Q3 2025 · 13F-HR
Divisadero Street Capital Management, LPholdings as filed
Filed 2025-11-14 · accession 0000919574-25-006804
$2.29B
Reported value
168
Positions
2025-09-30
Period end
The Brief · Divisadero Street Capital Management, LP · Q3 2025
AI · grounded in 13F
Divisadero Street Capital Management, LP established a new position in Stride Inc LRN valued at $55.85M. The fund also opened a new position in Kura Sushi USA Inc KRUS for $34.59M and increased its stake in Celestica Inc CLS by 138.23%. On the sell side, the fund trimmed its holding in Remitly Global Inc RELY by 99.11%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 23834J201 | DAVE | DAVE INC | $184.5M | 8.05% | 925,266 | Common | SOLE |
| G8588X103 | SGHC | SUPER GROUP SGHC LIMITED | $129.8M | 5.66% | 9,832,510 | Common | SOLE |
| 78435P105 | SEZL | SEZZLE INC | $118.9M | 5.19% | 1,494,617 | Common | SOLE |
| G8588X103 | SGHC | SUPER GROUP SGHC LIMITED | $115.8M | 5.06% | 8,776,200 | CALL | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $96.3M | 4.20% | 974,066 | Common | SOLE |
| G4766E116 | INDV | INDIVIOR PLC | $81.1M | 3.54% | 3,362,605 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $79.9M | 3.49% | 774,408 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $78.6M | 3.43% | 208,320 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $57.1M | 2.49% | 2,788,451 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $56.2M | 2.45% | 4,150,737 | Common | SOLE |
| 86333M108 | LRN | STRIDE INC | $55.9M | 2.44% | 375,000 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $48.3M | 2.11% | 196,211 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $44.9M | 1.96% | 780,518 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $43.7M | 1.91% | 2,606,883 | Common | SOLE |
| 03475V101 | ANGO | ANGIODYNAMICS INC | $41.1M | 1.79% | 3,678,125 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $40.9M | 1.78% | 993,338 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $34.6M | 1.51% | 582,156 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $34.1M | 1.49% | 268,836 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $33.9M | 1.48% | 125,534 | Common | SOLE |
| 80517M109 | SVV | SAVERS VALUE VLG INC | $32.7M | 1.42% | 2,464,291 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $30.5M | 1.33% | 1,379,941 | Common | SOLE |
| 13100M509 | CALX | CALIX INC | $27.9M | 1.22% | 453,873 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $27.6M | 1.21% | 2,599,801 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $26.6M | 1.16% | 163,303 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $26.4M | 1.15% | 465,093 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $25.2M | 1.10% | 1,230,700 | CALL | SOLE |
| 96924N100 | WLDN | WILLDAN GROUP INC | $24.5M | 1.07% | 253,121 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $24.0M | 1.05% | 155,000 | Common | SOLE |
| 00182C103 | ANIP | ANI PHARMACEUTICALS INC | $21.5M | 0.94% | 234,219 | Common | SOLE |
| 31188V100 | FSLY | FASTLY INC | $21.2M | 0.92% | 2,476,487 | Common | SOLE |
| 45245E109 | IMAX | IMAX CORP | $21.0M | 0.92% | 640,461 | Common | SOLE |
| G3323L100 | FN | FABRINET | $20.5M | 0.90% | 56,344 | Common | SOLE |
| 531914109 | LWAY | LIFEWAY FOODS INC | $17.5M | 0.76% | 630,183 | Common | SOLE |
| 577933104 | MMS | MAXIMUS INC | $16.8M | 0.73% | 183,872 | Common | SOLE |
| 98955K104 | ZVIA | ZEVIA PBC | $16.8M | 0.73% | 6,159,362 | Common | SOLE |
| 567908108 | HZO | MARINEMAX INC | $16.6M | 0.73% | 656,154 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $16.2M | 0.71% | 665,680 | Common | SOLE |
| 02913V103 | APEI | AMERICAN PUB ED INC | $15.1M | 0.66% | 382,772 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $15.0M | 0.66% | 4,113,247 | Common | SOLE |
| 46620W201 | JILL | J JILL INC | $14.9M | 0.65% | 867,244 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $14.4M | 0.63% | 413,533 | Common | SOLE |
| 98379L100 | XPEL | XPEL INC | $13.8M | 0.60% | 416,890 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $13.6M | 0.59% | 235,771 | Common | SOLE |
| 72703X106 | PL | PLANET LABS PBC | $13.6M | 0.59% | 1,045,000 | Common | SOLE |
| M7S64L123 | PGY | PAGAYA TECHNOLOGIES LTD | $12.4M | 0.54% | 416,919 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES INC | $11.7M | 0.51% | 691,557 | Common | SOLE |
| 63845R107 | EYE | NATIONAL VISION HLDGS INC | $11.7M | 0.51% | 400,550 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $11.1M | 0.49% | 78,300 | Common | SOLE |
| 30049H102 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $10.8M | 0.47% | 1,427,935 | Common | SOLE |
| 399473206 | GRPN | GROUPON INC | $10.4M | 0.45% | 444,965 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $10.2M | 0.45% | 1,491,210 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $10.0M | 0.43% | 136,246 | Common | SOLE |
| 88556E102 | TDUP | THREDUP INC | $9.4M | 0.41% | 994,249 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $8.9M | 0.39% | 104,322 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $8.5M | 0.37% | 150,337 | Common | SOLE |
| 18914F103 | CLOV | CLOVER HEALTH INVESTMENTS CO | $8.5M | 0.37% | 2,768,088 | Common | SOLE |
| 268603107 | LOCO | EL POLLO LOCO HLDGS INC | $8.1M | 0.35% | 837,650 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $7.9M | 0.34% | 73,146 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $7.7M | 0.34% | 150,000 | Common | SOLE |
| 479167108 | JOUT | JOHNSON OUTDOORS INC | $7.7M | 0.33% | 190,057 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LIMITED | $7.7M | 0.33% | 80,000 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $7.7M | 0.33% | 316,216 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HLDGS INC | $7.5M | 0.33% | 103,141 | Common | SOLE |
| 09263B207 | BKSY | BLACKSKY TECHNOLOGY INC | $7.4M | 0.32% | 365,910 | Common | SOLE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $6.8M | 0.30% | 20,000 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $6.8M | 0.29% | 545,892 | Common | SOLE |
| 29772L108 | ETON | ETON PHARMACEUTICALS INC | $6.5M | 0.28% | 298,000 | Common | SOLE |
| 70614W100 | PTON | PELOTON INTERACTIVE INC | $6.2M | 0.27% | 683,390 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $6.1M | 0.26% | 147,858 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $6.0M | 0.26% | 750,000 | Common | SOLE |
| 415858109 | HROW | HARROW INC | $5.7M | 0.25% | 118,670 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $5.3M | 0.23% | 56,985 | Common | SOLE |
| 24661P807 | DCTH | DELCATH SYS INC | $5.1M | 0.22% | 476,160 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP INC | $5.1M | 0.22% | 239,901 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $5.0M | 0.22% | 100,000 | Common | SOLE |
| 630402105 | NSSC | NAPCO SEC TECHNOLOGIES INC | $4.8M | 0.21% | 111,566 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $4.7M | 0.21% | 175,000 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $4.7M | 0.20% | 695,517 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $4.6M | 0.20% | 28,244 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $4.3M | 0.19% | 38,390 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $4.3M | 0.19% | 187,589 | Common | SOLE |
| 50101L106 | DNUT | KRISPY KREME INC | $4.2M | 0.18% | 1,089,341 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $4.2M | 0.18% | 112,113 | Common | SOLE |
| 03062T105 | CRMT | AMERICAS CAR-MART INC | $3.9M | 0.17% | 134,471 | Common | SOLE |
| 12448X201 | BYRN | BYRNA TECHNOLOGIES INC | $3.9M | 0.17% | 176,377 | Common | SOLE |
| 824889109 | SCVL | SHOE CARNIVAL INC | $3.8M | 0.17% | 183,418 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $3.6M | 0.16% | 97,483 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.6M | 0.16% | 247,463 | Common | SOLE |
| 53635D202 | LQDA | LIQUIDIA CORPORATION | $3.6M | 0.16% | 158,004 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $3.4M | 0.15% | 10,000 | Common | SOLE |
| 21900C308 | CRMD | CORMEDIX INC | $3.4M | 0.15% | 288,050 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $3.3M | 0.14% | 406,334 | Common | SOLE |
| 18482P103 | CLFD | CLEARFIELD INC | $3.3M | 0.14% | 94,588 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $3.1M | 0.13% | 55,587 | Common | SOLE |
| 192576106 | COHU | COHU INC | $3.0M | 0.13% | 149,317 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $3.0M | 0.13% | 292,792 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $3.0M | 0.13% | 60,654 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $2.9M | 0.13% | 158,125 | Common | SOLE |
| 98422X101 | XPOF | XPONENTIAL FITNESS INC | $2.9M | 0.13% | 368,801 | Common | SOLE |
| 302301106 | EZPW | EZCORP INC | $2.6M | 0.12% | 138,505 | Common | SOLE |
| G3R239101 | GAMB | GAMBLING COM GROUP LIMITED | $2.5M | 0.11% | 305,694 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $2.4M | 0.10% | 388,231 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $2.3M | 0.10% | 85,910 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $2.2M | 0.10% | 34,502 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $2.2M | 0.10% | 82,279 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $2.1M | 0.09% | 174,692 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $2.0M | 0.09% | 255,244 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $2.0M | 0.09% | 55,780 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $2.0M | 0.09% | 100,000 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $1.9M | 0.08% | 214,860 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $1.9M | 0.08% | 21,591 | Common | SOLE |
| 88337F105 | ODP1 | THE ODP CORP | $1.9M | 0.08% | 68,328 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE INC | $1.7M | 0.07% | 108,000 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC | $1.6M | 0.07% | 223,220 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $1.6M | 0.07% | 146,394 | Common | SOLE |
| 74967X103 | RH | RH | $1.5M | 0.06% | 7,220 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $1.4M | 0.06% | 96,754 | Common | SOLE |
| 81728J109 | SRTS | SENSUS HEALTHCARE INC | $1.4M | 0.06% | 452,897 | Common | SOLE |
| 75321W103 | PACK | RANPAK HOLDINGS CORP | $1.4M | 0.06% | 250,001 | Common | SOLE |
| 009496100 | AIRS | AIRSCULPT TECHNOLOGIES INC | $1.3M | 0.06% | 165,699 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $1.1M | 0.05% | 56,978 | Common | SOLE |
| 58470H101 | MED | MEDIFAST INC | $1.1M | 0.05% | 79,839 | Common | SOLE |
| 74934Q108 | RICK | RCI HOSPITALITY HLDGS INC | $1.1M | 0.05% | 35,492 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $1.0M | 0.04% | 61,463 | Common | SOLE |
| 58450V104 | MAX | MEDIAALPHA INC | $989,002 | 0.04% | 86,907 | Common | SOLE |
| 171077407 | NAGE | NIAGEN BIOSCIENCE INC | $933,000 | 0.04% | 100,000 | Common | SOLE |
| 53216B104 | LFMD | LIFEMD INC | $922,259 | 0.04% | 135,826 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $890,929 | 0.04% | 24,963 | Common | SOLE |
| 250565108 | DBI | DESIGNER BRANDS INC | $820,933 | 0.04% | 231,902 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $743,893 | 0.03% | 37,438 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $720,071 | 0.03% | 88,136 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $645,287 | 0.03% | 38,115 | Common | SOLE |
| 68243Q106 | FLWS | 1 800 FLOWERS COM INC | $640,256 | 0.03% | 139,186 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $638,232 | 0.03% | 10,565 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $636,365 | 0.03% | 3,840 | Common | SOLE |
| 405217100 | HAIN | HAIN CELESTIAL GROUP INC | $610,168 | 0.03% | 386,182 | Common | SOLE |
| 98585N106 | YEXT | YEXT INC | $588,988 | 0.03% | 69,130 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $571,007 | 0.02% | 81,340 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $535,000 | 0.02% | 50,000 | Common | SOLE |
| 457642205 | INOD | INNODATA INC | $529,856 | 0.02% | 6,875 | Common | SOLE |
| 53222K205 | LFVN | LIFEVANTAGE CORP | $514,717 | 0.02% | 52,900 | Common | SOLE |
| 05380C102 | RCEL | AVITA MEDICAL INC | $511,000 | 0.02% | 100,000 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $488,218 | 0.02% | 78,872 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $468,692 | 0.02% | 26,272 | Common | SOLE |
| 22658D100 | CRCT | CRICUT INC | $458,554 | 0.02% | 72,902 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $433,846 | 0.02% | 67,263 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $382,226 | 0.02% | 32,641 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $380,924 | 0.02% | 12,276 | Common | SOLE |
| 361008105 | FNKO | FUNKO INC | $334,021 | 0.01% | 97,099 | Common | SOLE |
| 73754Y100 | PTB | POTBELLY CORP | $289,680 | 0.01% | 17,000 | Common | SOLE |
| 87427V103 | TALK | TALKSPACE INC | $286,919 | 0.01% | 103,956 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $269,300 | 0.01% | 2,500 | Common | SOLE |
| 88554D205 | DDD | 3-D SYS CORP DEL | $262,540 | 0.01% | 90,531 | Common | SOLE |
| 25065K104 | DXLG | DESTINATION XL GROUP INC | $259,297 | 0.01% | 197,937 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $231,066 | 0.01% | 34,539 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $224,993 | 0.01% | 2,177 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $210,055 | 0.01% | 5,959 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC | $208,932 | 0.01% | 49,510 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $208,130 | 0.01% | 3,821 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $202,707 | 0.01% | 2,148 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $181,750 | 0.01% | 12,500 | Common | SOLE |
| 05601U105 | BRCC | BRC INC | $180,313 | 0.01% | 115,585 | Common | SOLE |
| 74640Y106 | PRPL | PURPLE INNOVATION INC | $129,485 | 0.01% | 138,605 | Common | SOLE |
| 64049M209 | NEO | NEOGENOMICS INC | $119,629 | 0.01% | 15,496 | Common | SOLE |
| 00653Q102 | AHCO | ADAPTHEALTH CORP | $118,373 | 0.01% | 13,226 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $108,000 | 0.00% | 10,000 | Common | SOLE |
| 38046C109 | GOGO | GOGO INC | $105,416 | 0.00% | 12,272 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $12,668 | 0.00% | 100 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.