No Street GP
Latest statistics and disclosures from No Street GP's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBER, FICO, TWLO, CVNA, APP, and represent 35.79% of No Street GP's stock portfolio.
- Added to shares of these 10 stocks: GNRC (+$51M), LOPE (+$42M), RKT (+$34M), SGI (+$30M), GAP (+$27M), FICO (+$26M), OPLN (+$25M), UBER (+$25M), MGNI (+$24M), FSLR (+$20M).
- Started 11 new stock positions in SOUN, GNRC, SGI, MGNI, SOLS, GAP, SEI, OPLN, FSLR, LOPE. CRSP.
- Reduced shares in these 10 stocks: Mr Cooper Group (-$95M), GTLS (-$55M), APP (-$43M), LIF (-$34M), KMPR (-$25M), CVNA (-$24M), , CSGP (-$14M), DAR (-$13M), RGTI (-$8.9M).
- Sold out of its positions in FLS, JCAP, KMPR, LIF, LVO, Mr Cooper Group, PRPL, RGTI, IREN.
- No Street GP was a net seller of stock by $-2.0M.
- No Street GP has $1.5B in assets under management (AUM), dropping by -2.36%.
- Central Index Key (CIK): 0001765774
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Portfolio Holdings for No Street GP
No Street GP holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Uber Technologies (UBER) | 7.7 | $114M | +27% | 1.4M | 81.71 |
|
| Fair Isaac Corporation (FICO) | 7.5 | $111M | +31% | 66k | 1690.62 |
|
| Twilio Cl A (TWLO) | 7.4 | $110M | -7% | 773k | 142.24 |
|
| Carvana Cl A (CVNA) | 6.8 | $101M | -18% | 240k | 422.02 |
|
| Applovin Corp Com Cl A (APP) | 6.4 | $95M | -30% | 142k | 673.82 |
|
| Progressive Corporation (PGR) | 5.5 | $82M | 360k | 227.72 |
|
|
| Darling International (DAR) | 4.6 | $68M | -15% | 1.9M | 36.00 |
|
| Mobile Infrastructure Corp Com Shs (BEEP) | 4.2 | $62M | 24M | 2.55 |
|
|
| Rocket Cos Com Cl A (RKT) | 3.7 | $55M | +159% | 2.9M | 19.36 |
|
| Trimble Navigation (TRMB) | 3.6 | $53M | -6% | 675k | 78.35 |
|
| Wix SHS (WIX) | 3.5 | $52M | -9% | 500k | 103.89 |
|
| Generac Holdings (GNRC) | 3.4 | $51M | NEW | 370k | 136.37 |
|
| Elastic N V Ord Shs (ESTC) | 3.0 | $45M | +12% | 592k | 75.44 |
|
| Green Dot Corp Cl A (GDOT) | 2.9 | $44M | -15% | 3.4M | 12.81 |
|
| Grand Canyon Education (LOPE) | 2.8 | $42M | NEW | 250k | 166.31 |
|
| Enova Intl (ENVA) | 2.6 | $39M | +6% | 250k | 157.20 |
|
| American Public Education (APEI) | 2.4 | $35M | +12% | 925k | 37.80 |
|
| Apollo Commercial Real Est. Finance (ARI) | 2.1 | $31M | +7% | 3.2M | 9.68 |
|
| Tempur-Pedic International (SGI) | 2.0 | $30M | NEW | 330k | 89.28 |
|
| Cargurus Com Cl A (CARG) | 1.9 | $28M | -11% | 735k | 38.35 |
|
| Gap (GAP) | 1.8 | $27M | NEW | 1.1M | 25.60 |
|
| KAR Auction Services (OPLN) | 1.7 | $25M | NEW | 851k | 29.78 |
|
| Magnite Ord (MGNI) | 1.6 | $24M | NEW | 1.5M | 16.23 |
|
| Danaos Corporation SHS (DAC) | 1.6 | $24M | 250k | 94.18 |
|
|
| Chart Industries (GTLS) | 1.5 | $23M | -70% | 110k | 206.23 |
|
| Rxsight (RXST) | 1.4 | $21M | +21% | 2.0M | 10.42 |
|
| First Solar (FSLR) | 1.3 | $20M | NEW | 75k | 261.23 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 1.2 | $18M | NEW | 375k | 48.58 |
|
| Solaris Energy Infras Com Cl A (SEI) | 1.2 | $17M | NEW | 375k | 45.97 |
|
| CoStar (CSGP) | 1.1 | $16M | -46% | 240k | 67.24 |
|
| Cerence (CRNC) | 1.0 | $15M | +40% | 1.4M | 10.69 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $6.6M | NEW | 125k | 52.44 |
|
| Soundhound Ai Class A Com (SOUN) | 0.1 | $2.0M | NEW | 200k | 9.97 |
|
Past Filings by No Street GP
SEC 13F filings are viewable for No Street GP going back to 2019
- No Street GP 2025 Q4 filed Feb. 17, 2026
- No Street GP 2025 Q3 filed Nov. 14, 2025
- No Street GP 2025 Q2 filed Aug. 14, 2025
- No Street GP 2025 Q1 filed May 15, 2025
- No Street GP 2024 Q4 filed Feb. 14, 2025
- No Street GP 2024 Q3 filed Nov. 14, 2024
- No Street GP 2024 Q2 filed Aug. 14, 2024
- No Street GP 2024 Q1 filed May 15, 2024
- No Street GP 2023 Q4 filed Feb. 14, 2024
- No Street GP 2023 Q3 filed Nov. 14, 2023
- No Street GP 2023 Q2 filed Aug. 14, 2023
- No Street GP 2023 Q1 filed May 15, 2023
- No Street GP 2022 Q4 filed Feb. 14, 2023
- No Street GP 2022 Q3 filed Nov. 14, 2022
- No Street GP 2022 Q2 filed Aug. 15, 2022
- No Street GP 2022 Q1 filed May 16, 2022