§ 13F · FUND PROFILE
No Street GP LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 32Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$258M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.75M | $126M | 8.4% | +25% |
| 2 | GNRC | GENERAC HLDGS INC | 550K | $107M | 7.2% | +49% |
| 3 | TWLO | TWILIO INC | 719K | $90M | 6.0% | −7% |
| 4 | FICO | FAIR ISAAC CORP | 82K | $87M | 5.8% | +25% |
| 5 | CVNA | CARVANA CO | 277K | $87M | 5.8% | +16% |
| 6 | DAR | DARLING INGREDIENTS INC | 1.40M | $87M | 5.8% | −26% |
| 7 | TRMB | TRIMBLE INC | 1.13M | $73M | 4.9% | +67% |
| 8 | CROX | CROCS INC | 875K | $73M | 4.8% | NEW |
| 9 | APP | APPLOVIN CORP | 181K | $72M | 4.8% | +28% |
| 10 | BEEP | MOBILE INFRASTRUCTURE CORP | 24.30M | $54M | 3.6% | ±0% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed