No Street GP LP
32 holdingsFiling period: 2026-03-31Current AUM: $1.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.75M | $125.9M | $123.1M | 7.50% | +350.0K | 2026-03-31 |
| 2 | GNRC | GENERAC HLDGS INC | 550.0K | $107.4M | $108.4M | 6.60% | +180.0K | 2026-03-31 |
| 3 | TWLO | TWILIO INC | 719.0K | $90.5M | $141.9M | 8.64% | -53,693 | 2026-03-31 |
| 4 | FICO | FAIR ISAAC CORP | 81.8K | $87.3M | $91.8M | 5.59% | +16.3K | 2026-03-31 |
| 5 | CVNA | CARVANA CO | 277.0K | $87.1M | $86.4M | 5.26% | +37.5K | 2026-03-31 |
| 6 | DAR | DARLING INGREDIENTS INC | 1.40M | $86.6M | $84.9M | 5.17% | -500,000 | 2026-03-31 |
| 7 | TRMB | TRIMBLE INC | 1.13M | $73.4M | $63.7M | 3.88% | +450.0K | 2026-03-31 |
| 8 | CROX | CROCS INC | 875.0K | $72.6M | $112.0M | 6.82% | -- | 2026-03-31 |
| 9 | APP | APPLOVIN CORP | 181.0K | $72.0M | $71.7M | 4.36% | +39.5K | 2026-03-31 |
| 10 | BEEP | MOBILE INFRASTRUCTURE CORP | 24.30M | $54.4M | $44.5M | 2.71% | -- | 2026-03-31 |
| 11 | GDOT | GREEN DOT CORP | 4.25M | $47.7M | $55.7M | 3.39% | +850.0K | 2026-03-31 |
| 12 | YOU | CLEAR SECURE INC | 836.1K | $40.5M | $46.2M | 2.81% | -- | 2026-03-31 |
| 13 | OPLN | OPENLANE INC | 1.35M | $39.4M | $53.7M | 3.27% | +498.9K | 2026-03-31 |
| 14 | ENVA | ENOVA INTL INC | 287.5K | $39.1M | $73.1M | 4.45% | +37.5K | 2026-03-31 |
| 15 | SGI | SOMNIGROUP INTERNATIONAL INC | 520.0K | $38.4M | $34.0M | 2.07% | +190.0K | 2026-03-31 |
| 16 | LOPE | GRAND CANYON ED INC | 225.0K | $38.3M | $32.7M | 1.99% | -25,000 | 2026-03-31 |
| 17 | SOLS | SOLSTICE ADVANCED MATLS INC | 500.0K | $38.1M | $30.1M | 1.83% | +125.0K | 2026-03-31 |
| 18 | APEI | AMERICAN PUB ED INC | 647.6K | $36.8M | $31.4M | 1.91% | -277,412 | 2026-03-31 |
| 19 | CE | CELANESE CORP DEL | 550.0K | $36.2M | $24.6M | 1.50% | -- | 2026-03-31 |
| 20 | ETSY | ETSY INC | 715.0K | $35.7M | $58.4M | 3.56% | -- | 2026-03-31 |
| 21 | ARI | APOLLO COML REAL ESTATE FIN | 3.35M | $35.4M | $22.2M | 1.35% | +118.9K | 2026-03-31 |
| 22 | RKT | ROCKET COS INC | 2.20M | $31.4M | $28.4M | 1.73% | -650,000 | 2026-03-31 |
| 23 | — | ELASTIC N V | 600.0K | $30.0M | $30.0M | 1.83% | +8.1K | 2026-03-31 |
| 24 | — | DANAOS CORPORATION | 250.0K | $28.2M | $28.2M | 1.71% | -- | 2026-03-31 |
| 25 | WDAY | WORKDAY INC | 200.0K | $26.0M | $32.1M | 1.95% | -- | 2026-03-31 |
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