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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2023-11-14 (Q3 2023) | Holdings: 49 | Value: $317.3M | 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 |
| SIBN - SI-BONE INC | Add 26% ($5.0M) | 7.66% | $24.3M | -10.74% | +21.31% | -25.79% | |
| FLGT - FULGENT GENETICS INC | Add 24% ($4.5M) | 7.25% | $23.0M | -22.03% | -6.35% | -36.87% | |
| EB - EVENTBRITE INC | Add 101% ($10.9M) | 6.87% | $21.8M | -65.91% | +22.59% | -53.21% | |
| XPOF - XPONENTIAL FITNESS INC | Add 20% ($3.4M) | 6.35% | $20.1M | -33.26% | -20.90% | +10.08% | |
| PAR - PAR TECHNOLOGY CORP | New Purchase | 6.21% | $19.7M | +42.08% | +34.43% | +99.67% | |
| RXST - RXSIGHT INC | Add 240% ($13.4M) | 5.98% | $19.0M | -68.65% | +98.70% | +67.16% | |
| CELH - CELSIUS HLDGS INC | Reduce 27% $(6.2M) | 5.35% | $17.0M | +17.20% | +19.92% | -51.46% | |
| NSSC - NAPCO SEC TECHNOLOGIES INC | Add 58% ($5.8M) | 4.98% | $15.8M | +11.78% | +63.61% | +31.41% | |
| ANF - ABERCROMBIE & FITCH CO | Add 96% ($6.5M) | 4.17% | $13.2M | +31.44% | +71.27% | +106.78% | |
| APLD - APPLIED DIGITAL CORP | 3.77% | $12.0M | +258.09% | +12.53% | +64.69% | ||
| GRPN - GROUPON INC | New Purchase | 3.38% | $10.7M | +179.76% | +83.01% | -17.40% | |
| TAST - CARROLS RESTAURANT GROUP INC | New Purchase | 3.11% | $9.9M | +25.39% | |||
| TCMD - TACTILE SYS TECHNOLOGY INC | Reduce 43% $(5.9M) | 2.44% | $7.7M | +16.02% | +38.28% | +41.72% | |
| LFMD - LIFEMD INC | New Purchase | 2.37% | $7.5M | -14.50% | -3.31% | -24.24% | |
| DKNG - DRAFTKINGS INC NEW | New Purchase | 2.32% | $7.4M | +22.91% | +19.71% | +7.27% | |
| CLFD - CLEARFIELD INC | 2.19% | $6.9M | +17.07% | +16.74% | +6.28% | ||
| ATEC - ALPHATEC HLDGS INC | New Purchase | 2.15% | $6.8M | +49.62% | +47.27% | -22.50% | |
| BXC - BLUELINX HLDGS INC | 2.07% | $6.6M | -12.06% | +38.57% | +36.23% | ||
| CVNA - CARVANA CO | 1.98% | $6.3M | +907.77% | +71.49% | +617.26% | ||
| ROAD - CONSTRUCTION PARTNERS INC | New Purchase | 1.79% | $5.7M | +166.87% | +8.95% | +105.81% | |
| SN - SHARKNINJA INC | New Purchase | 1.75% | $5.6M | +183.41% | +21.95% | +139.07% | |
| CAVA - CAVA GROUP INC | New Purchase | 1.54% | $4.9M | +109.89% | +67.48% | +332.88% | |
| EVLV - EVOLV TECHNOLOGIES HLDNGS IN | New Purchase | 1.49% | $4.7M | +102.03% | +36.96% | -34.68% | |
| CHGG - CHEGG INC | New Purchase | 1.48% | $4.7M | -88.07% | -0.85% | -81.68% | |
| DOMO - DOMO INC | Add 215% ($2.6M) | 1.22% | $3.9M | +44.39% | +20.87% | -10.38% | |
| SNBR - SLEEP NUMBER CORP | 1.20% | $3.8M | -10.37% | -2.57% | +5.74% | ||
| COUR - COURSERA INC | New Purchase | 1.09% | $3.5M | -42.10% | -13.15% | -64.68% | |
| TMDX - TRANSMEDICS GROUP INC | Reduce 82% $(14.6M) | 1.00% | $3.2M | +87.91% | +37.93% | +24.08% | |
| AUGX - AUGMEDIX INC | New Purchase | 0.77% | $2.4M | ||||
| DCGO - DOCGO INC | New Purchase | 0.67% | $2.1M | -74.16% | -38.52% | -34.35% | |
| FARO - FARO TECHNOLOGIES INC | New Purchase | 0.67% | $2.1M | +23.82% | +35.39% | ||
| LPSN - LIVEPERSON INC | Add 40% ($548.1K) | 0.60% | $1.9M | -66.46% | -19.44% | -75.65% | |
| TUP - TUPPERWARE BRANDS CORP | New Purchase | 0.48% | $1.5M | -15.70% | -99.85% | ||
| INMD - INMODE LTD | Reduce 77% $(5.2M) | 0.48% | $1.5M | -33.41% | +11.54% | -15.49% | |
| SMCI - SUPER MICRO COMPUTER INC | 0.43% | $1.4M | +44.47% | +240.40% | -37.01% | ||
| MDXG - MIMEDX GROUP INC | Reduce 78% $(4.5M) | 0.41% | $1.3M | +7.82% | +23.91% | +39.55% | |
| CUTR - CUTERA INC | Reduce 25% $(421.4K) | 0.40% | $1.3M | +30.80% | -85.54% | ||
| CLAR - CLARUS CORP NEW | New Purchase | 0.28% | $899.7K | -29.07% | +20.31% | -11.35% | |
| EVER - EVERQUOTE INC | Reduce 72% $(2.2M) | 0.27% | $842.4K | +168.50% | +83.37% | +108.43% | |
| BOWL - BOWLERO CORP | New Purchase | 0.26% | $814.7K | -5.22% | +21.19% | +6.67% | |
| UPWK - UPWORK INC | New Purchase | 0.25% | $795.2K | -1.42% | -3.71% | +3.47% | |
| RPAY - REPAY HLDGS CORP | New Purchase | 0.24% | $759.0K | -23.41% | +19.25% | +8.73% | |
| JOUT - JOHNSON OUTDOORS INC | Add 353% ($479.2K) | 0.19% | $615.0K | -17.98% | -10.07% | -34.48% | |
| VITL - VITAL FARMS INC | New Purchase | 0.14% | $430.8K | +304.14% | +26.38% | +128.33% | |
| M - MACYS INC | New Purchase | 0.11% | $348.3K | +15.12% | +63.50% | +33.07% | |
| BLBD - BLUE BIRD CORP | New Purchase | 0.10% | $320.3K | +194.51% | +80.75% | +93.97% | |
| RSI - RUSH STREET INTERACTIVE INC | New Purchase | 0.06% | $189.7K | +312.26% | +24.10% | +135.31% | |
| STKS - THE ONE GROUP HOSPITALITY IN | New Purchase | 0.02% | $55.0K | -41.90% | -11.66% | -34.77% | |
| APYX - APYX MEDICAL CORPORATION | Reduce 99% $(7.3M) | 0.01% | $38.9K | +38.10% | +45.58% | -14.29% | |
| ZIMV - ZIMVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ASRT - ASSERTIO HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GENI - GENIUS SPORTS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| FIGS - FIGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CNTY - CENTURY CASINOS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CTRN - CITI TRENDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ROVR - ROVER GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - TUPPERWARE BRANDS CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| STIM - NEURONETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TNDM - TANDEM DIABETES CARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ARLO - ARLO TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| OLPX - OLAPLEX HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - FULGENT GENETICS INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| DTC - SOLO BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NRDY - NERDY INC | Reduce 100% | 0.00% | $0.00 | ||||
| JAKK - JAKKS PAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| RNG - RINGCENTRAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| SEAT - VIVID SEATS INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - TRANSMEDICS GROUP INC | CALL | Reduce 100% | 0.00% | $0.00 | |||