Universe · entity
No Street GP LP
Institutional manager (13F) · CIK 1765774
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | $126M | 1,750,000 |
| 2 | GENERAC HLDGS INC | $107M | 550,000 |
| 3 | TWILIO INC | $90M | 718,993 |
| 4 | FAIR ISAAC CORP | $87M | 81,750 |
| 5 | CARVANA CO | $87M | 277,000 |
| 6 | DARLING INGREDIENTS INC | $87M | 1,400,000 |
| 7 | TRIMBLE INC | $73M | 1,125,000 |
| 8 | CROCS INC | $73M | 875,000 |
| 9 | APPLOVIN CORP | $72M | 181,000 |
| 10 | MOBILE INFRASTRUCTURE CORP | $54M | 24,296,528 |
| 11 | GREEN DOT CORP | $48M | 4,250,000 |
| 12 | CLEAR SECURE INC | $40M | 836,090 |
| 13 | OPENLANE INC | $39M | 1,350,000 |
| 14 | ENOVA INTL INC | $39M | 287,500 |
| 15 | SOMNIGROUP INTERNATIONAL INC | $38M | 520,000 |
| 16 | GRAND CANYON ED INC | $38M | 225,000 |
| 17 | SOLSTICE ADVANCED MATLS INC | $38M | 500,000 |
| 18 | AMERICAN PUB ED INC | $37M | 647,588 |
| 19 | CELANESE CORP DEL | $36M | 550,000 |
| 20 | ETSY INC | $36M | 715,000 |
| 21 | APOLLO COML REAL ESTATE FIN | $35M | 3,350,000 |
| 22 | ROCKET COS INC | $31M | 2,200,000 |
| 23 | ELASTIC N V | $30M | 600,000 |
| 24 | DANAOS CORPORATION | $28M | 250,000 |
| 25 | WORKDAY INC | $26M | 200,000 |
| 26 | SERVICETITAN INC | $26M | 405,000 |
| 27 | MAGNITE INC | $19M | 1,628,248 |
| 28 | SITIME CORP | $19M | 55,000 |
| 29 | SOLARIS ENERGY INFRAS INC | $13M | 225,000 |
| 30 | RXSIGHT INC | $12M | 2,000,000 |
| 31 | CERENCE INC | $10M | 1,525,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.