Divisadero Street Capital Management

Divisadero Street Capital Management as of Sept. 30, 2024

Portfolio Holdings for Divisadero Street Capital Management

Divisadero Street Capital Management holds 70 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vital Farms Call Option (VITL) 9.5 $78M 2.2M 35.07
Rush Street Interactive (RSI) 8.6 $71M 6.5M 10.85
Carvana Cl A (CVNA) 8.0 $66M 381k 174.11
Abercrombie & Fitch Cl A (ANF) 7.5 $62M 442k 139.90
Sharkninja Com Shs (SN) 6.3 $52M 477k 108.71
Tandem Diabetes Care Com New (TNDM) 6.1 $51M 1.2M 42.41
Hims & Hers Health Com Cl A (HIMS) 5.2 $43M 2.3M 18.42
Rxsight (RXST) 4.6 $38M 774k 49.43
J Jill Group (JILL) 4.5 $37M 1.5M 24.67
AtriCure (ATRC) 4.4 $36M 1.3M 28.04
Groupon Com New (GRPN) 3.1 $25M 2.6M 9.78
Sportradar Group Class A Ord Shs (SRAD) 3.0 $25M 2.0M 12.11
Brinker International (EAT) 2.8 $23M 300k 76.53
Life Time Group Holdings Common Stock (LTH) 2.2 $18M 742k 24.42
Establishment Labs Holdings Ord (ESTA) 1.8 $15M 341k 43.27
Dave Class A Com New (DAVE) 1.8 $15M 366k 39.96
Mediaalpha Cl A (MAX) 1.6 $14M 749k 18.11
Inogen (INGN) 1.2 $10M 1.1M 9.70
Freshpet (FRPT) 1.1 $9.5M 69k 136.77
Genedx Holdings Corp Com Cl A (WGS) 1.1 $9.4M 222k 42.44
Clearfield (CLFD) 1.0 $8.1M 209k 38.96
Lifemd (LFMD) 1.0 $7.9M 1.5M 5.24
Draftkings Com Cl A (DKNG) 1.0 $7.8M 200k 39.20
Extreme Networks (EXTR) 0.9 $7.1M 472k 15.03
Amer Sports Com Shs (AS) 0.8 $6.9M 435k 15.95
Celsius Hldgs Com New (CELH) 0.8 $6.7M 213k 31.36
Bluelinx Hldgs Com New (BXC) 0.8 $6.3M 60k 105.42
Transmedics Group (TMDX) 0.7 $6.0M 38k 157.00
Liveramp Holdings (RAMP) 0.7 $5.4M 217k 24.78
Peloton Interactive Cl A Com (PTON) 0.7 $5.4M 1.2M 4.68
Despegar Com Corp Ord Shs 0.6 $5.3M 428k 12.40
Vita Coco Co Inc/the (COCO) 0.6 $4.8M 168k 28.31
Napco Security Systems (NSSC) 0.5 $4.5M 112k 40.46
Sight Sciences (SGHT) 0.5 $4.5M 713k 6.30
Lo (LOCO) 0.4 $3.4M 250k 13.70
Bellring Brands Common Stock (BRBR) 0.4 $3.4M 56k 60.72
Remitly Global (RELY) 0.4 $3.0M 223k 13.39
Sally Beauty Holdings (SBH) 0.3 $2.7M 200k 13.57
Viemed Healthcare (VMD) 0.3 $2.6M 350k 7.33
Willdan (WLDN) 0.3 $2.6M 63k 40.95
Xponential Fitness Com Cl A (XPOF) 0.3 $2.3M 182k 12.40
Chegg (CHGG) 0.2 $2.0M 1.1M 1.77
Sonos (SONO) 0.2 $1.9M 151k 12.29
The Beauty Health Company Com Cl A (SKIN) 0.2 $1.7M 1.2M 1.44
Harrow Health (HROW) 0.2 $1.6M 36k 44.96
Build-A-Bear Workshop (BBW) 0.1 $1.2M 35k 34.37
Papa John's Int'l (PZZA) 0.1 $1.1M 20k 53.87
Acv Auctions Com Cl A (ACVA) 0.1 $1.0M 50k 20.33
Destination Xl (DXLG) 0.1 $935k 318k 2.94
Portillos Com Cl A (PTLO) 0.1 $906k 67k 13.47
European Wax Ctr Class A Com (EWCZ) 0.1 $899k 132k 6.80
Fat Brands Class A Com (FAT) 0.1 $863k 175k 4.92
Progyny (PGNY) 0.1 $838k 50k 16.76
Ezcorp Cl A Non Vtg (EZPW) 0.1 $777k 69k 11.21
Treace Med Concepts (TMCI) 0.1 $664k 114k 5.80
Kohl's Corporation (KSS) 0.1 $663k 31k 21.10
Sweetgreen Com Cl A (SG) 0.1 $642k 18k 35.45
Orthofix Medical (OFIX) 0.1 $570k 37k 15.62
Realreal (REAL) 0.0 $403k 129k 3.14
Designer Brands Cl A (DBI) 0.0 $390k 53k 7.38
Axogen (AXGN) 0.0 $368k 26k 14.02
Talkspace (TALK) 0.0 $325k 156k 2.09
Adapthealth Corp Common Stock (AHCO) 0.0 $310k 28k 11.23
CVRX (CVRX) 0.0 $252k 29k 8.81
Citi Trends (CTRN) 0.0 $226k 12k 18.37
America's Car-Mart (CRMT) 0.0 $214k 5.1k 41.92
Purple Innovatio (PRPL) 0.0 $137k 139k 0.99
Genius Sports Shares Cl A (GENI) 0.0 $86k 11k 7.84
Bumble Com Cl A (BMBL) 0.0 $70k 11k 6.38
Neuronetics (STIM) 0.0 $29k 38k 0.76