Divisadero Street Capital Management, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$427.2T
Holdings
56
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ANFABERCROMBIE & FITCH CO | 373,901 | $46.9T | 10.97% | |
| 2 | SNSHARKNINJA INC | 519,452 | $32.4T | 7.57% | |
| 3 | RSIRUSH STREET INTERACTIVE INC | 4,831,128 | $31.5T | 7.36% | |
| 4 | HIMSHIMS & HERS HEALTH INC | 1,988,724 | $30.8T | 7.20% | |
| 5 | UPWKUPWORK INC | 2,498,394 | $30.6T | 7.17% | |
| 6 | CVNACARVANA CO | 279,807 | $24.6T | 5.76% | |
| 7 | SKINTHE BEAUTY HEALTH COMPANY | 4,874,566 | $21.6T | 5.07% | |
| 8 | ZIMVZIMVIE INC | 1,271,555 | $21.0T | 4.91% | |
| 9 | OPRXOPTIMIZERX CORP | 1,572,900 | $19.1T | 4.47% | |
| 10 | LFMDLIFEMD INC | 1,693,214 | $17.4T | 4.07% | |
| 11 | TALKTALKSPACE INC | 2,750,000 | $9.8T | 2.30% | |
| 12 | BXCBLUELINX HLDGS INC | 60,000 | $7.8T | 1.83% | |
| 13 | GRPNGROUPON INC | 584,694 | $7.8T | 1.83% | |
| 14 | FLGTFULGENT GENETICS INC | 345,000 | $7.5T | 1.75% | |
| 15 | STIMNEURONETICS INC | 1,539,447 | $7.3T | 1.72% | |
| 16 | NSSCNAPCO SEC TECHNOLOGIES INC | 180,966 | $7.3T | 1.70% | |
| 17 | LOCOEL POLLO LOCO HLDGS INC | 740,788 | $7.2T | 1.69% | |
| 18 | YEXTYEXT INC | 1,161,074 | $7.0T | 1.64% | |
| 19 | AZZAZZ INC | 90,378 | $7.0T | 1.64% | |
| 20 | BLBDBLUE BIRD CORP | 168,851 | $6.5T | 1.52% | |
| 21 | TMDXTRANSMEDICS GROUP INC | 75,936 | $5.6T | 1.31% | |
| 22 | DOMODOMO INC | 551,643 | $4.9T | 1.15% | |
| 23 | AHCOADAPTHEALTH CORP | 415,252 | $4.8T | 1.12% | |
| 24 | MODMODINE MFG CO | 50,000 | $4.8T | 1.11% | |
| 25 | XPOFXPONENTIAL FITNESS INC | 286,621 | $4.7T | 1.11% | |
| 26 | RXSTRXSIGHT INC | 90,000 | $4.6T | 1.09% | |
| 27 | EOLSEVOLUS INC | 270,162 | $3.8T | 0.89% | |
| 28 | PENNPENN ENTERTAINMENT INC | 200,000 | $3.6T | 0.85% | |
| 29 | SL2SLEEP NUMBER CORP | 209,556 | $3.4T | 0.79% | |
| 30 | CTKBCYTEK BIOSCIENCES INC | 487,550 | $3.3T | 0.77% | |
| 31 | AGSPLAYAGS INC | 324,293 | $2.9T | 0.68% | |
| 32 | RPAYREPAY HLDGS CORP | 229,946 | $2.5T | 0.59% | |
| 33 | INGNINOGEN INC | 300,000 | $2.4T | 0.57% | |
| 34 | REALTHE REALREAL INC | 614,627 | $2.4T | 0.56% | |
| 35 | MDXGMIMEDX GROUP INC | 300,000 | $2.3T | 0.54% | |
| 36 | LPSNUSDLIVEPERSON INC | 2,266,971 | $2.3T | 0.53% | |
| 37 | BVBRIGHTVIEW HLDGS INC | 188,104 | $2.2T | 0.52% | |
| 38 | LUNGPULMONX CORP | 208,473 | $1.9T | 0.45% | |
| 39 | SEATVIVID SEATS INC | 280,288 | $1.7T | 0.39% | |
| 40 | CXWCORECIVIC INC | 100,000 | $1.6T | 0.37% | |
| 41 | TMCITREACE MED CONCEPTS INC | 114,400 | $1.5T | 0.35% | |
| 42 | HROWHARROW INC | 100,000 | $1.3T | 0.31% | Put |
| 43 | CALYTOPGOLF CALLAWAY BRANDS CORP | 70,000 | $1.1T | 0.26% | |
| 44 | FATAQFAT BRANDS INC | 143,380 | $1.1T | 0.26% | |
| 45 | ROADCONSTRUCTION PARTNERS INC | 18,437 | $1.0T | 0.24% | |
| 46 | AXGNAXOGEN INC | 99,970 | $806.8B | 0.19% | |
| 47 | HOUSANYWHERE REAL ESTATE INC | 100,000 | $618.0B | 0.14% | |
| 48 | SBDSSOLO BRANDS INC | 259,836 | $563.8B | 0.13% | |
| 49 | SHYFSHYFT GROUP INC | 33,091 | $411.0B | 0.10% | |
| 50 | LUCKBOWLERO CORP | 29,690 | $406.8B | 0.10% | |
| 51 | AUGXAUGMEDIX INC | 89,129 | $364.5B | 0.09% | |
| 52 | FIXCOMFORT SYS USA INC | 1,000 | $317.7B | 0.07% | |
| 53 | ORGOORGANOGENESIS HLDGS INC | 100,000 | $284.0B | 0.07% | |
| 54 | SEMRSEMRUSH HLDGS INC | 20,000 | $265.2B | 0.06% | |
| 55 | DKNGDRAFTKINGS INC NEW | 5,000 | $227.1B | 0.05% | |
| 56 | AMPLAMPLITUDE INC | 10,000 | $108.8B | 0.03% |