No Street GP LP
CIK: 0001765774Latest portfolio: $1.5B · Q4 2025
Holdings
33
Total Value
$1.5B
New Positions
11
Closed Positions
9
Top Holdings
View All 33 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 1,400,000 | $114.4M | 7.70% | +300K | |
| 2 | FICOFAIR ISAAC CORP | 65,500 | $110.7M | 7.46% | +16K | |
| 3 | TWLOTWILIO INC | 772,686 | $109.9M | 7.40% | -61,307 | |
| 4 | CVNACARVANA CO | 239,500 | $101.1M | 6.81% | -56,000 | |
| 5 | APPAPPLOVIN CORP | 141,500 | $95.3M | 6.42% | -63,500 | |
| 6 | PGRPROGRESSIVE CORP | 360,000 | $82.0M | 5.52% | — | |
| 7 | DARDARLING INGREDIENTS INC | 1,900,000 | $68.4M | 4.61% | -350,000 | |
| 8 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $62.0M | 4.17% | — | |
| 9 | RKTROCKET COS INC | 2,850,000 | $55.2M | 3.72% | +1.8M | |
| 10 | TRMBTRIMBLE INC | 675,000 | $52.9M | 3.56% | -50,000 | |
| 11 | WIXWIX COM LTD | 500,000 | $51.9M | 3.50% | -50,000 | |
| 12 | GNRCGENERAC HLDGS INC | 370,000 | $50.5M | 3.40% | NEW | |
| 13 | ESTCELASTIC N V | 591,923 | $44.7M | 3.01% | +67K | |
| 14 | GDOTGREEN DOT CORP | 3,400,000 | $43.6M | 2.93% | -600,000 | |
| 15 | GKDGRAND CANYON ED INC | 250,000 | $41.6M | 2.80% | NEW | |
| 16 | ENVAENOVA INTL INC | 250,000 | $39.3M | 2.65% | +16K | |
| 17 | 51AAMERICAN PUB ED INC | 925,000 | $35.0M | 2.35% | +105K | |
| 18 | ARIAPOLLO COML REAL EST FIN INC | 3,231,095 | $31.3M | 2.11% | +231K | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 330,000 | $29.5M | 1.98% | NEW | |
| 20 | CARGCARGURUS INC | 735,000 | $28.2M | 1.90% | -100,000 | |
| 21 | GAPGAP INC | 1,050,000 | $26.9M | 1.81% | NEW | |
| 22 | OPLNOPENLANE INC | 851,093 | $25.3M | 1.71% | NEW | |
| 23 | MGNIMAGNITE INC | 1,475,000 | $23.9M | 1.61% | NEW | |
| 24 | DACDANAOS CORPORATION | 250,000 | $23.5M | 1.59% | — | |
| 25 | GTLSCHART INDS INC | 110,000 | $22.7M | 1.53% | -265,000 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($1.1439411073595347e+31T)
Consumer Cyclical0.0% ($101073281872.7T)
Financial Services0.0% ($81979551764.4T)
Real Estate0.0% ($619563.1T)
Industrials0.0% ($504562.4T)
Unknown0.0% ($415773.5T)
Communication Services0.0% ($11.0T)
Energy0.0% ($2.0T)
Healthcare0.0% ($205.8B)
Consumer Defensive0.0% ($68.4M)
Basic Materials0.0% ($18.2M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.5B | 33 |
| Q3 2025 | Nov 14, 2025 | $1.5T | 31 |
| Q2 2025 | Aug 14, 2025 | $1.4T | 27 |
| Q1 2025 | May 15, 2025 | $1.3T | 27 |
| Q4 2024 | Feb 14, 2025 | $1.5T | 31 |
| Q3 2024 | Nov 14, 2024 | $1296.8T | 36 |
| Q2 2024 | Aug 14, 2024 | $1626.7T | 36 |
| Q1 2024 | May 15, 2024 | $1355.2T | 34 |
| Q4 2023 | Feb 14, 2024 | $1001.6T | 30 |
| Q3 2023 | Nov 14, 2023 | $836.3T | 30 |
| Q2 2023 | Aug 14, 2023 | $1016.3T | 28 |
| Q1 2023 | May 15, 2023 | $783.5T | 27 |
| Q4 2022 | Feb 14, 2023 | $759.2T | 25 |
| Q3 2022 | Nov 14, 2022 | $636.6B | 27 |
| Q2 2022 | Aug 15, 2022 | $630.9B | 29 |
| Q1 2022 | May 16, 2022 | $738.4B | 34 |
| Q4 2021 | Feb 14, 2022 | $620.0B | 32 |
| Q3 2021 | Nov 15, 2021 | $613.1B | 33 |
| Q1 2021 | May 17, 2021 | $774.6B | 41 |
| Q4 2020 | Feb 16, 2021 | $862.4B | 43 |
| Q3 2020 | Nov 16, 2020 | $846.7B | 33 |
| Q2 2020 | Aug 14, 2020 | $777.3B | 36 |
| Q1 2020 | May 15, 2020 | $495.9B | 37 |
| Q4 2019 | Feb 14, 2020 | $913.8B | 35 |
Fund Information
No Street GP LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.5B across 33 holdings. The largest position is UBER TECHNOLOGIES INC (UBER), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.