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Hedge Funds Similar to No Street GP

13F Portfolio OverlapQ1 2026No Street GP portfolio →
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Most similar hedge funds by 13F overlap

No Street GP LP is an institutional investor managing $1.5B across 32 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to No Street GP are Freshford ,, Spyglass, KENSICO, with shared positions in $UBER, $FICO, $APP, $CVNA, $GNRC, $SOLS. The full ranking of 25 similar funds is below.

#1Freshford Capital Management, LLCActive
Notable overlap · 3 shared positions
$UBER$FICO$APP
$200M
19 positions
#2Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$APP$FICO$CVNA
$1.3B
24 positions
#3KENSICO CAPITAL MANAGEMENT CORPSmart money
Notable overlap · 3 shared positions
$FICO$APP$UBER
$4.9B
20 positions
#4One Fin Capital Management LPActive
Notable overlap · 4 shared positions
$GNRC$SOLS$RKT$CRNC
$280M
20 positions
#5Ulysses Management LLCSmart money
Notable overlap · 3 shared positions
$UBER$TRMB$RKT
$802M
35 positions
#6Toronado Partners, LLCActive
Notable overlap · 3 shared positions
$TWLO$ESTC$SITM
$53M
11 positions
#7Whale Rock Capital Management LLCActive
Notable overlap · 3 shared positions
$APP$CVNA$SITM
$7.7B
35 positions
#8DAVIDSON KEMPNER CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$UBER$ETSY$RKT
$7.3B
231 positions
#9GENERATION INVESTMENT MANAGEMENT LLPSmart money
Some overlap · 3 shared positions
$TRMB$WDAY$TTAN
$11.2B
29 positions
#10Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$APP$UBER$FICO
$2.1B
26 positions
#11Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$CVNA$SOLS$APP
$1.8B
49 positions
#12D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$SGI$APP$CVNA
$11.2B
44 positions
#13Durable Capital Partners LPActive
Some overlap · 3 shared positions
$CVNA$RKT$YOU
$9.7B
37 positions
#14Kampmann Melissa S.Passive
Some overlap · 3 shared positions
$UBER$GNRC$WDAY
$125M
43 positions
#15PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$APP$CVNA$SEI
$128M
80 positions
#16RBF Capital, LLCPassive
Some overlap · 4 shared positions
$APP$DAC$FICO$UBER
$1.9B
489 positions
#17Manatuck Hill Partners, LLCPassive
Some overlap · 3 shared positions
$APEI$OPLN$MGNI
$370M
116 positions
#18BEACONLIGHT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SGI$SOLS$CE
$190M
34 positions
#19Park West Asset Management LLCActive
Some overlap · 3 shared positions
$OPLN$ENVA$MGNI
$1.2B
52 positions
#20Altshuler Shaham LtdActive
Some overlap · 3 shared positions
$UBER$TRMB$APP
$5.5B
443 positions
#21Clearline Capital LPActive
Some overlap · 3 shared positions
$RKT$ESTC$ETSY
$1.9B
106 positions
#22Sphera Management Technology Funds LtdActive
Some overlap · 3 shared positions
$TWLO$UBER$GNRC
$178M
55 positions
#23SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 3 shared positions
$CVNA$UBER$SGI
$5.8B
280 positions
#24Kazazian Asset Management, LLCActive
Some overlap · 4 shared positions
$ETSY$WDAY$CE$TTAN
$92M
43 positions
#25PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APP$TWLO$UBER
$3.0B
77 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.