No Street GP
$1.5B Assets Reported
40 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 1,750,000 | $126M | 8.4% |
| GNRC | GENERAC HLDGS INC | 550,000 | $107M | 7.2% |
| TWLO | TWILIO INC | 718,993 | $90M | 6.0% |
| FICO | FAIR ISAAC CORP | 81,750 | $87M | 5.8% |
| CVNA | CARVANA CO | 277,000 | $87M | 5.8% |
| DAR | DARLING INGREDIENTS INC | 1,400,000 | $87M | 5.8% |
| TRMB | TRIMBLE INC | 1,125,000 | $73M | 4.9% |
| CROX | CROCS INC | 875,000 | $73M | 4.9% |
| APP | APPLOVIN CORP | 181,000 | $72M | 4.8% |
| BEEP | MOBILE INFRASTRUCTURE CORP | 24,296,528 | $54M | 3.6% |
Track No Street GP's 13F portfolio: $1.5B in reported holdings, 40 positions. Top holdings, AUM, and quarterly changes on SentiSense.