No Street GP
Latest statistics and disclosures from No Street GP's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBER, GNRC, TWLO, FICO, CVNA, and represent 33.23% of No Street GP's stock portfolio.
- Added to shares of these 10 stocks: CROX (+$73M), YOU (+$41M), CE (+$36M), ETSY (+$36M), GNRC (+$35M), TRMB (+$29M), WDAY (+$26M), TTAN (+$26M), UBER (+$25M), SITM (+$19M).
- Started 8 new stock positions in CROX, ETSY, SITM, SOFI, TTAN, YOU, CE, WDAY.
- Reduced shares in these 10 stocks: PGR (-$82M), WIX (-$52M), DAR (-$31M), CARG (-$28M), GAP (-$27M), , FSLR (-$20M), , APEI (-$16M), RKT (-$9.3M).
- Sold out of its positions in CARG, GTLS, CSGP, FSLR, GAP, PGR, SOUN, CRSP, WIX.
- No Street GP was a net buyer of stock by $118M.
- No Street GP has $1.5B in assets under management (AUM), dropping by 0.96%.
- Central Index Key (CIK): 0001765774
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Portfolio Holdings for No Street GP
No Street GP holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Uber Technologies (UBER) | 8.4 | $126M | +25% | 1.8M | 71.93 |
|
| Generac Holdings (GNRC) | 7.2 | $107M | +48% | 550k | 195.33 |
|
| Twilio Cl A (TWLO) | 6.0 | $91M | -6% | 719k | 125.82 |
|
| Fair Isaac Corporation (FICO) | 5.8 | $87M | +24% | 82k | 1067.54 |
|
| Carvana Cl A (CVNA) | 5.8 | $87M | +15% | 277k | 314.38 |
|
| Darling International (DAR) | 5.8 | $87M | -26% | 1.4M | 61.85 |
|
| Trimble Navigation (TRMB) | 4.9 | $73M | +66% | 1.1M | 65.23 |
|
| Crocs (CROX) | 4.8 | $73M | NEW | 875k | 83.02 |
|
| Applovin Corp Com Cl A (APP) | 4.8 | $72M | +27% | 181k | 398.00 |
|
| Mobile Infrastructure Corp Com Shs (BEEP) | 3.6 | $54M | 24M | 2.24 |
|
|
| Green Dot Corp Cl A (GDOT) | 3.2 | $48M | +25% | 4.3M | 11.22 |
|
| Clear Secure Com Cl A (YOU) | 2.7 | $41M | NEW | 836k | 48.41 |
|
| KAR Auction Services (OPLN) | 2.6 | $39M | +58% | 1.4M | 29.15 |
|
| Enova Intl (ENVA) | 2.6 | $39M | +15% | 288k | 135.83 |
|
| Tempur-Pedic International (SGI) | 2.6 | $38M | +57% | 520k | 73.92 |
|
| Grand Canyon Education (LOPE) | 2.6 | $38M | -10% | 225k | 170.03 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 2.5 | $38M | +33% | 500k | 76.16 |
|
| American Public Education (APEI) | 2.5 | $37M | -29% | 648k | 56.88 |
|
| Celanese Corporation (CE) | 2.4 | $36M | NEW | 550k | 65.77 |
|
| Etsy (ETSY) | 2.4 | $36M | NEW | 715k | 49.98 |
|
| Apollo Commercial Real Est. Finance (ARI) | 2.4 | $35M | +3% | 3.4M | 10.56 |
|
| Rocket Cos Com Cl A (RKT) | 2.1 | $31M | -22% | 2.2M | 14.25 |
|
| Elastic N V Ord Shs (ESTC) | 2.0 | $30M | 600k | 49.99 |
|
|
| Danaos Corporation SHS (DAC) | 1.9 | $28M | 250k | 112.64 |
|
|
| Workday Cl A (WDAY) | 1.7 | $26M | NEW | 200k | 129.92 |
|
| Servicetitan Shs Cl A (TTAN) | 1.7 | $26M | NEW | 405k | 63.46 |
|
| Magnite Ord (MGNI) | 1.3 | $19M | +10% | 1.6M | 11.88 |
|
| Sitime Corp (SITM) | 1.3 | $19M | NEW | 55k | 345.35 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.8 | $13M | -40% | 225k | 56.51 |
|
| Rxsight (RXST) | 0.8 | $12M | 2.0M | 6.16 |
|
|
| Cerence (CRNC) | 0.6 | $9.6M | +8% | 1.5M | 6.31 |
|
| Sofi Technologies Put Option (SOFI) | 0.2 | $2.4M | NEW | 150k | 15.88 |
|
Past Filings by No Street GP
SEC 13F filings are viewable for No Street GP going back to 2019
- No Street GP 2026 Q1 filed May 15, 2026
- 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