Divisadero Street Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.6B
Holdings
131
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
SEZLSEZZLE INC | $162.7M |
DAVEDAVE INC | $143.5M |
RELYREMITLY GLOBAL INC | $129.9M |
RSIRUSH STREET INTERACTIVE INC | $116.3M |
TPBTURNING PT BRANDS INC | $71.5M |
CELHCELSIUS HLDGS INC | $69.5M |
CVNACARVANA CO | $65.1M |
FLYWFLYWIRE CORPORATION | $56.0M |
SIGSIGNET JEWELERS LIMITED | $50.3M |
SNSHARKNINJA INC | $48.0M |
ANGOANGIODYNAMICS INC | $33.7M |
PRCHPORCH GROUP INC | $28.8M |
GRPNGROUPON INC | $27.2M |
HIMSHIMS & HERS HEALTH INC | $23.2M |
EATBRINKER INTL INC | $22.4M |
PRTHPRIORITY TECHNOLOGY HLDGS IN | $21.4M |
FOXFFOX FACTORY HLDG CORP | $21.2M |
ARLOARLO TECHNOLOGIES INC | $19.5M |
BLNDBLEND LABS INC | $18.2M |
J2AWILLDAN GROUP INC | $17.4M |
VITLVITAL FARMS INC | $16.5M |
SVVSAVERS VALUE VLG INC | $16.0M |
JILLJ JILL INC | $15.1M |
CARGCARGURUS INC | $14.6M |
BBNXBETA BIONICS INC | $13.8M |
LOCOEL POLLO LOCO HLDGS INC | $13.6M |
CLSCELESTICA INC | $12.9M |
EYENATIONAL VISION HLDGS INC | $12.7M |
ASAMER SPORTS INC | $11.6M |
EVEREVERQUOTE INC | $11.0M |
FNFABRINET | $10.5M |
GKOSGLAUKOS CORP | $10.5M |
ZVIAZEVIA PBC | $10.4M |
ANFABERCROMBIE & FITCH CO | $8.6M |
FIVNFIVE9 INC | $8.3M |
MODMODINE MFG CO | $7.7M |
CRMTAMERICAS CAR-MART INC | $7.5M |
NUTXNUTEX HEALTH INC | $7.5M |
BVSBIOVENTUS INC | $7.2M |
CZRCAESARS ENTERTAINMENT INC NE | $7.1M |
ETONETON PHARMACEUTICALS INC | $7.1M |
WGSGENEDX HOLDINGS CORP | $6.8M |
MMSMAXIMUS INC | $6.7M |
SIBNSI-BONE INC | $6.4M |
ESTAESTABLISHMENT LABS HLDGS INC | $6.3M |
—WNS HLDGS LTD | $6.3M |
BXCBLUELINX HLDGS INC | $6.2M |
BYRNBYRNA TECHNOLOGIES INC | $5.4M |
LTHLIFE TIME GROUP HOLDINGS INC | $5.4M |
BKSYBLACKSKY TECHNOLOGY INC | $5.3M |
TMDXTRANSMEDICS GROUP INC | $5.1M |
4I1PHILIP MORRIS INTL INC | $5.1M |
XPELXPEL INC | $5.1M |
PGYPAGAYA TECHNOLOGIES LTD | $4.9M |
PTONPELOTON INTERACTIVE INC | $4.7M |
AFRMAFFIRM HLDGS INC | $4.5M |
ASOACADEMY SPORTS & OUTDOORS IN | $4.5M |
HROWHARROW INC | $4.3M |
DKNGDRAFTKINGS INC NEW | $4.2M |
LITELUMENTUM HLDGS INC | $4.1M |
GAMBGAMBLING COM GROUP LIMITED | $3.6M |
COINCOINBASE GLOBAL INC | $3.5M |
NSSCNAPCO SEC TECHNOLOGIES INC | $3.3M |
TNDMTANDEM DIABETES CARE INC | $3.3M |
CIENCIENA CORP | $3.3M |
BRBRBELLRING BRANDS INC | $3.2M |
INGNINOGEN INC | $3.2M |
RXSTRXSIGHT INC | $2.8M |
CALXCALIX INC | $2.8M |
CWANCLEARWATER ANALYTICS HLDGS I | $2.7M |
NPCENEUROPACE INC | $2.7M |
SGHCSUPER GROUP SGHC LIMITED | $2.3M |
SRADSPORTRADAR GROUP AG | $2.3M |
UPWKUPWORK INC | $2.1M |
CLFDCLEARFIELD INC | $2.1M |
—INDIVIOR PLC | $2.0M |
1RGREV GROUP INC | $1.9M |
BBWBUILD-A-BEAR WORKSHOP INC | $1.8M |
CPRICAPRI HOLDINGS LIMITED | $1.8M |
GENIGENIUS SPORTS LIMITED | $1.7M |
REALTHE REALREAL INC | $1.7M |
VSCOVICTORIAS SECRET AND CO | $1.6M |
SHAKSHAKE SHACK INC | $1.6M |
SRTSSENSUS HEALTHCARE INC | $1.5M |
LFMDLIFEMD INC | $1.5M |
DNUTKRISPY KREME INC | $1.5M |
PRCTPROCEPT BIOROBOTICS CORP | $1.4M |
INMDINMODE LTD | $1.4M |
EZPWEZCORP INC | $1.4M |
RHRH | $1.4M |
MDXGMIMEDX GROUP INC | $1.4M |
XPOFXPONENTIAL FITNESS INC | $1.4M |
RICKRCI HOSPITALITY HLDGS INC | $1.4M |
ARHSARHAUS INC | $1.3M |
ODP1THE ODP CORP | $1.2M |
MEDMEDIFAST INC | $1.1M |
ATRCATRICURE INC | $1.1M |
MAXMEDIAALPHA INC | $952K |
CRMDCORMEDIX INC | $875K |
RKTROCKET COS INC | $808K |
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