Divisadero Street Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Divisadero Street Capital Management, LP

CIK Number: 0001901865

1.57B
Market Value
90
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 EAT Brinker Interna...
159.91
+0.53% 604K +100.00% 90.03M 149.05 9.06% Call
2 DAVE Dave Inc.
195.59
-4.49% 995.14K +74.68% 82.26M 64.2 8.28% Share
3 RSI Rush Street Int...
21.52
+1.13% 6.12M +28.31% 65.56M 8.42 6.60% Share
4 SEZL Sezzle Inc.
84.89
-3.58% 1.31M +100.00% 45.63M 34.89 4.59% Share
5 GENI Genius Sports L...
13.54
+3.68% 4.3M +21.09% 43.05M 8.88 4.33% Share
6 VITL Vital Farms, In...
51.60
+4.73% 1.18M +51.12% 36.1M 34.07 3.63% Share
7 CVNA Carvana Co.
370.70
+2.31% 164.84K -16.54% 34.46M 95.43 3.47% Share
8 HIMS Hims & Hers Hea...
48.19
+8.39% 1.11M -13.78% 32.86M 15.26 3.31% Share
9 PRTH Priority Techno...
7.87
-3.08% 4.7M +1.12K% 32.04M 7.22 3.23% Share
10 CELH Celsius Holding...
60.76
-0.56% 790.56K +100.00% 28.16M 35.62 2.83% Share
11 JILL J.Jill, Inc.
17.61
+6.79% 1.39M -12.99% 27.07M 26.16 2.72% Share
12 GRPN Groupon, Inc.
23.30
-4.82% 1.34M +28.20% 25.16M 16.02 2.53% Share
13 RXST RxSight, Inc.
8.47
-4.72% 885.43K +8.97% 22.36M 44.62 2.25% Share
14 BLND Blend Labs, Inc...
3.65
+6.87% 6.27M +100.00% 21.02M 3.35 2.12% Share
15 TPB Turning Point B...
98.82
+1.89% 328.26K +100.00% 19.51M 59.44 1.96% Share
16 RKT Rocket Companie...
19.16
+7.13% 1.45M +100.00% 17.52M 12.07 1.76% Share
17 EVER EverQuote, Inc.
23.79
+3.26% 665K +7.98% 17.42M 20.45 1.75% Share
18 FLYW Flywire Corpora...
13.05
-0.99% 1.72M +100.00% 16.35M 9.5 1.65% Share
19 EYE National Vision...
23.11
+1.40% 1.23M +100.00% 15.66M 12.78 1.58% Share
20 BVS Bioventus Inc.
7.10
+0.85% 1.69M +100.00% 15.48M 9.15 1.56% Share
21 SN SharkNinja, Inc...
121.29
+2.80% 159.61K -77.66% 13.31M 67.83 1.34% Share
22 HNST The Honest Comp...
3.97
+0.25% 2.83M -17.28% 13.3M 6.93 1.34% Share
23 ESTA Establishment L...
38.67
+0.78% 311.07K +106.32% 12.69M 42.02 1.28% Share
24 RELY Remitly Global,...
19.68
+1.18% 537.29K -38.6% 11.18M 20.24 1.12% Share
25 ZETA Zeta Global Hol...
18.68
-0.45% 755K +100.00% 10.24M 13.56 1.03% Share
26 CLS Celestica Inc.
221.40
+4.50% 125K +100.00% 9.85M 78.81 0.99% Share
27 FIVN Five9, Inc.
26.30
-0.68% 343.15K +243.15% 9.32M 31.08 0.94% Share
28 COIN Coinbase Global...
306.80
+1.49% 52.52K +100.00% 9.05M 172.23 0.91% Share
29 ANGO AngioDynamics, ...
10.73
+1.04% 960.07K +86.55% 9.02M 9.27 0.91% Share
30 EOLS Evolus, Inc.
7.51
+1.76% 720.72K +100.00% 8.67M 12.03 0.87% Share
31 CDNA CareDx, Inc
13.10
+2.91% 466.94K -34.4% 8.29M 21.41 0.83% Share
32 TMDX TransMedics Gro...
104.05
-2.7% 113.87K -28.15% 7.66M 68.57 0.77% Share
33 WLDN Willdan Group, ...
103.14
-0.62% 171.92K +210.73% 7M 40.79 0.70% Share
34 WGS GeneDx Holdings...
130.26
+2.39% 73.15K -74.62% 6.48M 39.77 0.65% Share
35 BXC BlueLinx Holdin...
84.76
+4.22% 83.14K +26.85% 6.23M 86.61 0.63% Share
36 MOD Modine Manufact...
135.82
+1.52% 77K +100.00% 5.91M 76.75 0.59% Share
37 ASO Academy Sports ...
50.04
+0.60% 100K +100.00% 4.56M 45.61 0.46% Share
38 PTON Peloton Interac...
8.12
+6.84% 683.39K -17.16% 4.32M 4.68 0.43% Share
39 BRBR BellRing Brands...
42.69
+1.96% 55.78K +0.02% 4.15M 60.72 0.42% Share
40 SIBN SI-BONE, Inc.
16.35
+0.80% 288.43K +100.00% 4.05M 14.03 0.41% Share
41 SG Sweetgreen, Inc...
8.74
-1.91% 150K +100.00% 3.75M 25.02 0.38% Share
42 RVLV Revolve Group, ...
22.88
+1.24% 162.19K +100.00% 3.49M 21.49 0.35% Share
43 TNDM Tandem Diabetes...
12.39
+0.32% 174.69K -51.51% 3.35M 42.41 0.34% Share
44 DKNG DraftKings Inc.
47.40
-0.59% 97.48K 0.00% 3.24M 38.1 0.33% Share
45 BYRN Byrna Technolog...
18.94
-6.75% 176.38K +100.00% 2.97M 16.84 0.30% Share
46 CRMT America's Car-M...
36.51
-18.23% 59.28K +1.01% 2.69M 50.39 0.27% Share
47 NSSC Napco Security ...
39.25
-1.28% 111.57K 0.00% 2.57M 42.29 0.26% Share
48 ANF Abercrombie & F...
93.52
+1.16% 32.27K -71.92% 2.46M 92.03 0.25% Share
49 LOCO El Pollo Loco H...
10.39
+1.86% 206.78K 0.00% 2.13M 9.6 0.21% Share
50 CPRI Capri Holdings ...
21.75
+3.01% 100K +100.00% 1.97M 19.73 0.20% Share
51 MGPI MGP Ingredients...
28.69
-1.71% 66.47K +100.00% 1.95M 29.38 0.20% Share
52 CALX Calix, Inc.
61.03
+4.08% 53.02K -65.74% 1.88M 34.87 0.19% Share
53 REAL The RealReal, I...
8.68
+4.83% 345.5K +207.64% 1.86M 4.9 0.19% Share
54 SRAD Sportradar Grou...
30.90
+1.25% 82.28K -72.57% 1.78M 11.73 0.18% Share
55 KIDS OrthoPediatrics...
20.71
-0.91% 66.6K +100.00% 1.64M 24.63 0.17% Share
56 VSCO Victoria's Secr...
25.66
+11.71% 85.91K 0.00% 1.6M 41.42 0.16% Share
57 RICK RCI Hospitality...
36.17
+1.19% 35.67K +100.00% 1.53M 42.94 0.15% Share
58 XPOF Xponential Fitn...
8.60
+1.53% 181.86K 0.00% 1.51M 16.19 0.15% Share
59 PRCT PROCEPT BioRobo...
38.34
+1.32% 24.96K +100.00% 1.45M 58.26 0.15% Share
60 ARLO Arlo Technologi...
18.25
-0.87% 131K +423.99% 1.29M 10.12 0.13% Share
61 BBW Build-A-Bear Wo...
60.97
+0.89% 34.5K 0.00% 1.28M 34.37 0.13% Share
62 ARHS Arhaus, Inc.
11.38
+1.88% 142.56K 0.00% 1.24M 9.4 0.12% Share
63 BRCC BRC Inc.
1.51
-1.95% 556.76K +100.00% 1.16M 2.09 0.12% Share
64 INGN Inogen, Inc.
8.12
+3.05% 155.82K -22.09% 1.11M 7.79 0.11% Share
65 ATRC AtriCure, Inc.
35.66
+2.56% 33.69K -84.18% 1.09M 28.04 0.11% Share
66 EZPW EZCORP, Inc.
16.90
+1.44% 71.1K -94.3% 1.05M 12.16 0.11% Share
67 ODP The ODP Corpora...
21.31
+0.71% 68.33K 0.00% 979.14K 22.74 0.10% Share
68 PTLO Portillo's Inc.
6.75
-0.59% 67.26K 0.00% 799.76K 13.47 0.08% Share
69 HOG Harley-Davidson...
30.20
+2.77% 28.13K +100.00% 710.16K 25.25 0.07% Share
70 FNKO Funko, Inc.
3.33
+3.42% 97.1K -90.57% 666.1K 13.39 0.07% Share
71 PACK Ranpak Holdings...
4.95
+3.45% 100K -17.18% 542K 6.88 0.05% Share
72 SNBR Sleep Number Co...
9.73
+0.72% 81.34K +100.00% 515.7K 6.34 0.05% Share
73 AXGN AxoGen, Inc.
15.40
-1.35% 26.27K -2.6% 486.03K 7.9 0.05% Share
74 NPCE NeuroPace, Inc.
9.61
+2.67% 38.48K +100.00% 472.92K 12.29 0.05% Share
75 YEXT Yext, Inc.
9.06
-1.04% 69.13K 0.00% 425.84K 6.36 0.04% Share
76 TKNO Alpha Teknova, ...
4.24
-0.24% 78.87K +100.00% 409.35K 5.19 0.04% Share
77 MDXG MiMedx Group, I...
7.09
-0.14% 48.22K 0.00% 366.47K 9.62 0.04% Share
78 AIRS AirSculpt Techn...
5.90
-6.35% 150K +100.00% 350.25K 2.34 0.04% Share
79 ZIMV ZimVie Inc.
18.88
+0.11% 29.97K 0.00% 323.67K 13.95 0.03% Share
80 ZIP ZipRecruiter, I...
5.18
+0.58% 49.51K -66.99% 291.61K 7.24 0.03% Share
81 DXLG Destination XL ...
1.33
+2.31% 197.94K +100.00% 288.99K 1.46 0.03% Share
82 SRTS Sensus Healthca...
3.18
-2.15% 58.04K +100.00% 274.52K 4.73 0.03% Share
83 CTRN Citi Trends, In...
38.74
+5.33% 12.28K 0.00% 271.73K 18.37 0.03% Share
84 TALK Talkspace, Inc.
2.63
-0.75% 103.96K 0.00% 266.13K 3.37 0.03% Share
85 COUR Coursera, Inc.
11.22
+0.58% 32.64K 0.00% 217.39K 8.5 0.02% Share
86 PBPB Potbelly Corpor...
12.63
+2.10% 17K 0.00% 161.67K 9.42 0.02% Share
87 AHCO AdaptHealth Cor...
9.21
+1.32% 13.23K 0.00% 143.37K 10.26 0.01% Share
88 PRPL Purple Innovati...
1.10
+0.92% 138.6K 0.00% 105.23K 1.1 0.01% Share
89 DBI Designer Brands...
4.41
+11.07% 16.65K +100.00% 60.77K 3.65 < 0.01% Share
90 BMBL Bumble Inc.
6.46
+2.22% 11K 0.00% 47.74K 6.38 < 0.01% Share