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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2024-11-14 (Q3 2024) | Holdings: 74 | Value: $824.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| CVNA - CARVANA CO | Add 52% ($22.8M) | 8.04% | $66.3M | +50.42% | +19.61% | ||
| ANF - ABERCROMBIE & FITCH CO | Add 16% ($8.4M) | 7.50% | $61.8M | -31.86% | -24.67% | ||
| RSI - RUSH STREET INTERACTIVE INC | Add 35% ($14.3M) | 6.74% | $55.6M | +84.11% | +40.65% | ||
| VITL - VITAL FARMS INC | Add 1141% ($47.8M) | 6.31% | $52.0M | +77.93% | +19.84% | ||
| SN - SHARKNINJA INC | Reduce 8% $(4.5M) | 6.28% | $51.8M | +16.55% | +9.73% | ||
| TNDM - TANDEM DIABETES CARE INC | New Purchase | 5.42% | $44.6M | -58.78% | +12.72% | ||
| HIMS - HIMS & HERS HEALTH INC | Add 1% ($629.4K) | 5.18% | $42.7M | +108.91% | +174.20% | ||
| RXST - RXSIGHT INC | Add 760% ($33.8M) | 4.64% | $38.2M | -79.34% | -31.43% | ||
| JILL - J JILL INC | Add 637% ($32.0M) | 4.49% | $37.0M | -33.35% | -1.91% | ||
| ATRC - ATRICURE INC | New Purchase | 4.41% | $36.3M | +6.26% | +7.84% | ||
| VITL - VITAL FARMS INC | CALL | New Purchase | 3.16% | $26.0M | |||
| GRPN - GROUPON INC | Reduce 24% $(8.2M) | 3.08% | $25.4M | +221.95% | +62.00% | ||
| SRAD - SPORTRADAR GROUP AG | Add 170% ($15.5M) | 2.98% | $24.6M | +83.04% | +30.21% | ||
| EAT - BRINKER INTL INC | Add 657% ($19.9M) | 2.79% | $23.0M | +27.89% | +42.03% | ||
| LTH - LIFE TIME GROUP HOLDINGS INC | New Purchase | 2.20% | $18.1M | +21.62% | +36.60% | ||
| RSI - RUSH STREET INTERACTIVE INC | CALL | New Purchase | 1.82% | $15.0M | |||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Add 166% ($9.2M) | 1.79% | $14.8M | +14.83% | -6.89% | ||
| DAVE - DAVE INC | Reduce 41% $(10.0M) | 1.77% | $14.6M | +156.05% | +48.80% | ||
| MAX - MEDIAALPHA INC | Add 24% ($2.6M) | 1.64% | $13.6M | -16.53% | -5.46% | ||
| INGN - INOGEN INC | Reduce 55% $(12.5M) | 1.24% | $10.2M | -22.58% | +5.79% | ||
| FRPT - FRESHPET INC | Add 14% ($1.2M) | 1.15% | $9.5M | -58.43% | -12.38% | ||
| WGS - GENEDX HOLDINGS CORP | Reduce 1% $(136.9K) | 1.14% | $9.4M | +73.99% | +52.48% | ||
| CLFD - CLEARFIELD INC | Add 3% ($262.9K) | 0.99% | $8.1M | +10.44% | +11.74% | ||
| LFMD - LIFEMD INC | Add 1% ($52.5K) | 0.96% | $7.9M | +5.50% | +38.00% | ||
| DKNG - DRAFTKINGS INC NEW | Add 110% ($4.1M) | 0.95% | $7.8M | +15.78% | +26.36% | ||
| EXTR - EXTREME NETWORKS | New Purchase | 0.86% | $7.1M | +28.15% | +1.24% | ||
| AS - AMER SPORTS INC | New Purchase | 0.84% | $6.9M | +108.65% | +57.04% | ||
| CELH - CELSIUS HLDGS INC | New Purchase | 0.81% | $6.7M | +128.27% | -15.62% | ||
| BXC - BLUELINX HLDGS INC | 0.77% | $6.3M | -31.72% | -19.24% | |||
| TMDX - TRANSMEDICS GROUP INC | Add 16% ($810.3K) | 0.73% | $6.0M | +34.77% | -15.64% | ||
| TNDM - TANDEM DIABETES CARE INC | CALL | New Purchase | 0.73% | $6.0M | |||
| RAMP - LIVERAMP HLDGS INC | New Purchase | 0.65% | $5.4M | -2.48% | +18.41% | ||
| PTON - PELOTON INTERACTIVE INC | New Purchase | 0.65% | $5.4M | -1.49% | +19.93% | ||
| DESP - DESPEGAR COM CORP | New Purchase | 0.64% | $5.3M | +15.54% | |||
| COCO - VITA COCO CO INC | New Purchase | 0.58% | $4.8M | +8.32% | +15.33% | ||
| NSSC - NAPCO SEC TECHNOLOGIES INC | Reduce 72% $(11.5M) | 0.55% | $4.5M | -12.93% | -31.19% | ||
| SGHT - SIGHT SCIENCES INC | New Purchase | 0.54% | $4.5M | +8.74% | -31.88% | ||
| LOCO - EL POLLO LOCO HLDGS INC | Reduce 58% $(4.6M) | 0.41% | $3.4M | -16.50% | -1.80% | ||
| BRBR - BELLRING BRANDS INC | New Purchase | 0.41% | $3.4M | -44.78% | +7.10% | ||
| RELY - REMITLY GLOBAL INC | New Purchase | 0.36% | $3.0M | -4.61% | +32.55% | ||
| SBH - SALLY BEAUTY HLDGS INC | New Purchase | 0.33% | $2.7M | -4.37% | -34.04% | ||
| VMD - VIEMED HEALTHCARE INC | New Purchase | 0.31% | $2.6M | -19.93% | -13.36% | ||
| WLDN - WILLDAN GROUP INC | New Purchase | 0.31% | $2.6M | +159.85% | -20.95% | ||
| XPOF - XPONENTIAL FITNESS INC | 0.27% | $2.3M | -41.61% | +15.39% | |||
| CHGG - CHEGG INC | 0.24% | $2.0M | -30.64% | -12.72% | |||
| SONO - SONOS INC | New Purchase | 0.23% | $1.9M | -4.43% | -6.85% | ||
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 53% $(2.0M) | 0.21% | $1.7M | +22.78% | -8.33% | ||
| HROW - HARROW INC | New Purchase | 0.20% | $1.6M | -8.90% | -28.81% | ||
| BBW - BUILD-A-BEAR WORKSHOP INC | New Purchase | 0.14% | $1.2M | +54.08% | +9.78% | ||
| PZZA - PAPA JOHNS INTL INC | New Purchase | 0.13% | $1.1M | -2.89% | +4.91% | ||
| UPWK - UPWORK INC | Reduce 100% | 0.00% | $0.00 | +10.55% | |||
| MGNI - MAGNITE INC | Reduce 100% | 0.00% | $0.00 | +1.27% | |||
| ML - MONEYLION INC | Reduce 100% | 0.00% | $0.00 | ||||
| SFM - SPROUTS FMRS MKT INC | Reduce 100% | 0.00% | $0.00 | +8.69% | |||
| SIBN - SI-BONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| GENI - GENIUS SPORTS LIMITED | Reduce 100% | 0.00% | $0.00 | +7.96% | |||
| OPRX - OPTIMIZERX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AHCO - ADAPTHEALTH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ARHS - ARHAUS INC | Reduce 100% | 0.00% | $0.00 | ||||
| OLLI - OLLIES BARGAIN OUTLET HLDGS | Reduce 100% | 0.00% | $0.00 | ||||
| QNST - QUINSTREET INC | Reduce 100% | 0.00% | $0.00 | +9.68% | |||
| FAT - FAT BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GRPN - GROUPON INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| AXGN - AXOGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| OSW - ONESPAWORLD HOLDINGS LIMITED | Reduce 100% | 0.00% | $0.00 | +0.53% | |||
| ZIMV - ZIMVIE INC | Reduce 100% | 0.00% | $0.00 | +5.81% | |||
| PETQ - PETIQ INC | Reduce 100% | 0.00% | $0.00 | ||||
| TALK - TALKSPACE INC | Reduce 100% | 0.00% | $0.00 | +6.88% | |||
| BYRN - BYRNA TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +2.38% | |||
| HIMS - HIMS & HERS HEALTH INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| MOD - MODINE MFG CO | Reduce 100% | 0.00% | $0.00 | +12.93% | |||
| PGY - PAGAYA TECHNOLOGIES LTD | Reduce 100% | 0.00% | $0.00 | +15.17% | |||
| FLGT - FULGENT GENETICS INC | Reduce 100% | 0.00% | $0.00 | ||||