Divisadero Street Capital Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Divisadero Street Capital Management, LP disclosed 90 US equity positions worth $869.6m in its Q1 2025 13F filing. The largest position was DAVE at 9.5% of the reported book, followed by RSI and SEZL. Against the Q4 2024 filing, it opened 19 new positions, added to 14 and reduced 13 among the top 50 holdings.
What did Divisadero Street Capital Management, LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | DAVE DAVE INC | Technology | 9.5% | $82.3m | 995,141 | 75% | added |
| 2 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 7.5% | $65.6m | 6,115,980 | 28% | added |
| 3 | SEZL SEZZLE INC | Financial Services | 5.2% | $45.6m | 1,307,782 | – | new |
| 4 | EAT BRINKER INTL INC | Consumer Cyclical | 5.2% | $45.4m | 304,635 | -17% | reduced |
| 5 | GENI GENIUS SPORTS LIMITED | Communication Services | 5.0% | $43.0m | 4,300,637 | 21% | added |
| 6 | VITL VITAL FARMS INC | Consumer Defensive | 4.2% | $36.1m | 1,184,763 | 51% | added |
| 7 | CVNA CARVANA CO | Consumer Cyclical | 4.0% | $34.5m | 164,840 | -17% | reduced |
| 8 | HIMS HIMS & HERS HEALTH INC | Healthcare | 3.8% | $32.9m | 1,112,027 | -14% | reduced |
| 9 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 3.7% | $32.0m | 4,702,115 | 1121% | added | |
| 10 | CELH CELSIUS HLDGS INC | Consumer Defensive | 3.2% | $28.2m | 790,562 | – | new |
| 11 | JILL J JILL INC | Consumer Cyclical | 3.1% | $27.1m | 1,385,979 | -13% | reduced |
| 12 | GRPN GROUPON INC | Communication Services | 2.9% | $25.2m | 1,340,253 | 28% | added |
| 13 | RXST RXSIGHT INC | Healthcare | 2.6% | $22.4m | 885,432 | 9% | added |
| 14 | BLND BLEND LABS INC | 2.4% | $21.0m | 6,274,304 | – | new | |
| 15 | TPB TURNING PT BRANDS INC | Consumer Defensive | 2.2% | $19.5m | 328,263 | – | new |
| 16 | RKT ROCKET COS INC | Financial Services | 2.0% | $17.5m | 1,451,470 | – | new |
| 17 | EVER EVERQUOTE INC | Communication Services | 2.0% | $17.4m | 665,001 | 8% | added |
| 18 | FLYW FLYWIRE CORPORATION | Technology | 1.9% | $16.4m | 1,721,136 | – | new |
| 19 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 1.8% | $15.7m | 1,225,001 | – | new |
| 20 | BVS BIOVENTUS INC | Healthcare | 1.8% | $15.5m | 1,692,149 | – | new |
| 21 | SN SHARKNINJA INC | Consumer Cyclical | 1.5% | $13.3m | 159,609 | -78% | reduced |
| 22 | HNST HONEST CO INC | Consumer Defensive | 1.5% | $13.3m | 2,830,724 | -17% | reduced |
| 23 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.5% | $12.7m | 311,072 | 106% | added |
| 24 | RELY REMITLY GLOBAL INC | Technology | 1.3% | $11.2m | 537,295 | -39% | reduced |
| 25 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 1.2% | $10.2m | 755,000 | – | new |
| 26 | CLS CELESTICA INC | Technology | 1.1% | $9.9m | 125,000 | – | new |
| 27 | FIVN FIVE9 INC | Technology | 1.1% | $9.3m | 343,154 | 243% | added |
| 28 | COIN COINBASE GLOBAL INC | Financial Services | 1.0% | $9.0m | 52,521 | – | new |
| 29 | ANGO ANGIODYNAMICS INC | Healthcare | 1.0% | $9.0m | 960,065 | 87% | added |
| 30 | EOLS EVOLUS INC | Healthcare | 1.0% | $8.7m | 720,721 | – | new |
| 31 | CDNA CAREDX INC | Healthcare | 1.0% | $8.3m | 466,938 | -34% | reduced |
| 32 | TMDX TRANSMEDICS GROUP INC | Healthcare | 0.9% | $7.7m | 113,871 | -28% | reduced |
| 33 | WLDN WILLDAN GROUP INC | Industrials | 0.8% | $7.0m | 171,922 | 211% | added |
| 34 | WGS GENEDX HOLDINGS CORP | Healthcare | 0.7% | $6.5m | 73,146 | -75% | reduced |
| 35 | BXC BLUELINX HLDGS INC | Industrials | 0.7% | $6.2m | 83,141 | 27% | added |
| 36 | MOD MODINE MFG CO | Consumer Cyclical | 0.7% | $5.9m | 77,000 | – | new |
| 37 | ASO ACADEMY SPORTS & OUTDOORS IN | Consumer Cyclical | 0.5% | $4.6m | 100,000 | – | new |
| 38 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.5% | $4.3m | 683,390 | -17% | reduced |
| 39 | BRBR BELLRING BRANDS INC | Consumer Defensive | 0.5% | $4.2m | 55,780 | 0% | held |
| 40 | SIBN SI-BONE INC | Healthcare | 0.5% | $4.0m | 288,428 | – | new |
| 41 | SG SWEETGREEN INC | Consumer Cyclical | 0.4% | $3.8m | 150,000 | – | new |
| 42 | RVLV REVOLVE GROUP INC | Consumer Cyclical | 0.4% | $3.5m | 162,193 | – | new |
| 43 | TNDM TANDEM DIABETES CARE INC | Healthcare | 0.4% | $3.3m | 174,692 | -52% | reduced |
| 44 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.4% | $3.2m | 97,483 | 0% | held |
| 45 | BYRN BYRNA TECHNOLOGIES INC | 0.3% | $3.0m | 176,377 | – | new | |
| 46 | CRMT AMERICAS CAR-MART INC | 0.3% | $2.7m | 59,281 | 1% | added | |
| 47 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 0.3% | $2.6m | 111,566 | 0% | held |
| 48 | ANF ABERCROMBIE & FITCH CO | Consumer Cyclical | 0.3% | $2.5m | 32,271 | -72% | reduced |
| 49 | LOCO EL POLLO LOCO HLDGS INC | Consumer Cyclical | 0.2% | $2.1m | 206,785 | 0% | held |
| 50 | CPRI CAPRI HOLDINGS LIMITED | Consumer Cyclical | 0.2% | $2.0m | 100,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.