Holdings of No Street GP LP
29 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.6 % of the equity sleeve
Sector breakdown
- Industrials 17.5 %
- Technology 6.8 %
- Consumer staples 6.3 %
- Consumer discretionary 6.1 %
- Unattributed 63.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 29 | 1.4B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Uber Technologies Inc | 1,750,000 | 125.9M $ | |
| 2 | Generac Holdings Inc | 550,000 | 107.4M $ | |
| 3 | Twilio Inc | 718,993 | 90.5M $ | |
| 4 | Fair Isaac Corp | 81,750 | 87.3M $ | |
| 5 | Carvana Co | 277,000 | 87.1M $ | |
| 6 | Darling Ingredients Inc | 1,400,000 | 86.6M $ | |
| 7 | Trimble Inc | 1,125,000 | 73.4M $ | |
| 8 | Crocs Inc | 875,000 | 72.6M $ | |
| 9 | AppLovin Corp | 181,000 | 72M $ | |
| 10 | Mobile Infrastructure Corp. | 24,296,528 | 54.4M $ | |
| 11 | Green Dot Corp | 4,250,000 | 47.7M $ | |
| 12 | Clear Secure Inc | 836,090 | 40.5M $ | |
| 13 | OPENLANE Inc | 1,350,000 | 39.4M $ | |
| 14 | Enova International Inc | 287,500 | 39.1M $ | |
| 15 | Somnigroup International Inc | 520,000 | 38.4M $ | |
| 16 | Grand Canyon Education Inc | 225,000 | 38.3M $ | |
| 17 | Solstice Advanced Materials Inc | 500,000 | 38.1M $ | |
| 18 | American Public Education Inc | 647,588 | 36.8M $ | |
| 19 | Celanese Corp | 550,000 | 36.2M $ | |
| 20 | Etsy Inc | 715,000 | 35.7M $ | |
| 21 | Apollo Commercial Real Estate Finance, Inc. | 3,350,000 | 35.4M $ | |
| 22 | Rocket Cos Inc | 2,200,000 | 31.4M $ | |
| 23 | Workday Inc | 200,000 | 26M $ | |
| 24 | ServiceTitan Inc | 405,000 | 25.7M $ | |
| 25 | Magnite Inc | 1,628,248 | 19.3M $ | |
| 26 | SiTime Corp | 55,000 | 19M $ | |
| 27 | Solaris Energy Infrastructure Inc | 225,000 | 12.7M $ | |
| 28 | RxSight Inc | 2,000,000 | 12.3M $ | |
| 29 | Cerence Inc | 1,525,000 | 9.6M $ |