No Street GP LP
32 holdingsFiling period: 2026-06-30Current AUM: $1.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.90M | $137.1M | $135.7M | 8.69% | +150.0K | 2026-06-30 |
| 2 | GNRC | GENERAC HLDGS INC | 425.0K | $124.4M | $74.4M | 4.76% | -125,000 | 2026-06-30 |
| 3 | TWLO | TWILIO INC | 510.0K | $105.2M | $123.5M | 7.91% | -208,993 | 2026-06-30 |
| 4 | CROX | CROCS INC | 820.0K | $98.9M | $91.4M | 5.85% | -55,000 | 2026-06-30 |
| 5 | FICO | FAIR ISAAC CORP | 81.8K | $97.7M | $80.6M | 5.16% | -- | 2026-06-30 |
| 6 | APP | APPLOVIN CORP | 169.0K | $87.1M | $56.0M | 3.59% | -12,000 | 2026-06-30 |
| 7 | CVNA | CARVANA CO | 1.20M | $79.1M | $80.4M | 5.15% | +924.3K | 2026-06-30 |
| 8 | DAR | DARLING INGREDIENTS INC | 1.43M | $77.8M | $94.8M | 6.07% | +25.0K | 2026-06-30 |
| 9 | TRMB | TRIMBLE INC | 1.43M | $73.2M | $84.1M | 5.39% | +305.0K | 2026-06-30 |
| 10 | ENVA | ENOVA INTL INC | 275.0K | $66.2M | $47.7M | 3.06% | -12,500 | 2026-06-30 |
| 11 | GDOT | GREEN DOT CORP | 4.25M | $57.4M | $56.1M | 3.59% | -- | 2026-06-30 |
| 12 | OPLN | OPENLANE INC | 1.35M | $55.7M | $47.1M | 3.02% | -- | 2026-06-30 |
| 13 | ETSY | ETSY INC | 664.1K | $50.0M | $49.1M | 3.15% | -50,901 | 2026-06-30 |
| 14 | RKT | ROCKET COS INC | 3.10M | $48.8M | $40.9M | 2.62% | +900.0K | 2026-06-30 |
| 15 | SGI | SOMNIGROUP INTERNATIONAL INC | 540.0K | $42.3M | $35.3M | 2.26% | +20.0K | 2026-06-30 |
| 16 | YOU | CLEAR SECURE INC | 716.1K | $39.9M | $29.8M | 1.91% | -120,000 | 2026-06-30 |
| 17 | LOPE | GRAND CANYON ED INC | 275.0K | $39.4M | $42.2M | 2.70% | +50.0K | 2026-06-30 |
| 18 | — | ELASTIC N V | 675.0K | $38.5M | $38.5M | 2.47% | +75.0K | 2026-06-30 |
| 19 | URI | UNITED RENTALS INC | 32.0K | $36.3M | $31.7M | 2.03% | -- | 2026-06-30 |
| 20 | BEEP | MOBILE INFRASTRUCTURE CORP | 24.30M | $33.5M | $69.0M | 4.42% | -- | 2026-06-30 |
| 21 | U | UNITY SOFTWARE INC | 1.16M | $33.3M | $50.1M | 3.21% | -- | 2026-06-30 |
| 22 | TTAN | SERVICETITAN INC | 467.4K | $33.0M | $27.4M | 1.75% | +62.4K | 2026-06-30 |
| 23 | — | DANAOS CORPORATION | 250.0K | $30.6M | $30.6M | 1.96% | -- | 2026-06-30 |
| 24 | SOLS | SOLSTICE ADVANCED MATLS INC | 325.0K | $28.8M | $18.6M | 1.19% | -175,000 | 2026-06-30 |
| 25 | APEI | AMERICAN PUB ED INC | 507.3K | $27.2M | $22.7M | 1.45% | -140,305 | 2026-06-30 |
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