Divisadero Street Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$993.6B
Holdings
90
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EATBRINKER INTL INC | 908,635 | $135.4B | 13.63% | Call |
| 2 | RSIRUSH STREET INTERACTIVE INC | 8,290,980 | $88.9B | 8.95% | Call |
| 3 | DAVEDAVE INC | 1,013,241 | $83.8B | 8.43% | Call |
| 4 | SEZLSEZZLE INC | 1,307,782 | $45.6B | 4.59% | |
| 5 | VITLVITAL FARMS INC | 1,486,763 | $45.3B | 4.56% | Call |
| 6 | GENIGENIUS SPORTS LIMITED | 4,300,637 | $43.0B | 4.33% | |
| 7 | CVNACARVANA CO | 164,840 | $34.5B | 3.47% | |
| 8 | HIMSHIMS & HERS HEALTH INC | 1,112,027 | $32.9B | 3.31% | |
| 9 | PRTHPRIORITY TECHNOLOGY HLDGS IN | 4,702,115 | $32.0B | 3.23% | |
| 10 | CELHCELSIUS HLDGS INC | 790,562 | $28.2B | 2.83% | |
| 11 | JILLJ JILL INC | 1,385,979 | $27.1B | 2.72% | |
| 12 | GRPNGROUPON INC | 1,340,253 | $25.2B | 2.53% | |
| 13 | RXSTRXSIGHT INC | 885,432 | $22.4B | 2.25% | |
| 14 | BLNDBLEND LABS INC | 6,274,304 | $21.0B | 2.12% | |
| 15 | TPBTURNING PT BRANDS INC | 328,263 | $19.5B | 1.96% | |
| 16 | RKTROCKET COS INC | 1,451,470 | $17.5B | 1.76% | |
| 17 | EVEREVERQUOTE INC | 665,001 | $17.4B | 1.75% | |
| 18 | FLYWFLYWIRE CORPORATION | 1,721,136 | $16.4B | 1.65% | |
| 19 | EYENATIONAL VISION HLDGS INC | 1,225,001 | $15.7B | 1.58% | |
| 20 | BVSBIOVENTUS INC | 1,692,149 | $15.5B | 1.56% | |
| 21 | SNSHARKNINJA INC | 159,609 | $13.3B | 1.34% | |
| 22 | HNSTHONEST CO INC | 2,830,724 | $13.3B | 1.34% | |
| 23 | ESTAESTABLISHMENT LABS HLDGS INC | 311,072 | $12.7B | 1.28% | |
| 24 | RELYREMITLY GLOBAL INC | 537,295 | $11.2B | 1.12% | |
| 25 | ZETAZETA GLOBAL HOLDINGS CORP | 755,000 | $10.2B | 1.03% | |
| 26 | CLSCELESTICA INC | 125,000 | $9.9B | 0.99% | |
| 27 | FIVNFIVE9 INC | 343,154 | $9.3B | 0.94% | |
| 28 | COINCOINBASE GLOBAL INC | 52,521 | $9.0B | 0.91% | |
| 29 | ANGOANGIODYNAMICS INC | 960,065 | $9.0B | 0.91% | |
| 30 | EOLSEVOLUS INC | 720,721 | $8.7B | 0.87% | |
| 31 | CDNACAREDX INC | 466,938 | $8.3B | 0.83% | |
| 32 | TMDXTRANSMEDICS GROUP INC | 113,871 | $7.7B | 0.77% | |
| 33 | J2AWILLDAN GROUP INC | 171,922 | $7.0B | 0.70% | |
| 34 | WGSGENEDX HOLDINGS CORP | 73,146 | $6.5B | 0.65% | |
| 35 | BXCBLUELINX HLDGS INC | 83,141 | $6.2B | 0.63% | |
| 36 | MODMODINE MFG CO | 77,000 | $5.9B | 0.59% | |
| 37 | ASOACADEMY SPORTS & OUTDOORS IN | 100,000 | $4.6B | 0.46% | |
| 38 | PTONPELOTON INTERACTIVE INC | 683,390 | $4.3B | 0.43% | |
| 39 | BRBRBELLRING BRANDS INC | 55,780 | $4.2B | 0.42% | |
| 40 | SIBNSI-BONE INC | 288,428 | $4.0B | 0.41% | |
| 41 | SGSWEETGREEN INC | 150,000 | $3.8B | 0.38% | |
| 42 | RVLVREVOLVE GROUP INC | 162,193 | $3.5B | 0.35% | |
| 43 | TNDMTANDEM DIABETES CARE INC | 174,692 | $3.3B | 0.34% | |
| 44 | DKNGDRAFTKINGS INC NEW | 97,483 | $3.2B | 0.33% | |
| 45 | BYRNBYRNA TECHNOLOGIES INC | 176,377 | $3.0B | 0.30% | |
| 46 | CRMTAMERICAS CAR-MART INC | 59,281 | $2.7B | 0.27% | |
| 47 | NSSCNAPCO SEC TECHNOLOGIES INC | 111,566 | $2.6B | 0.26% | |
| 48 | ANFABERCROMBIE & FITCH CO | 32,271 | $2.5B | 0.25% | |
| 49 | LOCOEL POLLO LOCO HLDGS INC | 206,785 | $2.1B | 0.21% | |
| 50 | CPRICAPRI HOLDINGS LIMITED | 100,000 | $2.0B | 0.20% | |
| 51 | MGPIMGP INGREDIENTS INC NEW | 66,473 | $2.0B | 0.20% | |
| 52 | CALXCALIX INC | 53,022 | $1.9B | 0.19% | |
| 53 | REALTHE REALREAL INC | 345,501 | $1.9B | 0.19% | |
| 54 | SRADSPORTRADAR GROUP AG | 82,279 | $1.8B | 0.18% | |
| 55 | KIDSORTHOPEDIATRICS CORP | 66,597 | $1.6B | 0.17% | |
| 56 | VSCOVICTORIAS SECRET AND CO | 85,910 | $1.6B | 0.16% | |
| 57 | RICKRCI HOSPITALITY HLDGS INC | 35,667 | $1.5B | 0.15% | |
| 58 | XPOFXPONENTIAL FITNESS INC | 181,858 | $1.5B | 0.15% | |
| 59 | PRCTPROCEPT BIOROBOTICS CORP | 24,963 | $1.5B | 0.15% | |
| 60 | ARLOARLO TECHNOLOGIES INC | 130,998 | $1.3B | 0.13% | |
| 61 | BBWBUILD-A-BEAR WORKSHOP INC | 34,502 | $1.3B | 0.13% | |
| 62 | ARHSARHAUS INC | 142,556 | $1.2B | 0.12% | |
| 63 | BRCCBRC INC | 556,759 | $1.2B | 0.12% | |
| 64 | INGNINOGEN INC | 155,818 | $1.1B | 0.11% | |
| 65 | ATRCATRICURE INC | 33,690 | $1.1B | 0.11% | |
| 66 | EZPWEZCORP INC | 71,102 | $1.0B | 0.11% | |
| 67 | ODP1THE ODP CORP | 68,328 | $979.1M | 0.10% | |
| 68 | PTLOPORTILLOS INC | 67,263 | $799.8M | 0.08% | |
| 69 | HOGHARLEY DAVIDSON INC | 28,125 | $710.2M | 0.07% | |
| 70 | FNKOFUNKO INC | 97,099 | $666.1M | 0.07% | |
| 71 | PACKRANPAK HOLDINGS CORP | 100,001 | $542.0M | 0.05% | |
| 72 | SL2SLEEP NUMBER CORP | 81,340 | $515.7M | 0.05% | |
| 73 | AXGNAXOGEN INC | 26,272 | $486.0M | 0.05% | |
| 74 | NPCENEUROPACE INC | 38,480 | $472.9M | 0.05% | |
| 75 | YEXTYEXT INC | 69,130 | $425.8M | 0.04% | |
| 76 | TKNOALPHA TEKNOVA INC | 78,872 | $409.3M | 0.04% | |
| 77 | MDXGMIMEDX GROUP INC | 48,220 | $366.5M | 0.04% | |
| 78 | AIRSAIRSCULPT TECHNOLOGIES INC | 150,000 | $350.3M | 0.04% | |
| 79 | ZIMVZIMVIE INC | 29,969 | $323.7M | 0.03% | |
| 80 | ZIPZIPRECRUITER INC | 49,510 | $291.6M | 0.03% | |
| 81 | DXLGDESTINATION XL GROUP INC | 197,937 | $289.0M | 0.03% | |
| 82 | SRTSSENSUS HEALTHCARE INC | 58,038 | $274.5M | 0.03% | |
| 83 | CTRNCITI TRENDS INC | 12,276 | $271.7M | 0.03% | |
| 84 | TALKTALKSPACE INC | 103,956 | $266.1M | 0.03% | |
| 85 | COURCOURSERA INC | 32,641 | $217.4M | 0.02% | |
| 86 | PTBPOTBELLY CORP | 17,000 | $161.7M | 0.02% | |
| 87 | AHCOADAPTHEALTH CORP | 13,226 | $143.4M | 0.01% | |
| 88 | PRPLPURPLE INNOVATION INC | 138,605 | $105.2M | 0.01% | |
| 89 | DBIDESIGNER BRANDS INC | 16,649 | $60.8M | 0.01% | |
| 90 | BMBLBUMBLE INC | 11,000 | $47.7M | 0.00% |