No Street GP LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.5T
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDS INC | 1,075,000 | $205.2B | 13.58% | |
| 2 | APPAPPLOVIN CORP | 430,000 | $139.2B | 9.22% | |
| 3 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $109.3B | 7.24% | |
| 4 | UBERUBER TECHNOLOGIES INC | 1,525,000 | $92.0B | 6.09% | |
| 5 | DESPDESPEGAR COM CORP | 4,630,000 | $89.1B | 5.90% | |
| 6 | TWLOTWILIO INC | 816,386 | $88.2B | 5.84% | |
| 7 | UI2KEMPER CORP | 1,100,000 | $73.1B | 4.84% | |
| 8 | IWMISHARES TR | 325,000 | $71.8B | 4.76% | |
| 9 | CVNACARVANA CO | 350,000 | $71.2B | 4.71% | |
| 10 | PGRPROGRESSIVE CORP | 290,000 | $69.5B | 4.60% | |
| 11 | TRMBTRIMBLE INC | 800,000 | $56.5B | 3.74% | |
| 12 | CROXCROCS INC | 499,273 | $54.7B | 3.62% | |
| 13 | 07WAMR COOPER GROUP INC | 550,000 | $52.8B | 3.50% | |
| 14 | FUNSIX FLAGS ENTERTAINMENT CORP | 805,722 | $38.8B | 2.57% | |
| 15 | ESTCELASTIC N V | 340,000 | $33.7B | 2.23% | |
| 16 | EFXEQUIFAX INC | 118,582 | $30.2B | 2.00% | |
| 17 | LAZLAZARD INC | 575,000 | $29.6B | 1.96% | |
| 18 | ENVAENOVA INTL INC | 275,000 | $26.4B | 1.75% | |
| 19 | DOCUDOCUSIGN INC | 290,000 | $26.1B | 1.73% | |
| 20 | CARGCARGURUS INC | 700,000 | $25.6B | 1.69% | |
| 21 | CSGPCOSTAR GROUP INC | 355,000 | $25.4B | 1.68% | |
| 22 | DACDANAOS CORPORATION | 250,000 | $20.0B | 1.33% | |
| 23 | SOUNSOUNDHOUND AI INC | 950,000 | $18.8B | 1.25% | Put |
| 24 | RXSTRXSIGHT INC | 500,000 | $17.2B | 1.14% | |
| 25 | QUBTQUANTUM COMPUTING INC | 850,000 | $14.1B | 0.93% | Put |
| 26 | QC10FLAGSTAR FINANCIAL INC | 1,250,000 | $11.7B | 0.77% | |
| 27 | PWPPERELLA WEINBERG PARTNERS | 300,000 | $7.2B | 0.47% | |
| 28 | ECPGENCORE CAP GROUP INC | 135,698 | $6.5B | 0.43% | |
| 29 | PRPLPURPLE INNOVATION INC | 4,904,030 | $3.8B | 0.25% | |
| 30 | NNENANO NUCLEAR ENERGY INC | 100,000 | $2.5B | 0.16% | Put |