Holdings
No Street GP LP
As of Jun 30, 2026, No Street GP LP reported 31 positions worth US$1.63B. Largest: Uber Technologies, Inc., Generac Holdings Inc. and Twilio Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Uber Technologies, Inc. | 1.9M | US$137M | +150K | Jun 30, 2026 |
| Generac Holdings Inc. | 425K | US$124M | −125K | Jun 30, 2026 |
| Twilio Inc. | 510K | US$105M | −209K | Jun 30, 2026 |
| Crocs, Inc. | 820K | US$98.9M | −55,000 | Jun 30, 2026 |
| Fair Isaac Corporation | 81,750 | US$97.7M | no change | Jun 30, 2026 |
| Applovin Corporation | 169K | US$87.1M | −12,000 | Jun 30, 2026 |
| Carvana Co. | 1.2M | US$79.1M | +924K | Jun 30, 2026 |
| Darling Ingredients Inc. | 1.43M | US$77.8M | +25,000 | Jun 30, 2026 |
| Trimble Inc. | 1.43M | US$73.2M | +305K | Jun 30, 2026 |
| Enova International, Inc. | 275K | US$66.2M | −12,500 | Jun 30, 2026 |