Divisadero Street Capital Management, LP 13F Holdings

Holdings from the most recent 13F from Divisadero Street Capital Management, LP

Filed: 2023-08-14 (Q2 2023) | Holdings: 43 | Value: $346.1M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
TMDX - TRANSMEDICS GROUP INC
Add 442% ($22.3M)
7.89%
$27.3M
+91.09%
+4.58%
+170.97%
FLGT - FULGENT GENETICS INC
Add 89% ($12.1M)
7.42%
$25.7M
-34.80%
-17.46%
-29.59%
SIBN - SI-BONE INC
Add 173% ($15.6M)
7.09%
$24.6M
-23.05%
-17.23%
-34.13%
TCMD - TACTILE SYS TECHNOLOGY INC
Add 20% ($4.1M)
6.99%
$24.2M
-29.52%
-39.64%
-30.69%
CELH - CELSIUS HLDGS INC
Add 23% ($3.7M)
5.82%
$20.1M
+2.87%
-13.73%
-30.46%
XPOF - XPONENTIAL FITNESS INC
Add 123% ($10.3M)
5.38%
$18.6M
-60.70%
-37.47%
-39.57%
APLD - APPLIED DIGITAL CORP
Add 10% ($1.6M)
5.18%
$17.9M
+119.26%
-40.98%
-45.36%
NSSC - NAPCO SEC TECHNOLOGIES INC
Add 1186% ($14.4M)
4.50%
$15.6M
-14.70%
-26.49%
+49.77%
GENI - GENIUS SPORTS LIMITED
Add 196% ($9.7M)
4.24%
$14.7M
+107.07%
-18.65%
+17.20%
APYX - APYX MEDICAL CORPORATION
New Purchase
3.32%
$11.5M
-57.43%
-69.65%
-71.89%
CLFD - CLEARFIELD INC
New Purchase
3.31%
$11.5M
-17.12%
-32.41%
-2.22%
ZIMV - ZIMVIE INC
New Purchase
3.24%
$11.2M
+60.32%
-28.68%
+47.38%
EB - EVENTBRITE INC
New Purchase
3.04%
$10.5M
-75.65%
-30.67%
-73.88%
SEAT - VIVID SEATS INC
New Purchase
2.75%
$9.5M
-88.66%
+2.40%
-47.00%
CTRN - CITI TRENDS INC
New Purchase
2.48%
$8.6M
+57.74%
+21.01%
-21.78%
INMD - INMODE LTD
Add 120% ($4.5M)
2.37%
$8.2M
-63.60%
-45.49%
-60.73%
BXC - BLUELINX HLDGS INC
Add 129% ($4.2M)
2.17%
$7.5M
+0.92%
+3.84%
+16.15%
RNG - RINGCENTRAL INC
New Purchase
1.89%
$6.5M
+2.32%
+0.80%
+12.56%
NRDY - NERDY INC
Add 18% ($896.6K)
1.69%
$5.8M
-70.41%
-43.63%
-80.99%
RXST - RXSIGHT INC
New Purchase
1.66%
$5.8M
-68.69%
-7.32%
+71.19%
MDXG - MIMEDX GROUP INC
New Purchase
1.53%
$5.3M
-1.48%
-11.05%
-15.50%
N/A - FULGENT GENETICS INC
CALL
New Purchase
1.51%
$5.2M
ASRT - ASSERTIO HOLDINGS INC
Add 325% ($3.5M)
1.33%
$4.6M
-75.13%
-63.92%
-65.82%
ANF - ABERCROMBIE & FITCH CO
New Purchase
1.31%
$4.5M
+138.52%
+69.09%
+292.56%
CUTR - CUTERA INC
Add 82% ($1.9M)
1.23%
$4.3M
-82.64%
-94.71%
SNBR - SLEEP NUMBER CORP
New Purchase
1.22%
$4.2M
-60.87%
-58.76%
-56.91%
ROVR - ROVER GROUP INC
New Purchase
1.21%
$4.2M
+25.95%
CVNA - CARVANA CO
New Purchase
1.12%
$3.9M
+777.31%
-16.24%
+271.61%
JAKK - JAKKS PAC INC
Add 26% ($794.6K)
1.10%
$3.8M
-0.20%
+46.08%
+14.94%
N/A - TRANSMEDICS GROUP INC
CALL
New Purchase
0.98%
$3.4M
ARLO - ARLO TECHNOLOGIES INC
Add 99% ($1.7M)
0.96%
$3.3M
+67.85%
-16.46%
+16.27%
EVER - EVERQUOTE INC
Reduce 52% $(3.0M)
0.79%
$2.7M
+296.27%
+46.78%
+289.49%
FIGS - FIGS INC
New Purchase
0.79%
$2.7M
+0.85%
-7.65%
-23.51%
N/A - TUPPERWARE BRANDS CORP
PUT
New Purchase
0.60%
$2.1M
DOMO - DOMO INC
New Purchase
0.53%
$1.8M
-16.52%
-43.89%
-52.92%
LPSN - LIVEPERSON INC
Reduce 33% $(768.4K)
0.46%
$1.6M
-76.53%
-31.29%
-69.77%
SMCI - SUPER MICRO COMPUTER INC
New Purchase
0.36%
$1.2M
+64.12%
+7.63%
+134.39%
CNTY - CENTURY CASINOS INC
Reduce 2% $(22.6K)
0.29%
$994.0K
-65.47%
-34.39%
-69.89%
TNDM - TANDEM DIABETES CARE INC
0.14%
$490.8K
-58.46%
-36.61%
+52.58%
JOUT - JOHNSON OUTDOORS INC
New Purchase
0.04%
$152.6K
-22.45%
-7.27%
-36.02%
DTC - SOLO BRANDS INC
New Purchase
0.02%
$84.9K
-95.58%
-20.51%
-77.29%
STIM - NEURONETICS INC
Reduce 83% $(401.8K)
0.02%
$82.5K
+98.83%
-20.47%
-43.55%
OLPX - OLAPLEX HLDGS INC
New Purchase
0.02%
$74.4K
-46.77%
-27.00%
-25.86%
BOWL - BOWLERO CORP
Reduce 100%
0.00%
$0.00
CALX - CALIX INC
Reduce 100%
0.00%
$0.00
TMCI - TREACE MED CONCEPTS INC
Reduce 100%
0.00%
$0.00
SPT - SPROUT SOCIAL INC
Reduce 100%
0.00%
$0.00
TGLS - TECNOGLASS INC
Reduce 100%
0.00%
$0.00
LAZY - LAZYDAYS HLDGS INC
Reduce 100%
0.00%
$0.00
BBSI - BARRETT BUSINESS SVCS INC
Reduce 100%
0.00%
$0.00
SRTS - SENSUS HEALTHCARE INC
Reduce 100%
0.00%
$0.00
CVRX - CVRX INC
Reduce 100%
0.00%
$0.00
GDEN - GOLDEN ENTMT INC
Reduce 100%
0.00%
$0.00
RRGB - RED ROBIN GOURMET BURGERS IN
Reduce 100%
0.00%
$0.00
GDRX - GOODRX HLDGS INC
Reduce 100%
0.00%
$0.00
KRUS - KURA SUSHI USA INC
Reduce 100%
0.00%
$0.00
FLWS - 1 800 FLOWERS COM INC
Reduce 100%
0.00%
$0.00
GEO - GEO GROUP INC NEW
Reduce 100%
0.00%
$0.00
MGPI - MGP INGREDIENTS INC NEW
Reduce 100%
0.00%
$0.00
SQSP - SQUARESPACE INC
Reduce 100%
0.00%
$0.00
FNKO - FUNKO INC
Reduce 100%
0.00%
$0.00
MAX - MEDIAALPHA INC
Reduce 100%
0.00%
$0.00
ONEW - ONEWATER MARINE INC
Reduce 100%
0.00%
$0.00
PRPL - PURPLE INNOVATION INC
Reduce 100%
0.00%
$0.00
APPS - DIGITAL TURBINE INC
Reduce 100%
0.00%
$0.00
ESTA - ESTABLISHMENT LABS HLDGS INC
Reduce 100%
0.00%
$0.00
FSLY - FASTLY INC
Reduce 100%
0.00%
$0.00