No Street GP

No Street GP as of March 31, 2026

Portfolio Holdings for No Street GP

No Street GP holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 8.4 $126M 1.8M 71.93
Generac Holdings (GNRC) 7.2 $107M 550k 195.33
Twilio Cl A (TWLO) 6.0 $91M 719k 125.82
Fair Isaac Corporation (FICO) 5.8 $87M 82k 1067.54
Carvana Cl A (CVNA) 5.8 $87M 277k 314.38
Darling International (DAR) 5.8 $87M 1.4M 61.85
Trimble Navigation (TRMB) 4.9 $73M 1.1M 65.23
Crocs (CROX) 4.8 $73M 875k 83.02
Applovin Corp Com Cl A (APP) 4.8 $72M 181k 398.00
Mobile Infrastructure Corp Com Shs (BEEP) 3.6 $54M 24M 2.24
Green Dot Corp Cl A (GDOT) 3.2 $48M 4.3M 11.22
Clear Secure Com Cl A (YOU) 2.7 $41M 836k 48.41
KAR Auction Services (OPLN) 2.6 $39M 1.4M 29.15
Enova Intl (ENVA) 2.6 $39M 288k 135.83
Tempur-Pedic International (SGI) 2.6 $38M 520k 73.92
Grand Canyon Education (LOPE) 2.6 $38M 225k 170.03
Solstice Advanced Matls Com Shs (SOLS) 2.5 $38M 500k 76.16
American Public Education (APEI) 2.5 $37M 648k 56.88
Celanese Corporation (CE) 2.4 $36M 550k 65.77
Etsy (ETSY) 2.4 $36M 715k 49.98
Apollo Commercial Real Est. Finance (ARI) 2.4 $35M 3.4M 10.56
Rocket Cos Com Cl A (RKT) 2.1 $31M 2.2M 14.25
Elastic N V Ord Shs (ESTC) 2.0 $30M 600k 49.99
Danaos Corporation SHS (DAC) 1.9 $28M 250k 112.64
Workday Cl A (WDAY) 1.7 $26M 200k 129.92
Servicetitan Shs Cl A (TTAN) 1.7 $26M 405k 63.46
Magnite Ord (MGNI) 1.3 $19M 1.6M 11.88
Sitime Corp (SITM) 1.3 $19M 55k 345.35
Solaris Energy Infras Com Cl A (SEI) 0.8 $13M 225k 56.51
Rxsight (RXST) 0.8 $12M 2.0M 6.16
Cerence (CRNC) 0.6 $9.6M 1.5M 6.31
Sofi Technologies Put Option (SOFI) 0.2 $2.4M 150k 15.88