No Street GP LP 13F Holdings · Q2 2026
No Street GP LP reported 32 securities worth $1.66B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: UBER (8.24%), GNRC (7.48%), TWLO (6.32%). Among its top 25 positions this quarter: 2 new, 9 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $137.1M | 8.24% | 1.9M | Added |
| 2 | GNRC | GENERAC HLDGS INC | $124.4M | 7.48% | 425,000 | Trimmed |
| 3 | TWLO | TWILIO INC | $105.2M | 6.32% | 510,000 | Trimmed |
| 4 | CROX | CROCS INC | $98.9M | 5.94% | 820,000 | Trimmed |
| 5 | FICO | FAIR ISAAC CORP | $97.7M | 5.87% | 81,750 | Hold |
| 6 | APP | APPLOVIN CORP | $87.1M | 5.23% | 169,000 | Trimmed |
| 7 | CVNA | CARVANA CO | $79.1M | 4.75% | 1.2M | Added |
| 8 | DAR | DARLING INGREDIENTS INC | $77.8M | 4.68% | 1.4M | Added |
| 9 | TRMB | TRIMBLE INC | $73.2M | 4.40% | 1.4M | Added |
| 10 | ENVA | ENOVA INTL INC | $66.2M | 3.98% | 275,000 | Trimmed |
| 11 | GDOT | GREEN DOT CORP | $57.4M | 3.45% | 4.2M | Hold |
| 12 | OPLN | OPENLANE INC | $55.7M | 3.35% | 1.4M | Hold |
| 13 | ETSY | ETSY INC | $50.0M | 3.01% | 664,099 | Trimmed |
| 14 | RKT | ROCKET COS INC | $48.8M | 2.93% | 3.1M | Added |
| 15 | SGI | SOMNIGROUP INTERNATIONAL INC | $42.3M | 2.54% | 540,000 | Added |
| 16 | YOU | CLEAR SECURE INC | $39.9M | 2.40% | 716,090 | Trimmed |
| 17 | LOPE | GRAND CANYON ED INC | $39.4M | 2.36% | 275,000 | Added |
| 18 | ESTC | ELASTIC N V | $38.5M | 2.31% | 675,000 | Added |
| 19 | URI | UNITED RENTALS INC | $36.3M | 2.18% | 32,000 | New |
| 20 | BEEP | MOBILE INFRASTRUCTURE CORP | $33.5M | 2.01% | 24.3M | Hold |
| 21 | U | UNITY SOFTWARE INC | $33.3M | 2.00% | 1.2M | New |
| 22 | TTAN | SERVICETITAN INC | $33.0M | 1.99% | 467,352 | Added |
| 23 | DAC | DANAOS CORPORATION | $30.6M | 1.84% | 250,000 | Hold |
| 24 | SOLS | SOLSTICE ADVANCED MATLS INC | $28.8M | 1.73% | 325,000 | Trimmed |
| 25 | APEI | AMERICAN PUB ED INC | $27.2M | 1.64% | 507,283 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR