No Street GP LP
32 holdingsFiling period: 2026-06-30Current AUM: $1.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | 1.90M | $137.1M | $124.0M | 8.09% | +150.0K | 2026-06-30 |
| 2 | GNRC | Generac Hldgs Inc | 425.0K | $124.4M | $84.1M | 5.49% | -125,000 | 2026-06-30 |
| 3 | TWLO | Twilio Inc | 510.0K | $105.2M | $104.6M | 6.83% | -208,993 | 2026-06-30 |
| 4 | CROX | Crocs Inc | 820.0K | $98.9M | $123.4M | 8.06% | -55,000 | 2026-06-30 |
| 5 | FICO | Fair Isaac Corp | 81.8K | $97.7M | $58.1M | 3.80% | -- | 2026-06-30 |
| 6 | APP | Applovin Corp | 169.0K | $87.1M | $38.6M | 2.52% | -12,000 | 2026-06-30 |
| 7 | CVNA | Carvana Co | 1.20M | $79.1M | $82.0M | 5.36% | +924.3K | 2026-06-30 |
| 8 | DAR | Darling Ingredients Inc | 1.43M | $77.8M | $79.4M | 5.18% | +25.0K | 2026-06-30 |
| 9 | TRMB | Trimble Inc | 1.43M | $73.2M | $92.9M | 6.06% | +305.0K | 2026-06-30 |
| 10 | ENVA | Enova Intl Inc | 275.0K | $66.2M | $47.9M | 3.13% | -12,500 | 2026-06-30 |
| 11 | GDOT | Green Dot Corp | 4.25M | $57.4M | $52.3M | 3.41% | -- | 2026-06-30 |
| 12 | OPLN | Openlane Inc | 1.35M | $55.7M | $52.7M | 3.44% | -- | 2026-06-30 |
| 13 | ETSY | Etsy Inc | 664.1K | $50.0M | $59.1M | 3.86% | -50,901 | 2026-06-30 |
| 14 | RKT | Rocket Cos Inc | 3.10M | $48.8M | $39.7M | 2.59% | +900.0K | 2026-06-30 |
| 15 | SGI | Somnigroup International Inc | 540.0K | $42.3M | $34.3M | 2.24% | +20.0K | 2026-06-30 |
| 16 | YOU | Clear Secure Inc | 716.1K | $39.9M | $32.9M | 2.15% | -120,000 | 2026-06-30 |
| 17 | LOPE | Grand Canyon ED Inc | 275.0K | $39.4M | $40.7M | 2.65% | +50.0K | 2026-06-30 |
| 18 | — | Elastic N V | 675.0K | $38.5M | $38.5M | 2.51% | +75.0K | 2026-06-30 |
| 19 | URI | United Rentals Inc | 32.0K | $36.3M | $37.4M | 2.44% | -- | 2026-06-30 |
| 20 | BEEP | Mobile Infrastructure Corp | 24.30M | $33.5M | $61.2M | 4.00% | -- | 2026-06-30 |
| 21 | U | Unity Software Inc | 1.16M | $33.3M | $43.9M | 2.87% | -- | 2026-06-30 |
| 22 | TTAN | Servicetitan Inc | 467.4K | $33.0M | $39.4M | 2.57% | +62.4K | 2026-06-30 |
| 23 | — | Danaos Corporation | 250.0K | $30.6M | $30.6M | 2.00% | -- | 2026-06-30 |
| 24 | SOLS | Solstice Advanced Matls Inc | 325.0K | $28.8M | $19.7M | 1.28% | -175,000 | 2026-06-30 |
| 25 | APEI | American Pub ED Inc | 507.3K | $27.2M | $20.6M | 1.34% | -140,305 | 2026-06-30 |
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