Divisadero Street Capital Management

Divisadero Street Capital Management as of Sept. 30, 2025

Portfolio Holdings for Divisadero Street Capital Management

Divisadero Street Capital Management holds 165 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Super Group Sghc Ord Shs Call Option (SGHC) 10.7 $246M 19M 13.20
Dave Class A Com New (DAVE) 8.0 $185M 925k 199.35
Sezzle (SEZL) 5.2 $119M 1.5M 79.53
Turning Pt Brands (TPB) 4.2 $96M 974k 98.86
Rush Street Interactive Call Option (RSI) 3.6 $82M 4.0M 20.48
Indivior Ord (INDV) 3.5 $81M 3.4M 24.11
Sharkninja Com Shs (SN) 3.5 $80M 774k 103.15
Carvana Cl A (CVNA) 3.4 $79M 208k 377.24
Flywire Corporation Com Vtg (FLYW) 2.5 $56M 4.2M 13.54
Stride (LRN) 2.4 $56M 375k 148.94
Celestica (CLS) 2.1 $48M 196k 246.38
Celsius Hldgs Com New (CELH) 2.0 $45M 781k 57.49
Porch Group (PRCH) 1.9 $44M 2.6M 16.78
AngioDynamics (ANGO) 1.8 $41M 3.7M 11.17
Vital Farms (VITL) 1.8 $41M 993k 41.15
Kura Sushi Usa Cl A Com (KRUS) 1.5 $35M 582k 59.41
Brinker International (EAT) 1.5 $34M 269k 126.68
Argan (AGX) 1.5 $34M 126k 270.05
Savers Value Village Ord (SVV) 1.4 $33M 2.5M 13.25
Omada Health (OMDA) 1.3 $31M 1.4M 22.11
Calix (CALX) 1.2 $28M 454k 61.37
Realreal (REAL) 1.2 $28M 2.6M 10.63
Lumentum Hldgs (LITE) 1.2 $27M 163k 162.71
Hims & Hers Health Com Cl A (HIMS) 1.2 $26M 465k 56.72
Willdan (WLDN) 1.1 $25M 253k 96.69
Five Below (FIVE) 1.0 $24M 155k 154.70
Biosante Pharmaceuticals (ANIP) 0.9 $22M 234k 91.60
Fastly Cl A (FSLY) 0.9 $21M 2.5M 8.55
Imax Corp Cad (IMAX) 0.9 $21M 641k 32.75
Fabrinet SHS (FN) 0.9 $21M 56k 364.62
Lifeway Foods (LWAY) 0.8 $18M 630k 27.76
Maximus (MMS) 0.7 $17M 184k 91.37
Zevia Pbc Cl A (ZVIA) 0.7 $17M 6.2M 2.72
MarineMax (HZO) 0.7 $17M 656k 25.33
Fox Factory Hldg (FOXF) 0.7 $16M 666k 24.29
American Public Education (APEI) 0.7 $15M 383k 39.47
Blend Labs Cl A (BLND) 0.7 $15M 4.1M 3.65
J Jill Group (JILL) 0.6 $15M 867k 17.15
Amer Sports Com Shs (AS) 0.6 $14M 414k 34.75
Xpel (XPEL) 0.6 $14M 417k 33.07
TTM Technologies (TTMI) 0.6 $14M 236k 57.60
Planet Labs Pbc Com Cl A (PL) 0.6 $14M 1.0M 12.98
Pagaya Technologies Cl A New (PGY) 0.5 $12M 417k 29.69
Arlo Technologies (ARLO) 0.5 $12M 692k 16.95
National Vision Hldgs (EYE) 0.5 $12M 401k 29.19
Modine Manufacturing (MOD) 0.5 $11M 78k 142.16
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.5 $11M 1.4M 7.55
Groupon Com New (GRPN) 0.5 $10M 445k 23.35
Priority Technology Hldgs In (PRTH) 0.4 $10M 1.5M 6.87
Affirm Hldgs Com Cl A (AFRM) 0.4 $10M 136k 73.08
Thredup Cl A (TDUP) 0.4 $9.4M 994k 9.45
Abercrombie & Fitch Cl A (ANF) 0.4 $8.9M 104k 85.55
Rev (REVG) 0.4 $8.5M 150k 56.67
Clover Health Investments Com Cl A (CLOV) 0.4 $8.5M 2.8M 3.06
Lo (LOCO) 0.4 $8.1M 838k 9.70
Genedx Holdings Corp Com Cl A (WGS) 0.3 $7.9M 73k 107.74
CECO Environmental (CECO) 0.3 $7.7M 150k 51.20
Johnson Outdoors Cl A (JOUT) 0.3 $7.7M 190k 40.39
Signet Jewelers SHS (SIG) 0.3 $7.7M 80k 95.92
Five9 (FIVN) 0.3 $7.7M 316k 24.20
Bluelinx Hldgs Com New (BXC) 0.3 $7.5M 103k 73.08
Blacksky Technology Cl A New (BKSY) 0.3 $7.4M 366k 20.15
Sterling Construction Company (STRL) 0.3 $6.8M 20k 339.68
Genius Sports Shares Cl A (GENI) 0.3 $6.8M 546k 12.38
Eton Pharmaceuticals (ETON) 0.3 $6.5M 298k 21.73
Peloton Interactive Cl A Com (PTON) 0.3 $6.2M 683k 9.00
Establishment Labs Holdings Ord (ESTA) 0.3 $6.1M 148k 40.99
Compass Cl A (COMP) 0.3 $6.0M 750k 8.03
Harrow Health (HROW) 0.2 $5.7M 119k 48.18
Shake Shack Cl A (SHAK) 0.2 $5.3M 57k 93.61
Delcath Sys Com New (DCTH) 0.2 $5.1M 476k 10.75
Revolve Group Cl A (RVLV) 0.2 $5.1M 240k 21.30
Academy Sports & Outdoor (ASO) 0.2 $5.0M 100k 50.02
Napco Security Systems (NSSC) 0.2 $4.8M 112k 42.95
Caesars Entertainment (CZR) 0.2 $4.7M 175k 27.02
Bioventus Com Cl A (BVS) 0.2 $4.7M 696k 6.69
Philip Morris International (PM) 0.2 $4.6M 28k 162.20
Transmedics Group (TMDX) 0.2 $4.3M 38k 112.20
Everquote Com Cl A (EVER) 0.2 $4.3M 188k 22.87
Krispy Kreme (DNUT) 0.2 $4.2M 1.1M 3.87
Cargurus Com Cl A (CARG) 0.2 $4.2M 112k 37.23
America's Car-Mart (CRMT) 0.2 $3.9M 135k 29.21
Byrna Technologies Com New (BYRN) 0.2 $3.9M 176k 22.16
Shoe Carnival (SCVL) 0.2 $3.8M 183k 20.79
Draftkings Com Cl A (DKNG) 0.2 $3.6M 98k 37.40
Si-bone (SIBN) 0.2 $3.6M 248k 14.72
Liquidia Corporation Com New (LQDA) 0.2 $3.6M 158k 22.74
Coinbase Global Com Cl A (COIN) 0.1 $3.4M 10k 337.49
Cormedix Inc cormedix (CRMD) 0.1 $3.4M 288k 11.63
Xeris Pharmaceuticals (XERS) 0.1 $3.3M 406k 8.14
Clearfield (CLFD) 0.1 $3.3M 95k 34.38
Freshpet (FRPT) 0.1 $3.1M 56k 55.11
Cohu (COHU) 0.1 $3.0M 149k 20.33
Neuropace (NPCE) 0.1 $3.0M 293k 10.31
Hinge Health Cl A (HNGE) 0.1 $3.0M 61k 49.08
Upwork (UPWK) 0.1 $2.9M 158k 18.57
Xponential Fitness Com Cl A (XPOF) 0.1 $2.9M 369k 7.79
Ezcorp Cl A Non Vtg (EZPW) 0.1 $2.6M 139k 19.04
Gambling Com Group Ordinary Shares (GAMB) 0.1 $2.5M 306k 8.18
Evolus (EOLS) 0.1 $2.4M 388k 6.14
Victorias Secret And Common Stock (VSCO) 0.1 $2.3M 86k 27.14
Build-A-Bear Workshop (BBW) 0.1 $2.2M 35k 65.21
Sportradar Group Class A Ord Shs (SRAD) 0.1 $2.2M 82k 26.90
Tandem Diabetes Care Com New (TNDM) 0.1 $2.1M 175k 12.14
Sweetgreen Com Cl A (SG) 0.1 $2.0M 255k 7.98
Bellring Brands Common Stock (BRBR) 0.1 $2.0M 56k 36.35
Capri Holdings SHS (CPRI) 0.1 $2.0M 100k 19.92
Rxsight (RXST) 0.1 $1.9M 215k 8.99
Wayfair Cl A (W) 0.1 $1.9M 22k 89.33
ODP Corp. (ODP) 0.1 $1.9M 68k 27.85
Onewater Marine Cl A Com (ONEW) 0.1 $1.7M 108k 15.84
MiMedx (MDXG) 0.1 $1.6M 223k 6.98
Arhaus Com Cl A (ARHS) 0.1 $1.6M 146k 10.63
Rh (RH) 0.1 $1.5M 7.2k 203.16
Inmode SHS (INMD) 0.1 $1.4M 97k 14.90
Sensus Healthcare (SRTS) 0.1 $1.4M 453k 3.14
Ranpak Holdings Corp Com Cl A (PACK) 0.1 $1.4M 250k 5.62
Airsculpt Technologies (AIRS) 0.1 $1.3M 166k 8.02
Rocket Cos Com Cl A (RKT) 0.0 $1.1M 57k 19.38
Medifast (MED) 0.0 $1.1M 80k 13.67
Rci Hospitality Hldgs (RICK) 0.0 $1.1M 36k 30.51
Remitly Global (RELY) 0.0 $1.0M 62k 16.30
Mediaalpha Cl A (MAX) 0.0 $989k 87k 11.38
Niagen Bioscience Com New (NAGE) 0.0 $933k 100k 9.33
Lifemd (LFMD) 0.0 $922k 136k 6.79
Procept Biorobotics Corp (PRCT) 0.0 $891k 25k 35.69
Designer Brands Cl A (DBI) 0.0 $821k 232k 3.54
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $744k 37k 19.87
Inogen (INGN) 0.0 $720k 88k 8.17
Lovesac Company (LOVE) 0.0 $645k 38k 16.93
1 800 Flowers Cl A (FLWS) 0.0 $640k 139k 4.60
Cava Group Ord (CAVA) 0.0 $638k 11k 60.41
Boot Barn Hldgs (BOOT) 0.0 $636k 3.8k 165.72
Hain Celestial (HAIN) 0.0 $610k 386k 1.58
Yext (YEXT) 0.0 $589k 69k 8.52
Sleep Number Corp (SNBR) 0.0 $571k 81k 7.02
Jamf Hldg Corp (JAMF) 0.0 $535k 50k 10.70
Innodata Com New (INOD) 0.0 $530k 6.9k 77.07
Lifevantage Corp Com New (LFVN) 0.0 $515k 53k 9.73
Avita Therapeutics (RCEL) 0.0 $511k 100k 5.11
Alpha Teknova (TKNO) 0.0 $488k 79k 6.19
Axogen (AXGN) 0.0 $469k 26k 17.84
Cricut Com Cl A (CRCT) 0.0 $459k 73k 6.29
Portillos Com Cl A (PTLO) 0.0 $434k 67k 6.45
Coursera (COUR) 0.0 $382k 33k 11.71
Citi Trends (CTRN) 0.0 $381k 12k 31.03
Funko Com Cl A (FNKO) 0.0 $334k 97k 3.44
Potbelly (PBPB) 0.0 $290k 17k 17.04
Talkspace (TALK) 0.0 $287k 104k 2.76
Coherent Corp (COHR) 0.0 $269k 2.5k 107.72
3-d Sys Corp Del Com New (DDD) 0.0 $263k 91k 2.90
Destination Xl (DXLG) 0.0 $259k 198k 1.31
Figs Cl A (FIGS) 0.0 $231k 35k 6.69
Dollar General (DG) 0.0 $225k 2.2k 103.35
AtriCure (ATRC) 0.0 $210k 6.0k 35.25
Ziprecruiter Cl A (ZIP) 0.0 $209k 50k 4.22
Xometry Class A Com (XMTR) 0.0 $208k 3.8k 54.47
Dollar Tree (DLTR) 0.0 $203k 2.1k 94.37
Caredx (CDNA) 0.0 $182k 13k 14.54
BRC Com Cl A (BRCC) 0.0 $180k 116k 1.56
Purple Innovatio (PRPL) 0.0 $130k 139k 0.93
Neogenomics Com New (NEO) 0.0 $120k 16k 7.72
Adapthealth Corp Common Stock (AHCO) 0.0 $118k 13k 8.95
Fluence Energy Com Cl A (FLNC) 0.0 $108k 10k 10.80
Gogo (GOGO) 0.0 $105k 12k 8.59