Divisadero Street Capital Management, Lp Top Holdings and 13F Report (2024) → LEAKED: Jeff Bezos' $330 Million Gamble (From Behind the Markets) (Ad) About Divisadero Street Capital Management, LpInvestment ActivityDivisadero Street Capital Management, Lp has $427.19 million in total holdings as of March 31, 2024.Divisadero Street Capital Management, Lp owns shares of 56 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 60.60% of the portfolio was purchased this quarter.About 67.73% of the portfolio was sold this quarter.This quarter, Divisadero Street Capital Management, Lp has purchased 59 new stocks and bought additional shares in 17 stocks.Divisadero Street Capital Management, Lp sold shares of 11 stocks and completely divested from 30 stocks this quarter.Largest Holdings Abercrombie & Fitch $46,861,012SharkNinja $32,356,665Rush Street Interactive $31,450,643Hims & Hers Health $30,765,560Upwork $30,630,310 Largest New Holdings this Quarter Talkspace $9,817,500 HoldingNeuronetics $7,327,768 HoldingEl Pollo Loco $7,215,275 HoldingYext $7,001,276 HoldingAZZ $6,987,123 Holding Largest Purchases this Quarter Rush Street Interactive 4,642,865 shares (about $30.23M)Hims & Hers Health 1,588,724 shares (about $24.58M)Beauty Health 4,467,966 shares (about $19.84M)Abercrombie & Fitch 156,491 shares (about $19.61M)Upwork 1,568,231 shares (about $19.23M) Largest Sales this Quarter Treace Medical Concepts 1,635,600 shares (about $21.34M)Napco Security Technologies 478,532 shares (about $19.22M)Groupon 886,796 shares (about $11.83M)Pulmonx 1,198,520 shares (about $11.11M)MiMedx Group 992,161 shares (about $7.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivisadero Street Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorANFAbercrombie & Fitch$46,861,012$19,613,017 ▲72.0%373,90111.0%Retail/WholesaleSNSharkNinja$32,356,665$9,309,365 ▲40.4%519,4527.6%Consumer DiscretionaryRSIRush Street Interactive$31,450,643$30,225,051 ▲2,466.2%4,831,1287.4%Consumer DiscretionaryHIMSHims & Hers Health$30,765,560$24,577,560 ▲397.2%1,988,7247.2%MedicalUPWKUpwork$30,630,310$19,226,512 ▲168.6%2,498,3947.2%Computer and TechnologyCVNACarvana$24,597,833$11,411,333 ▲86.5%279,8075.8%Retail/WholesaleSKINBeauty Health$21,643,073$19,837,769 ▲1,098.9%4,874,5665.1%MedicalZIMVZimVie$20,967,942$18,042,369 ▲616.7%1,271,5554.9%MedicalOPRXOptimizeRx$19,110,735$7,573,703 ▲65.6%1,572,9004.5%Computer and TechnologyLFMDLifeMD$17,406,240$1,577,045 ▼-8.3%1,693,2144.1%MedicalTALKTalkspace$9,817,500$9,817,500 ▲New Holding2,750,0002.3%MedicalBXCBlueLinx$7,814,400$2,604,800 ▼-25.0%60,0001.8%ConstructionGRPNGroupon$7,799,818$11,829,859 ▼-60.3%584,6941.8%Retail/WholesaleFLGTFulgent Genetics$7,486,500$4,506,851 ▲151.3%345,0001.8%MedicalSTIMNeuronetics$7,327,768$7,327,768 ▲New Holding1,539,4471.7%MedicalNSSCNapco Security Technologies$7,267,595$19,217,846 ▼-72.6%180,9661.7%Industrial ProductsLOCOEl Pollo Loco$7,215,275$7,215,275 ▲New Holding740,7881.7%Retail/WholesaleYEXTYext$7,001,276$7,001,276 ▲New Holding1,161,0741.6%Business ServicesAZZAZZ$6,987,123$6,987,123 ▲New Holding90,3781.6%Industrial ProductsBLBDBlue Bird$6,473,747$6,473,747 ▲New Holding168,8511.5%Auto/Tires/TrucksTMDXTransMedics Group$5,614,708$1,321,012 ▲30.8%75,9361.3%MedicalDOMODomo$4,920,656$2,690,656 ▲120.7%551,6431.2%Computer and TechnologyAHCOAdaptHealth$4,779,551$4,779,551 ▲New Holding415,2521.1%MedicalMODModine Manufacturing$4,759,500$4,759,500 ▲New Holding50,0001.1%Auto/Tires/TrucksXPOFXponential Fitness$4,740,711$4,740,711 ▲New Holding286,6211.1%Consumer DiscretionaryRXSTRxSight$4,642,200$3,610,600 ▼-43.8%90,0001.1%MedicalEOLSEvolus$3,782,268$552,468 ▲17.1%270,1620.9%MedicalPENNPENN Entertainment$3,642,000$3,642,000 ▲New Holding200,0000.9%Consumer DiscretionarySNBRSleep Number$3,359,183$3,359,183 ▲New Holding209,5560.8%Consumer DiscretionaryCTKBCytek Biosciences$3,271,461$3,271,461 ▲New Holding487,5500.8%MedicalAGSPlayAGS$2,912,151$699,102 ▼-19.4%324,2930.7%Consumer DiscretionaryRPAYRepay$2,529,406$2,209,009 ▲689.5%229,9460.6%Business ServicesINGNInogen$2,421,000$2,421,000 ▲New Holding300,0000.6%MedicalREALRealReal$2,403,192$2,403,192 ▲New Holding614,6270.6%Consumer DiscretionaryMDXGMiMedx Group$2,310,000$7,639,640 ▼-76.8%300,0000.5%MedicalLPSNLivePerson$2,261,077$565,497 ▲33.4%2,266,9710.5%Computer and TechnologyBVBrightView$2,238,438$2,238,438 ▲New Holding188,1040.5%Consumer DiscretionaryLUNGPulmonx$1,932,545$11,110,282 ▼-85.2%208,4730.5%MedicalSEATVivid Seats$1,678,925$1,678,925 ▲New Holding280,2880.4%Business ServicesCXWCoreCivic$1,561,000$1,561,000 ▲New Holding100,0000.4%FinanceTMCITreace Medical Concepts$1,492,920$21,344,580 ▼-93.5%114,4000.3%MedicalHROWHarrow$1,323,000$1,323,000 ▲New Holding100,0000.3%MedicalMODGTopgolf Callaway Brands$1,131,900$1,131,900 ▲New Holding70,0000.3%Consumer DiscretionaryFATFAT Brands$1,089,688$1,089,688 ▲New Holding143,3800.3%Retail/WholesaleROADConstruction Partners$1,035,238$1,035,238 ▲New Holding18,4370.2%ConstructionAXGNAxoGen$806,758$435,788 ▲117.5%99,9700.2%MedicalHOUSAnywhere Real Estate$618,000$618,000 ▲New Holding100,0000.1%FinanceDTCSolo Brands$563,844$563,844 ▲New Holding259,8360.1%Retail/WholesaleSHYFThe Shyft Group$410,990$410,990 ▲New Holding33,0910.1%Auto/Tires/TrucksBOWLBowlero$406,753$406,753 ▲New Holding29,6900.1%Consumer DiscretionaryAUGXAugmedix$364,538$6,900,725 ▼-95.0%89,1290.1%MedicalFIXComfort Systems USA$317,7100.0%1,0000.1%ConstructionORGOOrganogenesis$284,000$284,000 ▲New Holding100,0000.1%MedicalSEMRSemrush$265,200$132,600 ▲100.0%20,0000.1%Computer and TechnologyDKNGDraftKings$227,050$5,676,250 ▼-96.2%5,0000.1%Consumer DiscretionaryAMPLAmplitude$108,800$108,800 ▲New Holding10,0000.0%Business ServicesIWMiShares Russell 2000 ETF$0$75,668,473 ▼-100.0%00.0%FinanceCELHCelsius$0$18,258,203 ▼-100.0%00.0%Consumer StaplesTASTCarrols Restaurant Group$0$15,734,516 ▼-100.0%00.0%Retail/WholesaleAPLDApplied Digital$0$12,924,179 ▼-100.0%00.0%FinanceBZHBeazer Homes USA$0$9,799,100 ▼-100.0%00.0%ConstructionAYXAlteryx$0$7,074,000 ▼-100.0%00.0%Computer and TechnologyCLFDClearfield$0$7,046,491 ▼-100.0%00.0%Computer and TechnologyFSSFederal Signal$0$6,589,587 ▼-100.0%00.0%Multi-Sector ConglomeratesONEWOneWater Marine$0$6,487,342 ▼-100.0%00.0%Consumer DiscretionaryEVEREverQuote$0$4,896,000 ▼-100.0%00.0%FinanceCCSCentury Communities$0$4,791,412 ▼-100.0%00.0%ConstructionFSLYFastly$0$4,145,513 ▼-100.0%00.0%Computer and TechnologyRVLVRevolve Group$0$3,686,099 ▼-100.0%00.0%Retail/WholesaleFAROFARO Technologies$0$3,594,819 ▼-100.0%00.0%Computer and TechnologyUDMYUdemy$0$3,579,744 ▼-100.0%00.0%Computer and TechnologyKIDSOrthoPediatrics$0$2,385,844 ▼-100.0%00.0%MedicalSMCISuper Micro Computer$0$1,421,300 ▼-100.0%00.0%Computer and TechnologyTGLSTecnoglass$0$1,314,163 ▼-100.0%00.0%Retail/WholesaleRDFNRedfin$0$1,099,771 ▼-100.0%00.0%FinanceSTKLSunOpta$0$1,094,000 ▼-100.0%00.0%Consumer StaplesFVRRFiverr International$0$964,895 ▼-100.0%00.0%Retail/WholesaleNRDYNerdy$0$857,500 ▼-100.0%00.0%Consumer DiscretionaryCUTRCutera$0$746,186 ▼-100.0%00.0%Computer and TechnologyCHWYChewy$0$708,900 ▼-100.0%00.0%Consumer StaplesSSTKShutterstock$0$672,492 ▼-100.0%00.0%Computer and TechnologyCOCOVita Coco$0$464,547 ▼-100.0%00.0%Consumer StaplesZIMVIE ORD$0$447,810 ▼-100.0%00.0%CALLVITLVital Farms$0$290,218 ▼-100.0%00.0%Consumer StaplesOSISOSI Systems$0$258,100 ▼-100.0%00.0%Computer and TechnologyWEAVWeave Communications$0$114,700 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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