Divisadero Street Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001901865

Type: FundHoldings: 90Value: $746.6MLatest: 2025Q1

Divisadero Street Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 90 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "FLYW",
  "WGS",
  "PRCT",
  "ASO",
  "ARHS",
  "CLS",
  "HNST",
  "NSSC",
  "MGPI",
  "RXST",
  "RKT",
  "SN",
  "SRAD",
  "WLDN",
  "AIRS",
  "ANGO",
  "CTRN",
  "ESTA",
  "GENI",
  "CRMT",
  "TKNO",
  "MDXG",
  "PRTH",
  "PBPB",
  "PRPL",
  "RSI",
  "SIBN",
  "REAL",
  "ODP",
  "TPB",
  "SRTS",
  "AHCO",
  "TALK",
  "EVER",
  "EZPW",
  "RELY",
  "TMDX",
  "XPOF",
  "ATRC",
  "EYE",
  "ARLO",
  "SNBR",
  "NPCE",
  "FIVN",
  "MOD",
  "RICK",
  "PTON",
  "RVLV",
  "GRPN",
  "ANF",
  "FNKO",
  "EOLS",
  "INGN",
  "HOG",
  "HIMS",
  "SG",
  "DKNG",
  "VSCO",
  "VITL",
  "YEXT",
  "ZETA",
  "ZIP",
  "ZIMV",
  "LOCO",
  "KIDS",
  "PACK",
  "TNDM",
  "SEZL",
  "AXGN",
  "BRBR",
  "BVS",
  "BXC",
  "BLND",
  "EAT",
  "BRCC",
  "BBW",
  "BMBL",
  "BYRN",
  "CALX",
  "CDNA",
  "CVNA",
  "CPRI",
  "CELH",
  "COIN",
  "COUR",
  "DAVE",
  "DBI",
  "DXLG",
  "JILL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 90
Total Value: 746568673
Accession Number: 0000919574-25-003098
Form Type: 13F-HR
CIK: divisadero-street-capital-management-lp
Manager Name: Divisadero-Street-Capital-Management-Lp

Data Enrichment

100% identified

90 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $746.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Sezzle Inc.

SEZL|78435P105

Shares:1.3M

Value:$45.6M

% of Portfolio:6.1% ($45.6M/$746.6M)

BRINKER INTERNATIONAL, INC

EAT|109641100

Shares:304.6K

Value:$45.4M

% of Portfolio:6.1% ($45.4M/$746.6M)

Genius Sports Ltd

GENI|G3934V109

Shares:4.3M

Value:$43.0M

% of Portfolio:5.8% ($43.0M/$746.6M)

Vital Farms, Inc.

VITL|92847W103

Shares:1.2M

Value:$36.1M

% of Portfolio:4.8% ($36.1M/$746.6M)

CARVANA CO.

CVNA|146869102

Shares:164.8K

Value:$34.5M

% of Portfolio:4.6% ($34.5M/$746.6M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:1.1M

Value:$32.9M

% of Portfolio:4.4% ($32.9M/$746.6M)

Priority Technology Holdings, Inc.

PRTH|74275G107

Shares:4.7M

Value:$32.0M

% of Portfolio:4.3% ($32.0M/$746.6M)

Celsius Holdings, Inc.

CELH|15118V207

Shares:790.6K

Value:$28.2M

% of Portfolio:3.8% ($28.2M/$746.6M)

J.Jill, Inc.

JILL|46620W201

Shares:1.4M

Value:$27.1M

% of Portfolio:3.6% ($27.1M/$746.6M)

Groupon, Inc.

GRPN|399473206

Shares:1.3M

Value:$25.2M

% of Portfolio:3.4% ($25.2M/$746.6M)

Rush Street Interactive, Inc.

RSI|782011100

Shares:2.2M

Value:$23.3M

% of Portfolio:3.1% ($23.3M/$746.6M)

RxSight, Inc.

RXST|78349D107

Shares:885.4K

Value:$22.4M

% of Portfolio:3.0% ($22.4M/$746.6M)

Blend Labs, Inc.

BLND|09352U108

Shares:6.3M

Value:$21.0M

% of Portfolio:2.8% ($21.0M/$746.6M)

Turning Point Brands, Inc.

TPB|90041L105

Shares:328.3K

Value:$19.5M

% of Portfolio:2.6% ($19.5M/$746.6M)

Rocket Companies, Inc.

RKT|77311W101

Shares:1.5M

Value:$17.5M

% of Portfolio:2.3% ($17.5M/$746.6M)

EverQuote, Inc.

EVER|30041R108

Shares:665.0K

Value:$17.4M

% of Portfolio:2.3% ($17.4M/$746.6M)

Flywire Corp

FLYW|302492103

Shares:1.7M

Value:$16.4M

% of Portfolio:2.2% ($16.4M/$746.6M)

National Vision Holdings, Inc.

EYE|63845R107

Shares:1.2M

Value:$15.7M

% of Portfolio:2.1% ($15.7M/$746.6M)

Bioventus Inc.

BVS|09075A108

Shares:1.7M

Value:$15.5M

% of Portfolio:2.1% ($15.5M/$746.6M)

SharkNinja, Inc.

SN|G8068L108

Shares:159.6K

Value:$13.3M

% of Portfolio:1.8% ($13.3M/$746.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sezzle Inc.(SEZLcusip78435P105)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$45.6M	6.1% ($45.6M/$746.6M)	QoQ NEW(+$45.6M) YoY NEW(+$45.6M)
BRINKER INTERNATIONAL, INC(EATcusip109641100)	304.6K	QoQ -17.28% (-63.6K) YoY NEW(+304.6K)	All Managers (Combined)	$45.4M	6.1% ($45.4M/$746.6M)	QoQ -6.80% (-$3.3M) YoY NEW(+$45.4M)
Genius Sports Ltd(GENIcusipG3934V109)	4.3M	QoQ +21.08% (+748.9K) YoY NEW(+4.3M)	All Managers (Combined)	$43.0M	5.8% ($43.0M/$746.6M)	QoQ +40.12% (+$12.3M) YoY NEW(+$43.0M)
Vital Farms, Inc.(VITLcusip92847W103)	1.2M	QoQ +51.12% (+400.8K) YoY NEW(+1.2M)	All Managers (Combined)	$36.1M	4.8% ($36.1M/$746.6M)	QoQ +22.17% (+$6.6M) YoY NEW(+$36.1M)
CARVANA CO.(CVNAcusip146869102)	164.8K	QoQ -16.53% (-32.7K) YoY -41.08% (-115.0K)	All Managers (Combined)	$34.5M	4.6% ($34.5M/$746.6M)	QoQ -14.18% (-$5.7M) YoY +40.11% (-$9.9M)
Hims & Hers Health, Inc.(HIMScusip433000106)	1.1M	QoQ -13.77% (-177.7K) YoY -44.08% (-876.7K)	All Managers (Combined)	$32.9M	4.4% ($32.9M/$746.6M)	QoQ +5.37% (-$1.7M) YoY +6.80% (-$2.1M)
Priority Technology Holdings, Inc.(PRTHcusip74275G107)	4.7M	QoQ +1121.19% (+4.3M) YoY NEW(+4.7M)	All Managers (Combined)	$32.0M	4.3% ($32.0M/$746.6M)	QoQ +608.29% (+$27.5M) YoY NEW(+$32.0M)
Celsius Holdings, Inc.(CELHcusip15118V207)	790.6K	QoQ NEW(+790.6K) YoY NEW(+790.6K)	All Managers (Combined)	$28.2M	3.8% ($28.2M/$746.6M)	QoQ NEW(+$28.2M) YoY NEW(+$28.2M)
J.Jill, Inc.(JILLcusip46620W201)	1.4M	QoQ -12.98% (-206.9K) YoY NEW(+1.4M)	All Managers (Combined)	$27.1M	3.6% ($27.1M/$746.6M)	QoQ -38.47% (-$16.9M) YoY NEW(+$27.1M)
Groupon, Inc.(GRPNcusip399473206)	1.3M	QoQ +28.19% (+294.8K) YoY +129.22% (+755.6K)	All Managers (Combined)	$25.2M	3.4% ($25.2M/$746.6M)	QoQ +98.04% (+$12.5M) YoY +222.52% (+$17.4M)
Rush Street Interactive, Inc.(RSIcusip782011100)	2.2M	QoQ -54.37% (-2.6M) YoY -54.97% (-2.7M)	All Managers (Combined)	$23.3M	3.1% ($23.3M/$746.6M)	QoQ -64.34% (-$42.1M) YoY -25.86% (-$8.1M)
RxSight, Inc.(RXSTcusip78349D107)	885.4K	QoQ +490.28% (+735.4K) YoY +883.81% (+795.4K)	All Managers (Combined)	$22.4M	3.0% ($22.4M/$746.6M)	QoQ +333.53% (+$17.2M) YoY +381.60% (+$17.7M)
Blend Labs, Inc.(BLNDcusip09352U108)	6.3M	QoQ NEW(+6.3M) YoY NEW(+6.3M)	All Managers (Combined)	$21.0M	2.8% ($21.0M/$746.6M)	QoQ NEW(+$21.0M) YoY NEW(+$21.0M)
Turning Point Brands, Inc.(TPBcusip90041L105)	328.3K	QoQ NEW(+328.3K) YoY NEW(+328.3K)	All Managers (Combined)	$19.5M	2.6% ($19.5M/$746.6M)	QoQ NEW(+$19.5M) YoY NEW(+$19.5M)
Rocket Companies, Inc.(RKTcusip77311W101)	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$17.5M	2.3% ($17.5M/$746.6M)	QoQ NEW(+$17.5M) YoY NEW(+$17.5M)
EverQuote, Inc.(EVERcusip30041R108)	665.0K	QoQ +7.97% (+49.1K) YoY NEW(+665.0K)	All Managers (Combined)	$17.4M	2.3% ($17.4M/$746.6M)	QoQ +41.46% (+$5.1M) YoY NEW(+$17.4M)
Flywire Corp(FLYWcusip302492103)	1.7M	QoQ NEW(+1.7M) YoY NEW(+1.7M)	All Managers (Combined)	$16.4M	2.2% ($16.4M/$746.6M)	QoQ NEW(+$16.4M) YoY NEW(+$16.4M)
National Vision Holdings, Inc.(EYEcusip63845R107)	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$15.7M	2.1% ($15.7M/$746.6M)	QoQ NEW(+$15.7M) YoY NEW(+$15.7M)
Bioventus Inc.(BVScusip09075A108)	1.7M	QoQ NEW(+1.7M) YoY NEW(+1.7M)	All Managers (Combined)	$15.5M	2.1% ($15.5M/$746.6M)	QoQ NEW(+$15.5M) YoY NEW(+$15.5M)
SharkNinja, Inc.(SNcusipG8068L108)	159.6K	QoQ -77.66% (-554.9K) YoY -69.27% (-359.8K)	All Managers (Combined)	$13.3M	1.8% ($13.3M/$746.6M)	QoQ -80.86% (-$56.3M) YoY -58.85% (-$19.0M)