Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
No Street GP LP (CIK 1765774) reported $1.50B across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UBER ($125.9M, 8.40%), GNRC ($107.4M, 7.17%), TWLO ($90.5M, 6.03%), FICO ($87.3M, 5.82%), CVNA ($87.1M, 5.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $125.9M | 8.40% | 1.8M | Added |
| 2 | GNRC | GENERAC HLDGS INC | $107.4M | 7.17% | 550,000 | Added |
| 3 | TWLO | TWILIO INC | $90.5M | 6.03% | 718,993 | Trimmed |
| 4 | FICO | FAIR ISAAC CORP | $87.3M | 5.82% | 81,750 | Added |
| 5 | CVNA | CARVANA CO | $87.1M | 5.81% | 277,000 | Added |
| 6 | DAR | DARLING INGREDIENTS INC | $86.6M | 5.78% | 1.4M | Trimmed |
| 7 | TRMB | TRIMBLE INC | $73.4M | 4.89% | 1.1M | Added |
| 8 | CROX | CROCS INC | $72.6M | 4.85% | 875,000 | New |
| 9 | APP | APPLOVIN CORP | $72.0M | 4.80% | 181,000 | Added |
| 10 | BEEP | MOBILE INFRASTRUCTURE CORP | $54.4M | 3.63% | 24.3M | Hold |
| 11 | GDOT | GREEN DOT CORP | $47.7M | 3.18% | 4.2M | Added |
| 12 | YOU | CLEAR SECURE INC | $40.5M | 2.70% | 836,090 | New |
| 13 | KAR | OPENLANE INC | $39.4M | 2.62% | 1.4M | Added |
| 14 | ENVA | ENOVA INTL INC | $39.1M | 2.60% | 287,500 | Added |
| 15 | TPX | SOMNIGROUP INTERNATIONAL INC | $38.4M | 2.56% | 520,000 | Added |
| 16 | LOPE | GRAND CANYON ED INC | $38.3M | 2.55% | 225,000 | Trimmed |
| 17 | SOLSTICE ADVANCED MATLS INC | $38.1M | 2.54% | 500,000 | Added | |
| 18 | APEI | AMERICAN PUB ED INC | $36.8M | 2.46% | 647,588 | Trimmed |
| 19 | CE | CELANESE CORP DEL | $36.2M | 2.41% | 550,000 | New |
| 20 | ETSY | ETSY INC | $35.7M | 2.38% | 715,000 | New |
| 21 | ARI | APOLLO COML REAL ESTATE FIN | $35.4M | 2.36% | 3.4M | Added |
| 22 | RKT | ROCKET COS INC | $31.4M | 2.09% | 2.2M | Trimmed |
| 23 | ESTC | ELASTIC N V | $30.0M | 2.00% | 600,000 | Added |
| 24 | DAC | DANAOS CORPORATION | $28.2M | 1.88% | 250,000 | Hold |
| 25 | WDAY | WORKDAY INC | $26.0M | 1.73% | 200,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31