No Street GP LP
Top Portfolio Positions
32 positions ·
$1,499,231,358 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 | 8.40% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
550,000 | $107,431,500 | 7.17% | |
| TWLO |
Twilio Inc
Technology
|
718,993 | $90,463,699 | 6.03% | |
| FICO |
Fair Isaac Corp
Technology
|
81,750 | $87,271,395 | 5.82% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
277,000 | $87,083,260 | 5.81% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
1,400,000 | $86,590,000 | 5.78% | |
| TRMB |
Trimble Inc.
Technology
|
1,125,000 | $73,383,750 | 4.89% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
875,000 | $72,642,500 | 4.85% | |
| APP |
AppLovin Corp
Communication Services
|
181,000 | $72,038,000 | 4.80% | |
| BEEP |
Mobile Infrastructure Corp
Industrials
|
24,296,528 | $54,424,222 | 3.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ESTC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,994,000 | 600,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,654,671 | 591,923 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,357,250 | 525,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,056,750 | 475,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,095,000 | 450,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,687,200 | 340,000 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||