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No Street GP LP — 13F Holdings & Portfolio

CIK 1765774 · latest 13F-HR filed 2026-05-15

Backtest portfolio

No Street GP LP manages $1.50B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are UBER (8.40%), GNRC (7.17%), TWLO (6.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 9, added to 11, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.50B

Long-equity book

Holdings

32

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+7 / −9 / ↑11 / ↓12

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GENERAC HLDGS INC$57.0M +112.9%
  • TRIMBLE INC$20.5M +38.8%
  • SOLSTICE ADVANCED MATLS INC$19.9M +109.0%
  • DARLING INGREDIENTS INC$18.2M +26.6%
  • OPENLANE INC$14.0M +55.3%
Show all 11 →

Top Trims

  • ROCKET COS INC-$23.8M -43.2%
  • FAIR ISAAC CORP-$23.5M -21.2%
  • APPLOVIN CORP-$23.3M -24.4%
  • TWILIO INC-$19.4M -17.7%
  • ELASTIC N V-$14.7M -32.8%
Show all 12 →

New Positions

  • CROCS INC$72.6M
  • CLEAR SECURE INC$40.5M
  • CELANESE CORP DEL$36.2M
  • ETSY INC$35.7M
  • WORKDAY INC$26.0M
Show all 7 →

Exited Positions

  • PROGRESSIVE CORP$82.0M
  • WIX COM LTD$51.9M
  • CARGURUS INC$28.2M
  • GAP INC$26.9M
  • CHART INDS INC$22.7M
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UBER TECHNOLOGIES INC UBER 90353T100 $125.9M 8.40% 1,750,000 SH
2 GENERAC HLDGS INC GNRC 368736104 $107.4M 7.17% 550,000 SH
3 TWILIO INC TWLO 90138F102 $90.5M 6.03% 718,993 SH
4 FAIR ISAAC CORP FICO 303250104 $87.3M 5.82% 81,750 SH
5 CARVANA CO CVNA 146869102 $87.1M 5.81% 277,000 SH
6 DARLING INGREDIENTS INC DAR 237266101 $86.6M 5.78% 1,400,000 SH
7 TRIMBLE INC TRMB 896239100 $73.4M 4.89% 1,125,000 SH
8 CROCS INC CROX 227046109 $72.6M 4.85% 875,000 SH
9 APPLOVIN CORP APP 03831W108 $72.0M 4.80% 181,000 SH
10 MOBILE INFRASTRUCTURE CORP BEEP 60739N101 $54.4M 3.63% 24,296,528 SH
11 GREEN DOT CORP GDOT 39304D102 $47.7M 3.18% 4,250,000 SH
12 CLEAR SECURE INC YOU 18467V109 $40.5M 2.70% 836,090 SH
13 OPENLANE INC OPLN 48238T109 $39.4M 2.62% 1,350,000 SH
14 ENOVA INTL INC ENVA 29357K103 $39.1M 2.60% 287,500 SH
15 SOMNIGROUP INTERNATIONAL INC SGI 88023U101 $38.4M 2.56% 520,000 SH
16 GRAND CANYON ED INC LOPE 38526M106 $38.3M 2.55% 225,000 SH
17 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $38.1M 2.54% 500,000 SH
18 AMERICAN PUB ED INC APEI 02913V103 $36.8M 2.46% 647,588 SH
19 CELANESE CORP DEL CE 150870103 $36.2M 2.41% 550,000 SH
20 ETSY INC ETSY 29786A106 $35.7M 2.38% 715,000 SH
21 APOLLO COML REAL ESTATE FIN ARI 03762U105 $35.4M 2.36% 3,350,000 SH
22 ROCKET COS INC RKT 77311W101 $31.4M 2.09% 2,200,000 SH
23 ELASTIC N V ESTC N14506104 $30.0M 2.00% 600,000 SH
24 DANAOS CORPORATION DAC Y1968P121 $28.2M 1.88% 250,000 SH
25 WORKDAY INC WDAY 98138H101 $26.0M 1.73% 200,000 SH
26 SERVICETITAN INC TTAN 81764X103 $25.7M 1.71% 405,000 SH
27 MAGNITE INC MGNI 55955D100 $19.3M 1.29% 1,628,248 SH
28 SITIME CORP SITM 82982T106 $19.0M 1.27% 55,000 SH
29 SOLARIS ENERGY INFRAS INC SEI 83418M103 $12.7M 0.85% 225,000 SH
30 RXSIGHT INC RXST 78349D107 $12.3M 0.82% 2,000,000 SH
31 CERENCE INC CRNC 156727109 $9.6M 0.64% 1,525,000 SH
32 SOFI TECHNOLOGIES INC Put SOFI 83406F102 $2.4M 0.16% 150,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.50B 32 0001765774-26-000006
2025-12-31 2026-02-17 $1.48B 33 0001765774-26-000002
2025-09-30 2025-11-14 $1.52B 31 0001765774-25-000005