No Street GP LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
No Street GP LP disclosed 32 US equity positions worth $1.7bn in its Q2 2026 13F filing. The largest position was UBER at 8.2% of the reported book, followed by GNRC and TWLO. Against the Q1 2026 filing, it opened 4 new positions, added to 10 and reduced 12 among the top 32 holdings.
What did No Street GP LP own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 8.2% | $137.1m | 1,900,000 | 9% | added |
| 2 | GNRC GENERAC HLDGS INC | Industrials | 7.5% | $124.4m | 425,000 | -23% | reduced |
| 3 | TWLO TWILIO INC | Technology | 6.3% | $105.2m | 510,000 | -29% | reduced |
| 4 | CROX CROCS INC | Consumer Cyclical | 5.9% | $98.9m | 820,000 | -6% | reduced |
| 5 | FICO FAIR ISAAC CORP | Technology | 5.9% | $97.7m | 81,750 | 0% | held |
| 6 | APP APPLOVIN CORP | Communication Services | 5.2% | $87.1m | 169,000 | -7% | reduced |
| 7 | CVNA CARVANA CO | Consumer Cyclical | 4.8% | $79.1m | 1,201,343 | 334% | added |
| 8 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 4.7% | $77.8m | 1,425,000 | 2% | added |
| 9 | TRMB TRIMBLE INC | Technology | 4.4% | $73.2m | 1,430,000 | 27% | added |
| 10 | ENVA ENOVA INTL INC | Financial Services | 4.0% | $66.2m | 275,000 | -4% | reduced |
| 11 | GDOT GREEN DOT CORP | Financial Services | 3.4% | $57.4m | 4,250,000 | 0% | held |
| 12 | OPLN OPENLANE INC | Consumer Cyclical | 3.3% | $55.7m | 1,350,000 | 0% | held |
| 13 | ETSY ETSY INC | Consumer Cyclical | 3.0% | $50.0m | 664,099 | -7% | reduced |
| 14 | RKT ROCKET COS INC | Financial Services | 2.9% | $48.8m | 3,100,000 | 41% | added |
| 15 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 2.5% | $42.3m | 540,000 | 4% | added |
| 16 | YOU CLEAR SECURE INC | Technology | 2.4% | $39.9m | 716,090 | -14% | reduced |
| 17 | LOPE GRAND CANYON ED INC | Consumer Defensive | 2.4% | $39.4m | 275,000 | 22% | added |
| 18 | ESTC ELASTIC N V | Technology | 2.3% | $38.5m | 675,000 | 12% | added |
| 19 | URI UNITED RENTALS INC | Industrials | 2.2% | $36.3m | 32,000 | – | new |
| 20 | MOBILE INFRASTRUCTURE CORP | 2.0% | $33.5m | 24,296,528 | 0% | held | |
| 21 | U UNITY SOFTWARE INC | Technology | 2.0% | $33.3m | 1,164,529 | – | new |
| 22 | TTAN SERVICETITAN INC | Technology | 2.0% | $33.0m | 467,352 | 15% | added |
| 23 | DAC DANAOS CORPORATION | Industrials | 1.8% | $30.6m | 250,000 | 0% | held |
| 24 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 1.7% | $28.8m | 325,000 | -35% | reduced |
| 25 | APEI AMERICAN PUB ED INC | Consumer Defensive | 1.6% | $27.2m | 507,283 | -22% | reduced |
| 26 | ARI APOLLO COML REAL ESTATE FIN | Real Estate | 1.6% | $26.1m | 2,440,900 | -27% | reduced |
| 27 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.5% | $25.6m | 53,691 | – | new |
| 28 | CE CELANESE CORP DEL | Basic Materials | 1.4% | $23.0m | 500,000 | -9% | reduced |
| 29 | CRNC CERENCE INC | Technology | 1.0% | $17.3m | 1,525,000 | 0% | held |
| 30 | SEI SOLARIS ENERGY INFRAS INC | Energy | 0.7% | $12.5m | 155,000 | -31% | reduced |
| 31 | RXST RXSIGHT INC | Healthcare | 0.6% | $9.9m | 2,055,000 | 3% | added |
| 32 | FRBT FORBRIGHT INC | 0.5% | $8.5m | 465,081 | – | 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.