No Street GP LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
No Street GP LP disclosed 33 US equity positions worth $1.5bn in its Q4 2025 13F filing. The largest position was UBER at 7.7% of the reported book, followed by FICO and TWLO. Against the Q3 2025 filing, it opened 11 new positions, added to 9 and reduced 10 among the top 33 holdings.
What did No Street GP LP own in Q4 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 7.7% | $114.4m | 1,400,000 | 27% | added |
| 2 | FICO FAIR ISAAC CORP | Technology | 7.5% | $110.7m | 65,500 | 31% | added |
| 3 | TWLO TWILIO INC | Technology | 7.4% | $109.9m | 772,686 | -7% | reduced |
| 4 | CVNA CARVANA CO | Consumer Cyclical | 6.8% | $101.1m | 239,500 | -19% | reduced |
| 5 | APP APPLOVIN CORP | Communication Services | 6.4% | $95.3m | 141,500 | -31% | reduced |
| 6 | PGR PROGRESSIVE CORP | Financial Services | 5.5% | $82.0m | 360,000 | 0% | held |
| 7 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 4.6% | $68.4m | 1,900,000 | -16% | reduced |
| 8 | MOBILE INFRASTRUCTURE CORP | 4.2% | $62.0m | 24,296,528 | 0% | held | |
| 9 | RKT ROCKET COS INC | Financial Services | 3.7% | $55.2m | 2,850,000 | 159% | added |
| 10 | TRMB TRIMBLE INC | Technology | 3.6% | $52.9m | 675,000 | -7% | reduced |
| 11 | WIX WIX COM LTD | Technology | 3.5% | $51.9m | 500,000 | -9% | reduced |
| 12 | GNRC GENERAC HLDGS INC | Industrials | 3.4% | $50.5m | 370,000 | – | new |
| 13 | ESTC ELASTIC N V | Technology | 3.0% | $44.7m | 591,923 | 13% | added |
| 14 | GDOT GREEN DOT CORP | Financial Services | 2.9% | $43.6m | 3,400,000 | -15% | reduced |
| 15 | LOPE GRAND CANYON ED INC | Consumer Defensive | 2.8% | $41.6m | 250,000 | – | new |
| 16 | ENVA ENOVA INTL INC | Financial Services | 2.6% | $39.3m | 250,000 | 7% | added |
| 17 | APEI AMERICAN PUB ED INC | Consumer Defensive | 2.4% | $35.0m | 925,000 | 13% | added |
| 18 | ARI APOLLO COML REAL EST FIN INC | Real Estate | 2.1% | $31.3m | 3,231,095 | 8% | added |
| 19 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 2.0% | $29.5m | 330,000 | – | new |
| 20 | CARG CARGURUS INC | Communication Services | 1.9% | $28.2m | 735,000 | -12% | reduced |
| 21 | GAP GAP INC | Consumer Cyclical | 1.8% | $26.9m | 1,050,000 | – | new |
| 22 | OPLN OPENLANE INC | Consumer Cyclical | 1.7% | $25.3m | 851,093 | – | new |
| 23 | MGNI MAGNITE INC | Communication Services | 1.6% | $23.9m | 1,475,000 | – | new |
| 24 | DAC DANAOS CORPORATION | Industrials | 1.6% | $23.5m | 250,000 | 0% | held |
| 25 | CHART INDS INC | 1.5% | $22.7m | 110,000 | -71% | reduced | |
| 26 | RXST RXSIGHT INC | Healthcare | 1.4% | $20.6m | 1,975,000 | 22% | added |
| 27 | FSLR FIRST SOLAR INC | Technology | 1.3% | $19.6m | 75,000 | – | new |
| 28 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 1.2% | $18.2m | 375,000 | – | new |
| 29 | SEI SOLARIS ENERGY INFRAS INC | Energy | 1.2% | $17.2m | 375,000 | – | new |
| 30 | CSGP COSTAR GROUP INC | Real Estate | 1.1% | $16.1m | 239,999 | -47% | reduced |
| 31 | CRNC CERENCE INC | Technology | 1.0% | $15.0m | 1,400,000 | 40% | added |
| 32 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 0.4% | $6.6m | 125,000 | – | new |
| 33 | SOUN SOUNDHOUND AI INC | 0.1% | $2.0m | 200,000 | – | new |
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.