No Street GP LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
No Street GP LP disclosed 31 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was UBER at 8.4% of the reported book, followed by GNRC and TWLO.
What did No Street GP LP own in Q1 2026? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 8.4% | $125.9m | 1,750,000 | – | |
| 2 | GNRC GENERAC HLDGS INC | Industrials | 7.2% | $107.4m | 550,000 | – | |
| 3 | TWLO TWILIO INC | Technology | 6.0% | $90.5m | 718,993 | – | |
| 4 | FICO FAIR ISAAC CORP | Technology | 5.8% | $87.3m | 81,750 | – | |
| 5 | CVNA CARVANA CO | Consumer Cyclical | 5.8% | $87.1m | 277,000 | – | |
| 6 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 5.8% | $86.6m | 1,400,000 | – | |
| 7 | TRMB TRIMBLE INC | Technology | 4.9% | $73.4m | 1,125,000 | – | |
| 8 | CROX CROCS INC | Consumer Cyclical | 4.9% | $72.6m | 875,000 | – | |
| 9 | APP APPLOVIN CORP | Communication Services | 4.8% | $72.0m | 181,000 | – | |
| 10 | MOBILE INFRASTRUCTURE CORP | 3.6% | $54.4m | 24,296,528 | – | ||
| 11 | GDOT GREEN DOT CORP | Financial Services | 3.2% | $47.7m | 4,250,000 | – | |
| 12 | YOU CLEAR SECURE INC | Technology | 2.7% | $40.5m | 836,090 | – | |
| 13 | OPLN OPENLANE INC | Consumer Cyclical | 2.6% | $39.4m | 1,350,000 | – | |
| 14 | ENVA ENOVA INTL INC | Financial Services | 2.6% | $39.1m | 287,500 | – | |
| 15 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 2.6% | $38.4m | 520,000 | – | |
| 16 | LOPE GRAND CANYON ED INC | Consumer Defensive | 2.6% | $38.3m | 225,000 | – | |
| 17 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 2.5% | $38.1m | 500,000 | – | |
| 18 | APEI AMERICAN PUB ED INC | Consumer Defensive | 2.5% | $36.8m | 647,588 | – | |
| 19 | CE CELANESE CORP DEL | Basic Materials | 2.4% | $36.2m | 550,000 | – | |
| 20 | ETSY ETSY INC | Consumer Cyclical | 2.4% | $35.7m | 715,000 | – | |
| 21 | ARI APOLLO COML REAL ESTATE FIN | Real Estate | 2.4% | $35.4m | 3,350,000 | – | |
| 22 | RKT ROCKET COS INC | Financial Services | 2.1% | $31.4m | 2,200,000 | – | |
| 23 | ESTC ELASTIC N V | Technology | 2.0% | $30.0m | 600,000 | – | |
| 24 | DAC DANAOS CORPORATION | Industrials | 1.9% | $28.2m | 250,000 | – | |
| 25 | WDAY WORKDAY INC | Technology | 1.7% | $26.0m | 200,000 | – | |
| 26 | TTAN SERVICETITAN INC | Technology | 1.7% | $25.7m | 405,000 | – | |
| 27 | MGNI MAGNITE INC | Communication Services | 1.3% | $19.3m | 1,628,248 | – | |
| 28 | SITM SITIME CORP | Technology | 1.3% | $19.0m | 55,000 | – | |
| 29 | SEI SOLARIS ENERGY INFRAS INC | Energy | 0.8% | $12.7m | 225,000 | – | |
| 30 | RXST RXSIGHT INC | Healthcare | 0.8% | $12.3m | 2,000,000 | – | |
| 31 | CRNC CERENCE INC | Technology | 0.6% | $9.6m | 1,525,000 | – |
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.