No Street GP
$1.7B 13F equity value
35 Holdings
Quarter ended June 30, 2026
The latest 13F on file for No Street GP covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 1,900,000 | $137M | 8.2% |
| GNRC | GENERAC HLDGS INC | 425,000 | $124M | 7.5% |
| TWLO | TWILIO INC | 510,000 | $105M | 6.3% |
| CROX | CROCS INC | 820,000 | $99M | 5.9% |
| FICO | FAIR ISAAC CORP | 81,750 | $98M | 5.9% |
| APP | APPLOVIN CORP | 169,000 | $87M | 5.2% |
| CVNA | CARVANA CO | 1,201,343 | $79M | 4.8% |
| DAR | DARLING INGREDIENTS INC | 1,425,000 | $78M | 4.7% |
| TRMB | TRIMBLE INC | 1,430,000 | $73M | 4.4% |
| ENVA | ENOVA INTL INC | 275,000 | $66M | 4.0% |
Track No Street GP's 13F portfolio: $1.7B in reported holdings, 35 positions. Top holdings and quarterly changes on SentiSense.
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