No Street Gp Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, No Street Gp Lp disclosed 31 stock positions valued at approximately $1.66B as of quarter-end June 30, 2026. The largest holdings include UBER TECHNOLOGIES INC, GENERAC HLDGS INC, and TWILIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $1.66B
Holdings by Sector
No Street Gp Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | UBER | Technology | 8.24% | 1,900,000 | +150,000 | +8.57% | $137,104,000 |
| GENERAC HLDGS INC | GNRC | Industrials | 7.48% | 425,000 | -125,000 | -22.73% | $124,444,250 |
| TWILIO INC | TWLO | Technology | 6.32% | 510,000 | -208,993 | -29.07% | $105,228,300 |
| CROCS INC | CROX | Consumer Cyclical | 5.94% | 820,000 | -55,000 | -6.29% | $98,924,800 |
| FAIR ISAAC CORP | FICO | Technology | 5.87% | 81,750 | - | - | $97,673,265 |
| APPLOVIN CORP | APP | Technology | 5.23% | 169,000 | -12,000 | -6.63% | $87,073,870 |
| CARVANA CO | CVNA | Consumer Cyclical | 4.75% | 1,201,343 | +924,343 | +333.70% | $79,072,396 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 4.68% | 1,425,000 | +25,000 | +1.79% | $77,833,500 |
| TRIMBLE INC | TRMB | Technology | 4.40% | 1,430,000 | +305,000 | +27.11% | $73,187,400 |
| ENOVA INTL INC | ENVA | Financial Services | 3.98% | 275,000 | -12,500 | -4.35% | $66,200,750 |
| GREEN DOT CORP | GDOT | Financial Services | 3.45% | 4,250,000 | - | - | $57,417,500 |
| OPENLANE INC | KAR | Consumer Cyclical | 3.35% | 1,350,000 | - | - | $55,674,000 |
| ETSY INC | ETSY | Consumer Cyclical | 3.01% | 664,099 | -50,901 | -7.12% | $50,026,578 |
| ROCKET COS INC | RKT | Financial Services | 2.93% | 3,100,000 | +900,000 | +40.91% | $48,825,000 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 2.54% | 540,000 | +20,000 | +3.85% | $42,336,000 |
| CLEAR SECURE INC | YOU | Technology | 2.40% | 716,090 | -120,000 | -14.35% | $39,907,696 |
| GRAND CANYON ED INC | LOPE | Consumer Defensive | 2.36% | 275,000 | +50,000 | +22.22% | $39,355,250 |
| ELASTIC N V | ESTC | Technology | 2.31% | 675,000 | +75,000 | +12.50% | $38,488,500 |
| UNITED RENTALS INC | URI | Industrials | 2.18% | 32,000 | +32,000 | +100.00% | $36,252,480 |
| MOBILE INFRASTRUCTURE CORP | BEEP | Industrials | 2.01% | 24,296,528 | - | - | $33,529,209 |
| UNITY SOFTWARE INC | U | Technology | 2.00% | 1,164,529 | +1,164,529 | +100.00% | $33,282,239 |
| SERVICETITAN INC | TTAN | Other | 1.99% | 467,352 | +62,352 | +15.40% | $33,046,460 |
| DANAOS CORPORATION | DAC | Other | 1.84% | 250,000 | - | - | $30,592,500 |
| SOLSTICE ADVANCED MATLS INC | SOLS | Other | 1.73% | 325,000 | -175,000 | -35.00% | $28,795,000 |
| AMERICAN PUB ED INC | APEI | Consumer Defensive | 1.64% | 507,283 | -140,305 | -21.67% | $27,241,097 |
| APOLLO COML REAL ESTATE FIN | ARI | Real Estate | 1.57% | 2,440,900 | -909,100 | -27.14% | $26,068,812 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.54% | 53,691 | +53,691 | +100.00% | $25,641,211 |
| CELANESE CORP DEL | CE | Basic Materials | 1.38% | 500,000 | -50,000 | -9.09% | $23,000,000 |
| CERENCE INC | CRNC | Technology | 1.04% | 1,525,000 | - | - | $17,263,000 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 0.75% | 155,000 | -70,000 | -31.11% | $12,471,300 |
Showing 30 of 31 holdings in the latest reporting period.