No Street GP LP
13F Reported Value
ⓘ$1.7B
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
No Street GP LP disclosed 32 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $UBER (Uber Technologies, Inc) at 8.2% of the equity portfolio, followed by $GNRC and $TWLO. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $URI and a full exit from $WDAY. The portfolio is most concentrated in Technology (48.8% of disclosed assets). All figures are sourced directly from No Street GP LP’s Form 13F-HR filing with the SEC under CIK 1765774.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.5#135
Quality
$137.1M1,900,000 sh - 54.4#1,329
Quality
$124.4M425,000 sh - 70.4#221
Quality
$105.2M510,000 sh - 58.0
Quality
$98.9M820,000 sh - 77.7
Quality
$97.7M81,750 sh - 84.4
Quality
$87.1M169,000 sh - 71.6
Quality
$79.1M1,201,343 sh - 63.5
Quality
$77.8M1,425,000 sh - 49.3
Quality
$73.2M1,430,000 sh - 69.9
Quality
$66.2M275,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Uber Technologies, Inc$UBER | 73.5#135 | $137.1M | 1,900,000 |
 GENERAC HOLDINGS INC.$GNRC | 54.4#1,329 | $124.4M | 425,000 |
 TWILIO INC$TWLO | 70.4#221 | $105.2M | 510,000 |
 Crocs, Inc.$CROX | 58.0 | $98.9M | 820,000 |
 FAIR ISAAC CORP$FICO | 77.7 | $97.7M | 81,750 |
 AppLovin Corp$APP | 84.4 | $87.1M | 169,000 |
 CARVANA CO.$CVNA | 71.6 | $79.1M | 1,201,343 |
 DARLING INGREDIENTS INC.$DAR | 63.5 | $77.8M | 1,425,000 |
 TRIMBLE INC.$TRMB | 49.3 | $73.2M | 1,430,000 |
 Enova International, Inc.$ENVA | 69.9 | $66.2M | 275,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of No Street GP LP's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Technology
$812.3M
Consumer Discretionary
$342.6M
Financials
$180.9M
Industrials
$116.9M
Consumer Staples
$77.8M
Real Estate
$59.6M
Healthcare
$38.7M
Materials
$23.0M
Full Holdings — No Street GP LP (Q2 2026)
All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UBER | Uber Technologies, Inc | $137.1M | 8.2% | +9% | 73.5 |
| 2 | $GNRC | GENERAC HOLDINGS INC. | $124.4M | 7.5% | -23% | 54.4 |
| 3 | $TWLO | TWILIO INC | $105.2M | 6.3% | -29% | 70.4 |
| 4 | $CROX | Crocs, Inc. | $98.9M | 5.9% | -6% | 58 |
| 5 | $FICO | FAIR ISAAC CORP | $97.7M | 5.9% | +0% | 77.7 |
| 6 | $APP | AppLovin Corp | $87.1M | 5.2% | -7% | 84.4 |
| 7 | $CVNA | CARVANA CO. | $79.1M | 4.8% | +334% | 71.6 |
| 8 | $DAR | DARLING INGREDIENTS INC. | $77.8M | 4.7% | +2% | 63.5 |
| 9 | $TRMB | TRIMBLE INC. | $73.2M | 4.4% | +27% | 49.3 |
| 10 | $ENVA | Enova International, Inc. | $66.2M | 4.0% | -4% | 69.9 |
| 11 |  $GDOT | GREEN DOT CORP | $57.4M | 3.5% | +0% | 52.5 |
| 12 |  $OPLN | OPENLANE, Inc. | $55.7M | 3.4% | +0% | 61 |
| 13 |  $ETSY | ETSY INC | $50.0M | 3.0% | -7% | 61.2 |
| 14 |  $RKT | Rocket Companies, Inc. | $48.8M | 2.9% | +41% | 74.2 |
| 15 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $42.3M | 2.5% | +4% | 71.6 |
| 16 |  $YOU | Clear Secure, Inc. | $39.9M | 2.4% | -14% | 73.1 |
| 17 |  $LOPE | Grand Canyon Education, Inc. | $39.4M | 2.4% | +22% | 65.2 |
| 18 |  $ESTC | Elastic N.V. | $38.5M | 2.3% | +13% | 55.5 |
| 19 |  $URI | UNITED RENTALS, INC. | $36.3M | 2.2% | NEW | 63.9 |
| 20 |  $BEEP | Mobile Infrastructure Corp | $33.5M | 2.0% | +0% | 18.7 |
| 21 |  $U | Unity Software Inc. | $33.3M | 2.0% | NEW | 38.9 |
| 22 |  $TTAN | ServiceTitan, Inc. | $33.0M | 2.0% | +15% | 49.2 |
| 23 |  $DAC | Danaos Corp | $30.6M | 1.8% | +0% | 39 |
| 24 |  $SOLS | Solstice Advanced Materials Inc. | $28.8M | 1.7% | -35% | 61.6 |
| 25 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $27.2M | 1.6% | -22% | 52.2 |
| 26 |  $ARI | Apollo Commercial Real Estate Finance, Inc. | $26.1M | 1.6% | -27% | 43.2 |
| 27 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $25.6M | 1.5% | NEW | — |
| 28 |  $CE | Celanese Corp | $23.0M | 1.4% | -9% | 42.6 |
| 29 |  $CRNC | Cerence Inc. | $17.3M | 1.0% | +0% | 40.9 |
| 30 |  $SEI | Solaris Energy Infrastructure, Inc. | $12.5M | 0.8% | -31% | 56.4 |
| 31 |  $RXST | RxSight, Inc. | $9.9M | 0.6% | +3% | 28.1 |
| 32 |  $FRBT | Forbright, Inc. | $8.5M | 0.5% | NEW | — |
New Positions (4)
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