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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2024-02-14 (Q4 2023) | Holdings: 59 | Value: $442.6M | 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 |
| IWM - ISHARES TR | New Purchase | 17.10% | $75.7M | +18.80% | +4.47% | +14.38% | |
| NSSC - NAPCO SEC TECHNOLOGIES INC | Reduce 7% $(1.7M) | 5.10% | $22.6M | -29.47% | -0.30% | -44.26% | |
| TMCI - TREACE MED CONCEPTS INC | New Purchase | 5.04% | $22.3M | -50.48% | -61.74% | -34.21% | |
| ANF - ABERCROMBIE & FITCH CO | Reduce 7% $(1.6M) | 4.33% | $19.2M | -17.13% | +15.88% | -8.39% | |
| SN - SHARKNINJA INC | Add 208% ($12.8M) | 4.28% | $18.9M | +125.71% | +39.25% | +112.51% | |
| GRPN - GROUPON INC | Add 110% ($9.9M) | 4.27% | $18.9M | +56.54% | -2.40% | -21.23% | |
| CELH - CELSIUS HLDGS INC | Add 238% ($12.9M) | 4.13% | $18.3M | -2.63% | +48.58% | -64.01% | |
| LUNG - PULMONX CORP | New Purchase | 4.05% | $17.9M | -88.59% | -37.07% | -52.80% | |
| TAST - CARROLS RESTAURANT GROUP INC | Add 34% ($4.0M) | 3.56% | $15.7M | +1.38% | |||
| LFMD - LIFEMD INC | Add 53% ($5.3M) | 3.46% | $15.3M | -5.80% | +23.66% | +23.21% | |
| UPWK - UPWORK INC | Add 1229% ($12.8M) | 3.13% | $13.8M | -3.05% | -20.27% | +9.62% | |
| OPRX - OPTIMIZERX CORP | New Purchase | 3.07% | $13.6M | +11.22% | -15.09% | -57.32% | |
| APLD - APPLIED DIGITAL CORP | 2.92% | $12.9M | +228.22% | -22.29% | +96.93% | ||
| MDXG - MIMEDX GROUP INC | Add 618% ($9.8M) | 2.56% | $11.3M | -10.20% | -0.74% | +0.98% | |
| AUGX - AUGMEDIX INC | Add 274% ($7.6M) | 2.35% | $10.4M | ||||
| BZH - BEAZER HOMES USA INC | New Purchase | 2.21% | $9.8M | -12.73% | -0.57% | -19.29% | |
| BXC - BLUELINX HLDGS INC | 2.05% | $9.1M | -30.57% | -11.85% | -17.87% | ||
| CVNA - CARVANA CO | 1.79% | $7.9M | +557.50% | +122.47% | +422.84% | ||
| AYX - ALTERYX INC | New Purchase | 1.60% | $7.1M | ||||
| CLFD - CLEARFIELD INC | 1.59% | $7.0M | +7.97% | +24.64% | +9.25% | ||
| FSS - FEDERAL SIGNAL CORP | New Purchase | 1.49% | $6.6M | +63.37% | +10.40% | +24.88% | |
| ONEW - ONEWATER MARINE INC | New Purchase | 1.47% | $6.5M | -34.42% | -1.67% | -27.44% | |
| RXST - RXSIGHT INC | Reduce 76% $(21.0M) | 1.46% | $6.5M | -82.39% | +22.02% | -41.54% | |
| LPSN - LIVEPERSON INC | Add 246% ($4.6M) | 1.46% | $6.4M | -56.81% | -68.57% | -50.97% | |
| EVER - EVERQUOTE INC | Add 243% ($3.5M) | 1.11% | $4.9M | +46.86% | +48.37% | +37.06% | |
| CCS - CENTURY CMNTYS INC | New Purchase | 1.08% | $4.8M | -22.25% | +2.59% | -15.77% | |
| TMDX - TRANSMEDICS GROUP INC | 1.04% | $4.6M | +33.17% | +51.27% | -16.64% | ||
| DKNG - DRAFTKINGS INC NEW | Reduce 48% $(4.2M) | 1.04% | $4.6M | +6.55% | +4.22% | +16.28% | |
| FSLY - FASTLY INC | New Purchase | 0.94% | $4.1M | -58.49% | -51.30% | -54.79% | |
| FLGT - FULGENT GENETICS INC | Reduce 84% $(20.9M) | 0.90% | $4.0M | -16.91% | -13.85% | -35.57% | |
| RVLV - REVOLVE GROUP INC | New Purchase | 0.83% | $3.7M | +28.83% | +29.75% | +78.78% | |
| FARO - FARO TECHNOLOGIES INC | Add 15% ($469.1K) | 0.81% | $3.6M | -14.39% | +30.93% | ||
| UDMY - UDEMY INC | New Purchase | 0.81% | $3.6M | -40.81% | -16.62% | -16.46% | |
| HIMS - HIMS & HERS HEALTH INC | New Purchase | 0.80% | $3.6M | +343.92% | +37.85% | +482.67% | |
| AGS - PLAYAGS INC | New Purchase | 0.77% | $3.4M | +17.33% | +23.90% | ||
| ZIMV - ZIMVIE INC | New Purchase | 0.71% | $3.1M | -4.29% | -15.76% | -32.63% | |
| DOMO - DOMO INC | Reduce 36% $(1.5M) | 0.58% | $2.6M | +30.78% | -34.29% | -18.02% | |
| EOLS - EVOLUS INC | New Purchase | 0.55% | $2.4M | -44.10% | -3.64% | +7.64% | |
| KIDS - ORTHOPEDIATRICS CORP | New Purchase | 0.54% | $2.4M | -29.25% | +9.88% | -13.06% | |
| SMCI - SUPER MICRO COMPUTER INC | 0.32% | $1.4M | -53.57% | +0.78% | -40.95% | ||
| TGLS - TECNOGLASS INC | New Purchase | 0.30% | $1.3M | +68.30% | +29.23% | +72.87% | |
| SKIN - THE BEAUTY HEALTH COMPANY | New Purchase | 0.29% | $1.3M | -31.37% | -13.98% | -48.76% | |
| RDFN - REDFIN CORP | New Purchase | 0.25% | $1.1M | +0.13% | +12.61% | ||
| STKL - SUNOPTA INC | New Purchase | 0.25% | $1.1M | +6.60% | -7.59% | +23.10% | |
| FVRR - FIVERR INTL LTD | New Purchase | 0.22% | $964.9K | -23.09% | -16.41% | +7.65% | |
| NRDY - NERDY INC | New Purchase | 0.19% | $857.5K | -58.61% | -35.65% | -41.99% | |
| RSI - RUSH STREET INTERACTIVE INC | Add 358% ($660.9K) | 0.19% | $845.3K | +259.08% | +49.66% | +174.32% | |
| CUTR - CUTERA INC | 0.17% | $746.2K | -10.38% | -83.76% | |||
| CHWY - CHEWY INC | New Purchase | 0.16% | $708.9K | +126.37% | -6.64% | +117.73% | |
| SSTK - SHUTTERSTOCK INC | New Purchase | 0.15% | $672.5K | -50.55% | -8.98% | -39.12% | |
| TCMD - TACTILE SYS TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ATEC - ALPHATEC HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ROAD - CONSTRUCTION PARTNERS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BOWL - BOWLERO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| APYX - APYX MEDICAL CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| CLAR - CLARUS CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| CAVA - CAVA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| EB - EVENTBRITE INC | Reduce 100% | 0.00% | $0.00 | ||||
| EVLV - EVOLV TECHNOLOGIES HLDNGS IN | Reduce 100% | 0.00% | $0.00 | ||||
| PAR - PAR TECHNOLOGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SNBR - SLEEP NUMBER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| COUR - COURSERA INC | Reduce 100% | 0.00% | $0.00 | ||||
| XPOF - XPONENTIAL FITNESS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLBD - BLUE BIRD CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CHGG - CHEGG INC | Reduce 100% | 0.00% | $0.00 | ||||
| RPAY - REPAY HLDGS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| M - MACYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DCGO - DOCGO INC | Reduce 100% | 0.00% | $0.00 | ||||
| TUP - TUPPERWARE BRANDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| STKS - THE ONE GROUP HOSPITALITY IN | Reduce 100% | 0.00% | $0.00 | ||||
| SIBN - SI-BONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| VITL - VITAL FARMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| INMD - INMODE LTD | Reduce 100% | 0.00% | $0.00 | ||||
| JOUT - JOHNSON OUTDOORS INC | Reduce 100% | 0.00% | $0.00 | ||||