Divisadero Street Capital Management, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Divisadero Street Capital Management, LP reported 59 stock positions worth $611.9 million. Its top holding was Abercrombie & Fitch Class A (ANF) at 11.1% of the portfolio, followed by Groupon (GRPN, 8.6%) and Hims & Hers Health (HIMS, 7.5%). Compared with Q1 2024, it opened 30 new positions, sold out of 26, added to 12 and reduced 14. The biggest buy was Groupon (GRPN, shares +488%) and the biggest sale Skinhealth Systems (SKIN, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001901865
- Portfolio Value
- $611.9M (Q2 2024)
- SEC Filing
- 0001901865-24-000005 ↗ filed Aug 12, 2024
Holdings Value
Holdings 59 stocks · $611.9M
| ANF Abercrombie & Fitch Co. Class A | 11.10% | 381,755 | $67.9M | Add +2.1% |
| GRPN Groupon Inc. | 8.59% | 3,435,773 | $52.6M | Add +487.6% |
| HIMS Hims & Hers Health Inc. | 7.53% | 2,281,795 | $46.1M | Add +14.7% |
| SN Sharkninja Inc. | 6.37% | 518,286 | $38.9M | Reduce -0.2% |
| RSI Rush Street Interactive Inc. | 5.97% | 3,808,170 | $36.5M | Reduce -21.2% |
| UPWK Upwork Inc. | 5.83% | 3,320,912 | $35.7M | Add +32.9% |
| CVNA Carvana Co. | 5.25% | 249,772 | $32.2M | Reduce -10.7% |
| NSSC Napco Security Technologies | 3.35% | 394,804 | $20.5M | Add +118.2% |
| ZIMV Zimvie Inc. | 3.16% | 1,059,900 | $19.3M | Reduce -16.6% |
| INGN Inogen Inc. | 3.12% | 2,346,766 | $19.1M | Add +682.3% |
| DAVE Dave Inc. | 3.06% | 617,286 | $18.7M | New |
| ML Moneylion Inc. | 2.19% | 182,587 | $13.4M | New |
| OPRX Optimizerx Corp. | 2.15% | 1,315,913 | $13.2M | Reduce -16.3% |
| AHCO Adapthealth Corp. | 1.90% | 1,161,592 | $11.6M | Add +179.7% |
| GENI Genius Sports Ltd. | 1.84% | 2,061,037 | $11.2M | New |
| LFMD Lifemd Inc. | 1.68% | 1,498,382 | $10.3M | Reduce -11.5% |
| FLGT Fulgent Genetics Inc. | 1.62% | 505,212 | $9.9M | Add +46.4% |
| SRAD Sportradar Group AG-A | 1.37% | 750,667 | $8.4M | New |
| MAX Mediaalpha Inc. Class A | 1.30% | 604,106 | $8.0M | New |
| FRPT Freshpet Inc. | 1.28% | 60,458 | $7.8M | New |
| CLFD Clearfield Inc. | 1.27% | 202,298 | $7.8M | New |
| OSW Onespaworld Holdings Ltd. | 1.26% | 500,000 | $7.7M | New |
| ARHS Arhaus Inc. | 1.25% | 451,089 | $7.6M | New |
| TALK Talkspace Inc. | 1.17% | 3,111,717 | $7.2M | Add +13.2% |
| JILL J. Jill Inc. | 1.16% | 203,598 | $7.1M | New |
| LOCO El Pollo Loco Holdings Inc. | 1.09% | 588,951 | $6.7M | Reduce -20.5% |
| QNST Quinstreet Inc. | 1.06% | 391,763 | $6.5M | New |
| WGS Genedx Holdings Corp. | 0.96% | 225,170 | $5.9M | New |
| ESTA Establishment Labs Holdings | 0.95% | 128,284 | $5.8M | New |
| VITL Vital Farms Inc. | 0.91% | 119,540 | $5.6M | New |
| BXC Bluelinx Holdings Inc. | 0.91% | 60,000 | $5.6M | No change |
| RXST Rxsight Inc. | 0.89% | 90,000 | $5.4M | No change |
| TMDX Transmedics Group Inc. | 0.82% | 33,229 | $5.0M | Reduce -56.2% |
| AXGN Axogen Inc. | 0.81% | 686,994 | $5.0M | Add +587.2% |
| SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY | 0.81% | 2,577,078 | $4.9M | Reduce -47.1% |
| MOD Modine Manufacturing Co. | 0.69% | 42,080 | $4.2M | Reduce -15.8% |
| MGNI Magnite Inc. | 0.60% | 275,876 | $3.7M | New |
| DKNG Draftkings Inc. Class A | 0.59% | 95,328 | $3.6M | Add +1806.6% |
| CHGG Chegg Inc. | 0.57% | 1,107,992 | $3.5M | New |
| EAT Brinker International Inc. | 0.47% | 39,656 | $2.9M | New |
| XPOF Xponential Fitness Inc. Class A | 0.46% | 181,858 | $2.8M | Reduce -36.5% |
| BYRN Byrna Technologies Inc. | 0.44% | 269,849 | $2.7M | New |
| PGY Pagaya Technologies Ltd. Class A | 0.37% | 178,122 | $2.3M | New |
| SFM Sprouts Farmers Market Inc. | 0.34% | 25,000 | $2.1M | New |
| SIBN Si-Bone Inc. | 0.25% | 120,000 | $1.6M | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.24% | 15,000 | $1.5M | New |
| PETQ Petiq Inc. | 0.20% | 55,266 | $1.2M | New |
| FATAQ Fat Brands Inc. Class A | 0.15% | 175,428 | $900K | Add +22.4% |
| TMCI Treace Medical Concepts Inc. | 0.12% | 114,400 | $761K | No change |
| KIDS Orthopediatrics Corp. | 0.08% | 17,864 | $514K | New |
| VSXY Victoria's Secret & Co. | 0.08% | 26,368 | $466K | New |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.07% | 128,463 | $410K | Reduce -79.1% |
| SNBRQ Sleep Number Corp. | 0.06% | 40,556 | $388K | Reduce -80.7% |
| BRC INC-A | 0.06% | 60,489 | $371K | New |
| SEZL Sezzle Inc. | 0.06% | 4,033 | $356K | New |
| SG Sweetgreen Inc. Class A | 0.05% | 10,000 | $301K | New |
| PRPL Purple Innovation Inc. | 0.02% | 138,605 | $144K | New |
| CORZ Core Scientific Inc. | 0.02% | 10,000 | $93K | New |
| STIM Neuronetics Inc. | 0.02% | 51,608 | $93K | Reduce -96.7% |
Options reported separately and not counted above: HIMS calls ($42.2M), GRPN calls ($5.3M).
Portfolio Sells Q1 2024 → Q2 2024
| SKIN Skinhealth Systems Inc. | Reduce -47.1% | 0.81% | −4.27 |
| LFMD Lifemd Inc. | Reduce -11.5% | 1.68% | −2.41 |
| OPRX Optimizerx Corp. | Reduce -16.3% | 2.15% | −2.34 |
| ZIMV Zimvie Inc. | Reduce -16.6% | 3.16% | −1.76 |
| STIM Neuronetics Inc. | Reduce -96.7% | 0.02% | −1.71 |
| YEXT Yext Inc. | Sold out | 0.00% | −1.64 |
| AZZ Azz Inc. | Sold out | 0.00% | −1.64 |
| BLBD Blue Bird Corp. | Sold out | 0.00% | −1.52 |
| RSI Rush Street Interactive Inc. | Reduce -21.2% | 5.97% | −1.42 |
| SN Sharkninja Inc. | Reduce -0.2% | 6.37% | −1.23 |
| HUCK Huckleberry AI Inc. | Sold out | 0.00% | −1.16 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.89 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −0.86 |
| CTKB Cytek Biosciences Inc. | Sold out | 0.00% | −0.77 |
| SNBRQ Sleep Number Corp. | Reduce -80.7% | 0.06% | −0.73 |
| AGS Playags Inc. | Sold out | 0.00% | −0.68 |
| XPOF Xponential Fitness Inc. Class A | Reduce -36.5% | 0.46% | −0.65 |
| LOCO El Pollo Loco Holdings Inc. | Reduce -20.5% | 1.09% | −0.61 |
| RPAY Repay Holdings Corp. | Sold out | 0.00% | −0.59 |
| MDXG Mimedx Group Inc. | Sold out | 0.00% | −0.54 |
| LIVEPERSON INC | Sold out | 0.00% | −0.53 |
| BV Brightview Holdings Inc. | Sold out | 0.00% | −0.53 |
| CVNA Carvana Co. | Reduce -10.7% | 5.25% | −0.52 |
| TMDX Transmedics Group Inc. | Reduce -56.2% | 0.82% | −0.50 |
| REAL The Realreal Inc. | Reduce -79.1% | 0.07% | −0.50 |
| LUNG Pulmonx Corp. | Sold out | 0.00% | −0.45 |
| MOD Modine Manufacturing Co. | Reduce -15.8% | 0.69% | −0.43 |
| VIVID SEATS INC | Sold out | 0.00% | −0.39 |
| CXW Corecivic Inc. | Sold out | 0.00% | −0.37 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.27 |
| ROAD Construction Partners Inc. Class A | Sold out | 0.00% | −0.24 |
| HOUS Anywhere Real Estate Inc. | Sold out | 0.00% | −0.15 |
| SOLO BRANDS INC | Sold out | 0.00% | −0.13 |
| SHYF The Shyft Group Inc. | Sold out | 0.00% | −0.10 |
| LUCK Lucky Strike Entertainment C | Sold out | 0.00% | −0.10 |
| AUGX Augmedix Inc. | Sold out | 0.00% | −0.09 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.07 |
| ORGO Organogenesis Holdings Inc. | Sold out | 0.00% | −0.07 |
| SEMR Semrush Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| AMPL Amplitude Inc. Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| GRPN Groupon Inc. | Add +487.6% | 8.59% | +6.76 |
| DAVE Dave Inc. | New | 3.06% | +3.06 |
| INGN Inogen Inc. | Add +682.3% | 3.12% | +2.55 |
| ML Moneylion Inc. | New | 2.19% | +2.19 |
| GENI Genius Sports Ltd. | New | 1.84% | +1.84 |
| NSSC Napco Security Technologies | Add +118.2% | 3.35% | +1.65 |
| SRAD Sportradar Group AG-A | New | 1.37% | +1.37 |
| MAX Mediaalpha Inc. Class A | New | 1.30% | +1.30 |
| FRPT Freshpet Inc. | New | 1.28% | +1.28 |
| CLFD Clearfield Inc. | New | 1.27% | +1.27 |
| OSW Onespaworld Holdings Ltd. | New | 1.26% | +1.26 |
| ARHS Arhaus Inc. | New | 1.25% | +1.25 |
| JILL J. Jill Inc. | New | 1.16% | +1.16 |
| QNST Quinstreet Inc. | New | 1.06% | +1.06 |
| WGS Genedx Holdings Corp. | New | 0.96% | +0.96 |
| ESTA Establishment Labs Holdings | New | 0.95% | +0.95 |
| VITL Vital Farms Inc. | New | 0.91% | +0.91 |
| AHCO Adapthealth Corp. | Add +179.7% | 1.90% | +0.78 |
| AXGN Axogen Inc. | Add +587.2% | 0.81% | +0.62 |
| MGNI Magnite Inc. | New | 0.60% | +0.60 |
| CHGG Chegg Inc. | New | 0.57% | +0.57 |
| DKNG Draftkings Inc. Class A | Add +1806.6% | 0.59% | +0.54 |
| EAT Brinker International Inc. | New | 0.47% | +0.47 |
| BYRN Byrna Technologies Inc. | New | 0.44% | +0.44 |
| PGY Pagaya Technologies Ltd. Class A | New | 0.37% | +0.37 |
| SFM Sprouts Farmers Market Inc. | New | 0.34% | +0.34 |
| HIMS Hims & Hers Health Inc. | Add +14.7% | 7.53% | +0.30 |
| SIBN Si-Bone Inc. | New | 0.25% | +0.25 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.24% | +0.24 |
| PETQ Petiq Inc. | New | 0.20% | +0.20 |
| ANF Abercrombie & Fitch Co. Class A | Add +2.1% | 11.10% | +0.09 |
| KIDS Orthopediatrics Corp. | New | 0.08% | +0.08 |
| VSXY Victoria's Secret & Co. | New | 0.08% | +0.08 |
| BRC INC-A | New | 0.06% | +0.06 |
| SEZL Sezzle Inc. | New | 0.06% | +0.06 |
| SG Sweetgreen Inc. Class A | New | 0.05% | +0.05 |
| PRPL Purple Innovation Inc. | New | 0.02% | +0.02 |
| CORZ Core Scientific Inc. | New | 0.02% | +0.02 |
| FATAQ Fat Brands Inc. Class A | Add +22.4% | 0.15% | −0.11 |
| FLGT Fulgent Genetics Inc. | Add +46.4% | 1.62% | −0.14 |
| TALK Talkspace Inc. | Add +13.2% | 1.17% | −1.14 |
| UPWK Upwork Inc. | Add +32.9% | 5.83% | −1.36 |
Options Activity Q1 2024 → Q2 2024
| HIMS Hims & Hers Health Inc. | call | New | 2,091,000 | $42.2M |
| GRPN Groupon Inc. | call | New | 348,200 | $5.3M |
| HROW Harrow Inc. | put | Sold out | 100,000 | $1.3Mbefore 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 |