No Street GP LP — 13F Holdings & Portfolio
CIK 1765774 · latest 13F-HR filed 2026-08-14
No Street GP LP manages $1.66B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UBER (8.24%), GNRC (7.48%), TWLO (6.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 3; 16 existing positions rose in reported value and 8 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 56.9%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 31, 2026.
SAN FRANCISCO, CA 94111
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| MOSCUZZA, MICHAEL, SANTINO Control | CHIEF COMPLIANCE OFFICER since Oct 2018 | Less than 5% | Individual |
| NO STREET GP LLC Control | GENERAL PARTNER since Aug 2018 | Less than 5% | Domestic Entity |
| OSHER, JEFFREY, BRYAN Control | FOUNDING PARTNER/PORTFOLIO MANAGER/LIMITED PARTNER since Aug 2018 | 75% or more | Individual |
| OSHER, JEFFREY, BRYAN Control Indirect owner via NO STREET GP LLC | MANAGING MEMBER since Aug 2018 | 75% or more | Individual |
Ownership & leadership changes · 1 filing with changes since Oct 31, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedNO STREET GP LLC · ownership 75% or more → Less than 5%
- ChangedOSHER, JEFFREY, BRYAN · title FOUNDING PARTNER/PORTFOLIO MANAGER → FOUNDING PARTNER/PORTFOLIO MANAGER/LIMITED PARTNER; ownership Less than 5% → 75% or more
- ListedMOSCUZZA, MICHAEL, SANTINO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedNO STREET GP LLC · GENERAL PARTNER · 75% or more · control person
- ListedOSHER, JEFFREY, BRYAN · FOUNDING PARTNER/PORTFOLIO MANAGER · Less than 5% · control person
- ListedOSHER, JEFFREY, BRYAN · MANAGING MEMBER · 75% or more · indirect via NO STREET GP LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ENOVA INTL INC$27.1M +69.5%
- CROCS INC$26.3M +36.2%
- ROCKET COS INC$17.5M +55.7%
- GENERAC HLDGS INC$17.0M +15.8%
- OPENLANE INC$16.3M +41.5%
Top Trims
- MOBILE INFRASTRUCTURE CORP-$20.9M -38.4%
- CELANESE CORP DEL-$13.2M -36.4%
- AMERICAN PUB ED INC-$9.6M -26.0%
- APOLLO COML REAL ESTATE FIN-$9.3M -26.3%
- SOLSTICE ADVANCED MATLS INC-$9.3M -24.4%
New Positions
- UNITED RENTALS INC$36.3M
- UNITY SOFTWARE INC$33.3M
- TAIWAN SEMICONDUCTOR MANUFAC$25.6M
- FORBRIGHT INC$8.5M
No Street GP LP Holdings (2026-06-30)
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 | $137.1M | 8.24% | 1,900,000 | SH |
| 2 | GENERAC HLDGS INC | GNRC | 368736104 | $124.4M | 7.48% | 425,000 | SH |
| 3 | TWILIO INC | TWLO | 90138F102 | $105.2M | 6.32% | 510,000 | SH |
| 4 | CROCS INC | CROX | 227046109 | $98.9M | 5.94% | 820,000 | SH |
| 5 | FAIR ISAAC CORP | FICO | 303250104 | $97.7M | 5.87% | 81,750 | SH |
| 6 | APPLOVIN CORP | APP | 03831W108 | $87.1M | 5.23% | 169,000 | SH |
| 7 | CARVANA CO | CVNA | 146869102 | $79.1M | 4.75% | 1,201,343 | SH |
| 8 | DARLING INGREDIENTS INC | DAR | 237266101 | $77.8M | 4.68% | 1,425,000 | SH |
| 9 | TRIMBLE INC | TRMB | 896239100 | $73.2M | 4.40% | 1,430,000 | SH |
| 10 | ENOVA INTL INC | ENVA | 29357K103 | $66.2M | 3.98% | 275,000 | SH |
| 11 | GREEN DOT CORP | GDOT | 39304D102 | $57.4M | 3.45% | 4,250,000 | SH |
| 12 | OPENLANE INC | OPLN | 48238T109 | $55.7M | 3.35% | 1,350,000 | SH |
| 13 | ETSY INC | ETSY | 29786A106 | $50.0M | 3.01% | 664,099 | SH |
| 14 | ROCKET COS INC | RKT | 77311W101 | $48.8M | 2.93% | 3,100,000 | SH |
| 15 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $42.3M | 2.54% | 540,000 | SH |
| 16 | CLEAR SECURE INC | YOU | 18467V109 | $39.9M | 2.40% | 716,090 | SH |
| 17 | GRAND CANYON ED INC | LOPE | 38526M106 | $39.4M | 2.36% | 275,000 | SH |
| 18 | ELASTIC N V | ESTC | N14506104 | $38.5M | 2.31% | 675,000 | SH |
| 19 | UNITED RENTALS INC | URI | 911363109 | $36.3M | 2.18% | 32,000 | SH |
| 20 | MOBILE INFRASTRUCTURE CORP | BEEP | 60739N101 | $33.5M | 2.01% | 24,296,528 | SH |
| 21 | UNITY SOFTWARE INC | U | 91332U101 | $33.3M | 2.00% | 1,164,529 | SH |
| 22 | SERVICETITAN INC | TTAN | 81764X103 | $33.0M | 1.99% | 467,352 | SH |
| 23 | DANAOS CORPORATION | DAC | Y1968P121 | $30.6M | 1.84% | 250,000 | SH |
| 24 | SOLSTICE ADVANCED MATLS INC | SOLS | 83443Q103 | $28.8M | 1.73% | 325,000 | SH |
| 25 | AMERICAN PUB ED INC | APEI | 02913V103 | $27.2M | 1.64% | 507,283 | SH |
| 26 | APOLLO COML REAL ESTATE FIN | ARI | 03762U105 | $26.1M | 1.57% | 2,440,900 | SH |
| 27 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $25.6M | 1.54% | 53,691 | SH |
| 28 | CELANESE CORP DEL | CE | 150870103 | $23.0M | 1.38% | 500,000 | SH |
| 29 | CERENCE INC | CRNC | 156727109 | $17.3M | 1.04% | 1,525,000 | SH |
| 30 | SOLARIS ENERGY INFRAS INC | SEI | 83418M103 | $12.5M | 0.75% | 155,000 | SH |
| 31 | RXSIGHT INC | RXST | 78349D107 | $9.9M | 0.60% | 2,055,000 | SH |
| 32 | FORBRIGHT INC | FRBT | 34520K105 | $8.5M | 0.51% | 465,081 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.66B | 32 | 0001765774-26-000009 |
| 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 |
SUITE 1250
SAN FRANCISCO, CA 94111