Divisadero Street Capital Management, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Divisadero Street Capital Management, LP reported 55 stock positions worth $425.9 million. Its top holding was Abercrombie & Fitch Class A (ANF) at 11.0% of the portfolio, followed by Sharkninja (SN, 7.6%) and Rush Street Interactive (RSI, 7.4%). Compared with Q4 2023, it opened 26 new positions, sold out of 29, added to 17 and reduced 11. The biggest buy was Rush Street Interactive (RSI, shares +2466%) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001901865
- Portfolio Value
- $425.9M (Q1 2024)
- SEC Filing
- 0002011328-24-000005 ↗ filed May 15, 2024
Holdings Value
Holdings 55 stocks · $425.9M
| ANF Abercrombie & Fitch Co. Class A | 11.00% | 373,901 | $46.9M | Add +72.0% |
| SN Sharkninja Inc. | 7.60% | 519,452 | $32.4M | Add +40.4% |
| RSI Rush Street Interactive Inc. | 7.39% | 4,831,128 | $31.5M | Add +2466.2% |
| HIMS Hims & Hers Health Inc. | 7.22% | 1,988,724 | $30.8M | Add +397.2% |
| UPWK Upwork Inc. | 7.19% | 2,498,394 | $30.6M | Add +168.6% |
| CVNA Carvana Co. | 5.78% | 279,807 | $24.6M | Add +86.5% |
| SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY | 5.08% | 4,874,566 | $21.6M | Add +1098.9% |
| ZIMV Zimvie Inc. | 4.92% | 1,271,555 | $21.0M | Add +616.7% |
| OPRX Optimizerx Corp. | 4.49% | 1,572,900 | $19.1M | Add +65.7% |
| LFMD Lifemd Inc. | 4.09% | 1,693,214 | $17.4M | Reduce -8.3% |
| TALK Talkspace Inc. | 2.31% | 2,750,000 | $9.8M | New |
| BXC Bluelinx Holdings Inc. | 1.83% | 60,000 | $7.8M | Reduce -25.0% |
| GRPN Groupon Inc. | 1.83% | 584,694 | $7.8M | Reduce -60.3% |
| FLGT Fulgent Genetics Inc. | 1.76% | 345,000 | $7.5M | Add +151.3% |
| STIM Neuronetics Inc. | 1.72% | 1,539,447 | $7.3M | New |
| NSSC Napco Security Technologies | 1.71% | 180,966 | $7.3M | Reduce -72.6% |
| LOCO El Pollo Loco Holdings Inc. | 1.69% | 740,788 | $7.2M | New |
| YEXT Yext Inc. | 1.64% | 1,161,074 | $7.0M | New |
| AZZ Azz Inc. | 1.64% | 90,378 | $7.0M | New |
| BLBD Blue Bird Corp. | 1.52% | 168,851 | $6.5M | New |
| TMDX Transmedics Group Inc. | 1.32% | 75,936 | $5.6M | Add +30.8% |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 1.16% | 551,643 | $4.9M | Add +120.7% |
| AHCO Adapthealth Corp. | 1.12% | 415,252 | $4.8M | New |
| MOD Modine Manufacturing Co. | 1.12% | 50,000 | $4.8M | New |
| XPOF Xponential Fitness Inc. Class A | 1.11% | 286,621 | $4.7M | New |
| RXST Rxsight Inc. | 1.09% | 90,000 | $4.6M | Reduce -43.8% |
| EOLS Evolus Inc. | 0.89% | 270,162 | $3.8M | Add +17.1% |
| PENN Penn Entertainment Inc. | 0.86% | 200,000 | $3.6M | New |
| SNBRQ Sleep Number Corp. | 0.79% | 209,556 | $3.4M | New |
| CTKB Cytek Biosciences Inc. | 0.77% | 487,550 | $3.3M | New |
| AGS Playags Inc. | 0.68% | 324,293 | $2.9M | Reduce -19.4% |
| RPAY Repay Holdings Corp. | 0.59% | 229,946 | $2.5M | Add +689.5% |
| INGN Inogen Inc. | 0.57% | 300,000 | $2.4M | New |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.56% | 614,627 | $2.4M | New |
| MDXG Mimedx Group Inc. | 0.54% | 300,000 | $2.3M | Reduce -76.8% |
| LIVEPERSON INC | 0.53% | 2,266,971 | $2.3M | Add +33.4% |
| BV Brightview Holdings Inc. | 0.53% | 188,104 | $2.2M | New |
| LUNG Pulmonx Corp. | 0.45% | 208,473 | $1.9M | Reduce -85.2% |
| VIVID SEATS INC | 0.39% | 280,288 | $1.7M | New |
| CXW Corecivic Inc. | 0.37% | 100,000 | $1.6M | New |
| TMCI Treace Medical Concepts Inc. | 0.35% | 114,400 | $1.5M | Reduce -93.5% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.27% | 70,000 | $1.1M | New |
| FATAQ Fat Brands Inc. Class A | 0.26% | 143,380 | $1.1M | New |
| ROAD Construction Partners Inc. Class A | 0.24% | 18,437 | $1.0M | New |
| AXGN Axogen Inc. | 0.19% | 99,970 | $807K | Add +117.5% |
| HOUS Anywhere Real Estate Inc. | 0.15% | 100,000 | $618K | New |
| SOLO BRANDS INC | 0.13% | 259,836 | $564K | New |
| SHYF The Shyft Group Inc. | 0.10% | 33,091 | $411K | New |
| LUCK Lucky Strike Entertainment C filed as BOWLERO CORP | 0.10% | 29,690 | $407K | New |
| AUGX Augmedix Inc. | 0.09% | 89,129 | $365K | Reduce -95.0% |
| FIX Comfort Systems USA Inc. | 0.07% | 1,000 | $318K | No change |
| ORGO Organogenesis Holdings Inc. | 0.07% | 100,000 | $284K | New |
| SEMR Semrush Holdings Inc. Class A | 0.06% | 20,000 | $265K | Add +100.0% |
| DKNG Draftkings Inc. Class A | 0.05% | 5,000 | $227K | Reduce -96.2% |
| AMPL Amplitude Inc. Class A | 0.03% | 10,000 | $109K | New |
Options reported separately and not counted above: HROW puts ($1.3M).
Portfolio Sells Q4 2023 → Q1 2024
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −17.11 |
| TMCI Treace Medical Concepts Inc. | Reduce -93.5% | 0.35% | −4.70 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −4.13 |
| LUNG Pulmonx Corp. | Reduce -85.2% | 0.45% | −3.60 |
| TAST Carrols Restaurant Group Inc. | Sold out | 0.00% | −3.56 |
| NSSC Napco Security Technologies | Reduce -72.6% | 1.71% | −3.40 |
| APLD Applied Digital Corp. | Sold out | 0.00% | −2.92 |
| GRPN Groupon Inc. | Reduce -60.3% | 1.83% | −2.44 |
| AUGX Augmedix Inc. | Reduce -95.0% | 0.09% | −2.26 |
| BZH Beazer Homes USA Inc. | Sold out | 0.00% | −2.22 |
| MDXG Mimedx Group Inc. | Reduce -76.8% | 0.54% | −2.02 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −1.60 |
| CLFD Clearfield Inc. | Sold out | 0.00% | −1.59 |
| FSS Federal Signal Corp. | Sold out | 0.00% | −1.49 |
| ONEW Onewater Marine Inc. Class A | Sold out | 0.00% | −1.47 |
| EVER Everquote Inc. Class A | Sold out | 0.00% | −1.11 |
| CCS Century Communities Inc. | Sold out | 0.00% | −1.08 |
| DKNG Draftkings Inc. Class A | Reduce -96.2% | 0.05% | −0.98 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.94 |
| RVLV Revolve Group Inc. Class A | Sold out | 0.00% | −0.83 |
| FARO Faro Technologies Inc. | Sold out | 0.00% | −0.81 |
| UDMY Udemy Inc. | Sold out | 0.00% | −0.81 |
| KIDS Orthopediatrics Corp. | Sold out | 0.00% | −0.54 |
| RXST Rxsight Inc. | Reduce -43.8% | 1.09% | −0.37 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.32 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.30 |
| RDFN Redfin Corp. | Sold out | 0.00% | −0.25 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.25 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.22 |
| BXC Bluelinx Holdings Inc. | Reduce -25.0% | 1.83% | −0.22 |
| NRDY Nerdy Inc. | Sold out | 0.00% | −0.19 |
| CUTRQ Cutera Inc. | Sold out | 0.00% | −0.17 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.16 |
| SSTK Shutterstock Inc. | Sold out | 0.00% | −0.15 |
| COCO The Vita Coco Co. Inc. | Sold out | 0.00% | −0.11 |
| AGS Playags Inc. | Reduce -19.4% | 0.68% | −0.08 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.07 |
| OSIS Osi Systems Inc. | Sold out | 0.00% | −0.06 |
| WEAV Weave Communications Inc. | Sold out | 0.00% | −0.03 |
| LFMD Lifemd Inc. | Reduce -8.3% | 4.09% | +0.62 |
Portfolio Buys Q4 2023 → Q1 2024
| RSI Rush Street Interactive Inc. | Add +2466.2% | 7.39% | +7.19 |
| ANF Abercrombie & Fitch Co. Class A | Add +72.0% | 11.00% | +6.67 |
| HIMS Hims & Hers Health Inc. | Add +397.2% | 7.22% | +6.42 |
| SKIN Skinhealth Systems Inc. | Add +1098.9% | 5.08% | +4.80 |
| ZIMV Zimvie Inc. | Add +616.7% | 4.92% | +4.21 |
| UPWK Upwork Inc. | Add +168.6% | 7.19% | +4.06 |
| CVNA Carvana Co. | Add +86.5% | 5.78% | +3.98 |
| SN Sharkninja Inc. | Add +40.4% | 7.60% | +3.32 |
| TALK Talkspace Inc. | New | 2.31% | +2.31 |
| STIM Neuronetics Inc. | New | 1.72% | +1.72 |
| LOCO El Pollo Loco Holdings Inc. | New | 1.69% | +1.69 |
| YEXT Yext Inc. | New | 1.64% | +1.64 |
| AZZ Azz Inc. | New | 1.64% | +1.64 |
| BLBD Blue Bird Corp. | New | 1.52% | +1.52 |
| OPRX Optimizerx Corp. | Add +65.7% | 4.49% | +1.41 |
| AHCO Adapthealth Corp. | New | 1.12% | +1.12 |
| MOD Modine Manufacturing Co. | New | 1.12% | +1.12 |
| XPOF Xponential Fitness Inc. Class A | New | 1.11% | +1.11 |
| FLGT Fulgent Genetics Inc. | Add +151.3% | 1.76% | +0.86 |
| PENN Penn Entertainment Inc. | New | 0.86% | +0.86 |
| SNBRQ Sleep Number Corp. | New | 0.79% | +0.79 |
| CTKB Cytek Biosciences Inc. | New | 0.77% | +0.77 |
| HUCK Huckleberry AI Inc. | Add +120.7% | 1.16% | +0.57 |
| INGN Inogen Inc. | New | 0.57% | +0.57 |
| REAL The Realreal Inc. | New | 0.56% | +0.56 |
| RPAY Repay Holdings Corp. | Add +689.5% | 0.59% | +0.54 |
| BV Brightview Holdings Inc. | New | 0.53% | +0.53 |
| VIVID SEATS INC | New | 0.39% | +0.39 |
| CXW Corecivic Inc. | New | 0.37% | +0.37 |
| EOLS Evolus Inc. | Add +17.1% | 0.89% | +0.34 |
| TMDX Transmedics Group Inc. | Add +30.8% | 1.32% | +0.28 |
| CALY Callaway Golf Company | New | 0.27% | +0.27 |
| FATAQ Fat Brands Inc. Class A | New | 0.26% | +0.26 |
| ROAD Construction Partners Inc. Class A | New | 0.24% | +0.24 |
| HOUS Anywhere Real Estate Inc. | New | 0.15% | +0.15 |
| SOLO BRANDS INC | New | 0.13% | +0.13 |
| AXGN Axogen Inc. | Add +117.5% | 0.19% | +0.12 |
| SHYF The Shyft Group Inc. | New | 0.10% | +0.10 |
| LUCK Lucky Strike Entertainment C | New | 0.10% | +0.10 |
| ORGO Organogenesis Holdings Inc. | New | 0.07% | +0.07 |
| SEMR Semrush Holdings Inc. Class A | Add +100.0% | 0.06% | +0.03 |
| AMPL Amplitude Inc. Class A | New | 0.03% | +0.03 |
| LIVEPERSON INC | Add +33.4% | 0.53% | −0.93 |
Options Activity Q4 2023 → Q1 2024
| HROW Harrow Inc. | put | New | 100,000 | $1.3M |
| ZIMVIE INC | call | Sold out | 1,357 | $448Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $4.3B | SEZL, CVNA, SGHC, DAVE, HIMS |
| Q1 2026 | 115 | $2.1B | SGHC, RSI, DAVE, CELH, CLS |
| Q4 2025 | 88 | $1.8B | SGHC, INDV, AS, CVNA, SN |
| Q3 2025 | 165 | $2.2B | DAVE, SGHC, SEZL, TPB, INDV |
| Q2 2025 | 131 | $1.5B | SEZL, DAVE, RSI, RELY, TPB |
| Q1 2025 | 90 | $869.6M | DAVE, RSI, SEZL, EAT, GENI |
| Q4 2024 | 81 | $799.9M | SN, RSI, DAVE, EAT, JILL |
| Q3 2024 | 70 | $777.2M | CVNA, ANF, RSI, VITL, SN |
| Q2 2024 | 59 | $611.9M | ANF, GRPN, HIMS, SN, RSI |
| Q1 2024 | 55 | $425.9M | ANF, SN, RSI, HIMS, UPWK |