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Disclosery

13F-HR filed by Divisadero Street Capital Management, LP

Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 168 holding rows worth $2,291,586,877.

Accession
0000919574-25-006804
Filer
CIK 1901865
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 168 entries on the cover page, a total value of $2,291,586,877 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,291,586,877 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 filedCUSIPClassAmountValueValue read asType
DAVE INC23834J201CLASS A COM NEW925,266$184,451,777dollars as filed
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS9,832,510$129,789,132dollars as filed
SEZZLE INC78435P105COM1,494,617$118,866,890dollars as filed
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS8,776,200$115,845,840dollars as filedcall
TURNING PT BRANDS INC COM90041L105Stock974,066$96,296,165dollars as filed
Indivior PLCG4766E116Common Stock3,362,605$81,072,407dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock774,408$79,880,185dollars as filed
CARVANA CO CL A146869102Stock208,320$78,586,637dollars as filed
RUSH STREET INTERACTIVE INC782011100COM2,788,451$57,107,476dollars as filed
FLYWIRE CORPORATION302492103COM VTG4,150,737$56,200,979dollars as filed
STRIDE INC86333M108COM375,000$55,852,500dollars as filed
CELESTICA INC COM15101Q207Stock196,211$48,342,466dollars as filed
CELSIUS HLDGS INC15118V207COM NEW780,518$44,871,980dollars as filed
PORCH GROUP INC733245104COM2,606,883$43,743,497dollars as filed
ANGIODYNAMICS INC03475V101COM3,678,125$41,084,656dollars as filed
VITAL FARMS INC92847W103COM993,338$40,875,859dollars as filed
KURA SUSHI USA INC501270102CL A COM582,156$34,585,888dollars as filed
BRINKER INTL INC COM109641100Stock268,836$34,056,144dollars as filed
ARGAN INC04010E109COM125,534$33,900,457dollars as filed
SAVERS VALUE VLG INC80517M109COM2,464,291$32,651,856dollars as filed
OMADA HEALTH INC68170A108COM1,379,941$30,510,496dollars as filed
CALIX INC13100M509COM453,873$27,854,186dollars as filed
THE REALREAL INC88339P101COM2,599,801$27,635,885dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock163,303$26,571,031dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A465,093$26,380,075dollars as filed
RUSH STREET INTERACTIVE INC782011100COM1,230,700$25,204,736dollars as filedcall
WILLDAN GROUP INC96924N100COM253,121$24,474,269dollars as filed
FIVE BELOW INC COM33829M101Stock155,000$23,978,500dollars as filed
ANI PHARMACEUTICALS INC00182C103COM234,219$21,454,460dollars as filed
FASTLY INC31188V100CL A2,476,487$21,173,964dollars as filed
IMAX CORP45245E109COM640,461$20,975,098dollars as filed
FABRINET SHSG3323L100Stock56,344$20,544,149dollars as filed
LIFEWAY FOODS INC531914109COMMON STOCK630,183$17,493,880dollars as filed
MAXIMUS INC577933104COM183,872$16,800,385dollars as filed
ZEVIA PBC98955K104CL A6,159,362$16,753,465dollars as filed
MARINEMAX INC567908108COM656,154$16,620,381dollars as filed
FOX FACTORY HLDG CORP35138V102COM665,680$16,169,367dollars as filed
AMERICAN PUB ED INC02913V103COM382,772$15,108,011dollars as filed
BLEND LABS INC09352U108CL A4,113,247$15,013,352dollars as filed
J JILL INC46620W201COMMON STOCK867,244$14,873,235dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK413,533$14,370,272dollars as filed
XPEL INC98379L100COM416,890$13,786,552dollars as filed
TTM TECHNOLOGIES INC87305R109COM235,771$13,580,410dollars as filed
PLANET LABS PBC72703X106COM CL A1,045,000$13,564,100dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW416,919$12,378,325dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK691,557$11,721,891dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock400,550$11,692,055dollars as filed
MODINE MFG CO COM607828100Stock78,300$11,131,128dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A1,427,935$10,780,909dollars as filed
GROUPON INC399473206COM NEW444,965$10,389,933dollars as filed
PRIORITY TECHNOLOGY HOLDINGS74275G107COMMON STOCK1,491,210$10,244,613dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock136,246$9,956,858dollars as filed
THREDUP INC CLASS A88556E102COMMON STOCK994,249$9,395,653dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock104,322$8,924,747dollars as filed
REV Group Inc749527107Common Stock150,337$8,519,598dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK2,768,088$8,470,349dollars as filed
EL POLLO LOCO HOLDINGS INC268603107COMMON STOCK837,650$8,125,205dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A73,146$7,880,750dollars as filed
CECO ENVIRONMENTAL CORP125141101COM150,000$7,680,000dollars as filed
JOHNSON OUTDOORS INC A479167108COMMON STOCK190,057$7,676,402dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock80,000$7,673,600dollars as filed
FIVE9 INC338307101COM316,216$7,652,427dollars as filed
BLUELINX HOLDINGS INC09624H208COMMON STOCK103,141$7,537,544dollars as filed
BLACKSKY TECHNOLOGY INC09263B207COMMON STOCK365,910$7,373,087dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock20,000$6,793,600dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock545,892$6,758,143dollars as filed
ETON PHARMACEUTICALS INC29772L108COMMON STOCK298,000$6,475,540dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM683,390$6,150,510dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK147,858$6,060,699dollars as filed
COMPASS INC20464U100CL A750,000$6,022,500dollars as filed
HARROW INC415858109COM118,670$5,717,521dollars as filed
SHAKE SHACK INC819047101CL A56,985$5,334,366dollars as filed
DELCATH SYSTEMS INC24661P807COMMON STOCK476,160$5,118,720dollars as filed
REVOLVE GROUP INC CL A76156B107Stock239,901$5,109,891dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock100,000$5,002,000dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock111,566$4,791,760dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM175,000$4,729,375dollars as filed
BIOVENTUS INC09075A108COM CL A695,517$4,653,009dollars as filed
Philip Morris International Inc.718172109COM28,244$4,581,177dollars as filed
TRANSMEDICS GROUP INC89377M109COM38,390$4,307,358dollars as filed
EVERQUOTE INC30041R108COM CL A187,589$4,290,160dollars as filed
KRISPY KREME INC50101L106COMMON STOCK1,089,341$4,215,750dollars as filed
CARGURUS INC COM CL A141788109Stock112,113$4,173,967dollars as filed
AMERICAS CAR-MART INC03062T105COM134,471$3,927,898dollars as filed
BYRNA TECHNOLOGIES INC12448X201COM NEW176,377$3,908,514dollars as filed
SHOE STA GROUP INC824889109COM183,418$3,813,260dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A97,483$3,645,864dollars as filed
SI BONE INC825704109COM247,463$3,642,655dollars as filed
LIQUIDIA CORPORATION COM NEW53635D202Stock158,004$3,593,011dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock10,000$3,374,900dollars as filed
CORMEDIX INC COM21900C308Stock288,050$3,350,022dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM406,334$3,307,559dollars as filed
CLEARFIELD INC18482P103COMMON STOCK94,588$3,251,935dollars as filed
FRESHPET INC COM358039105Stock55,587$3,063,400dollars as filed
COHU INC192576106COM149,317$3,035,615dollars as filed
NEUROPACE INC641288105COMMON STOCK292,792$3,018,686dollars as filed
HINGE HEALTH INC A433313103COMMON STOCK60,654$2,976,898dollars as filed
UPWORK INC91688F104COM158,125$2,936,381dollars as filed
XPONENTIAL FITNESS INC A98422X101COMMON STOCK368,801$2,872,960dollars as filed
EZCORP INC302301106CL A NON VTG138,505$2,637,135dollars as filed
GRANDSTAND LTD ORDINARY SHARESG3R239101Stock305,694$2,500,577dollars as filed
EVOLUS INC30052C107COM388,231$2,383,738dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock85,910$2,331,597dollars as filed
BUILD-A-BEAR WORKSHOP INC120076104COM34,502$2,249,875dollars as filed
SPORTRADAR GROUP AGH8088L103COM82,279$2,213,305dollars as filed
TANDEM DIABETES CARE INC875372203COM NEW174,692$2,120,761dollars as filed
SWEETGREEN INC87043Q108COM CL A255,244$2,036,847dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock55,780$2,027,603dollars as filed
CAPRI HOLDINGS LIMITEDG1890L107SHS100,000$1,992,000dollars as filed
RXSIGHT INC78349D107COM214,860$1,931,591dollars as filed
WAYFAIR INC94419L101CL A21,591$1,928,724dollars as filed
THE ODP CORP88337F105COM68,328$1,902,935dollars as filed
ONEWATER MARINE INC CL A68280L101COMMON STOCK108,000$1,710,720dollars as filed
MIMEDX GROUP INC602496101COM223,220$1,558,076dollars as filed
ARHAUS INC04035M102COMMON STOCK146,394$1,556,168dollars as filed
RH74967X103COM7,220$1,466,815dollars as filed
INMODE LTD SHSM5425M103Stock96,754$1,441,635dollars as filed
SENSUS HEALTHCARE INC81728J109COM452,897$1,422,097dollars as filed
RANPAK HOLDINGS CORP75321W103COMMON STOCK250,001$1,405,006dollars as filed
AIRSCULPT TECHNOLOGIES INC009496100COMMON STOCK165,699$1,328,906dollars as filed
ROCKET COS INC77311W101COM CL A56,978$1,104,234dollars as filed
MEDIFAST INC58470H101COM79,839$1,091,399dollars as filed
RCI HOSPITALITY HOLDINGS INC74934Q108COMMON STOCK35,492$1,082,861dollars as filed
REMITLY GLOBAL INC75960P104COM61,463$1,001,847dollars as filed
MEDIAALPHA INC58450V104CL A86,907$989,002dollars as filed
NIAGEN BIOSCIENCE INC171077407COM NEW100,000$933,000dollars as filed
LIFEMD INC53216B104COM135,826$922,259dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock24,963$890,929dollars as filed
DESIGNER BRANDS INC250565108CL A231,902$820,933dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock37,438$743,893dollars as filed
INOGEN INC45780L104COM88,136$720,071dollars as filed
LOVESAC COMPANY54738L109COM38,115$645,287dollars as filed
1 800 FLOWERS COM INC68243Q106CL A139,186$640,256dollars as filed
CAVAGROUPINC148929102STOK10,565$638,232dollars as filed
BOOT BARN HLDGS INC099406100COM3,840$636,365dollars as filed
HAIN CELESTIAL GROUP INC405217100COM386,182$610,168dollars as filed
YEXT INC98585N106COM69,130$588,988dollars as filed
SLEEP NUMBER CORP83125X103COM D81,340$571,007dollars as filed
JAMF HLDG CORP COM47074L105Stock50,000$535,000dollars as filed
INNODATA INC457642205COM NEW6,875$529,856dollars as filed
LIFEVANTAGE CORP53222K205COMMON STOCK52,900$514,717dollars as filed
AVITA THERAPEUTICS, INC.05380C102COM100,000$511,000dollars as filed
ALPHA TEKNOVA INC02080L102COMMON STOCK78,872$488,218dollars as filed
AXOGEN INC05463X106COM26,272$468,692dollars as filed
CRICUT INC22658D100COM CL A72,902$458,554dollars as filed
PORTILLOS INC73642K106COM CL A67,263$433,846dollars as filed
COURSERA INC COM22266M104Stock32,641$382,226dollars as filed
CITI TRENDS INC17306X102COMMON STOCK12,276$380,924dollars as filed
FUNKO INC CLASS A361008105COMMON STOCK97,099$334,021dollars as filed
POTBELLY CORP73754Y100COM17,000$289,680dollars as filed
TALKSPACE INC87427V103COM103,956$286,919dollars as filed
COHERENT CORP COM19247G107Stock2,500$269,300dollars as filed
3D SYSTEMS CORP88554D205COMMON STOCK90,531$262,540dollars as filed
DESTINATION XL GROUP INC25065K104COM197,937$259,297dollars as filed
FIGS INC CLASS A30260D103COMMON STOCK34,539$231,066dollars as filed
DOLLAR GEN CORP COM256677105Stock2,177$224,993dollars as filed
ATRICURE INC04963C209COM5,959$210,055dollars as filed
ZIPRECRUITER INC A98980B103COMMON STOCK49,510$208,932dollars as filed
XOMETRY INC98423F109CLASS A COM3,821$208,130dollars as filed
DOLLAR TREE INC COM256746108Stock2,148$202,707dollars as filed
CAREDX INC14167L103COM12,500$181,750dollars as filed
BRC INC A05601U105COMMON STOCK115,585$180,313dollars as filed
PURPLE INNOVATION INC74640Y106CMN138,605$129,485dollars as filed
NEOGENOMICS INC64049M209COM NEW15,496$119,629dollars as filed
ADAPTHEALTH CORP00653Q102COMMON STOCK13,226$118,373dollars as filed
FLUENCE ENERGY INC34379V103COM CL A10,000$108,000dollars as filed
GOGO INC38046C109COM12,272$105,416dollars as filed
BRINKER INTL INC COM109641100Stock100$12,668dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-25-006804this filing2025-11-14acceptance time not in the bulk data set