No Street GP LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, No Street GP LP held in its portfolio 33 assets valued at $1,484,908,737 (i.e. $1.49B).
The most valuable assets in the portfolio included: UBER TECHNOLOGIES INC ($114.39M), FAIR ISAAC CORP ($110.74M), and TWILIO INC ($109.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
No Street GP LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| UBER TECHNOLOGIES INC | 1400000 | 114394000 | COM |
| FAIR ISAAC CORP | 65500 | 110735610 | COM |
| TWILIO INC | 772686 | 109906857 | CL A |
| CARVANA CO | 239500 | 101073790 | CL A |
| APPLOVIN CORP | 141500 | 95345530 | COM CL A |
| PROGRESSIVE CORP | 360000 | 81979200 | COM |
| DARLING INGREDIENTS INC | 1900000 | 68400000 | COM |
| MOBILE INFRASTRUCTURE CORP | 24296528 | 61956146 | COM SHS |
| ROCKET COS INC | 2850000 | 55176000 | COM CL A |
| TRIMBLE INC | 675000 | 52886250 | COM |
| WIX COM LTD | 500000 | 51945000 | SHS |
| GENERAC HLDGS INC | 370000 | 50456900 | COM |
| ELASTIC N V | 591923 | 44654671 | ORD SHS |
| GREEN DOT CORP | 3400000 | 43554000 | CL A |
| GRAND CANYON ED INC | 250000 | 41577500 | COM |
| ENOVA INTL INC | 250000 | 39300000 | COM |
| AMERICAN PUB ED INC | 925000 | 34965000 | COM |
| APOLLO COML REAL EST FIN INC | 3231095 | 31277000 | COM |
| SOMNIGROUP INTERNATIONAL INC | 330000 | 29462400 | COM |
| CARGURUS INC | 735000 | 28187250 | COM CL A |
| GAP INC | 1050000 | 26880000 | COM |
| OPENLANE INC | 851093 | 25345550 | COM |
| MAGNITE INC | 1475000 | 23939250 | COM |
| DANAOS CORPORATION | 250000 | 23545000 | SHS |
| CHART INDS INC | 110000 | 22685300 | COM |
| RXSIGHT INC | 1975000 | 20579500 | COM |
| FIRST SOLAR INC | 75000 | 19592250 | COM |
| SOLSTICE ADVANCED MATLS INC | 375000 | 18217500 | COM SHS |
| SOLARIS ENERGY INFRAS INC | 375000 | 17238750 | COM CL A |
| COSTAR GROUP INC | 239999 | 16137533 | COM |
| CERENCE INC | 1400000 | 14966000 | COM |
| CRISPR THERAPEUTICS AG | 125000 | 6555000 | NAMEN AKT |
| SOUNDHOUND AI INC | 200000 | 1994000 | CLASS A COM |
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