No Street GP LP
No Street GP LP reported 32 holdings worth US$1.66B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
No Street GP LP reported 32 holdings worth US$1.66B as of Jun 30, 2026. Largest: Uber Technologies, Inc., Generac Holdings Inc. and Twilio Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$1.66B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Uber Technologies, Inc. | 1.9M | US$137M | 8.2% |
| Generac Holdings Inc. | 425K | US$124M | 7.5% |
| Twilio Inc. | 510K | US$105M | 6.3% |
| Crocs, Inc. | 820K | US$98.9M | 5.9% |
| Fair Isaac Corporation | 81,750 | US$97.7M | 5.9% |
| Applovin Corporation | 169K | US$87.1M | 5.2% |
| Carvana Co. | 1.2M | US$79.1M | 4.8% |
| Darling Ingredients Inc. | 1.43M | US$77.8M | 4.7% |
| Trimble Inc. | 1.43M | US$73.2M | 4.4% |
| Enova International, Inc. | 275K | US$66.2M | 4.0% |
| Green Dot Corporation | 4.25M | US$57.4M | 3.4% |
| Openlane, Inc. | 1.35M | US$55.7M | 3.3% |
| Etsy, Inc. | 664K | US$50M | 3.0% |
| Rocket Companies, Inc. | 3.1M | US$48.8M | 2.9% |
| Somnigroup International Inc. | 540K | US$42.3M | 2.5% |
| Clear Secure, Inc. | 716K | US$39.9M | 2.4% |
| Grand Canyon Education, Inc. | 275K | US$39.4M | 2.4% |
| United Rentals, Inc. | 32,000 | US$36.3M | 2.2% |
| Mobile Infrastructure Corporation | 24.3M | US$33.5M | 2.0% |
| Unity Software Inc. | 1.16M | US$33.3M | 2.0% |
| Servicetitan, Inc. | 467K | US$33M | 2.0% |
| Danaos Corporation | 250K | US$30.6M | 1.8% |
| Solstice Advanced Materials Inc. | 325K | US$28.8M | 1.7% |
| American Public Education, Inc. | 507K | US$27.2M | 1.6% |
| Apollo Commercial Real Estate Finance, Inc | 2.44M | US$26.1M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 53,691 | US$25.6M | 1.5% |
| Celanese Corporation | 500K | US$23M | 1.4% |
| Cerence Inc. | 1.52M | US$17.3M | 1.0% |
| Solaris Energy Infrastructure, Inc. | 155K | US$12.5M | 0.75% |
| Rxsight, Inc. | 2.06M | US$9.91M | 0.60% |
| Forbright, Inc. | 465K | US$8.51M | 0.51% |
| Magnite, Inc. | 0 | US$0 | 0.00% |
| Sitime Corporation | 0 | US$0 | 0.00% |
| Workday, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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