No Street GP LP

CIK

1765774

Location

San Francisco, CA

Portfolio Value

Mid $1,499,231,358

Diversification

Diversified

Filing Date

Global Rank

#1,404 / 8,604 ▲ 42 · as of Mar 2026

Top Industry

Software - Application 23.0%

3Y Alpha vs SPY

+6.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+115.2%

SPY

+76.5%

Annualised alpha

+8.3%

Max drawdown

−27.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

+0.7 pts

Top 5

33.2%

−2.6 pts

Top 10

57.2%

−0.2 pts

HHI

440

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$527,767,760	10
Consumer Cyclical	18.2%	$273,252,360	5
Industrials	12.7%	$190,015,722	3
Consumer Defensive	10.8%	$161,681,555	3
Financial Services	8.0%	$120,468,125	4
Communication Services	6.1%	$91,381,586	2
Basic Materials	5.0%	$74,253,500	2
Real Estate	2.4%	$35,376,000	1
Energy	0.8%	$12,714,750	1
Healthcare	0.8%	$12,320,000	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
GDOT	Green Dot Corp	+850,000	4,250,000	$47,685,000
OPLN	OPENLANE, Inc.	+498,907	1,350,000	$39,352,500
TRMB	Trimble Inc.	+450,000	1,125,000	$73,383,750
UBER	Uber Technologies, Inc	+350,000	1,750,000	$125,877,500
SGI	Somnigroup International Inc.	+190,000	520,000	$38,438,400
GNRC	Generac Holdings Inc.	+180,000	550,000	$107,431,500
MGNI	Magnite, Inc.	+153,248	1,628,248	$19,343,586
CRNC	Cerence Inc.	+125,000	1,525,000	$9,622,750
SOLS	Solstice Advanced Materials Inc.	+125,000	500,000	$38,080,000
ARI	Apollo Commercial Real Estate Finance, Inc.	+118,905	3,350,000	$35,376,000
APP	AppLovin Corp	+39,500	181,000	$72,038,000
CVNA	Carvana Co.	+37,500	277,000	$87,083,260
ENVA	Enova International, Inc.	+37,500	287,500	$39,051,125
RXST	RxSight, Inc.	+25,000	2,000,000	$12,320,000
FICO	Fair Isaac Corp	+16,250	81,750	$87,271,395
ESTC	Elastic N.V.	+8,077	600,000	$29,994,000
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−650,000	2,200,000	$31,350,000
DAR	Darling Ingredients Inc.	−500,000	1,400,000	$86,590,000
APEI	American Public Education Inc	−277,412	647,588	$36,834,805
SEI	Solaris Energy Infrastructure, Inc.	−150,000	225,000	$12,714,750
TWLO	Twilio Inc	−53,693	718,993	$90,463,699
LOPE	Grand Canyon Education, Inc.	−25,000	225,000	$38,256,750
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
CROX	Crocs, Inc.	875,000	$72,642,500
YOU	Clear Secure, Inc.	836,090	$40,475,116
CE	Celanese Corp	550,000	$36,173,500
ETSY	Etsy Inc	715,000	$35,735,700
WDAY	Workday, Inc.	200,000	$25,984,000
TTAN	ServiceTitan, Inc.	405,000	$25,701,300
SITM	SITIME Corp	55,000	$18,994,250
SOFI	SoFi Technologies, Inc.	150,000	$2,382,000
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	360,000	$81,979,200
WIX	Wix.com Ltd.	500,000	$51,945,000
CARG	CarGurus, Inc.	735,000	$28,187,250
GAP	Gap Inc	1,050,000	$26,880,000
GTLS	Chart Industries Inc	110,000	$22,685,300
FSLR	First Solar, Inc.	75,000	$19,592,250
CSGP	Costar Group, Inc.	239,999	$16,137,532
CRSP	CRISPR Therapeutics AG	125,000	$6,555,000
SOUN	Soundhound Ai, Inc.	200,000	$1,994,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $1,499,231,358 total · as of Mar 31, 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	1,750,000	+350,000	$125,877,500	+10.0%	8.40%
GNRC	Generac Holdings Inc. Industrials	Added	550,000	+180,000	$107,431,500	+112.9%	7.17%
TWLO	Twilio Inc Technology	Reduced	718,993	-53,693	$90,463,699	−17.7%	6.03%
FICO	Fair Isaac Corp Technology	Added	81,750	+16,250	$87,271,395	−21.2%	5.82%
CVNA	Carvana Co. Consumer Cyclical	Added	277,000	+37,500	$87,083,260	−13.8%	5.81%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	1,400,000	-500,000	$86,590,000	+26.6%	5.78%
TRMB	Trimble Inc. Technology	Added	1,125,000	+450,000	$73,383,750	+38.8%	4.89%
CROX	Crocs, Inc. Consumer Cyclical	NEW	875,000	NEW	$72,642,500	NEW	4.85%
APP	AppLovin Corp Communication Services	Added	181,000	+39,500	$72,038,000	−24.4%	4.80%
BEEP	Mobile Infrastructure Corp Industrials	Held	24,296,528	0	$54,424,222	−12.2%	3.63%
GDOT	Green Dot Corp Financial Services	Reduced	4,250,000	-2,550,000	$47,685,000	−45.3%	3.18%
YOU	Clear Secure, Inc. Technology	NEW	836,090	NEW	$40,475,116	NEW	2.70%
OPLN	OPENLANE, Inc. Consumer Cyclical	Added	1,350,000	+498,907	$39,352,500	+55.3%	2.62%
ENVA	Enova International, Inc. Financial Services	Added	287,500	+37,500	$39,051,125	−0.6%	2.60%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	520,000	+190,000	$38,438,400	+30.5%	2.56%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Reduced	225,000	-25,000	$38,256,750	−8.0%	2.55%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	500,000	+125,000	$38,080,000	+109.0%	2.54%
APEI	American Public Education Inc Consumer Defensive	Reduced	647,588	-1,202,412	$36,834,805	−47.3%	2.46%
CE	Celanese Corp Basic Materials	NEW	550,000	NEW	$36,173,500	NEW	2.41%
ETSY	Etsy Inc Consumer Cyclical	NEW	715,000	NEW	$35,735,700	NEW	2.38%
ARI	Apollo Commercial Real Estate Finance, Inc. Real Estate	Added	3,350,000	+118,905	$35,376,000	+13.1%	2.36%
RKT	Rocket Companies, Inc. Financial Services	Reduced	2,200,000	-650,000	$31,350,000	−43.2%	2.09%
ESTC	Elastic N.V. Technology	Added	600,000	+8,077	$29,994,000	−32.8%	2.00%
DAC	Danaos Corp Industrials	Held	250,000	0	$28,160,000	+19.6%	1.88%
WDAY	Workday, Inc. Technology	NEW	200,000	NEW	$25,984,000	NEW	1.73%
TTAN	ServiceTitan, Inc. Technology	NEW	405,000	NEW	$25,701,300	NEW	1.71%
MGNI	Magnite, Inc. Communication Services	Added	1,628,248	+153,248	$19,343,586	−19.2%	1.29%
SITM	SITIME Corp Technology	NEW	55,000	NEW	$18,994,250	NEW	1.27%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	225,000	-150,000	$12,714,750	−26.2%	0.85%
RXST	RxSight, Inc. Healthcare	Added	2,000,000	+25,000	$12,320,000	−40.1%	0.82%
CRNC	Cerence Inc. Technology	Added	1,525,000	+125,000	$9,622,750	−35.7%	0.64%
SOFI	SoFi Technologies, Inc. Financial Services	NEW	150,000	NEW	$2,382,000	NEW	0.16%