No Street GP LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
No Street GP LP disclosed 29 US equity positions worth $1.5bn in its Q3 2025 13F filing. The largest position was APP at 9.8% of the reported book, followed by CVNA and UBER. Against the Q2 2025 filing, it opened 6 new positions, added to 11 and reduced 9 among the top 29 holdings.
What did No Street GP LP own in Q3 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 9.8% | $147.3m | 205,000 | -40% | reduced |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 7.4% | $111.5m | 295,500 | -16% | reduced |
| 3 | UBER UBER TECHNOLOGIES INC | Technology | 7.2% | $107.8m | 1,100,000 | 5% | added |
| 4 | WIX WIX COM LTD | Technology | 6.5% | $97.7m | 550,000 | – | new |
| 5 | 07WA MR COOPER GROUP INC | 6.3% | $94.9m | 450,000 | -10% | reduced | |
| 6 | PGR PROGRESSIVE CORP | Financial Services | 5.9% | $88.9m | 360,000 | 16% | added |
| 7 | MOBILE INFRASTRUCTURE CORP | 5.7% | $85.5m | 24,296,528 | 0% | held | |
| 8 | TWLO TWILIO INC | Technology | 5.5% | $83.5m | 833,993 | 25% | added |
| 9 | CHART INDS INC | 5.0% | $75.1m | 375,000 | -60% | reduced | |
| 10 | FICO FAIR ISAAC CORP | Technology | 5.0% | $74.8m | 50,000 | 212% | added |
| 11 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 4.6% | $69.5m | 2,250,000 | – | new |
| 12 | TRMB TRIMBLE INC | Technology | 3.9% | $59.2m | 725,000 | 0% | held |
| 13 | GDOT GREEN DOT CORP | Financial Services | 3.6% | $53.7m | 4,000,000 | 150% | added |
| 14 | ESTC ELASTIC N V | Technology | 2.9% | $44.4m | 525,000 | 11% | added |
| 15 | CSGP COSTAR GROUP INC | Real Estate | 2.5% | $38.0m | 450,000 | 5% | added |
| 16 | LIF LIFE360 INC | 2.2% | $33.5m | 315,237 | 9% | added | |
| 17 | APEI AMERICAN PUB ED INC | Consumer Defensive | 2.2% | $32.4m | 820,000 | – | new |
| 18 | CARG CARGURUS INC | Communication Services | 2.1% | $31.1m | 835,000 | 109% | added |
| 19 | ARI APOLLO COML REAL EST FIN INC | Real Estate | 2.0% | $30.4m | 3,000,000 | 33% | added |
| 20 | ENVA ENOVA INTL INC | Financial Services | 1.8% | $26.9m | 233,800 | -22% | reduced |
| 21 | KMPR KEMPER CORP | Financial Services | 1.6% | $24.5m | 475,734 | -55% | reduced |
| 22 | DAC DANAOS CORPORATION | Industrials | 1.5% | $22.5m | 250,000 | 0% | held |
| 23 | RKT ROCKET COS INC | Financial Services | 1.4% | $21.3m | 1,100,000 | – | new |
| 24 | FLS FLOWSERVE CORP | Industrials | 1.2% | $18.6m | 350,000 | – | new |
| 25 | RXST RXSIGHT INC | Healthcare | 1.0% | $14.6m | 1,625,000 | 35% | added |
| 26 | CRNC CERENCE INC | Technology | 0.8% | $12.5m | 1,000,000 | -38% | reduced |
| 27 | JCAP JEFFERSON CAPITAL INC | 0.2% | $3.0m | 172,625 | -74% | reduced | |
| 28 | LVO LIVEONE INC | 0.1% | $1.2m | 299,999 | – | new | |
| 29 | PRPL PURPLE INNOVATION INC | 0.1% | $801.3k | 857,768 | -76% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.