No Street GP

No Street GP as of June 30, 2026

Portfolio Holdings for No Street GP

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 8.2 $137M 1.9M 72.16
Generac Holdings (GNRC) 7.5 $124M 425k 292.81
Twilio Cl A (TWLO) 6.3 $105M 510k 206.33
Crocs (CROX) 5.9 $99M 820k 120.64
Fair Isaac Corporation (FICO) 5.9 $98M 82k 1194.78
Applovin Corp Com Cl A (APP) 5.2 $87M 169k 515.23
Carvana Cl A (CVNA) 4.8 $79M 1.2M 65.82
Darling International (DAR) 4.7 $78M 1.4M 54.62
Trimble Navigation (TRMB) 4.4 $73M 1.4M 51.18
Enova Intl (ENVA) 4.0 $66M 275k 240.73
Green Dot Corp Cl A (GDOT) 3.4 $57M 4.3M 13.51
KAR Auction Services (OPLN) 3.3 $56M 1.4M 41.24
Etsy (ETSY) 3.0 $50M 664k 75.33
Rocket Cos Com Cl A (RKT) 2.9 $49M 3.1M 15.75
Tempur-Pedic International (SGI) 2.5 $42M 540k 78.40
Clear Secure Com Cl A (YOU) 2.4 $40M 716k 55.73
Grand Canyon Education (LOPE) 2.4 $39M 275k 143.11
Elastic N V Ord Shs (ESTC) 2.3 $39M 675k 57.02
United Rentals (URI) 2.2 $36M 32k 1132.89
Mobile Infrastructure Corp Com Shs (BEEP) 2.0 $34M 24M 1.38
Unity Software (U) 2.0 $33M 1.2M 28.58
Servicetitan Shs Cl A (TTAN) 2.0 $33M 467k 70.71
Danaos Corporation SHS (DAC) 1.8 $31M 250k 122.37
Solstice Advanced Matls Com Shs (SOLS) 1.7 $29M 325k 88.60
American Public Education (APEI) 1.6 $27M 507k 53.70
Apollo Commercial Real Est. Finance (ARI) 1.6 $26M 2.4M 10.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $26M 54k 477.57
Celanese Corporation (CE) 1.4 $23M 500k 46.00
Cerence (CRNC) 1.0 $17M 1.5M 11.32
Solaris Energy Infras Com Cl A (SEI) 0.7 $13M 155k 80.46
Rxsight (RXST) 0.6 $9.9M 2.1M 4.82
Forbright Cl A Com 0.5 $8.5M 465k 18.29