Funds › No Street GP LP
No Street GP LP
13F for Q2 2026, filed Aug 14, 2026. 32 positions worth $1.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | UBER Uber Technologies, Inc. | 1.90M | $137.1M | 8.2% | +8.6% | 13F ↗ |
| 2 | GNRC Generac Holdlings Inc. | 425,000 | $124.4M | 7.5% | -22.7% | 13F ↗ |
| 3 | TWLO Twilio Inc. | 510,000 | $105.2M | 6.3% | -29.1% | 13F ↗ |
| 4 | CROX Crocs, Inc. | 820,000 | $98.9M | 5.9% | -6.3% | 13F ↗ |
| 5 | FICO Fair Isaac Corporation | 81,750 | $97.7M | 5.9% | Unchanged | 13F ↗ |
| 6 | APP AppLovin Corporation | 169,000 | $87.1M | 5.2% | -6.6% | 13F ↗ |
| 7 | CVNA Carvana Co. | 1.20M | $79.1M | 4.8% | -13.3% | 13F ↗ |
| 8 | DAR Darling Ingredients Inc. | 1.43M | $77.8M | 4.7% | +1.8% | 13F ↗ |
| 9 | TRMB Trimble Inc. | 1.43M | $73.2M | 4.4% | +27.1% | 13F ↗ |
| 10 | ENVA Enova International, Inc. | 275,000 | $66.2M | 4.0% | -4.3% | 13F ↗ |
| 11 | GDOT Green Dot Corporation | 4.25M | $57.4M | 3.4% | Unchanged | 13F ↗ |
| 12 | OPLN OPENLANE, Inc. | 1.35M | $55.7M | 3.3% | Unchanged | 13F ↗ |
| 13 | ETSY Etsy, Inc. | 664,099 | $50.0M | 3.0% | -7.1% | 13F ↗ |
| 14 | RKT Rocket Companies, Inc. | 3.10M | $48.8M | 2.9% | +40.9% | 13F ↗ |
| 15 | SGI Somnigroup International Inc. | 540,000 | $42.3M | 2.5% | +3.8% | 13F ↗ |
| 16 | YOU Clear Secure, Inc. | 716,090 | $39.9M | 2.4% | -14.4% | 13F ↗ |
| 17 | LOPE Grand Canyon Education, Inc. | 275,000 | $39.4M | 2.4% | +22.2% | 13F ↗ |
| 18 | ESTC Elastic N.V. | 675,000 | $38.5M | 2.3% | +12.5% | 13F ↗ |
| 19 | URI United Rentals, Inc. | 32,000 | $36.3M | 2.2% | New | 13F ↗ |
| 20 | BEEP Mobile Infrastructure Corporation | 24.30M | $33.5M | 2.0% | Unchanged | 13F ↗ |
| 21 | U Unity Software Inc. | 1.16M | $33.3M | 2.0% | New | 13F ↗ |
| 22 | TTAN ServiceTitan, Inc. | 467,352 | $33.0M | 2.0% | +15.4% | 13F ↗ |
| 23 | DAC Danaos Corporation | 250,000 | $30.6M | 1.8% | Unchanged | 13F ↗ |
| 24 | SOLS Solstice Advanced Materials Inc. | 325,000 | $28.8M | 1.7% | -35.0% | 13F ↗ |
| 25 | APEI American Public Education, Inc. | 507,283 | $27.2M | 1.6% | -21.7% | 13F ↗ |
| 26 | ARI Apollo Commercial Real Estate Finance Liquidating Trust | 2.44M | $26.1M | 1.6% | -27.1% | 13F ↗ |
| 27 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 53,691 | $25.6M | 1.5% | New | 13F ↗ |
| 28 | CE Celanese Corporation | 500,000 | $23.0M | 1.4% | -9.1% | 13F ↗ |
| 29 | CRNC Cerence Inc. | 1.52M | $17.3M | 1.0% | Unchanged | 13F ↗ |
| 30 | SEI Solaris Energy Infrastructure, Inc. | 155,000 | $12.5M | 0.7% | -31.1% | 13F ↗ |
| 31 | RXST RxSight, Inc. | 2.06M | $9.9M | 0.6% | +2.8% | 13F ↗ |
| 32 | FRBT Forbright, Inc. | 465,081 | $8.5M | 0.5% | New | 13F ↗ |
Changes since Q1 2026
4 new, 9 added to, 13 trimmed, 3 exited, 6 unchanged. By estimated dollars.
New positions (4)
Added to (9)
| TRMB Trimble Inc. | 1.43M | +27.1% | $15.6M |
| RKT Rocket Companies, Inc. | 3.10M | +40.9% | $14.2M |
| UBER Uber Technologies, Inc. | 1.90M | +8.6% | $10.8M |
| LOPE Grand Canyon Education, Inc. | 275,000 | +22.2% | $7.2M |
| TTAN ServiceTitan, Inc. | 467,352 | +15.4% | $4.4M |
| ESTC Elastic N.V. | 675,000 | +12.5% | $4.3M |
| SGI Somnigroup International Inc. | 540,000 | +3.8% | $1.6M |
| DAR Darling Ingredients Inc. | 1.43M | +1.8% | $1.4M |
| RXST RxSight, Inc. | 2.06M | +2.8% | $265.1K |
Trimmed (13)
| TWLO Twilio Inc. | 510,000 | -29.1% | -$43.1M |
| GNRC Generac Holdlings Inc. | 425,000 | -22.7% | -$36.6M |
| SOLS Solstice Advanced Materials Inc. | 325,000 | -35.0% | -$15.5M |
| CVNA Carvana Co. | 1.20M | -13.3% | -$12.1M |
| ARI Apollo Commercial Real Estate Finance Liquidating Trust | 2.44M | -27.1% | -$9.7M |
| APEI American Public Education, Inc. | 507,283 | -21.7% | -$7.5M |
| YOU Clear Secure, Inc. | 716,090 | -14.4% | -$6.7M |
| CROX Crocs, Inc. | 820,000 | -6.3% | -$6.6M |
| APP AppLovin Corporation | 169,000 | -6.6% | -$6.2M |
| SEI Solaris Energy Infrastructure, Inc. | 155,000 | -31.1% | -$5.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer