Institutions / No Street GP LP
No Street GP LP
CIK 1765774 · Institution · as of Dec 31, 2025
Portfolio value
$1.48B
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| Uber Technologies, Inc | $114.39M | 7.7% |
| Fair Isaac Corp | $110.74M | 7.5% |
| Twilio Inc | $109.91M | 7.4% |
| Carvana Co. | $101.07M | 6.8% |
| AppLovin Corp | $95.35M | 6.4% |
| Progressive CORP/OH | $81.98M | 5.5% |
| Darling Ingredients Inc. | $68.40M | 4.6% |
| Mobile Infrastructure CorpBEEP | $61.96M | 4.2% |
| Rocket Companies, Inc. | $55.18M | 3.7% |
| Trimble Inc. | $52.89M | 3.6% |
| Wix.com Ltd. | $51.95M | 3.5% |
| Generac Holdings Inc. | $50.46M | 3.4% |
| Elastic N.V. | $44.65M | 3.0% |
| Green Dot Corporation | $43.55M | 2.9% |
| Grand Canyon Education, Inc. | $41.58M | 2.8% |
| Enova International, Inc. | $39.30M | 2.6% |
| American Public Education Inc | $34.97M | 2.4% |
| Apollo Commercial Real Estate Finance, Inc. | $31.28M | 2.1% |
| Somnigroup International Inc | $29.46M | 2.0% |
| CarGurus, Inc. | $28.19M | 1.9% |
| Gap Inc | $26.88M | 1.8% |
| OPENLANE Inc | $25.35M | 1.7% |
| Magnite, Inc. | $23.94M | 1.6% |
| Danaos Corporation | $23.55M | 1.6% |
| Chart Industries Inc | $22.69M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.