No Street GP LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.4T
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDS INC | 940,000 | $154.8B | 11.40% | |
| 2 | APPAPPLOVIN CORP | 340,000 | $119.0B | 8.76% | |
| 3 | CVNACARVANA CO | 350,000 | $117.9B | 8.68% | |
| 4 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $110.1B | 8.10% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,050,000 | $98.0B | 7.21% | |
| 6 | TWLOTWILIO INC | 668,193 | $83.1B | 6.12% | |
| 7 | PGRPROGRESSIVE CORP | 310,000 | $82.7B | 6.09% | |
| 8 | 07WAMR COOPER GROUP INC | 500,000 | $74.6B | 5.49% | |
| 9 | UI2KEMPER CORP | 1,050,000 | $67.8B | 4.99% | |
| 10 | TRMBTRIMBLE INC | 725,000 | $55.1B | 4.06% | |
| 11 | CROXCROCS INC | 495,000 | $50.1B | 3.69% | |
| 12 | ESTCELASTIC N V | 475,000 | $40.1B | 2.95% | |
| 13 | CSGPCOSTAR GROUP INC | 430,000 | $34.6B | 2.55% | |
| 14 | ENVAENOVA INTL INC | 300,000 | $33.5B | 2.46% | |
| 15 | FICOFAIR ISAAC CORP | 16,000 | $29.2B | 2.15% | |
| 16 | LAZLAZARD INC | 550,000 | $26.4B | 1.94% | |
| 17 | ARIAPOLLO COML REAL EST FIN INC | 2,250,000 | $21.8B | 1.60% | |
| 18 | DACDANAOS CORPORATION | 250,000 | $21.6B | 1.59% | |
| 19 | COMPCOMPASS INC | 3,375,000 | $21.2B | 1.56% | |
| 20 | QUBTQUANTUM COMPUTING INC | 1,050,000 | $20.1B | 1.48% | Put |
| 21 | LIFLIFE360 INC | 290,237 | $18.9B | 1.39% | |
| 22 | GDOTGREEN DOT CORP | 1,600,000 | $17.2B | 1.27% | |
| 23 | CRNCCERENCE INC | 1,600,000 | $16.3B | 1.20% | |
| 24 | RXSTRXSIGHT INC | 1,200,000 | $15.6B | 1.15% | |
| 25 | CARGCARGURUS INC | 399,660 | $13.4B | 0.98% | |
| 26 | JCAPJEFFERSON CAPITAL INC | 675,000 | $12.5B | 0.92% | |
| 27 | PRPLPURPLE INNOVATION INC | 3,600,000 | $2.6B | 0.19% |