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No Street GP LP
hedge fundUpdated 27 days agoManaged by No Street Gp Lp • Latest filing Q2 2026
Portfolio value
$1.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $783.5M |
| Q2 2023 | $1B |
| Q3 2023 | $836.3M |
| Q4 2023 | $1B |
| Q1 2024 | $1.4B |
| Q2 2024 | $1.6B |
| Q3 2024 | $1.3B |
| Q4 2024 | $1.5B |
| Q1 2025 | $1.3B |
| Q2 2025 | $1.4B |
| Q3 2025 | $1.5B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.7B |
Top holdings
32 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U UBER UBER TECHNOLOGIES INC | $137.1M | 1.90M | 8.24% | — |
| 2 | G GNRC GENERAC HLDGS INC | $124.4M | 425.0K | 7.48% | — |
| 3 | T TWLO TWILIO INC | $105.2M | 510.0K | 6.32% | — |
| 4 | C CROX CROCS INC | $98.9M | 820.0K | 5.94% | — |
| 5 | F FICO FAIR ISAAC CORP | $97.7M | 81.8K | 5.87% | — |
| 6 | A APP APPLOVIN CORP | $87.1M | 169.0K | 5.23% | — |
| 7 | C CVNA CARVANA CO | $79.1M | 1.20M | 4.75% | — |
| 8 | D DAR DARLING INGREDIENTS INC | $77.8M | 1.43M | 4.68% | — |
| 9 | T TRMB TRIMBLE INC | $73.2M | 1.43M | 4.40% | — |
| 10 | E ENVA ENOVA INTL INC | $66.2M | 275.0K | 3.98% | — |
| 11 | G GDOT GREEN DOT CORP | $57.4M | 4.25M | 3.45% | — |
| 12 | O OPLN OPENLANE INC | $55.7M | 1.35M | 3.35% | — |
| 13 | E ETSY ETSY INC | $50M | 664.1K | 3.01% | — |
| 14 | R RKLB ROCKET COS INC | $48.8M | 3.10M | 2.93% | — |
| 15 | S SGI SOMNIGROUP INTERNATIONAL INC | $42.3M | 540.0K | 2.54% | — |
| 16 | Y YOU CLEAR SECURE INC | $39.9M | 716.1K | 2.40% | — |
| 17 | L LOPE GRAND CANYON ED INC | $39.4M | 275.0K | 2.36% | — |
| 18 | E ESTC ELASTIC N V | $38.5M | 675.0K | 2.31% | — |
| 19 | U URI UNITED RENTALS INC | $36.3M | 32.0K | 2.18% | — |
| 20 | B BEEP MOBILE INFRASTRUCTURE CORP | $33.5M | 24.30M | 2.01% | — |