No Street GP LP 13F Holdings
CIK 0001765774 · San Francisco, CA
As of Sep 30, 2025, No Street GP LP reported 31 positions worth
CIK 0001765774 · San Francisco, CA
As of Sep 30, 2025, No Street GP LP reported 31 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 205,000 | 47.3M | 9.69% |
| CARVANA CO | CVNA | Consumer Cyclical | 295,500 | 11.5M | 7.33% |
| UBER TECHNOLOGIES INC | UBER | Technology | 1,100,000 | 07.8M | 7.09% |
| WIXCOM LTD | WIX | Technology | 550,000 | $97.7M | 6.42% |
| MR COOPER GROUP INC | COOP | Financial Services | 450,000 | $94.9M | 6.24% |
| PROGRESSIVE CORP | PGR | Financial Services | 360,000 | $88.9M | 5.85% |
| MOBILE INFRASTRUCTURE CORP | BEEP | Industrials | 24,296,528 | $85.5M | 5.62% |
| TWILIO INC | TWLO | Communication Services | 833,993 | $83.5M | 5.49% |
| CHART INDUSTRIES INC | GTLS | Industrials | 375,000 | $75.1M | 4.94% |
| FAIR ISAAC CORP | FICO | Technology | 50,000 | $74.8M | 4.92% |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 2,250,000 | $69.5M | 4.57% |
| TRIMBLE INC | TRMB | Technology | 725,000 | $59.2M | 3.89% |
| GREEN DOT CORP | GDOT | Financial Services | 4,000,000 | $53.7M | 3.53% |
| ELASTIC NV | ESTC | Technology | 525,000 | $44.4M | 2.92% |
| COSTAR GROUP INC | CSGP | Real Estate | 450,000 | $38.0M | 2.50% |
| LIFE360 INC | LIF | Technology | 315,237 | $33.5M | 2.20% |
| AMERICAN PUBLIC EDUCATION INC | APEI | Consumer Defensive | 820,000 | $32.4M | 2.13% |
| CARGURUS INC | CARG | Consumer Cyclical | 835,000 | $31.1M | 2.04% |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC | ARI | Real Estate | 3,000,000 | $30.4M | 2.00% |
| ENOVA INTERNATIONAL INC | ENVA | Financial Services | 233,800 | $26.9M | 1.77% |
| KEMPER CORP | KMPR | Financial Services | 475,734 | $24.5M | 1.61% |
| DANAOS CORP | DAC | Industrials | 250,000 | $22.5M | 1.48% |
| ROCKET COMPANIES INC | RKT | Financial Services | 1,100,000 | $21.3M | 1.40% |
| FLOWSERVE CORP | FLS | Industrials | 350,000 | 8.6M | 1.22% |
| RXSIGHT INC | RXST | Healthcare | 1,625,000 | 4.6M | 0.96% |