Sponsored
The Analysis of No Street GP LP's Holdings & P&L
Currently, No Street GP LP holds 32 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in UBER (+1.8M shares, valued at $125.9M), GNRC (+550.0K shares, valued at $107.4M), TWLO (+719.0K shares, valued at $90.5M); initiated new positions in UBER (+1.8M shares, valued at $125.9M), GNRC (+550.0K shares, valued at $107.4M), TWLO (+719.0K shares, valued at $90.5M).
1M P&L
-382.0M-18.33%
3M P&L
-181.2M-9.62%
HY P&L
-391.7M-18.70%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Software - Application417.0M
27.9%
2Auto & Truck Dealerships126.4M
8.5%
3Education & Training Services110.3M
7.4%
Top Industries by Stock Count
1Software - Application8 stocks
25.8%
2Education & Training Services3 stocks
9.7%
3Auto & Truck Dealerships2 stocks
6.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC500.0K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
UBER
NewUBER TECHNOLOGIES INC
Shares1.8M
Event2026-03-31
Filed2026-05-15
GNRC
NewGENERAC HLDGS INC
Shares550.0K
Event2026-03-31
Filed2026-05-15
TWLO
NewTWILIO INC
Shares719.0K
Event2026-03-31
Filed2026-05-15
FICO
NewFAIR ISAAC CORP
Shares81.8K
Event2026-03-31
Filed2026-05-15
CVNA
NewCARVANA CO
Shares277.0K
Event2026-03-31
Filed2026-05-15
DAR
NewDARLING INGREDIENTS INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
TRMB
NewTRIMBLE INC
Shares1.1M
Event2026-03-31
Filed2026-05-15
CROX
NewCROCS INC
Shares875.0K
Event2026-03-31
Filed2026-05-15
APP
NewAPPLOVIN CORP
Shares181.0K
Event2026-03-31
Filed2026-05-15
BEEP
NewMOBILE INFRASTRUCTURE CORP
Shares24.3M
Event2026-03-31
Filed2026-05-15
GDOT
NewGREEN DOT CORP
Shares4.3M
Event2026-03-31
Filed2026-05-15
YOU
NewCLEAR SECURE INC
Shares836.1K
Event2026-03-31
Filed2026-05-15
KAR
NewOPENLANE INC
Shares1.4M
Event2026-03-31
Filed2026-05-15
ENVA
NewENOVA INTL INC
Shares287.5K
Event2026-03-31
Filed2026-05-15
SGI
NewSOMNIGROUP INTERNATIONAL INC
Shares520.0K
Event2026-03-31
Filed2026-05-15
LOPE
NewGRAND CANYON ED INC
Shares225.0K
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares500.0K
Event2026-03-31
Filed2026-05-15
APEI
NewAMERICAN PUB ED INC
Shares647.6K
Event2026-03-31
Filed2026-05-15
CE
NewCELANESE CORP DEL
Shares550.0K
Event2026-03-31
Filed2026-05-15
ETSY
NewETSY INC
Shares715.0K
Event2026-03-31
Filed2026-05-15
ARI
NewAPOLLO COML REAL ESTATE FIN
Shares3.4M
Event2026-03-31
Filed2026-05-15
New
Shares647.6K
Event2026-03-31
Filed2026-05-15
RKT
NewROCKET COS INC
Shares2.2M
Event2026-03-31
Filed2026-05-15
ESTC
NewELASTIC N V
Shares600.0K
Event2026-03-31
Filed2026-05-15
DAC
NewDANAOS CORPORATION
Shares250.0K
Event2026-03-31
Filed2026-05-15
WDAY
NewWORKDAY INC
Shares200.0K
Event2026-03-31
Filed2026-05-15
TTAN
NewSERVICETITAN INC
Shares405.0K
Event2026-03-31
Filed2026-05-15
MGNI
NewMAGNITE INC
Shares1.6M
Event2026-03-31
Filed2026-05-15
SITM
NewSITIME CORP
Shares55.0K
Event2026-03-31
Filed2026-05-15
SEI
NewSOLARIS ENERGY INFRAS INC
Shares225.0K
Event2026-03-31
Filed2026-05-15
RXST
NewRXSIGHT INC
Shares2.0M
Event2026-03-31
Filed2026-05-15
CRNC
NewCERENCE INC
Shares1.5M
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
SOFI Put
NewSOFI TECHNOLOGIES INC
Shares150.0K
Event2026-03-31
Filed2026-05-15