No Street GP LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.0B
Holdings
30
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDS INC | 700,000 | $95.4T | 9528264.49% | |
| 2 | APPAPPLOVIN CORP | 1,990,000 | $79.3T | 7917821.95% | |
| 3 | AYXEURALTERYX INC | 1,525,000 | $71.9T | 7180719.62% | |
| 4 | TWLOTWILIO INC | 695,000 | $52.7T | 5264767.76% | |
| 5 | RNGRINGCENTRAL INC | 1,500,000 | $50.9T | 5084583.30% | |
| 6 | BEEPMOBILE INFRASTRUCTURE CORP | 11,989,098 | $48.6T | 4848036.31% | |
| 7 | CROXCROCS INC | 500,000 | $46.7T | 4663239.34% | |
| 8 | UI2KEMPER CORP | 925,000 | $45.0T | 4494976.32% | |
| 9 | METAMETA PLATFORMS INC | 125,000 | $44.2T | 4417621.76% | |
| 10 | WIXWIX COM LTD | 335,000 | $41.2T | 4114763.31% | |
| 11 | UBERUBER TECHNOLOGIES INC | 650,000 | $40.0T | 3995828.50% | |
| 12 | NEMNEWMONT CORP | 950,000 | $39.3T | 3925937.32% | |
| 13 | FNFABRINET | 180,000 | $34.3T | 3420614.10% | |
| 14 | 07WAMR COOPER GROUP INC | 525,000 | $34.2T | 3413485.20% | |
| 15 | JPMJPMORGAN CHASE & CO | 200,000 | $34.0T | 3396711.32% | |
| 16 | EFXEQUIFAX INC | 130,000 | $32.1T | 3209772.38% | |
| 17 | PGRPROGRESSIVE CORP | 190,000 | $30.3T | 3021615.34% | |
| 18 | WSCWILLSCOT MOBIL MINI HLDNG CO | 600,000 | $26.7T | 2665849.27% | |
| 19 | —GREEN PLAINS PARTNERS LP | 2,085,104 | $26.5T | 2650211.02% | |
| 20 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,035,000 | $26.0T | 2591744.65% | |
| 21 | DACDANAOS CORPORATION | 300,000 | $22.2T | 2218346.04% | |
| 22 | RXSTRXSIGHT INC | 425,000 | $17.1T | 1710936.07% | |
| 23 | ECPGENCORE CAP GROUP INC | 315,000 | $16.0T | 1596139.81% | |
| 24 | ENVAENOVA INTL INC | 275,000 | $15.2T | 1520033.31% | |
| 25 | CXWCORECIVIC INC | 1,000,000 | $14.5T | 1450741.20% | |
| 26 | BGCBGC GROUP INC | 1,400,000 | $10.1T | 1009228.63% | |
| 27 | PRPLPURPLE INNOVATION INC | 5,000,000 | $5.2T | 514199.39% | |
| 28 | RDFNREDFIN CORP | 100,000 | $1.0T | 103039.57% | |
| 29 | NEWTNEWTEKONE INC | 50,000 | $690.0B | 68892.73% | |
| 30 | PODCPODCASTONE INC | 10,551 | $19.5B | 1948.87% |