No Street GP as of Dec. 31, 2025
Portfolio Holdings for No Street GP
No Street GP holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 7.7 | $114M | 1.4M | 81.71 | |
| Fair Isaac Corporation (FICO) | 7.5 | $111M | 66k | 1690.62 | |
| Twilio Cl A (TWLO) | 7.4 | $110M | 773k | 142.24 | |
| Carvana Cl A (CVNA) | 6.8 | $101M | 240k | 422.02 | |
| Applovin Corp Com Cl A (APP) | 6.4 | $95M | 142k | 673.82 | |
| Progressive Corporation (PGR) | 5.5 | $82M | 360k | 227.72 | |
| Darling International (DAR) | 4.6 | $68M | 1.9M | 36.00 | |
| Mobile Infrastructure Corp Com Shs (BEEP) | 4.2 | $62M | 24M | 2.55 | |
| Rocket Cos Com Cl A (RKT) | 3.7 | $55M | 2.9M | 19.36 | |
| Trimble Navigation (TRMB) | 3.6 | $53M | 675k | 78.35 | |
| Wix SHS (WIX) | 3.5 | $52M | 500k | 103.89 | |
| Generac Holdings (GNRC) | 3.4 | $51M | 370k | 136.37 | |
| Elastic N V Ord Shs (ESTC) | 3.0 | $45M | 592k | 75.44 | |
| Green Dot Corp Cl A (GDOT) | 2.9 | $44M | 3.4M | 12.81 | |
| Grand Canyon Education (LOPE) | 2.8 | $42M | 250k | 166.31 | |
| Enova Intl (ENVA) | 2.6 | $39M | 250k | 157.20 | |
| American Public Education (APEI) | 2.4 | $35M | 925k | 37.80 | |
| Apollo Commercial Real Est. Finance (ARI) | 2.1 | $31M | 3.2M | 9.68 | |
| Tempur-Pedic International (SGI) | 2.0 | $30M | 330k | 89.28 | |
| Cargurus Com Cl A (CARG) | 1.9 | $28M | 735k | 38.35 | |
| Gap (GAP) | 1.8 | $27M | 1.1M | 25.60 | |
| KAR Auction Services (OPLN) | 1.7 | $25M | 851k | 29.78 | |
| Magnite Ord (MGNI) | 1.6 | $24M | 1.5M | 16.23 | |
| Danaos Corporation SHS (DAC) | 1.6 | $24M | 250k | 94.18 | |
| Chart Industries (GTLS) | 1.5 | $23M | 110k | 206.23 | |
| Rxsight (RXST) | 1.4 | $21M | 2.0M | 10.42 | |
| First Solar (FSLR) | 1.3 | $20M | 75k | 261.23 | |
| Solstice Advanced Matls Com Shs (SOLS) | 1.2 | $18M | 375k | 48.58 | |
| Solaris Energy Infras Com Cl A (SEI) | 1.2 | $17M | 375k | 45.97 | |
| CoStar (CSGP) | 1.1 | $16M | 240k | 67.24 | |
| Cerence (CRNC) | 1.0 | $15M | 1.4M | 10.69 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $6.6M | 125k | 52.44 | |
| Soundhound Ai Class A Com (SOUN) | 0.1 | $2.0M | 200k | 9.97 |
