set |