account_balance
Investment manager · 13F filer · SEC CIK 1765774
No Street GP LP
Reported value$1.66Bas of Jun 30, 2026
Positions32 4 new, 3 sold out
Top 10 weight56.9%UBER alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
UBERUber Technologies Inc
8.2%Added +9%
GNRCGenerac Hldgs Inc
7.5%Trimmed −23%
TWLOTwilio Inc
6.3%Trimmed −29%
CROXCrocs Inc
5.9%Trimmed −6%
FICOFair Isaac Corp
5.9%
APPApplovin Corp
5.2%Trimmed −7%
CVNACarvana Co
4.8%Added +334%
DARDarling Ingredients Inc
4.7%
TRMBTrimble Inc
4.4%Added +27%
ENVAEnova Intl Inc
4.0%Trimmed −4%
GDOTGreen Dot Corp
3.4%
OPLNOpenlane Inc
3.3%
UBERUber Technologies Inc
8.2%Added +9%
GNRCGenerac Hldgs Inc
7.5%Trimmed −23%
TWLO6.3%CROX5.9%FICO5.9%APP5.2%CVNA4.8%DAR4.7%TRMB4.4%ENVA4.0%GDOT3.4%OPLN3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
UBER Uber Technologies Inc 8.2% Added +9%GNRC Generac Hldgs Inc 7.5% Trimmed −23%TWLO Twilio Inc 6.3% Trimmed −29%CROX Crocs Inc 5.9% Trimmed −6%FICO Fair Isaac Corp 5.9% HeldAPP Applovin Corp 5.2% Trimmed −7%CVNA Carvana Co 4.8% Added +334%DAR Darling Ingredients Inc 4.7% HeldTRMB Trimble Inc 4.4% Added +27%ENVA Enova Intl Inc 4.0% Trimmed −4%GDOT Green Dot Corp 3.4% HeldOPLN Openlane Inc 3.3% Held
What changed