No Street GP LP
Top Portfolio Positions
32 positions ·
$1,536,066,163 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UBER |
Uber Technologies, Inc
Technology
|
1,750,000 | $125,877,500 | 8.19% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
550,000 | $107,431,500 | 6.99% | |
| TWLO |
Twilio Inc
Technology
|
718,993 | $90,463,699 | 5.89% | |
| FICO |
Fair Isaac Corp
Technology
|
81,750 | $87,271,395 | 5.68% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
277,000 | $87,083,260 | 5.67% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
1,400,000 | $86,590,000 | 5.64% | |
| APEI |
American Public Education Inc
Consumer Defensive
|
1,295,176 | $73,669,610 | 4.80% | |
| TRMB |
Trimble Inc.
Technology
|
1,125,000 | $73,383,750 | 4.78% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
875,000 | $72,642,500 | 4.73% | |
| APP |
AppLovin Corp
Communication Services
|
181,000 | $72,038,000 | 4.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CROX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,642,500 | 875,000 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $50,133,600 | 495,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,224,000 | 520,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,685,371 | 499,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,140,808 | 560,326 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $81,773,976 | 560,326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,115,000 | 425,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $46,705,000 | 500,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,703,500 | 450,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $79,270,200 | 705,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,025,000 | 625,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $71,021,650 | 655,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,270,200 | 470,000 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $5,821,957 | 45,406 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,913,200 | 90,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,312,800 | 140,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,676,500 | 170,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,471,900 | 215,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,459,950 | 315,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,410,000 | 500,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,043,500 | 650,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||