Divisadero Street Capital Management, Lp Top Holdings and 13F Report (2024) About Divisadero Street Capital Management, LpInvestment ActivityDivisadero Street Capital Management, Lp has $824.33 million in total holdings as of March 31, 2024.Divisadero Street Capital Management, Lp owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 55.70% of the portfolio was purchased this quarter.About 27.21% of the portfolio was sold this quarter.This quarter, Divisadero Street Capital Management, Lp has purchased 59 new stocks and bought additional shares in 18 stocks.Divisadero Street Capital Management, Lp sold shares of 12 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vital Farms $78,032,609Rush Street Interactive $70,579,076Carvana $66,296,213Abercrombie & Fitch $61,801,525SharkNinja $51,797,380 Largest New Holdings this Quarter Tandem Diabetes Care $50,650,517 HoldingAtriCure $36,331,596 HoldingLife Time Group $18,121,423 HoldingExtreme Networks $7,100,037 HoldingAMER SPORTS INC $6,938,250 Holding Largest Purchases this Quarter Vital Farms 2,105,513 shares (about $73.84M)Tandem Diabetes Care 1,194,306 shares (about $50.65M)AtriCure 1,295,706 shares (about $36.33M)RxSight 683,640 shares (about $33.79M)J.Jill 1,297,743 shares (about $32.02M) Largest Sales this Quarter Genius Sports 2,050,104 shares (about $16.07M)AdaptHealth 1,133,997 shares (about $12.73M)Inogen 1,290,363 shares (about $12.52M)Napco Security Technologies 283,238 shares (about $11.46M)Famous Dave's of America 251,369 shares (about $10.04M) 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 PortfolioSectorVITLVital Farms$78,032,609$73,840,341 ▲1,761.3%2,225,0539.5%Consumer StaplesRSIRush Street Interactive$70,579,076$29,260,432 ▲70.8%6,504,9848.6%Consumer DiscretionaryCVNACarvana$66,296,213$22,808,410 ▲52.4%380,7728.0%Retail/WholesaleANFAbercrombie & Fitch$61,801,525$8,394,000 ▲15.7%441,7557.5%Retail/WholesaleSNSharkNinja$51,797,380$4,545,491 ▼-8.1%476,4736.3%Consumer DiscretionaryTNDMTandem Diabetes Care$50,650,517$50,650,517 ▲New Holding1,194,3066.1%MedicalHIMSHims & Hers Health$42,768,698$4,252,478 ▲11.0%2,321,8625.2%MedicalRXSTRxSight$38,241,025$33,792,325 ▲759.6%773,6404.6%MedicalJILLJ.Jill$37,038,082$32,015,319 ▲637.4%1,501,3414.5%Retail/WholesaleATRCAtriCure$36,331,596$36,331,596 ▲New Holding1,295,7064.4%MedicalGRPNGroupon$25,387,335$21,981,939 ▲645.5%2,595,8423.1%Retail/WholesaleSRADSportradar Group$24,580,975$15,490,398 ▲170.4%2,029,8083.0%Consumer DiscretionaryEATBrinker International$22,959,000$19,924,126 ▲656.5%300,0002.8%Retail/WholesaleLTHLife Time Group$18,121,423$18,121,423 ▲New Holding742,0732.2%MedicalESTAEstablishment Labs$14,761,085$9,210,236 ▲165.9%341,1391.8%MedicalDAVEFamous Dave's of America$14,622,043$10,044,705 ▼-40.7%365,9171.8%Business ServicesMAXMediaAlpha$13,558,848$2,618,489 ▲23.9%748,6941.6%Business ServicesINGNInogen$10,247,109$12,516,521 ▼-55.0%1,056,4031.2%MedicalFRPTFreshpet$9,463,390$1,194,549 ▲14.4%69,1921.1%Consumer StaplesWGSGeneDx$9,419,303$136,911 ▼-1.4%221,9441.1%MedicalCLFDClearfield$8,144,471$262,941 ▲3.3%209,0471.0%Computer and TechnologyLFMDLifeMD$7,904,032$52,510 ▲0.7%1,508,4031.0%MedicalDKNGDraftKings$7,839,765$4,102,907 ▲109.8%199,9941.0%Consumer DiscretionaryEXTRExtreme Networks$7,100,037$7,100,037 ▲New Holding472,3910.9%Computer and TechnologyAMER SPORTS INC$6,938,250$6,938,250 ▲New Holding435,0000.8%COM SHSCELHCelsius$6,665,756$6,665,756 ▲New Holding212,5560.8%Consumer StaplesBXCBlueLinx$6,325,2000.0%60,0000.8%ConstructionTMDXTransMedics Group$6,027,230$810,277 ▲15.5%38,3900.7%MedicalRAMPLiveRamp$5,383,604$5,383,604 ▲New Holding217,2560.7%Business ServicesPTONPeloton Interactive$5,382,000$5,382,000 ▲New Holding1,150,0000.7%Consumer DiscretionaryDESPDespegar.com$5,306,307$5,306,307 ▲New Holding427,9280.6%TransportationCOCOVita Coco$4,753,957$4,753,957 ▲New Holding167,9250.6%Consumer StaplesNSSCNapco Security Technologies$4,513,960$11,459,809 ▼-71.7%111,5660.5%Industrial ProductsSGHTSight Sciences$4,491,245$4,491,245 ▲New Holding712,8960.5%MedicalLOCOEl Pollo Loco$3,419,068$4,649,561 ▼-57.6%249,5670.4%Retail/WholesaleBRBRBellRing Brands$3,386,962$3,386,962 ▲New Holding55,7800.4%MedicalREMITLY GLOBAL INC$2,978,860$2,978,860 ▲New Holding222,4690.4%COMSBHSally Beauty$2,714,000$2,714,000 ▲New Holding200,0000.3%Retail/WholesaleVMDViemed Healthcare$2,563,975$2,563,975 ▲New Holding349,7920.3%MedicalWLDNWilldan Group$2,560,890$2,560,890 ▲New Holding62,5370.3%Business ServicesXPOFXponential Fitness$2,255,0390.0%181,8580.3%Consumer DiscretionaryCHGGChegg$1,961,1460.0%1,107,9920.2%Computer and TechnologySONOSonos$1,855,790$1,855,790 ▲New Holding151,0000.2%Consumer DiscretionarySKINBeauty Health$1,726,658$1,984,334 ▼-53.5%1,199,0680.2%MedicalHROWHarrow$1,623,416$1,623,416 ▲New Holding36,1080.2%MedicalBBWBuild-A-Bear Workshop$1,185,834$1,185,834 ▲New Holding34,5020.1%Retail/WholesalePZZAPapa Johns International$1,077,400$1,077,400 ▲New Holding20,0000.1%Retail/WholesaleACVAACV Auctions$1,016,500$1,016,500 ▲New Holding50,0000.1%Retail/WholesaleDXLGDestination XL Group$935,085$935,085 ▲New Holding318,0560.1%Retail/WholesalePTLOPortillo's$906,033$906,033 ▲New Holding67,2630.1%Retail/WholesaleEWCZEuropean Wax Center$898,647$898,647 ▲New Holding132,1540.1%Consumer StaplesFATFAT Brands$863,1060.0%175,4280.1%Retail/WholesalePGNYProgyny$838,000$838,000 ▲New Holding50,0000.1%MedicalEZPWEZCORP$776,618$776,618 ▲New Holding69,2790.1%FinanceTMCITreace Medical Concepts$663,5200.0%114,4000.1%MedicalKSSKohl's$663,384$663,384 ▲New Holding31,4400.1%Retail/WholesaleSGSweetgreen$642,212$287,712 ▲81.2%18,1160.1%Retail/WholesaleOFIXOrthofix Medical$569,896$569,896 ▲New Holding36,4850.1%MedicalREALRealReal$403,3740.0%128,4630.0%Consumer DiscretionaryDBIDesigner Brands$390,269$390,269 ▲New Holding52,8820.0%Retail/WholesaleAXGNAxoGen$368,333$9,263,311 ▼-96.2%26,2720.0%MedicalTALKTalkspace$325,093$6,178,391 ▼-95.0%155,5470.0%MedicalAHCOAdaptHealth$309,892$12,734,792 ▼-97.6%27,5950.0%MedicalCVRXCVRx$252,177$252,177 ▲New Holding28,6240.0%MedicalCTRNCiti Trends$225,510$225,510 ▲New Holding12,2760.0%Retail/WholesaleCRMTAmerica's Car-Mart$213,792$213,792 ▲New Holding5,1000.0%Retail/WholesalePRPLPurple Innovation$137,0390.0%138,6050.0%Consumer StaplesGENIGenius Sports$85,715$16,072,868 ▼-99.5%10,9330.0%Computer and TechnologyBMBLBumble$70,180$70,180 ▲New Holding11,0000.0%Computer and TechnologySTIMNeuronetics$28,884$10,328 ▼-26.3%38,0150.0%MedicalUPWKUpwork$0$35,699,804 ▼-100.0%00.0%Computer and TechnologyZIMVZimVie$0$19,343,175 ▼-100.0%00.0%MedicalMLMoneyLion$0$13,427,448 ▼-100.0%00.0%Business ServicesOPRXOptimizeRx$0$13,159,130 ▼-100.0%00.0%Computer and TechnologyFLGTFulgent Genetics$0$9,912,259 ▼-100.0%00.0%MedicalOSWOneSpaWorld$0$7,685,000 ▼-100.0%00.0%Consumer DiscretionaryARHSArhaus$0$7,641,448 ▼-100.0%00.0%Retail/WholesaleQNSTQuinStreet$0$6,499,348 ▼-100.0%00.0%Computer and TechnologyMODModine Manufacturing$0$4,215,995 ▼-100.0%00.0%Auto/Tires/TrucksMGNIMagnite$0$3,666,392 ▼-100.0%00.0%Computer and TechnologyBYRNByrna Technologies$0$2,693,093 ▼-100.0%00.0%Business ServicesPAGAYA TECHNOLOGIES LTD$0$2,272,837 ▼-100.0%00.0%CL A NEWSFMSprouts Farmers Market$0$2,091,500 ▼-100.0%00.0%Retail/WholesaleSIBNSI-BONE$0$1,551,600 ▼-100.0%00.0%MedicalOLLIOllie's Bargain Outlet$0$1,472,550 ▼-100.0%00.0%Consumer StaplesPETQPetIQ$0$1,219,168 ▼-100.0%00.0%MedicalKIDSOrthoPediatrics$0$513,769 ▼-100.0%00.0%MedicalVSCOVictoria's Secret & Co.$0$465,923 ▼-100.0%00.0%Consumer DiscretionarySNBRSleep Number$0$388,121 ▼-100.0%00.0%Consumer DiscretionaryBRCCBRC$0$370,798 ▼-100.0%00.0%Consumer StaplesSEZZLE INC$0$355,791 ▼-100.0%00.0%COMCORE SCIENTIFIC INC NEW$0$93,000 ▼-100.0%00.0%COMShowing largest 100 holdings. 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