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No Street GP LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,664,367,794
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $137,104,000
- GENERAC HLDGS INC · COM · 368736104 · shares: $124,444,250
- TWILIO INC · CL A · 90138F102 · shares: $105,228,300
- CROCS INC · COM · 227046109 · shares: $98,924,800
- FAIR ISAAC CORP · COM · 303250104 · shares: $97,673,265
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $87,073,870
- CARVANA CO · CL A · 146869102 · shares: $79,072,396
- DARLING INGREDIENTS INC · COM · 237266101 · shares: $77,833,500
- TRIMBLE INC · COM · 896239100 · shares: $73,187,400
- ENOVA INTL INC · COM · 29357K103 · shares: $66,200,750
Reported holdings
32 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,900,000 shares | $137,104,000 |
| GENERAC HLDGS INC | COM | 368736104 | — | 425,000 shares | $124,444,250 |
| TWILIO INC | CL A | 90138F102 | — | 510,000 shares | $105,228,300 |
| CROCS INC | COM | 227046109 | — | 820,000 shares | $98,924,800 |
| FAIR ISAAC CORP | COM | 303250104 | — | 81,750 shares | $97,673,265 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 169,000 shares | $87,073,870 |
| CARVANA CO | CL A | 146869102 | — | 1,201,343 shares | $79,072,396 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 1,425,000 shares | $77,833,500 |
| TRIMBLE INC | COM | 896239100 | — | 1,430,000 shares | $73,187,400 |
| ENOVA INTL INC | COM | 29357K103 | — | 275,000 shares | $66,200,750 |
| GREEN DOT CORP | CL A | 39304D102 | — | 4,250,000 shares | $57,417,500 |
| OPENLANE INC | COM | 48238T109 | — | 1,350,000 shares | $55,674,000 |
| ETSY INC | COM | 29786A106 | — | 664,099 shares | $50,026,578 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 3,100,000 shares | $48,825,000 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 540,000 shares | $42,336,000 |
| CLEAR SECURE INC | COM CL A | 18467V109 | — | 716,090 shares | $39,907,696 |
| GRAND CANYON ED INC | COM | 38526M106 | — | 275,000 shares | $39,355,250 |
| ELASTIC N V | ORD SHS | N14506104 | — | 675,000 shares | $38,488,500 |
| UNITED RENTALS INC | COM | 911363109 | — | 32,000 shares | $36,252,480 |
| MOBILE INFRASTRUCTURE CORP | COM SHS | 60739N101 | — | 24,296,528 shares | $33,529,209 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 1,164,529 shares | $33,282,239 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 467,352 shares | $33,046,460 |
| DANAOS CORPORATION | SHS | Y1968P121 | — | 250,000 shares | $30,592,500 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 325,000 shares | $28,795,000 |
| AMERICAN PUB ED INC | COM | 02913V103 | — | 507,283 shares | $27,241,097 |
| APOLLO COML REAL ESTATE FIN | COM | 03762U105 | — | 2,440,900 shares | $26,068,812 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 53,691 shares | $25,641,211 |
| CELANESE CORP DEL | COM | 150870103 | — | 500,000 shares | $23,000,000 |
| CERENCE INC | COM | 156727109 | — | 1,525,000 shares | $17,263,000 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 155,000 shares | $12,471,300 |
| RXSIGHT INC | COM | 78349D107 | — | 2,055,000 shares | $9,905,100 |
| FORBRIGHT INC | CL A COM | 34520K105 | — | 465,081 shares | $8,506,331 |