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CIK: 0001901865
Total reported value
$4.4B
$4.4B
59 檔
6.6%
At the close of Q2 2024, Divisadero Street Capital Management, LP disclosed equity holdings valued at approximately $4.4B, spread across 59 reported holdings.
During Q2 2024, Divisadero Street Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 13.39% | +4.31% | +119.88% | |
| 2 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 10.30% | -0.11% | EXIT | |
| 3 | GRPN | Groupon Inc | Stock-Other | 8.78% | +0.79% | +547.17% | |
| 4 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 5.91% | -0.57% | -0.22% | |
| 5 | RSI | Rush Street Interactive Inc | Stock-Other | 5.54% | -2.18% | -21.17% | |
| 6 | UPWK | Upwork Inc | Stock-Other | 5.41% | — | +32.92% | |
| 7 | CVNA | Carvana Co | Stock-Consumer Disc | 4.88% | +3.23% | -10.73% | |
| 8 | NSSC | Napco Security Technologies | Stock-Other | 3.11% | -0.04% | +118.16% | |
| 9 | ZIMV | Zimvie Inc | Stock-Other | 2.93% | — | -16.65% | |
| 10 | INGN | Inogen Inc | Stock-Other | 2.89% | -0.02% | +682.26% | |
| 11 | DAVE | Dave Inc | Stock-Other | 2.84% | +1.25% | — | |
| 12 | ✓ | Moneylion Inc | Stock-Other | 2.04% | — | — | |
| 13 | OPRX | Optimizerx CORP | Stock-Other | 2.00% | — | -16.34% | |
| 14 | AHCO | Adapthealth CORP | Stock-Other | 1.76% | — | +179.73% | |
| 15 | GENI | Genius Sports Limited | Stock-Other | 1.70% | — | — | |
| 16 | LFMD | Lifemd Inc | Stock-Other | 1.56% | -0.01% | -11.51% | |
| 17 | FLGT | Fulgent Genetics Inc | Stock-Other | 1.50% | — | +46.44% | |
| 18 | SRAD | Sportradar Group AG | Stock-Other | 1.27% | — | — | |
| 19 | MAX | Mediaalpha Inc-class A | Stock-Other | 1.21% | +0.26% | — | |
| 20 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.19% | +0.04% | NEW | |
| 21 | CLFD | Clearfield Inc | Stock-Other | 1.18% | +0.12% | NEW | |
| 22 | ✓ | Stock-Other | 1.17% | — | — | ||
| 23 | ARHS | Arhaus Inc | Stock-Other | 1.16% | — | — | |
| 24 | TALK | Talkspace Inc | Stock-Other | 1.09% | — | +13.15% | |
| 25 | JILL | J. Jill Inc | Stock-Other | 1.08% | — | — | |
| 26 | LOCO | El Pollo Loco Holdings Inc | Stock-Other | 1.01% | -0.09% | -20.50% | |
| 27 | QNST | Quinstreet Inc | Stock-Other | 0.99% | — | — | |
| 28 | WGS | Genedx Holdings CORP | Stock-Other | 0.89% | — | — | |
| 29 | ✓ | Establishment Labs Holdings In | Stock-Other | 0.88% | +0.21% | NEW | |
| 30 | VITL | Vital Farms Inc | Stock-Other | 0.85% | +0.20% | — | |
| 31 | BXC | Bluelinx Holdings Inc | Stock-Other | 0.85% | -0.09% | — | |
| 32 | RXST | Rxsight Inc | Stock-Other | 0.82% | — | — | |
| 33 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.76% | — | -56.24% | |
| 34 | AXGN | Axogen Inc | Stock-Other | 0.75% | -1.34% | +587.20% | |
| 35 | SKIN | Skinhealth Systems Inc | Stock-Other | 0.75% | — | -47.13% | |
| 36 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.64% | -0.01% | EXIT | |
| 37 | MGNI | Magnite Inc | Stock-Other | 0.56% | — | — | |
| 38 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.55% | +0.05% | +1806.56% | |
| 39 | CHGG | Chegg Inc | Stock-Consumer Staples | 0.53% | — | — | |
| 40 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.44% | -1.54% | EXIT | |
| 41 | XPOF | Xponential Fitness Inc-a | Stock-Other | 0.43% | — | -36.55% | |
| 42 | BYRN | Byrna Technologies Inc | Stock-Other | 0.41% | — | — | |
| 43 | ✓ | Pagaya Technologies LTD Cl | Stock-Other | 0.34% | — | — | |
| 44 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.32% | — | — | |
| 45 | SIBN | Si-bone Inc | Stock-Other | 0.24% | — | — | |
| 46 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.22% | — | — | |
| 47 | PETQEUR | Petiq Inc | Stock-Other | 0.18% | — | — | |
| 48 | FATAQ | Fat Brands Inc-cl A | Stock-Other | 0.14% | — | +22.35% | |
| 49 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.12% | — | — | |
| 50 | KIDS | Orthopediatrics CORP | Stock-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Divisadero Street Capital Management, LP reported a total U.S. public equity portfolio value of $4.4B across 59 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HIMS, ANF, GRPN) accounted for 6.6% of total reported equity market value during Q2 2024.
During Q2 2024, Divisadero Street Capital Management, LP's top holdings by market value included HIMS (13.4%)、ANF (10.3%)、GRPN (8.8%). The largest single position, HIMS, represented 13.4% of total portfolio value.
In Q2 2024, Divisadero Street Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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