Divisadero Street Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$856.0B
Holdings
81
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNSHARKNINJA INC | 1,068,598 | $104.0B | 12.15% | Call |
| 2 | RSIRUSH STREET INTERACTIVE INC | 4,766,612 | $65.4B | 7.64% | |
| 3 | DAVEDAVE INC | 719,680 | $62.6B | 7.31% | Call |
| 4 | EATBRINKER INTL INC | 368,273 | $48.7B | 5.69% | |
| 5 | JILLJ JILL INC | 1,592,886 | $44.0B | 5.14% | |
| 6 | CVNACARVANA CO | 197,500 | $40.2B | 4.69% | |
| 7 | RXSTRXSIGHT INC | 962,535 | $33.1B | 3.87% | Call |
| 8 | HIMSHIMS & HERS HEALTH INC | 1,289,704 | $31.2B | 3.64% | |
| 9 | GENIGENIUS SPORTS LIMITED | 3,551,751 | $30.7B | 3.59% | |
| 10 | VITLVITAL FARMS INC | 783,963 | $29.5B | 3.45% | |
| 11 | HNSTHONEST CO INC | 3,921,945 | $27.2B | 3.18% | Call |
| 12 | WGSGENEDX HOLDINGS CORP | 288,240 | $22.2B | 2.59% | |
| 13 | RELYREMITLY GLOBAL INC | 875,003 | $19.7B | 2.31% | |
| 14 | ANFABERCROMBIE & FITCH CO | 114,916 | $17.2B | 2.01% | |
| 15 | GPGICOMPOSECURE INC | 1,048,566 | $16.1B | 1.88% | |
| 16 | CDNACAREDX INC | 711,761 | $15.2B | 1.78% | |
| 17 | EZPWEZCORP INC | 1,246,445 | $15.2B | 1.78% | |
| 18 | DESPDESPEGAR COM CORP | 751,513 | $14.5B | 1.69% | |
| 19 | FNKOFUNKO INC | 1,029,351 | $13.8B | 1.61% | |
| 20 | TNDMTANDEM DIABETES CARE INC | 360,232 | $13.0B | 1.52% | |
| 21 | GRPNGROUPON INC | 1,045,472 | $12.7B | 1.48% | |
| 22 | EVEREVERQUOTE INC | 615,866 | $12.3B | 1.44% | |
| 23 | MCWMISTER CAR WASH INC | 1,425,491 | $10.4B | 1.21% | |
| 24 | TMDXTRANSMEDICS GROUP INC | 158,480 | $9.9B | 1.15% | |
| 25 | HZOMARINEMAX INC | 293,701 | $8.5B | 0.99% | |
| 26 | PTONPELOTON INTERACTIVE INC | 825,000 | $7.2B | 0.84% | |
| 27 | ESTAESTABLISHMENT LABS HLDGS INC | 150,772 | $6.9B | 0.81% | |
| 28 | BXCBLUELINX HLDGS INC | 65,545 | $6.7B | 0.78% | |
| 29 | UTIUNIVERSAL TECHNICAL INST INC | 260,000 | $6.7B | 0.78% | |
| 30 | ATRCATRICURE INC | 212,982 | $6.5B | 0.76% | |
| 31 | ASAMER SPORTS INC | 220,000 | $6.2B | 0.72% | |
| 32 | CLFDCLEARFIELD INC | 177,047 | $5.5B | 0.64% | |
| 33 | CALXCALIX INC | 154,742 | $5.4B | 0.63% | |
| 34 | SRADSPORTRADAR GROUP AG | 300,000 | $5.2B | 0.61% | |
| 35 | VMDVIEMED HEALTHCARE INC | 646,273 | $5.2B | 0.61% | |
| 36 | CARGCARGURUS INC | 135,000 | $4.9B | 0.58% | |
| 37 | ANGOANGIODYNAMICS INC | 514,635 | $4.7B | 0.55% | |
| 38 | PRTHPRIORITY TECHNOLOGY HLDGS IN | 385,043 | $4.5B | 0.53% | |
| 39 | SYMSYMBOTIC INC | 187,317 | $4.4B | 0.52% | |
| 40 | BRBRBELLRING BRANDS INC | 55,770 | $4.2B | 0.49% | |
| 41 | FIVNFIVE9 INC | 100,000 | $4.1B | 0.47% | |
| 42 | NSSCNAPCO SEC TECHNOLOGIES INC | 111,566 | $4.0B | 0.46% | |
| 43 | DKNGDRAFTKINGS INC NEW | 97,483 | $3.6B | 0.42% | |
| 44 | VSCOVICTORIAS SECRET AND CO | 85,910 | $3.6B | 0.42% | |
| 45 | COCOVITA COCO CO INC | 90,183 | $3.3B | 0.39% | |
| 46 | CRMTAMERICAS CAR-MART INC | 58,687 | $3.0B | 0.35% | |
| 47 | LWAYLIFEWAY FOODS INC | 117,951 | $2.9B | 0.34% | |
| 48 | QNSTQUINSTREET INC | 120,000 | $2.8B | 0.32% | |
| 49 | XPOFXPONENTIAL FITNESS INC | 181,858 | $2.4B | 0.29% | |
| 50 | LOCOEL POLLO LOCO HLDGS INC | 206,785 | $2.4B | 0.28% | |
| 51 | J2AWILLDAN GROUP INC | 55,328 | $2.1B | 0.25% | |
| 52 | INGNINOGEN INC | 200,000 | $1.8B | 0.21% | |
| 53 | CHGGCHEGG INC | 1,107,992 | $1.8B | 0.21% | |
| 54 | BBWBUILD-A-BEAR WORKSHOP INC | 34,502 | $1.6B | 0.19% | |
| 55 | ODP1THE ODP CORP | 68,328 | $1.6B | 0.18% | |
| 56 | ARHSARHAUS INC | 142,556 | $1.3B | 0.16% | |
| 57 | REALTHE REALREAL INC | 112,306 | $1.2B | 0.14% | |
| 58 | ATECALPHATEC HLDGS INC | 119,348 | $1.1B | 0.13% | |
| 59 | ZIPZIPRECRUITER INC | 150,000 | $1.1B | 0.13% | |
| 60 | FATAQFAT BRANDS INC | 175,428 | $933.3M | 0.11% | |
| 61 | PACKRANPAK HOLDINGS CORP | 120,752 | $830.8M | 0.10% | |
| 62 | PTLOPORTILLOS INC | 67,263 | $632.3M | 0.07% | |
| 63 | SPIRSPIRE GLOBAL INC | 38,365 | $539.8M | 0.06% | |
| 64 | LTHLIFE TIME GROUP HOLDINGS INC | 24,066 | $532.3M | 0.06% | |
| 65 | AIOTPOWERFLEET INC | 78,203 | $520.8M | 0.06% | |
| 66 | RAMPLIVERAMP HLDGS INC | 16,518 | $501.7M | 0.06% | |
| 67 | SKINTHE BEAUTY HEALTH COMPANY | 311,600 | $495.4M | 0.06% | |
| 68 | MDXGMIMEDX GROUP INC | 48,220 | $463.9M | 0.05% | |
| 69 | AXGNAXOGEN INC | 26,972 | $444.5M | 0.05% | |
| 70 | YEXTYEXT INC | 69,130 | $439.7M | 0.05% | |
| 71 | ZIMVZIMVIE INC | 29,969 | $418.1M | 0.05% | |
| 72 | CTRNCITI TRENDS INC | 12,276 | $322.2M | 0.04% | |
| 73 | TALKTALKSPACE INC | 103,956 | $321.2M | 0.04% | |
| 74 | ARLOARLO TECHNOLOGIES INC | 25,000 | $279.8M | 0.03% | |
| 75 | COURCOURSERA INC | 32,641 | $277.4M | 0.03% | |
| 76 | GKOSGLAUKOS CORP | 1,791 | $268.5M | 0.03% | |
| 77 | PTBPOTBELLY CORP | 17,000 | $160.1M | 0.02% | |
| 78 | AHCOADAPTHEALTH CORP | 13,226 | $125.9M | 0.01% | |
| 79 | COMPCOMPASS INC | 20,183 | $118.1M | 0.01% | |
| 80 | PRPLPURPLE INNOVATION INC | 138,605 | $108.1M | 0.01% | |
| 81 | BMBLBUMBLE INC | 11,000 | $89.5M | 0.01% |