No Street GP LP
CIK
1765774
Location
San Francisco, CA
Portfolio Value
Small
$161,681,555
Diversification
Diversified
Filing Date
Global Rank
#1,405
/ 8,586
▲ 39
Top Industry
Software - Application
23.0%
3Y Alpha vs SPY
+4.8%
Period ended 3 months ago
Filed May 15, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+99.6%
SPY
+78.1%
Annualised alpha
+4.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 35.2% | $527,767,760 |
| Consumer Cyclical | 18.2% | $273,252,360 |
| Industrials | 12.7% | $190,015,722 |
| Consumer Defensive | 10.8% | $161,681,555 |
| Financial Services | 8.0% | $120,468,125 |
| Communication Services | 6.1% | $91,381,586 |
| Basic Materials | 5.0% | $74,253,500 |
| Real Estate | 2.4% | $35,376,000 |
| Energy | 0.8% | $12,714,750 |
| Healthcare | 0.8% | $12,320,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
3 positions ·
$161,681,555 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Reduced | 1,400,000 | $86,590,000 | 53.56% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Reduced | 225,000 | $38,256,750 | 23.66% | |
| APEI |
American Public Education Inc
Consumer Defensive
|
Reduced | 647,588 | $36,834,805 | 22.78% |