No Street GP LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.3T
Holdings
36
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDS INC | 1,135,000 | $140.9B | 10.87% | |
| 2 | APPAPPLOVIN CORP | 735,000 | $96.0B | 7.40% | |
| 3 | CROXCROCS INC | 560,326 | $81.1B | 6.26% | |
| 4 | PGRPROGRESSIVE CORP | 290,000 | $73.6B | 5.67% | |
| 5 | UI2KEMPER CORP | 1,045,000 | $64.0B | 4.94% | |
| 6 | DESPDESPEGAR COM CORP | 4,660,000 | $57.8B | 4.46% | |
| 7 | BEEPMOBILE INFRASTRUCTURE CORP | 16,298,686 | $53.5B | 4.12% | |
| 8 | TWLOTWILIO INC | 816,386 | $53.2B | 4.11% | |
| 9 | WDCWESTERN DIGITAL CORP. | 775,000 | $52.9B | 4.08% | |
| 10 | NEMNEWMONT CORP | 950,000 | $50.8B | 3.92% | |
| 11 | TRMBTRIMBLE INC | 762,500 | $47.3B | 3.65% | |
| 12 | 07WAMR COOPER GROUP INC | 425,000 | $39.2B | 3.02% | |
| 13 | CVNACARVANA CO | 210,000 | $36.6B | 2.82% | |
| 14 | UBERUBER TECHNOLOGIES INC | 450,000 | $33.8B | 2.61% | |
| 15 | LAZLAZARD INC | 644,392 | $32.5B | 2.50% | |
| 16 | EFXEQUIFAX INC | 105,000 | $30.9B | 2.38% | |
| 17 | ENVAENOVA INTL INC | 325,000 | $27.2B | 2.10% | |
| 18 | CARTMAPLEBEAR INC | 646,921 | $26.4B | 2.03% | |
| 19 | FUNSIX FLAGS ENTERTAINMENT CORP | 640,722 | $25.8B | 1.99% | |
| 20 | WIXWIX COM LTD | 145,000 | $24.2B | 1.87% | |
| 21 | CRTOCRITEO S A | 588,018 | $23.7B | 1.82% | |
| 22 | ECPGENCORE CAP GROUP INC | 500,000 | $23.6B | 1.82% | |
| 23 | RXSTRXSIGHT INC | 475,000 | $23.5B | 1.81% | |
| 24 | QC10NEW YORK CMNTY BANCORP INC | 2,000,000 | $22.5B | 1.73% | |
| 25 | UWMCUWM HOLDINGS CORPORATION | 2,366,864 | $20.2B | 1.56% | |
| 26 | DACDANAOS CORPORATION | 225,000 | $19.5B | 1.51% | |
| 27 | RNGRINGCENTRAL INC | 600,000 | $19.0B | 1.46% | |
| 28 | FNFABRINET | 80,000 | $18.9B | 1.46% | |
| 29 | GOGOGOGO INC | 2,086,372 | $15.0B | 1.16% | |
| 30 | BGCBGC GROUP INC | 1,425,000 | $13.1B | 1.01% | |
| 31 | NCNONCINO INC | 400,000 | $12.6B | 0.97% | |
| 32 | PWPPERELLA WEINBERG PARTNERS | 597,615 | $11.5B | 0.89% | |
| 33 | FLRFLUOR CORP NEW | 200,000 | $9.5B | 0.74% | |
| 34 | G3VGREEN PLAINS INC | 699,864 | $9.5B | 0.73% | |
| 35 | PRPLPURPLE INNOVATION INC | 6,550,000 | $6.5B | 0.50% | |
| 36 | LIVXEURLIVEONE INC | 600,000 | $569.3M | 0.04% |