No Street GP LP

CIK

1765774

Location

San Francisco, CA

Portfolio Value

Mid $1,664,367,788

Diversification

Diversified

Filing Date

Global Rank

#1,476 / 8,700 ▲ 263

Top Industry

Software - Application 23.8%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

−0.2 pts

Top 5

33.8%

+0.6 pts

Top 10

56.9%

−0.3 pts

HHI

439

Diversified−0

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$600,822,067	10
Consumer Cyclical	19.6%	$326,033,773	5
Industrials	13.5%	$224,818,438	4
Financial Services	10.9%	$180,949,581	4
Consumer Defensive	8.7%	$144,429,847	3
Communication Services	5.2%	$87,073,870	1
Basic Materials	3.1%	$51,795,000	2
Real Estate	1.6%	$26,068,812	1
Energy	0.7%	$12,471,300	1
Healthcare	0.6%	$9,905,100	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
CVNA	Carvana Co.	+924,343	1,201,343	$79,072,396
RKT	Rocket Companies, Inc.	+900,000	3,100,000	$48,825,000
TRMB	Trimble Inc.	+305,000	1,430,000	$73,187,400
UBER	Uber Technologies, Inc	+150,000	1,900,000	$137,104,000
ESTC	Elastic N.V.	+75,000	675,000	$38,488,500
TTAN	ServiceTitan, Inc.	+62,352	467,352	$33,046,459
RXST	RxSight, Inc.	+55,000	2,055,000	$9,905,100
LOPE	Grand Canyon Education, Inc.	+50,000	275,000	$39,355,250
DAR	Darling Ingredients Inc.	+25,000	1,425,000	$77,833,500
SGI	Somnigroup International Inc.	+20,000	540,000	$42,336,000
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
ARI	Apollo Commercial Real Estate Finance, Inc.	−909,100	2,440,900	$26,068,812
TWLO	Twilio Inc	−208,993	510,000	$105,228,300
SOLS	Solstice Advanced Materials Inc.	−175,000	325,000	$28,795,000
APEI	American Public Education Inc	−140,305	507,283	$27,241,097
GNRC	Generac Holdings Inc.	−125,000	425,000	$124,444,250
YOU	Clear Secure, Inc.	−120,000	716,090	$39,907,695
SEI	Solaris Energy Infrastructure, Inc.	−70,000	155,000	$12,471,300
CROX	Crocs, Inc.	−55,000	820,000	$98,924,800
ETSY	Etsy Inc	−50,901	664,099	$50,026,577
CE	Celanese Corp	−50,000	500,000	$23,000,000
ENVA	Enova International, Inc.	−12,500	275,000	$66,200,750
APP	AppLovin Corp	−12,000	169,000	$87,073,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
URI	United Rentals, Inc.	32,000	$36,252,480
U	Unity Software Inc.	1,164,529	$33,282,238
TSM	Taiwan Semiconductor Manufacturing Co Ltd	53,691	$25,641,210
FRBT	Forbright, Inc.	465,081	$8,506,331
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	200,000	$25,984,000
MGNI	Magnite, Inc.	1,628,248	$19,343,586
SITM	SITIME Corp	55,000	$18,994,250
SOFI	SoFi Technologies, Inc.	150,000	$2,382,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $1,664,367,788 total · filing declares 32 positions · $1,664,367,794 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UBER	Uber Technologies, Inc Technology	Added	1,900,000	+150,000	$137,104,000	+8.9%	8.24%
GNRC	Generac Holdings Inc. Industrials	Reduced	425,000	-125,000	$124,444,250	+15.8%	7.48%
TWLO	Twilio Inc Technology	Reduced	510,000	-208,993	$105,228,300	+16.3%	6.32%
CROX	Crocs, Inc. Consumer Cyclical	Reduced	820,000	-55,000	$98,924,800	+36.2%	5.94%
FICO	Fair Isaac Corp Technology	Held	81,750	0	$97,673,265	+11.9%	5.87%
APP	AppLovin Corp Communication Services	Reduced	169,000	-12,000	$87,073,870	+20.9%	5.23%
CVNA	Carvana Co. Consumer Cyclical	Added	1,201,343	+924,343	$79,072,396	−9.2%	4.75%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	1,425,000	+25,000	$77,833,500	−10.1%	4.68%
TRMB	Trimble Inc. Technology	Added	1,430,000	+305,000	$73,187,400	−0.3%	4.40%
ENVA	Enova International, Inc. Financial Services	Reduced	275,000	-12,500	$66,200,750	+69.5%	3.98%
GDOT	Green Dot Corp Financial Services	Held	4,250,000	0	$57,417,500	+20.4%	3.45%
OPLN	OPENLANE, Inc. Consumer Cyclical	Held	1,350,000	0	$55,674,000	+41.5%	3.35%
ETSY	Etsy Inc Consumer Cyclical	Reduced	664,099	-50,901	$50,026,577	+40.0%	3.01%
RKT	Rocket Companies, Inc. Financial Services	Added	3,100,000	+900,000	$48,825,000	+55.7%	2.93%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	540,000	+20,000	$42,336,000	+10.1%	2.54%
YOU	Clear Secure, Inc. Technology	Reduced	716,090	-120,000	$39,907,695	−1.4%	2.40%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Added	275,000	+50,000	$39,355,250	+2.9%	2.36%
ESTC	Elastic N.V. Technology	Added	675,000	+75,000	$38,488,500	+28.3%	2.31%
URI	United Rentals, Inc. Industrials	NEW	32,000	NEW	$36,252,480	NEW	2.18%
BEEP	Mobile Infrastructure Corp Industrials	Held	24,296,528	0	$33,529,208	−38.4%	2.01%
U	Unity Software Inc. Technology	NEW	1,164,529	NEW	$33,282,238	NEW	2.00%
TTAN	ServiceTitan, Inc. Technology	Added	467,352	+62,352	$33,046,459	+28.6%	1.99%
DAC	Danaos Corp Industrials	Held	250,000	0	$30,592,500	+8.6%	1.84%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	325,000	-175,000	$28,795,000	−24.4%	1.73%
APEI	American Public Education Inc Consumer Defensive	Reduced	507,283	-140,305	$27,241,097	−26.0%	1.64%
ARI	Apollo Commercial Real Estate Finance, Inc. Real Estate	Reduced	2,440,900	-909,100	$26,068,812	−26.3%	1.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	53,691	NEW	$25,641,210	NEW	1.54%
CE	Celanese Corp Basic Materials	Reduced	500,000	-50,000	$23,000,000	−36.4%	1.38%
CRNC	Cerence Inc. Technology	Held	1,525,000	0	$17,263,000	+79.4%	1.04%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	155,000	-70,000	$12,471,300	−1.9%	0.75%
RXST	RxSight, Inc. Healthcare	Added	2,055,000	+55,000	$9,905,100	−19.6%	0.60%
FRBT	Forbright, Inc. Financial Services	NEW	465,081	NEW	$8,506,331	NEW	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.