Divisadero Street Capital Management as of June 30, 2025
Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 131 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sezzle (SEZL) | 10.4 | $163M | 908k | 179.25 | |
| Dave Class A Com New (DAVE) | 9.2 | $144M | 535k | 268.41 | |
| Remitly Global Call Option (RELY) | 8.3 | $130M | 6.9M | 18.77 | |
| Rush Street Interactive Call Option (RSI) | 7.4 | $116M | 7.8M | 14.90 | |
| Turning Pt Brands (TPB) | 4.6 | $72M | 944k | 75.77 | |
| Celsius Hldgs Com New (CELH) | 4.4 | $70M | 1.5M | 46.39 | |
| Carvana Cl A (CVNA) | 4.2 | $65M | 193k | 336.96 | |
| Flywire Corporation Com Vtg (FLYW) | 3.6 | $56M | 4.8M | 11.70 | |
| Signet Jewelers SHS (SIG) | 3.2 | $50M | 633k | 79.55 | |
| Sharkninja Com Shs (SN) | 3.1 | $48M | 484k | 98.99 | |
| AngioDynamics (ANGO) | 2.1 | $34M | 3.4M | 9.92 | |
| Porch Group (PRCH) | 1.8 | $29M | 2.4M | 11.79 | |
| Groupon Com New (GRPN) | 1.7 | $27M | 814k | 33.45 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.5 | $23M | 465k | 49.85 | |
| Brinker International Call Option (EAT) | 1.4 | $22M | 124k | 180.33 | |
| Priority Technology Hldgs In (PRTH) | 1.4 | $21M | 2.7M | 7.78 | |
| Fox Factory Hldg (FOXF) | 1.4 | $21M | 818k | 25.94 | |
| Arlo Technologies (ARLO) | 1.2 | $20M | 1.2M | 16.96 | |
| Blend Labs Cl A (BLND) | 1.2 | $18M | 5.5M | 3.30 | |
| Willdan (WLDN) | 1.1 | $17M | 279k | 62.51 | |
| Vital Farms (VITL) | 1.1 | $17M | 429k | 38.52 | |
| Savers Value Village Ord (SVV) | 1.0 | $16M | 1.6M | 10.20 | |
| J Jill Group (JILL) | 1.0 | $15M | 1.0M | 14.64 | |
| Cargurus Com Cl A (CARG) | 0.9 | $15M | 436k | 33.47 | |
| Beta Bionics (BBNX) | 0.9 | $14M | 949k | 14.56 | |
| Lo (LOCO) | 0.9 | $14M | 1.2M | 11.01 | |
| Celestica (CLS) | 0.8 | $13M | 82k | 156.11 | |
| National Vision Hldgs (EYE) | 0.8 | $13M | 554k | 23.01 | |
| Amer Sports Com Shs (AS) | 0.7 | $12M | 300k | 38.76 | |
| Everquote Com Cl A (EVER) | 0.7 | $11M | 453k | 24.18 | |
| Fabrinet SHS (FN) | 0.7 | $11M | 36k | 294.68 | |
| Glaukos (GKOS) | 0.7 | $11M | 102k | 103.29 | |
| Zevia Pbc Cl A (ZVIA) | 0.7 | $10M | 3.2M | 3.22 | |
| Abercrombie & Fitch Cl A (ANF) | 0.6 | $8.6M | 104k | 82.85 | |
| Five9 (FIVN) | 0.5 | $8.3M | 314k | 26.48 | |
| Modine Manufacturing (MOD) | 0.5 | $7.7M | 78k | 98.50 | |
| America's Car-Mart (CRMT) | 0.5 | $7.5M | 135k | 56.04 | |
| Nutex Health (NUTX) | 0.5 | $7.5M | 60k | 124.49 | |
| Bioventus Com Cl A (BVS) | 0.5 | $7.2M | 1.1M | 6.62 | |
| Caesars Entertainment (CZR) | 0.5 | $7.1M | 250k | 28.39 | |
| Eton Pharmaceuticals (ETON) | 0.5 | $7.1M | 498k | 14.25 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.4 | $6.8M | 73k | 92.31 | |
| Maximus (MMS) | 0.4 | $6.7M | 95k | 70.20 | |
| Si-bone (SIBN) | 0.4 | $6.4M | 340k | 18.82 | |
| Establishment Labs Holdings Ord (ESTA) | 0.4 | $6.3M | 148k | 42.71 | |
| WNS HLDGS Com Shs (WNS) | 0.4 | $6.3M | 100k | 63.24 | |
| Bluelinx Hldgs Com New (BXC) | 0.4 | $6.2M | 83k | 74.38 | |
| Byrna Technologies Com New (BYRN) | 0.3 | $5.4M | 176k | 30.88 | |
| Life Time Group Holdings Common Stock (LTH) | 0.3 | $5.4M | 177k | 30.33 | |
| Blacksky Technology Cl A New Call Option (BKSY) | 0.3 | $5.3M | 256k | 20.58 | |
| Transmedics Group (TMDX) | 0.3 | $5.1M | 38k | 134.01 | |
| Philip Morris International (PM) | 0.3 | $5.1M | 28k | 182.13 | |
| Xpel (XPEL) | 0.3 | $5.1M | 141k | 35.90 | |
| Pagaya Technologies Cl A New (PGY) | 0.3 | $4.9M | 232k | 21.32 | |
| Peloton Interactive Cl A Com (PTON) | 0.3 | $4.7M | 683k | 6.94 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $4.5M | 65k | 69.14 | |
| Academy Sports & Outdoor (ASO) | 0.3 | $4.5M | 100k | 44.81 | |
| Harrow Health (HROW) | 0.3 | $4.3M | 141k | 30.54 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $4.2M | 98k | 42.89 | |
| Lumentum Hldgs (LITE) | 0.3 | $4.1M | 43k | 95.06 | |
| Gambling Com Group Ordinary Shares (GAMB) | 0.2 | $3.6M | 306k | 11.89 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $3.5M | 10k | 350.49 | |
| Napco Security Systems (NSSC) | 0.2 | $3.3M | 112k | 29.69 | |
| Tandem Diabetes Care Com New (TNDM) | 0.2 | $3.3M | 175k | 18.64 | |
| Ciena Corp Com New (CIEN) | 0.2 | $3.3M | 40k | 81.33 | |
| Bellring Brands Common Stock (BRBR) | 0.2 | $3.2M | 56k | 57.93 | |
| Inogen (INGN) | 0.2 | $3.2M | 455k | 7.03 | |
| Rxsight (RXST) | 0.2 | $2.8M | 219k | 13.00 | |
| Calix (CALX) | 0.2 | $2.8M | 53k | 53.19 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.2 | $2.7M | 125k | 21.93 | |
| Neuropace (NPCE) | 0.2 | $2.7M | 242k | 11.14 | |
| Super Group Sghc Ord Shs (SGHC) | 0.1 | $2.3M | 214k | 10.97 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.1 | $2.3M | 82k | 28.08 | |
| Upwork (UPWK) | 0.1 | $2.1M | 158k | 13.44 | |
| Clearfield (CLFD) | 0.1 | $2.1M | 48k | 43.41 | |
| Indivior Ord (INDV) | 0.1 | $2.0M | 136k | 14.74 | |
| Rev (REVG) | 0.1 | $1.9M | 40k | 47.59 | |
| Build-A-Bear Workshop (BBW) | 0.1 | $1.8M | 35k | 51.56 | |
| Capri Holdings SHS (CPRI) | 0.1 | $1.8M | 100k | 17.70 | |
| Genius Sports Shares Cl A (GENI) | 0.1 | $1.7M | 167k | 10.40 | |
| Realreal (REAL) | 0.1 | $1.7M | 346k | 4.79 | |
| Victorias Secret And Common Stock (VSCO) | 0.1 | $1.6M | 86k | 18.52 | |
| Shake Shack Cl A (SHAK) | 0.1 | $1.6M | 11k | 140.60 | |
| Sensus Healthcare (SRTS) | 0.1 | $1.5M | 325k | 4.74 | |
| Lifemd (LFMD) | 0.1 | $1.5M | 109k | 13.62 | |
| Krispy Kreme (DNUT) | 0.1 | $1.5M | 500k | 2.91 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $1.4M | 25k | 57.60 | |
| Inmode SHS (INMD) | 0.1 | $1.4M | 97k | 14.44 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $1.4M | 99k | 13.88 | |
| Rh (RH) | 0.1 | $1.4M | 7.2k | 189.01 | |
| MiMedx (MDXG) | 0.1 | $1.4M | 223k | 6.11 | |
| Xponential Fitness Com Cl A (XPOF) | 0.1 | $1.4M | 182k | 7.49 | |
| Rci Hospitality Hldgs (RICK) | 0.1 | $1.4M | 36k | 38.12 | |
| Arhaus Com Cl A (ARHS) | 0.1 | $1.3M | 146k | 8.67 | |
| ODP Corp. (ODP) | 0.1 | $1.2M | 68k | 18.13 | |
| Medifast (MED) | 0.1 | $1.1M | 80k | 14.05 | |
| AtriCure (ATRC) | 0.1 | $1.1M | 34k | 32.77 | |
| Mediaalpha Cl A (MAX) | 0.1 | $952k | 87k | 10.95 | |
| Cormedix Inc cormedix (CRMD) | 0.1 | $875k | 71k | 12.32 | |
| Rocket Cos Com Cl A (RKT) | 0.1 | $808k | 57k | 14.18 | |
| Airsculpt Technologies (AIRS) | 0.1 | $800k | 166k | 4.83 | |
| Portillos Com Cl A (PTLO) | 0.1 | $785k | 67k | 11.67 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $757k | 121k | 6.24 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $698k | 94k | 7.46 | |
| Lovesac Company (LOVE) | 0.0 | $694k | 38k | 18.20 | |
| Yext (YEXT) | 0.0 | $588k | 69k | 8.50 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $580k | 37k | 15.49 | |
| Designer Brands Cl A (DBI) | 0.0 | $552k | 232k | 2.38 | |
| Sleep Number Corp (SNBR) | 0.0 | $550k | 81k | 6.75 | |
| Funko Com Cl A (FNKO) | 0.0 | $462k | 97k | 4.76 | |
| Citi Trends (CTRN) | 0.0 | $410k | 12k | 33.39 | |
| Alpha Teknova (TKNO) | 0.0 | $387k | 79k | 4.91 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.0 | $357k | 100k | 3.57 | |
| Innodata Com New (INOD) | 0.0 | $352k | 6.9k | 51.22 | |
| Talkspace (TALK) | 0.0 | $289k | 104k | 2.78 | |
| Coursera (COUR) | 0.0 | $286k | 33k | 8.76 | |
| Axogen (AXGN) | 0.0 | $285k | 26k | 10.85 | |
| Zimvie (ZIMV) | 0.0 | $280k | 30k | 9.35 | |
| Dollar General (DG) | 0.0 | $249k | 2.2k | 114.38 | |
| Ziprecruiter Cl A (ZIP) | 0.0 | $248k | 50k | 5.01 | |
| Caredx (CDNA) | 0.0 | $244k | 13k | 19.54 | |
| Figs Cl A (FIGS) | 0.0 | $230k | 41k | 5.64 | |
| Semler Scientific (SMLR) | 0.0 | $228k | 5.9k | 38.74 | |
| Destination Xl (DXLG) | 0.0 | $220k | 198k | 1.11 | |
| Dollar Tree (DLTR) | 0.0 | $213k | 2.1k | 99.04 | |
| Potbelly (PBPB) | 0.0 | $208k | 17k | 12.25 | |
| BRC Com Cl A (BRCC) | 0.0 | $151k | 116k | 1.31 | |
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $139k | 91k | 1.54 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $125k | 13k | 9.43 | |
| Purple Innovatio (PRPL) | 0.0 | $101k | 139k | 0.73 | |
| Bumble Com Cl A (BMBL) | 0.0 | $73k | 11k | 6.59 |
