§ 13F · FUND PROFILE
No Street GP LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 33Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1484.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.40M | $114.4T | 7.7% | NEW |
| 2 | FICO | FAIR ISAAC CORP | 66K | $110.7T | 7.5% | NEW |
| 3 | TWLO | TWILIO INC | 773K | $109.9T | 7.4% | NEW |
| 4 | CVNA | CARVANA CO | 240K | $101.1T | 6.8% | NEW |
| 5 | APP | APPLOVIN CORP | 142K | $95.3T | 6.4% | NEW |
| 6 | PGR | PROGRESSIVE CORP | 360K | $82.0T | 5.5% | NEW |
| 7 | DAR | DARLING INGREDIENTS INC | 1.90M | $68.4T | 4.6% | NEW |
| 8 | BEEP | MOBILE INFRASTRUCTURE CORP | 24.30M | $62.0T | 4.2% | NEW |
| 9 | RKT | ROCKET COS INC | 2.85M | $55.2T | 3.7% | NEW |
| 10 | TRMB | TRIMBLE INC | 675K | $52.9T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NO SIGNAL
AC read
No Street GP LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed