No Street GP as of Sept. 30, 2025
Portfolio Holdings for No Street GP
No Street GP holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 9.7 | $147M | 205k | 718.54 | |
| Carvana Cl A (CVNA) | 7.3 | $112M | 296k | 377.24 | |
| Uber Technologies (UBER) | 7.1 | $108M | 1.1M | 97.97 | |
| Wix SHS (WIX) | 6.4 | $98M | 550k | 177.63 | |
| Mr Cooper Group | 6.2 | $95M | 450k | 210.79 | |
| Progressive Corporation (PGR) | 5.8 | $89M | 360k | 246.95 | |
| Mobile Infrastructure Corp Com Shs (BEEP) | 5.6 | $86M | 24M | 3.52 | |
| Twilio Cl A (TWLO) | 5.5 | $84M | 834k | 100.09 | |
| Chart Industries (GTLS) | 4.9 | $75M | 375k | 200.15 | |
| Fair Isaac Corporation (FICO) | 4.9 | $75M | 50k | 1496.53 | |
| Darling International (DAR) | 4.6 | $70M | 2.3M | 30.87 | |
| Trimble Navigation (TRMB) | 3.9 | $59M | 725k | 81.65 | |
| Green Dot Corp Cl A (GDOT) | 3.5 | $54M | 4.0M | 13.43 | |
| Elastic N V Ord Shs (ESTC) | 2.9 | $44M | 525k | 84.49 | |
| CoStar (CSGP) | 2.5 | $38M | 450k | 84.37 | |
| Life360 (LIF) | 2.2 | $34M | 315k | 106.30 | |
| American Public Education (APEI) | 2.1 | $32M | 820k | 39.47 | |
| Cargurus Com Cl A (CARG) | 2.0 | $31M | 835k | 37.23 | |
| Apollo Commercial Real Est. Finance (ARI) | 2.0 | $30M | 3.0M | 10.13 | |
| Enova Intl (ENVA) | 1.8 | $27M | 234k | 115.09 | |
| Kemper Corp Del (KMPR) | 1.6 | $25M | 476k | 51.55 | |
| Danaos Corporation SHS (DAC) | 1.5 | $23M | 250k | 89.81 | |
| Rocket Cos Com Cl A (RKT) | 1.4 | $21M | 1.1M | 19.38 | |
| Flowserve Corporation (FLS) | 1.2 | $19M | 350k | 53.14 | |
| Rxsight (RXST) | 1.0 | $15M | 1.6M | 8.99 | |
| Cerence (CRNC) | 0.8 | $13M | 1.0M | 12.46 | |
| Rigetti Computing Common Stock Put Option (RGTI) | 0.6 | $8.9M | 300k | 29.79 | |
| Iren Ordinary Shares Put Option (IREN) | 0.5 | $7.0M | 150k | 46.93 | |
| Jefferson Capital (JCAP) | 0.2 | $3.0M | 173k | 17.26 | |
| Liveone Com New | 0.1 | $1.2M | 300k | 4.13 | |
| Purple Innovatio (PRPL) | 0.1 | $801k | 858k | 0.93 |
