No Street GP as of June 30, 2025
Portfolio Holdings for No Street GP
No Street GP holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chart Industries (GTLS) | 11.4 | $155M | 940k | 164.65 | |
| Applovin Corp Com Cl A (APP) | 8.8 | $119M | 340k | 350.08 | |
| Carvana Cl A (CVNA) | 8.7 | $118M | 350k | 336.96 | |
| Mobile Infrastructure Corp Com Shs (BEEP) | 8.1 | $110M | 24M | 4.53 | |
| Uber Technologies (UBER) | 7.2 | $98M | 1.1M | 93.30 | |
| Twilio Cl A (TWLO) | 6.1 | $83M | 668k | 124.36 | |
| Progressive Corporation (PGR) | 6.1 | $83M | 310k | 266.86 | |
| Mr Cooper Group | 5.5 | $75M | 500k | 149.21 | |
| Kemper Corp Del (KMPR) | 5.0 | $68M | 1.1M | 64.54 | |
| Trimble Navigation (TRMB) | 4.1 | $55M | 725k | 75.98 | |
| Crocs (CROX) | 3.7 | $50M | 495k | 101.28 | |
| Elastic N V Ord Shs (ESTC) | 2.9 | $40M | 475k | 84.33 | |
| CoStar (CSGP) | 2.5 | $35M | 430k | 80.40 | |
| Enova Intl (ENVA) | 2.5 | $34M | 300k | 111.52 | |
| Fair Isaac Corporation (FICO) | 2.2 | $29M | 16k | 1827.96 | |
| Lazard Ltd Shs -a - (LAZ) | 1.9 | $26M | 550k | 47.98 | |
| Apollo Commercial Real Est. Finance (ARI) | 1.6 | $22M | 2.3M | 9.68 | |
| Danaos Corporation SHS (DAC) | 1.6 | $22M | 250k | 86.24 | |
| Compass Cl A (COMP) | 1.6 | $21M | 3.4M | 6.28 | |
| Quantum Computing Put Option (QUBT) | 1.5 | $20M | 1.1M | 19.17 | |
| Life360 (LIF) | 1.4 | $19M | 290k | 65.25 | |
| Green Dot Corp Cl A (GDOT) | 1.3 | $17M | 1.6M | 10.78 | |
| Cerence (CRNC) | 1.2 | $16M | 1.6M | 10.21 | |
| Rxsight (RXST) | 1.1 | $16M | 1.2M | 13.00 | |
| Cargurus Com Cl A (CARG) | 1.0 | $13M | 400k | 33.47 | |
| Jefferson Capital (JCAP) | 0.9 | $13M | 675k | 18.45 | |
| Purple Innovatio (PRPL) | 0.2 | $2.6M | 3.6M | 0.73 |
