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, CROX, FICO, and represent 33.85% of No Street GP's stock portfolio.
  • Added to shares of these 10 stocks: CVNA (+$61M), URI (+$36M), U (+$33M), TSM (+$26M), TRMB (+$16M), RKT (+$14M), UBER (+$11M), Forbright (+$8.5M), LOPE (+$7.2M), TTAN.
  • Started 4 new stock positions in Forbright, URI, TSM, U.
  • Reduced shares in these 10 stocks: TWLO (-$43M), GNRC (-$37M), , MGNI (-$19M), SITM (-$19M), SOLS (-$16M), ARI (-$9.7M), APEI (-$7.5M), YOU (-$6.7M), CROX (-$6.6M).
  • Sold out of its positions in MGNI, SITM, SOFI, WDAY.
  • No Street GP was a net buyer of stock by $11M.
  • No Street GP has $1.7B in assets under management (AUM), dropping by 11.01%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 8.2 $137M +8% 1.9M 72.16
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Generac Holdings (GNRC) 7.5 $124M -22% 425k 292.81
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Twilio Cl A (TWLO) 6.3 $105M -29% 510k 206.33
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Crocs (CROX) 5.9 $99M -6% 820k 120.64
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Fair Isaac Corporation (FICO) 5.9 $98M 82k 1194.78
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Applovin Corp Com Cl A (APP) 5.2 $87M -6% 169k 515.23
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Carvana Cl A (CVNA) 4.8 $79M +333% 1.2M 65.82
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Darling International (DAR) 4.7 $78M 1.4M 54.62
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Trimble Navigation (TRMB) 4.4 $73M +27% 1.4M 51.18
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Enova Intl (ENVA) 4.0 $66M -4% 275k 240.73
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Green Dot Corp Cl A (GDOT) 3.4 $57M 4.3M 13.51
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KAR Auction Services (OPLN) 3.3 $56M 1.4M 41.24
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Etsy (ETSY) 3.0 $50M -7% 664k 75.33
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Rocket Cos Com Cl A (RKT) 2.9 $49M +40% 3.1M 15.75
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Tempur-Pedic International (SGI) 2.5 $42M +3% 540k 78.40
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Clear Secure Com Cl A (YOU) 2.4 $40M -14% 716k 55.73
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Grand Canyon Education (LOPE) 2.4 $39M +22% 275k 143.11
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Elastic N V Ord Shs (ESTC) 2.3 $39M +12% 675k 57.02
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United Rentals (URI) 2.2 $36M NEW 32k 1132.89
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Mobile Infrastructure Corp Com Shs (BEEP) 2.0 $34M 24M 1.38
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Unity Software (U) 2.0 $33M NEW 1.2M 28.58
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Servicetitan Shs Cl A (TTAN) 2.0 $33M +15% 467k 70.71
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Danaos Corporation SHS (DAC) 1.8 $31M 250k 122.37
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Solstice Advanced Matls Com Shs (SOLS) 1.7 $29M -35% 325k 88.60
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American Public Education (APEI) 1.6 $27M -21% 507k 53.70
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Apollo Commercial Real Est. Finance (ARI) 1.6 $26M -27% 2.4M 10.68
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $26M NEW 54k 477.57
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Celanese Corporation (CE) 1.4 $23M -9% 500k 46.00
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Cerence (CRNC) 1.0 $17M 1.5M 11.32
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Solaris Energy Infras Com Cl A (SEI) 0.7 $13M -31% 155k 80.46
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Rxsight (RXST) 0.6 $9.9M +2% 2.1M 4.82
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Forbright Cl A Com 0.5 $8.5M NEW 465k 18.29
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Past Filings by No Street GP

SEC 13F filings are viewable for No Street GP going back to 2019

View all past filings