§ 13F · FUND PROFILE
No Street GP LP.
AUM · $1.7B (13F)Positions · 32Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$104M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.90M | $137M | 8.2% | +9% |
| 2 | GNRC | GENERAC HLDGS INC | 425K | $124M | 7.5% | −23% |
| 3 | TWLO | TWILIO INC | 510K | $105M | 6.3% | −29% |
| 4 | CROX | CROCS INC | 820K | $99M | 5.9% | −6% |
| 5 | FICO | FAIR ISAAC CORP | 82K | $98M | 5.9% | ±0% |
| 6 | APP | APPLOVIN CORP | 169K | $87M | 5.2% | −7% |
| 7 | CVNA | CARVANA CO | 1.20M | $79M | 4.8% | +334% |
| 8 | DAR | DARLING INGREDIENTS INC | 1.43M | $78M | 4.7% | +2% |
| 9 | TRMB | TRIMBLE INC | 1.43M | $73M | 4.4% | +27% |
| 10 | ENVA | ENOVA INTL INC | 275K | $66M | 4.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NO SIGNAL
AC read
No Street GP LP is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 32 positions.
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