No Street GP LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.5B
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 1,400,000 | $114.4M | 7.70% | |
| 2 | FICOFAIR ISAAC CORP | 65,500 | $110.7M | 7.46% | |
| 3 | TWLOTWILIO INC | 772,686 | $109.9M | 7.40% | |
| 4 | CVNACARVANA CO | 239,500 | $101.1M | 6.81% | |
| 5 | APPAPPLOVIN CORP | 141,500 | $95.3M | 6.42% | |
| 6 | PGRPROGRESSIVE CORP | 360,000 | $82.0M | 5.52% | |
| 7 | DARDARLING INGREDIENTS INC | 1,900,000 | $68.4M | 4.61% | |
| 8 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $62.0M | 4.17% | |
| 9 | RKTROCKET COS INC | 2,850,000 | $55.2M | 3.72% | |
| 10 | TRMBTRIMBLE INC | 675,000 | $52.9M | 3.56% | |
| 11 | WIXWIX COM LTD | 500,000 | $51.9M | 3.50% | |
| 12 | GNRCGENERAC HLDGS INC | 370,000 | $50.5M | 3.40% | |
| 13 | ESTCELASTIC N V | 591,923 | $44.7M | 3.01% | |
| 14 | GDOTGREEN DOT CORP | 3,400,000 | $43.6M | 2.93% | |
| 15 | GKDGRAND CANYON ED INC | 250,000 | $41.6M | 2.80% | |
| 16 | ENVAENOVA INTL INC | 250,000 | $39.3M | 2.65% | |
| 17 | 51AAMERICAN PUB ED INC | 925,000 | $35.0M | 2.35% | |
| 18 | ARIAPOLLO COML REAL EST FIN INC | 3,231,095 | $31.3M | 2.11% | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 330,000 | $29.5M | 1.98% | |
| 20 | CARGCARGURUS INC | 735,000 | $28.2M | 1.90% | |
| 21 | GAPGAP INC | 1,050,000 | $26.9M | 1.81% | |
| 22 | OPLNOPENLANE INC | 851,093 | $25.3M | 1.71% | |
| 23 | MGNIMAGNITE INC | 1,475,000 | $23.9M | 1.61% | |
| 24 | DACDANAOS CORPORATION | 250,000 | $23.5M | 1.59% | |
| 25 | GTLSCHART INDS INC | 110,000 | $22.7M | 1.53% | |
| 26 | RXSTRXSIGHT INC | 1,975,000 | $20.6M | 1.39% | |
| 27 | FSLRFIRST SOLAR INC | 75,000 | $19.6M | 1.32% | |
| 28 | SOLSSOLSTICE ADVANCED MATLS INC | 375,000 | $18.2M | 1.23% | |
| 29 | SEISOLARIS ENERGY INFRAS INC | 375,000 | $17.2M | 1.16% | |
| 30 | CSGPCOSTAR GROUP INC | 239,999 | $16.1M | 1.09% | |
| 31 | CRNCCERENCE INC | 1,400,000 | $15.0M | 1.01% | |
| 32 | CRSPCRISPR THERAPEUTICS AG | 125,000 | $6.6M | 0.44% | |
| 33 | SOUNSOUNDHOUND AI INC | 200,000 | $2.0M | 0.13% |