Divisadero Street Capital Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$228.6T
Holdings
45
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRUSKURA SUSHI USA INC | 300,000 | $19.8T | 8.64% | |
| 2 | XPOFXPONENTIAL FITNESS INC | 485,000 | $14.7T | 6.45% | |
| 3 | TCMDTACTILE SYS TECHNOLOGY INC | 805,000 | $13.2T | 5.78% | |
| 4 | RRNRED ROBIN GOURMET BURGERS IN | 920,000 | $13.2T | 5.76% | |
| 5 | EVEREVERQUOTE INC | 885,000 | $12.3T | 5.38% | |
| 6 | CALXCALIX INC | 220,000 | $11.8T | 5.16% | |
| 7 | FLGTFULGENT GENETICS INC | 366,500 | $11.4T | 5.01% | |
| 8 | CELHCELSIUS HLDGS INC | 110,000 | $10.2T | 4.47% | |
| 9 | APPSDIGITAL TURBINE INC | 805,000 | $9.9T | 4.35% | |
| 10 | SPTSPROUT SOCIAL INC | 150,000 | $9.1T | 4.00% | |
| 11 | 8DTSQUARESPACE INC | 275,000 | $8.7T | 3.82% | |
| 12 | FSLYFASTLY INC | 455,000 | $8.1T | 3.54% | |
| 13 | LUCKBOWLERO CORP | 450,000 | $7.6T | 3.34% | |
| 14 | MGPIMGP INGREDIENTS INC NEW | 70,000 | $6.8T | 2.96% | |
| 15 | SIBNSI-BONE INC | 333,058 | $6.6T | 2.87% | |
| 16 | MAXMEDIAALPHA INC | 345,000 | $5.2T | 2.26% | |
| 17 | NRDYNERDY INC | 1,185,000 | $5.0T | 2.17% | |
| 18 | TMDXTRANSMEDICS GROUP INC | 60,000 | $4.5T | 1.99% | |
| 19 | TMCITREACE MED CONCEPTS INC | 175,000 | $4.4T | 1.93% | |
| 20 | ONEWONEWATER MARINE INC | 150,000 | $4.2T | 1.84% | |
| 21 | GENIGENIUS SPORTS LIMITED | 800,000 | $4.0T | 1.74% | |
| 22 | APLDAPPLIED DIGITAL CORP | 1,750,000 | $3.9T | 1.71% | |
| 23 | CUTREURCUTERA INC | 155,000 | $3.7T | 1.60% | |
| 24 | GEGGEO GROUP INC NEW | 430,000 | $3.4T | 1.48% | |
| 25 | INMDINMODE LTD | 100,000 | $3.2T | 1.40% | |
| 26 | GDRXGOODRX HLDGS INC | 450,000 | $2.8T | 1.23% | |
| 27 | JAKKJAKKS PAC INC | 150,211 | $2.6T | 1.14% | |
| 28 | BXCBLUELINX HLDGS INC | 35,000 | $2.4T | 1.04% | |
| 29 | LPSNUSDLIVEPERSON INC | 520,000 | $2.3T | 1.00% | |
| 30 | TGLSTECNOGLASS INC | 40,000 | $1.7T | 0.73% | |
| 31 | NSSCNAPCO SEC TECHNOLOGIES INC | 35,000 | $1.3T | 0.58% | |
| 32 | GDENGOLDEN ENTMT INC | 30,000 | $1.3T | 0.57% | |
| 33 | ASRTASSERTIO HOLDINGS INC | 200,000 | $1.3T | 0.56% | |
| 34 | FLWS1 800 FLOWERS COM INC | 104,543 | $1.2T | 0.53% | |
| 35 | ESTAESTABLISHMENT LABS HLDGS INC | 16,258 | $1.1T | 0.48% | |
| 36 | CNTCENTURY CASINOS INC | 143,190 | $1.0T | 0.46% | |
| 37 | ARLOARLO TECHNOLOGIES INC | 153,134 | $928.0B | 0.41% | |
| 38 | BBSIBARRETT BUSINESS SVCS INC | 9,296 | $824.0B | 0.36% | |
| 39 | TNDMTANDEM DIABETES CARE INC | 20,000 | $812.2B | 0.36% | |
| 40 | STIMNEURONETICS INC | 225,286 | $655.6B | 0.29% | |
| 41 | —LAZYDAYS HLDGS INC | 47,863 | $558.6B | 0.24% | |
| 42 | SRTSSENSUS HEALTHCARE INC | 60,000 | $312.6B | 0.14% | |
| 43 | PRPLPURPLE INNOVATION INC | 110,000 | $290.4B | 0.13% | |
| 44 | FNKOFUNKO INC | 20,000 | $188.6B | 0.08% | |
| 45 | CVRXCVRX INC | 10,000 | $93.2B | 0.04% |