No Street GP as of March 31, 2025
Portfolio Holdings for No Street GP
No Street GP holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chart Industries (GTLS) | 13.1 | $168M | 1.2M | 144.36 | |
| Applovin Corp Com Cl A (APP) | 9.0 | $116M | 438k | 264.97 | |
| Uber Technologies (UBER) | 8.7 | $111M | 1.5M | 72.86 | |
| Progressive Corporation (PGR) | 8.4 | $108M | 380k | 283.01 | |
| Mobile Infrastructure Corp Com Shs (BEEP) | 7.9 | $101M | 24M | 4.17 | |
| Carvana Cl A (CVNA) | 6.8 | $88M | 420k | 209.08 | |
| Kemper Corp Del (KMPR) | 5.6 | $72M | 1.1M | 66.85 | |
| Twilio Cl A (TWLO) | 4.9 | $63M | 643k | 97.91 | |
| Mr Cooper Group | 4.7 | $60M | 500k | 119.60 | |
| Crocs (CROX) | 4.3 | $55M | 520k | 106.20 | |
| Trimble Navigation (TRMB) | 3.7 | $48M | 725k | 65.65 | |
| Elastic N V Ord Shs (ESTC) | 3.1 | $40M | 450k | 89.10 | |
| Compass Cl A (COMP) | 2.7 | $34M | 3.9M | 8.73 | |
| CoStar (CSGP) | 2.4 | $31M | 395k | 79.23 | |
| Enova Intl (ENVA) | 2.2 | $28M | 293k | 96.56 | |
| Lazard Ltd Shs -a - (LAZ) | 2.2 | $28M | 650k | 43.30 | |
| Six Flags Entertainment Corp (FUN) | 1.8 | $23M | 645k | 35.67 | |
| Danaos Corporation SHS (DAC) | 1.5 | $20M | 250k | 78.03 | |
| Equifax (EFX) | 1.5 | $20M | 80k | 243.56 | |
| Paypal Holdings (PYPL) | 1.3 | $16M | 250k | 65.25 | |
| Rxsight (RXST) | 1.2 | $15M | 600k | 25.25 | |
| Cerence (CRNC) | 0.9 | $12M | 1.5M | 7.90 | |
| Cargurus Com Cl A (CARG) | 0.8 | $9.9M | 340k | 29.13 | |
| Rocket Cos Com Cl A (RKT) | 0.5 | $6.3M | 525k | 12.07 | |
| Nano Nuclear Energy Put Option (NNE) | 0.4 | $5.3M | 200k | 26.46 | |
| Purple Innovatio (PRPL) | 0.2 | $2.9M | 3.9M | 0.76 | |
| Green Dot Corp Cl A (GDOT) | 0.2 | $2.1M | 250k | 8.44 |
