Divisadero Street Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.6T
Holdings
131
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SEZLSEZZLE INC | 907,488 | $162.7B | 10.38% | |
| 2 | DAVEDAVE INC | 534,590 | $143.5B | 9.15% | |
| 3 | RELYREMITLY GLOBAL INC | 6,920,006 | $129.9B | 8.29% | Call |
| 4 | RSIRUSH STREET INTERACTIVE INC | 7,805,752 | $116.3B | 7.42% | Call |
| 5 | TPBTURNING PT BRANDS INC | 943,784 | $71.5B | 4.56% | |
| 6 | CELHCELSIUS HLDGS INC | 1,497,450 | $69.5B | 4.43% | |
| 7 | CVNACARVANA CO | 193,319 | $65.1B | 4.16% | |
| 8 | FLYWFLYWIRE CORPORATION | 4,784,654 | $56.0B | 3.57% | |
| 9 | SIGSIGNET JEWELERS LIMITED | 632,832 | $50.3B | 3.21% | |
| 10 | SNSHARKNINJA INC | 484,408 | $48.0B | 3.06% | |
| 11 | ANGOANGIODYNAMICS INC | 3,395,430 | $33.7B | 2.15% | |
| 12 | PRCHPORCH GROUP INC | 2,443,612 | $28.8B | 1.84% | |
| 13 | GRPNGROUPON INC | 813,621 | $27.2B | 1.74% | |
| 14 | HIMSHIMS & HERS HEALTH INC | 465,093 | $23.2B | 1.48% | |
| 15 | EATBRINKER INTL INC | 124,111 | $22.4B | 1.43% | Call |
| 16 | PRTHPRIORITY TECHNOLOGY HLDGS IN | 2,746,835 | $21.4B | 1.36% | |
| 17 | FOXFFOX FACTORY HLDG CORP | 818,357 | $21.2B | 1.35% | |
| 18 | ARLOARLO TECHNOLOGIES INC | 1,150,943 | $19.5B | 1.25% | |
| 19 | BLNDBLEND LABS INC | 5,505,522 | $18.2B | 1.16% | |
| 20 | J2AWILLDAN GROUP INC | 278,955 | $17.4B | 1.11% | |
| 21 | VITLVITAL FARMS INC | 428,627 | $16.5B | 1.05% | Call |
| 22 | SVVSAVERS VALUE VLG INC | 1,572,345 | $16.0B | 1.02% | |
| 23 | JILLJ JILL INC | 1,029,452 | $15.1B | 0.96% | |
| 24 | CARGCARGURUS INC | 436,183 | $14.6B | 0.93% | |
| 25 | BBNXBETA BIONICS INC | 948,965 | $13.8B | 0.88% | |
| 26 | LOCOEL POLLO LOCO HLDGS INC | 1,231,087 | $13.6B | 0.86% | |
| 27 | CLSCELESTICA INC | 82,361 | $12.9B | 0.82% | |
| 28 | EYENATIONAL VISION HLDGS INC | 553,957 | $12.7B | 0.81% | |
| 29 | ASAMER SPORTS INC | 300,000 | $11.6B | 0.74% | |
| 30 | EVEREVERQUOTE INC | 453,220 | $11.0B | 0.70% | |
| 31 | FNFABRINET | 35,788 | $10.5B | 0.67% | |
| 32 | GKOSGLAUKOS CORP | 101,791 | $10.5B | 0.67% | |
| 33 | ZVIAZEVIA PBC | 3,230,980 | $10.4B | 0.66% | |
| 34 | ANFABERCROMBIE & FITCH CO | 104,322 | $8.6B | 0.55% | |
| 35 | FIVNFIVE9 INC | 314,181 | $8.3B | 0.53% | |
| 36 | MODMODINE MFG CO | 78,300 | $7.7B | 0.49% | |
| 37 | CRMTAMERICAS CAR-MART INC | 134,471 | $7.5B | 0.48% | |
| 38 | NUTXNUTEX HEALTH INC | 60,094 | $7.5B | 0.48% | |
| 39 | BVSBIOVENTUS INC | 1,080,633 | $7.2B | 0.46% | |
| 40 | CZRCAESARS ENTERTAINMENT INC NE | 250,000 | $7.1B | 0.45% | |
| 41 | ETONETON PHARMACEUTICALS INC | 497,716 | $7.1B | 0.45% | |
| 42 | WGSGENEDX HOLDINGS CORP | 73,146 | $6.8B | 0.43% | |
| 43 | MMSMAXIMUS INC | 95,000 | $6.7B | 0.43% | |
| 44 | SIBNSI-BONE INC | 339,791 | $6.4B | 0.41% | |
| 45 | ESTAESTABLISHMENT LABS HLDGS INC | 147,858 | $6.3B | 0.40% | |
| 46 | —WNS HLDGS LTD | 99,455 | $6.3B | 0.40% | |
| 47 | BXCBLUELINX HLDGS INC | 83,141 | $6.2B | 0.39% | |
| 48 | BYRNBYRNA TECHNOLOGIES INC | 176,377 | $5.4B | 0.35% | |
| 49 | LTHLIFE TIME GROUP HOLDINGS INC | 177,417 | $5.4B | 0.34% | |
| 50 | BKSYBLACKSKY TECHNOLOGY INC | 256,300 | $5.3B | 0.34% | Call |
| 51 | TMDXTRANSMEDICS GROUP INC | 38,390 | $5.1B | 0.33% | |
| 52 | 4I1PHILIP MORRIS INTL INC | 28,244 | $5.1B | 0.33% | |
| 53 | XPELXPEL INC | 141,239 | $5.1B | 0.32% | |
| 54 | PGYPAGAYA TECHNOLOGIES LTD | 231,919 | $4.9B | 0.32% | |
| 55 | PTONPELOTON INTERACTIVE INC | 683,390 | $4.7B | 0.30% | |
| 56 | AFRMAFFIRM HLDGS INC | 65,366 | $4.5B | 0.29% | |
| 57 | ASOACADEMY SPORTS & OUTDOORS IN | 100,000 | $4.5B | 0.29% | |
| 58 | HROWHARROW INC | 140,570 | $4.3B | 0.27% | |
| 59 | DKNGDRAFTKINGS INC NEW | 97,483 | $4.2B | 0.27% | |
| 60 | LITELUMENTUM HLDGS INC | 42,605 | $4.1B | 0.26% | |
| 61 | GAMBGAMBLING COM GROUP LIMITED | 305,694 | $3.6B | 0.23% | |
| 62 | COINCOINBASE GLOBAL INC | 10,000 | $3.5B | 0.22% | |
| 63 | NSSCNAPCO SEC TECHNOLOGIES INC | 111,566 | $3.3B | 0.21% | |
| 64 | TNDMTANDEM DIABETES CARE INC | 174,692 | $3.3B | 0.21% | |
| 65 | CIENCIENA CORP | 40,000 | $3.3B | 0.21% | |
| 66 | BRBRBELLRING BRANDS INC | 55,780 | $3.2B | 0.21% | |
| 67 | INGNINOGEN INC | 455,389 | $3.2B | 0.20% | |
| 68 | RXSTRXSIGHT INC | 218,918 | $2.8B | 0.18% | |
| 69 | CALXCALIX INC | 53,022 | $2.8B | 0.18% | |
| 70 | CWANCLEARWATER ANALYTICS HLDGS I | 125,000 | $2.7B | 0.17% | |
| 71 | NPCENEUROPACE INC | 242,120 | $2.7B | 0.17% | |
| 72 | SGHCSUPER GROUP SGHC LIMITED | 213,933 | $2.3B | 0.15% | |
| 73 | SRADSPORTRADAR GROUP AG | 82,279 | $2.3B | 0.15% | |
| 74 | UPWKUPWORK INC | 158,125 | $2.1B | 0.14% | |
| 75 | CLFDCLEARFIELD INC | 48,280 | $2.1B | 0.13% | |
| 76 | —INDIVIOR PLC | 136,000 | $2.0B | 0.13% | |
| 77 | 1RGREV GROUP INC | 40,000 | $1.9B | 0.12% | |
| 78 | BBWBUILD-A-BEAR WORKSHOP INC | 34,502 | $1.8B | 0.11% | |
| 79 | CPRICAPRI HOLDINGS LIMITED | 100,000 | $1.8B | 0.11% | |
| 80 | GENIGENIUS SPORTS LIMITED | 166,985 | $1.7B | 0.11% | |
| 81 | REALTHE REALREAL INC | 345,501 | $1.7B | 0.11% | |
| 82 | VSCOVICTORIAS SECRET AND CO | 85,910 | $1.6B | 0.10% | |
| 83 | SHAKSHAKE SHACK INC | 11,223 | $1.6B | 0.10% | |
| 84 | SRTSSENSUS HEALTHCARE INC | 324,673 | $1.5B | 0.10% | |
| 85 | LFMDLIFEMD INC | 109,034 | $1.5B | 0.09% | |
| 86 | DNUTKRISPY KREME INC | 500,000 | $1.5B | 0.09% | |
| 87 | PRCTPROCEPT BIOROBOTICS CORP | 24,963 | $1.4B | 0.09% | |
| 88 | INMDINMODE LTD | 96,754 | $1.4B | 0.09% | |
| 89 | EZPWEZCORP INC | 99,310 | $1.4B | 0.09% | |
| 90 | RHRH | 7,220 | $1.4B | 0.09% | |
| 91 | MDXGMIMEDX GROUP INC | 223,220 | $1.4B | 0.09% | |
| 92 | XPOFXPONENTIAL FITNESS INC | 181,858 | $1.4B | 0.09% | |
| 93 | RICKRCI HOSPITALITY HLDGS INC | 35,492 | $1.4B | 0.09% | |
| 94 | ARHSARHAUS INC | 146,394 | $1.3B | 0.08% | |
| 95 | ODP1THE ODP CORP | 68,328 | $1.2B | 0.08% | |
| 96 | MEDMEDIFAST INC | 79,839 | $1.1B | 0.07% | |
| 97 | ATRCATRICURE INC | 33,690 | $1.1B | 0.07% | |
| 98 | MAXMEDIAALPHA INC | 86,907 | $951.6M | 0.06% | |
| 99 | CRMDCORMEDIX INC | 71,000 | $874.7M | 0.06% | |
| 100 | RKTROCKET COS INC | 56,978 | $807.9M | 0.05% |
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