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 |
|---|---|---|---|---|
| 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
Holdings in SEI
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,714,750 | 225,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,238,750 | 375,000 | Shares | Sole | 2026-02-17 | |
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