Divisadero Street Capital Management, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Divisadero Street Capital Management, LP reported 70 stock positions worth $777.2 million. Its top holding was Carvana (CVNA) at 8.5% of the portfolio, followed by Abercrombie & Fitch Class A (ANF, 8.0%) and Rush Street Interactive (RSI, 7.2%). Compared with Q2 2024, it opened 33 new positions, sold out of 22, added to 17 and reduced 13. The biggest buy was Vital Farms (VITL, shares +1141%) and the biggest sale an exit from Upwork (UPWK).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001901865
- Portfolio Value
- $777.2M (Q3 2024)
- SEC Filing
- 0000919574-24-006533 ↗ filed Nov 14, 2024
Holdings Value
Holdings 70 stocks · $777.2M
| CVNA Carvana Co. | 8.53% | 380,772 | $66.3M | Add +52.5% |
| ANF Abercrombie & Fitch Co. Class A | 7.95% | 441,755 | $61.8M | Add +15.7% |
| RSI Rush Street Interactive Inc. | 7.15% | 5,124,184 | $55.6M | Add +34.6% |
| VITL Vital Farms Inc. | 6.69% | 1,483,153 | $52.0M | Add +1140.7% |
| SN Sharkninja Inc. | 6.66% | 476,473 | $51.8M | Reduce -8.1% |
| TNDM Tandem Diabetes Care Inc. | 5.74% | 1,052,606 | $44.6M | New |
| HIMS Hims & Hers Health Inc. | 5.49% | 2,315,962 | $42.7M | Add +1.5% |
| RXST Rxsight Inc. | 4.92% | 773,640 | $38.2M | Add +759.6% |
| JILL J. Jill Inc. | 4.77% | 1,501,341 | $37.0M | Add +637.4% |
| ATRC Atricure Inc. | 4.67% | 1,295,706 | $36.3M | New |
| GRPN Groupon Inc. | 3.27% | 2,595,842 | $25.4M | Reduce -24.4% |
| SRAD Sportradar Group AG-A | 3.16% | 2,029,808 | $24.6M | Add +170.4% |
| EAT Brinker International Inc. | 2.95% | 300,000 | $23.0M | Add +656.5% |
| LTH Life Time Group Holdings Inc. | 2.33% | 742,073 | $18.1M | New |
| ESTA Establishment Labs Holdings | 1.90% | 341,139 | $14.8M | Add +165.9% |
| DAVE Dave Inc. | 1.88% | 365,917 | $14.6M | Reduce -40.7% |
| MAX Mediaalpha Inc. Class A | 1.74% | 748,694 | $13.6M | Add +23.9% |
| INGN Inogen Inc. | 1.32% | 1,056,403 | $10.2M | Reduce -55.0% |
| FRPT Freshpet Inc. | 1.22% | 69,192 | $9.5M | Add +14.4% |
| WGS Genedx Holdings Corp. | 1.21% | 221,944 | $9.4M | Reduce -1.4% |
| CLFD Clearfield Inc. | 1.05% | 209,047 | $8.1M | Add +3.3% |
| LFMD Lifemd Inc. | 1.02% | 1,508,403 | $7.9M | Add +0.7% |
| DKNG Draftkings Inc. Class A | 1.01% | 199,994 | $7.8M | Add +109.8% |
| EXTR Extreme Networks Inc. | 0.91% | 472,391 | $7.1M | New |
| AS Amer Sports Inc. | 0.89% | 435,000 | $6.9M | New |
| CELH Celsius Holdings Inc. | 0.86% | 212,556 | $6.7M | New |
| BXC Bluelinx Holdings Inc. | 0.81% | 60,000 | $6.3M | No change |
| TMDX Transmedics Group Inc. | 0.78% | 38,390 | $6.0M | Add +15.5% |
| RAMP Liveramp Holdings Inc. | 0.69% | 217,256 | $5.4M | New |
| PTON Peloton Interactive Inc. Class A | 0.69% | 1,150,000 | $5.4M | New |
| DESP Despegar.com Corp. | 0.68% | 427,928 | $5.3M | New |
| COCO The Vita Coco Co. Inc. | 0.61% | 167,925 | $4.8M | New |
| NSSC Napco Security Technologies | 0.58% | 111,566 | $4.5M | Reduce -71.7% |
| SGHT Sight Sciences Inc. | 0.58% | 712,896 | $4.5M | New |
| LOCO El Pollo Loco Holdings Inc. | 0.44% | 249,567 | $3.4M | Reduce -57.6% |
| BRBR Bellring Brands Inc. | 0.44% | 55,780 | $3.4M | New |
| RELY Remitly Global Inc. | 0.38% | 222,469 | $3.0M | New |
| SBH Sally Beauty Holdings Inc. | 0.35% | 200,000 | $2.7M | New |
| VMD Viemed Healthcare Inc. | 0.33% | 349,792 | $2.6M | New |
| WLDN Willdan Group Inc. | 0.33% | 62,537 | $2.6M | New |
| XPOF Xponential Fitness Inc. Class A | 0.29% | 181,858 | $2.3M | No change |
| CHGG Chegg Inc. | 0.25% | 1,107,992 | $2.0M | No change |
| SONO Sonos Inc. | 0.24% | 151,000 | $1.9M | New |
| SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY | 0.22% | 1,199,068 | $1.7M | Reduce -53.5% |
| HROW Harrow Inc. | 0.21% | 36,108 | $1.6M | New |
| BBW Build-A-Bear Workshop Inc. | 0.15% | 34,502 | $1.2M | New |
| PZZA Papa John's Intl Inc. | 0.14% | 20,000 | $1.1M | New |
| ACVA Acv Auctions Inc. Class A | 0.13% | 50,000 | $1.0M | New |
| DXLG Destination XL Group Inc. | 0.12% | 318,056 | $935K | New |
| PTLO Portillo's Inc. Class A | 0.12% | 67,263 | $906K | New |
| EWCZ European Wax Center Inc. Class A | 0.12% | 132,154 | $899K | New |
| FATAQ Fat Brands Inc. Class A | 0.11% | 175,428 | $863K | No change |
| PGNY Progyny Inc. | 0.11% | 50,000 | $838K | New |
| EZPW Ezcorp Inc. Class A | 0.10% | 69,279 | $777K | New |
| TMCI Treace Medical Concepts Inc. | 0.09% | 114,400 | $664K | No change |
| KSS Kohls Corp. | 0.09% | 31,440 | $663K | New |
| SG Sweetgreen Inc. Class A | 0.08% | 18,116 | $642K | Add +81.2% |
| OFIX Orthofix Medical Inc. | 0.07% | 36,485 | $570K | New |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.05% | 128,463 | $403K | No change |
| DBI Designer Brands Inc. Class A | 0.05% | 52,882 | $390K | New |
| AXGN Axogen Inc. | 0.05% | 26,272 | $368K | Reduce -96.2% |
| TALK Talkspace Inc. | 0.04% | 155,547 | $325K | Reduce -95.0% |
| AHCO Adapthealth Corp. | 0.04% | 27,595 | $310K | Reduce -97.6% |
| CVRX CVRX Inc. | 0.03% | 28,624 | $252K | New |
| CTRN Citi Trends Inc. | 0.03% | 12,276 | $226K | New |
| CRMT America's Car-Mart Inc. | 0.03% | 5,100 | $214K | New |
| PRPL Purple Innovation Inc. | 0.02% | 138,605 | $137K | No change |
| GENI Genius Sports Ltd. | 0.01% | 10,933 | $86K | Reduce -99.5% |
| BMBL Bumble Inc. Class A | 0.01% | 11,000 | $70K | New |
| STIM Neuronetics Inc. | 0.00% | 38,015 | $29K | Reduce -26.3% |
Options reported separately and not counted above: VITL calls ($26.0M), RSI calls ($15.0M), TNDM calls ($6.0M), HIMS calls ($109K).
Portfolio Sells Q2 2024 → Q3 2024
| UPWK Upwork Inc. | Sold out | 0.00% | −5.83 |
| GRPN Groupon Inc. | Reduce -24.4% | 3.27% | −5.32 |
| ZIMV Zimvie Inc. | Sold out | 0.00% | −3.16 |
| NSSC Napco Security Technologies | Reduce -71.7% | 0.58% | −2.77 |
| ML Moneylion Inc. | Sold out | 0.00% | −2.19 |
| OPRX Optimizerx Corp. | Sold out | 0.00% | −2.15 |
| AHCO Adapthealth Corp. | Reduce -97.6% | 0.04% | −1.86 |
| GENI Genius Sports Ltd. | Reduce -99.5% | 0.01% | −1.82 |
| INGN Inogen Inc. | Reduce -55.0% | 1.32% | −1.80 |
| FLGT Fulgent Genetics Inc. | Sold out | 0.00% | −1.62 |
| OSW Onespaworld Holdings Ltd. | Sold out | 0.00% | −1.26 |
| ARHS Arhaus Inc. | Sold out | 0.00% | −1.25 |
| DAVE Dave Inc. | Reduce -40.7% | 1.88% | −1.18 |
| TALK Talkspace Inc. | Reduce -95.0% | 0.04% | −1.13 |
| QNST Quinstreet Inc. | Sold out | 0.00% | −1.06 |
| AXGN Axogen Inc. | Reduce -96.2% | 0.05% | −0.77 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −0.69 |
| LOCO El Pollo Loco Holdings Inc. | Reduce -57.6% | 0.44% | −0.65 |
| MGNI Magnite Inc. | Sold out | 0.00% | −0.60 |
| SKIN Skinhealth Systems Inc. | Reduce -53.5% | 0.22% | −0.59 |
| BYRN Byrna Technologies Inc. | Sold out | 0.00% | −0.44 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −0.37 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.34 |
| SIBN Si-Bone Inc. | Sold out | 0.00% | −0.25 |
| OLLI Ollie's Bargain Outlet Holdi | Sold out | 0.00% | −0.24 |
| PETQ Petiq Inc. | Sold out | 0.00% | −0.20 |
| KIDS Orthopediatrics Corp. | Sold out | 0.00% | −0.08 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.08 |
| SNBRQ Sleep Number Corp. | Sold out | 0.00% | −0.06 |
| BRC INC-A | Sold out | 0.00% | −0.06 |
| SEZL Sezzle Inc. | Sold out | 0.00% | −0.06 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.02 |
| STIM Neuronetics Inc. | Reduce -26.3% | 0.00% | −0.01 |
| WGS Genedx Holdings Corp. | Reduce -1.4% | 1.21% | +0.25 |
| SN Sharkninja Inc. | Reduce -8.1% | 6.66% | +0.30 |
Portfolio Buys Q2 2024 → Q3 2024
| VITL Vital Farms Inc. | Add +1140.7% | 6.69% | +5.78 |
| TNDM Tandem Diabetes Care Inc. | New | 5.74% | +5.74 |
| ATRC Atricure Inc. | New | 4.67% | +4.67 |
| RXST Rxsight Inc. | Add +759.6% | 4.92% | +4.04 |
| JILL J. Jill Inc. | Add +637.4% | 4.77% | +3.60 |
| CVNA Carvana Co. | Add +52.5% | 8.53% | +3.28 |
| EAT Brinker International Inc. | Add +656.5% | 2.95% | +2.48 |
| LTH Life Time Group Holdings Inc. | New | 2.33% | +2.33 |
| SRAD Sportradar Group AG-A | Add +170.4% | 3.16% | +1.79 |
| RSI Rush Street Interactive Inc. | Add +34.6% | 7.15% | +1.19 |
| ESTA Establishment Labs Holdings | Add +165.9% | 1.90% | +0.95 |
| EXTR Extreme Networks Inc. | New | 0.91% | +0.91 |
| AS Amer Sports Inc. | New | 0.89% | +0.89 |
| CELH Celsius Holdings Inc. | New | 0.86% | +0.86 |
| RAMP Liveramp Holdings Inc. | New | 0.69% | +0.69 |
| PTON Peloton Interactive Inc. Class A | New | 0.69% | +0.69 |
| DESP Despegar.com Corp. | New | 0.68% | +0.68 |
| COCO The Vita Coco Co. Inc. | New | 0.61% | +0.61 |
| SGHT Sight Sciences Inc. | New | 0.58% | +0.58 |
| MAX Mediaalpha Inc. Class A | Add +23.9% | 1.74% | +0.44 |
| BRBR Bellring Brands Inc. | New | 0.44% | +0.44 |
| DKNG Draftkings Inc. Class A | Add +109.8% | 1.01% | +0.41 |
| RELY Remitly Global Inc. | New | 0.38% | +0.38 |
| SBH Sally Beauty Holdings Inc. | New | 0.35% | +0.35 |
| VMD Viemed Healthcare Inc. | New | 0.33% | +0.33 |
| WLDN Willdan Group Inc. | New | 0.33% | +0.33 |
| SONO Sonos Inc. | New | 0.24% | +0.24 |
| HROW Harrow Inc. | New | 0.21% | +0.21 |
| BBW Build-A-Bear Workshop Inc. | New | 0.15% | +0.15 |
| PZZA Papa John's Intl Inc. | New | 0.14% | +0.14 |
| ACVA Acv Auctions Inc. Class A | New | 0.13% | +0.13 |
| DXLG Destination XL Group Inc. | New | 0.12% | +0.12 |
| PTLO Portillo's Inc. Class A | New | 0.12% | +0.12 |
| EWCZ European Wax Center Inc. Class A | New | 0.12% | +0.12 |
| PGNY Progyny Inc. | New | 0.11% | +0.11 |
| EZPW Ezcorp Inc. Class A | New | 0.10% | +0.10 |
| KSS Kohls Corp. | New | 0.09% | +0.09 |
| OFIX Orthofix Medical Inc. | New | 0.07% | +0.07 |
| DBI Designer Brands Inc. Class A | New | 0.05% | +0.05 |
| SG Sweetgreen Inc. Class A | Add +81.2% | 0.08% | +0.03 |
| CVRX CVRX Inc. | New | 0.03% | +0.03 |
| CTRN Citi Trends Inc. | New | 0.03% | +0.03 |
| CRMT America's Car-Mart Inc. | New | 0.03% | +0.03 |
| BMBL Bumble Inc. Class A | New | 0.01% | +0.01 |
| TMDX Transmedics Group Inc. | Add +15.5% | 0.78% | −0.04 |
| FRPT Freshpet Inc. | Add +14.4% | 1.22% | −0.06 |
| CLFD Clearfield Inc. | Add +3.3% | 1.05% | −0.23 |
| LFMD Lifemd Inc. | Add +0.7% | 1.02% | −0.66 |
| HIMS Hims & Hers Health Inc. | Add +1.5% | 5.49% | −2.04 |
| ANF Abercrombie & Fitch Co. Class A | Add +15.7% | 7.95% | −3.14 |
Options Activity Q2 2024 → Q3 2024
| VITL Vital Farms Inc. | call | New | 741,900 | $26.0M |
| RSI Rush Street Interactive Inc. | call | New | 1,380,800 | $15.0M |
| TNDM Tandem Diabetes Care Inc. | call | New | 141,700 | $6.0M |
| GRPN Groupon Inc. | call | Sold out | 348,200 | $5.3Mbefore exit |
| HIMS Hims & Hers Health Inc. | call | Reduce -99.7% | 5,900 | $109K |
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 |