Back to No Street GP LP
Q2 2026 13F filing
Updated 27 days ago32 disclosed positions worth $1.7B
Portfolio value
$1.7B
Total holdings
32
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | U U UNITY SOFTWARE INC | $33.3M | 1.16M | 2.00% | — |
| 22 | T TTAN SERVICETITAN INC | $33M | 467.4K | 1.99% | — |
| 23 | D DAC DANAOS CORPORATION | $30.6M | 250.0K | 1.84% | — |
| 24 | S SOLS SOLSTICE ADVANCED MATLS INC | $28.8M | 325.0K | 1.73% | — |
| 25 | A APEI AMERICAN PUB ED INC | $27.2M | 507.3K | 1.64% | — |
| 26 | A ARI APOLLO COML REAL ESTATE FIN | $26.1M | 2.44M | 1.57% | — |
| 27 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $25.6M | 53.7K | 1.54% | — |
| 28 | C CE CELANESE CORP DEL | $23M | 500.0K | 1.38% | — |
| 29 | C CRNC CERENCE INC | $17.3M | 1.52M | 1.04% | — |
| 30 | S SEI SOLARIS ENERGY INFRAS INC | $12.5M | 155.0K | 0.75% | — |
| 31 | ? N/A RXSIGHT INC | $9.9M | 2.06M | 0.60% | — |
| 32 | ? N/A FORBRIGHT INC | $8.5M | 465.1K | 0.51% | — |