Divisadero Street Capital Management, Lp Top Holdings and 13F Report (2024) About Divisadero Street Capital Management, LpInvestment ActivityDivisadero Street Capital Management, Lp has $1.57 billion in total holdings as of March 31, 2024.Divisadero Street Capital Management, Lp owns shares of 131 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 41.48% of the portfolio was purchased this quarter.About 41.59% of the portfolio was sold this quarter.This quarter, Divisadero Street Capital Management, Lp has purchased 90 new stocks and bought additional shares in 22 stocks.Divisadero Street Capital Management, Lp sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings SEZZLE INC $162,667,224Dave $143,489,302REMITLY GLOBAL INC $129,888,513Rush Street Interactive $116,308,685Turning Point Brands $71,510,514 Largest New Holdings this Quarter G81276100 - Signet Jewelers $50,341,786 Holding733245104 - Porch Group $28,810,185 Holding35138V102 - Fox Factory $21,228,181 Holding80517M109 - Savers Value Village $16,037,919 Holding141788109 - CarGurus $14,599,045 Holding Largest Purchases this Quarter REMITLY GLOBAL INC 6,382,711 shares (about $119.80M)Signet Jewelers 632,832 shares (about $50.34M)Turning Point Brands 615,521 shares (about $46.64M)Flywire 3,063,518 shares (about $35.84M)Celsius 706,888 shares (about $32.79M) Largest Sales this Quarter Brinker International 784,524 shares (about $141.47M)Dave 478,651 shares (about $128.47M)SEZZLE INC 400,294 shares (about $71.75M)Genius Sports 4,133,652 shares (about $42.99M)Vital Farms 1,058,136 shares (about $40.76M) 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 PortfolioSectorSEZZLE INC$162,667,224$71,752,700 ▼-30.6%907,48810.4%COMDAVEDave$143,489,302$128,474,715 ▼-47.2%534,5909.2%Business ServicesREMITLY GLOBAL INC$129,888,513$119,803,486 ▲1,187.9%6,920,0068.3%COMRSIRush Street Interactive$116,308,685$7,230,082 ▼-5.9%7,805,7527.4%Consumer DiscretionaryTPBTurning Point Brands$71,510,514$46,638,026 ▲187.5%943,7844.6%Consumer StaplesCELHCelsius$69,466,706$32,792,535 ▲89.4%1,497,4504.4%Consumer StaplesCVNACarvana$65,140,770$9,596,284 ▲17.3%193,3194.2%Retail/WholesaleFLYWFlywire$55,980,452$35,843,161 ▲178.0%4,784,6543.6%Computer and TechnologySIGSignet Jewelers$50,341,786$50,341,786 ▲New Holding632,8323.2%Retail/WholesaleSNSharkNinja$47,951,548$32,151,853 ▲203.5%484,4083.1%Retail/WholesaleANGOAngioDynamics$33,682,666$24,158,821 ▲253.7%3,395,4302.1%MedicalPRCHPorch Group$28,810,185$28,810,185 ▲New Holding2,443,6121.8%Computer and TechnologyGRPNGroupon$27,215,622$17,615,840 ▼-39.3%813,6211.7%Retail/WholesaleHIMSHims & Hers Health$23,184,886$32,249,660 ▼-58.2%465,0931.5%MedicalEATBrinker International$22,380,937$141,473,215 ▼-86.3%124,1111.4%Retail/WholesalePRTHPriority Technology$21,370,376$15,212,078 ▼-41.6%2,746,8351.4%Business ServicesFOXFFox Factory$21,228,181$21,228,181 ▲New Holding818,3571.4%Auto/Tires/TrucksARLOArlo Technologies$19,519,993$17,298,267 ▲778.6%1,150,9431.2%Computer and TechnologyBLNDBlend Labs$18,168,223$2,536,981 ▼-12.3%5,505,5221.2%Computer and TechnologyWLDNWilldan Group$17,437,477$6,690,633 ▲62.3%278,9551.1%Business ServicesVITLVital Farms$16,510,712$40,759,399 ▼-71.2%428,6271.1%Consumer StaplesSVVSavers Value Village$16,037,919$16,037,919 ▲New Holding1,572,3451.0%Consumer DiscretionaryJILLJ.Jill$15,071,177$5,219,555 ▼-25.7%1,029,4521.0%Retail/WholesaleCARGCarGurus$14,599,045$14,599,045 ▲New Holding436,1830.9%Auto/Tires/TrucksBETA BIONICS INC$13,816,930$13,816,930 ▲New Holding948,9650.9%COMLOCOEl Pollo Loco$13,554,268$11,277,565 ▲495.3%1,231,0870.9%Retail/WholesaleCELESTICA INC$12,857,376$6,656,374 ▼-34.1%82,3610.8%COMEYENational Vision$12,746,551$15,440,723 ▼-54.8%553,9570.8%Consumer StaplesAMER SPORTS INC$11,628,000$11,628,000 ▲New Holding300,0000.7%COM SHSEVEREverQuote$10,958,860$5,120,865 ▼-31.8%453,2200.7%FinanceFNFabrinet$10,546,008$10,546,008 ▲New Holding35,7880.7%Computer and TechnologyGKOSGlaukos$10,513,992$10,513,992 ▲New Holding101,7910.7%MedicalZVIAZevia PBC$10,403,756$10,403,756 ▲New Holding3,230,9800.7%Consumer StaplesANFAbercrombie & Fitch$8,643,078$5,969,426 ▲223.3%104,3220.6%Retail/WholesaleFIVNFive9$8,319,513$767,205 ▼-8.4%314,1810.5%Computer and TechnologyMODModine Manufacturing$7,712,550$128,050 ▲1.7%78,3000.5%Auto/Tires/TrucksCRMTAmerica's Car-Mart$7,535,755$4,213,648 ▲126.8%134,4710.5%Retail/WholesaleNUTEX HEALTH INC$7,481,102$7,481,102 ▲New Holding60,0940.5%COMBVSBioventus$7,153,790$4,048,236 ▼-36.1%1,080,6330.5%MedicalCZRCaesars Entertainment$7,097,500$7,097,500 ▲New Holding250,0000.5%Consumer DiscretionaryETONEton Pharmaceuticals$7,092,453$7,092,453 ▲New Holding497,7160.5%MedicalWGSGeneDx$6,752,1070.0%73,1460.4%MedicalMMSMaximus$6,669,000$6,669,000 ▲New Holding95,0000.4%Business ServicesSIBNSiBone$6,394,867$966,652 ▲17.8%339,7910.4%MedicalESTAEstablishment Labs$6,315,015$6,970,870 ▼-52.5%147,8580.4%MedicalWNS HLDGS LTD$6,289,534$6,289,534 ▲New Holding99,4550.4%COM SHSBXCBlueLinx$6,184,0280.0%83,1410.4%ConstructionBYRNByrna Technologies$5,446,5220.0%176,3770.3%Business ServicesLTHLife Time Group$5,381,058$5,381,058 ▲New Holding177,4170.3%Consumer DiscretionaryBLACKSKY TECHNOLOGY INC$5,274,653$5,274,653 ▲New Holding256,3000.3%CL A NEWTMDXTransMedics Group$5,144,644$10,115,209 ▼-66.3%38,3900.3%MedicalPMPhilip Morris International$5,144,080$5,144,080 ▲New Holding28,2440.3%Consumer StaplesXPELXPEL$5,070,480$5,070,480 ▲New Holding141,2390.3%Auto/Tires/TrucksPAGAYA TECHNOLOGIES LTD$4,944,513$4,944,513 ▲New Holding231,9190.3%CL A NEWPTONPeloton Interactive$4,742,7270.0%683,3900.3%Consumer DiscretionaryAFRMAffirm$4,519,405$4,519,405 ▲New Holding65,3660.3%Computer and TechnologyASOAcademy Sports and Outdoors$4,481,0000.0%100,0000.3%Consumer DiscretionaryHROWHarrow$4,293,008$4,293,008 ▲New Holding140,5700.3%MedicalDKNGDraftKings$4,181,0460.0%97,4830.3%Consumer DiscretionaryLITELumentum$4,050,031$4,050,031 ▲New Holding42,6050.3%Computer and TechnologyGAMBGambling.com Group$3,634,702$3,634,702 ▲New Holding305,6940.2%Business ServicesCOINCoinbase Global$3,504,900$14,903,185 ▼-81.0%10,0000.2%FinanceNSSCNAPCO Security Technologies$3,312,3950.0%111,5660.2%IndustrialsTNDMTandem Diabetes Care$3,256,2590.0%174,6920.2%MedicalCIENCiena$3,253,200$3,253,200 ▲New Holding40,0000.2%Computer and TechnologyBRBRBellRing Brands$3,231,3350.0%55,7800.2%Consumer StaplesINGNInogen$3,201,385$2,105,984 ▲192.3%455,3890.2%MedicalRXSTRxSight$2,845,934$8,664,682 ▼-75.3%218,9180.2%MedicalCALXCalix$2,820,2400.0%53,0220.2%Computer and TechnologyCWANClearwater Analytics$2,741,250$2,741,250 ▲New Holding125,0000.2%Computer and TechnologyNPCENeuroPace$2,697,217$2,268,550 ▲529.2%242,1200.2%MedicalSGHCSuper Group (SGHC)$2,346,845$2,346,845 ▲New Holding213,9330.1%Consumer DiscretionarySRADSportradar Group$2,310,3940.0%82,2790.1%Consumer DiscretionaryUPWKUpwork$2,125,200$2,125,200 ▲New Holding158,1250.1%Computer and TechnologyCLFDClearfield$2,095,835$2,095,835 ▲New Holding48,2800.1%Computer and TechnologyINDVIndivior$2,004,640$2,004,640 ▲New Holding136,0000.1%MedicalREVGREV Group$1,903,600$1,903,600 ▲New Holding40,0000.1%TransportationBBWBuild-A-Bear Workshop$1,778,9230.0%34,5020.1%Retail/WholesaleCPRICapri$1,770,0000.0%100,0000.1%Retail/WholesaleGENIGenius Sports$1,736,644$42,989,981 ▼-96.1%166,9850.1%Computer and TechnologyREALRealReal$1,654,9500.0%345,5010.1%Consumer DiscretionaryVSCOVictoria's Secret & Co.$1,591,0530.0%85,9100.1%Retail/WholesaleSHAKShake Shack$1,577,954$1,577,954 ▲New Holding11,2230.1%Retail/WholesaleSRTSSensus Healthcare$1,538,950$1,263,850 ▲459.4%324,6730.1%MedicalLFMDLifeMD$1,485,043$1,485,043 ▲New Holding109,0340.1%MedicalDNUTKrispy Kreme$1,455,000$1,455,000 ▲New Holding500,0000.1%Consumer StaplesPRCTPROCEPT BioRobotics$1,437,8690.0%24,9630.1%MedicalINMDInMode$1,397,128$1,397,128 ▲New Holding96,7540.1%MedicalEZPWEZCORP$1,378,423$391,527 ▲39.7%99,3100.1%FinanceRHRH$1,364,652$1,364,652 ▲New Holding7,2200.1%Consumer StaplesMDXGMiMedx Group$1,363,874$1,069,250 ▲362.9%223,2200.1%MedicalXPOFXponential Fitness$1,362,1160.0%181,8580.1%Consumer DiscretionaryRICKRCI Hospitality$1,352,955$6,671 ▼-0.5%35,4920.1%Consumer DiscretionaryARHSArhaus$1,269,236$33,275 ▲2.7%146,3940.1%Retail/WholesaleODPODP$1,238,7870.0%68,3280.1%Retail/WholesaleMEDMEDIFAST$1,121,738$1,121,738 ▲New Holding79,8390.1%Consumer StaplesATRCAtriCure$1,104,0210.0%33,6900.1%MedicalMAXMediaAlpha$951,632$951,632 ▲New Holding86,9070.1%Business ServicesCRMDCorMedix$874,720$874,720 ▲New Holding71,0000.1%MedicalRKTRocket Companies$807,948$19,773,896 ▼-96.1%56,9780.1%FinanceShowing largest 100 holdings. 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