No Street GP LP
No Street GP LP reported 32 US-listed holdings worth $1.66 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Uber Technologies, Inc. (8.2%), Generac Holdings Inc. (7.5%) and Twilio Inc. (6.3%). Against the quarter before, it opened 4 positions, added to 10, trimmed 12 and sold out of 3.
Reported holdings$1.66B+11.2% on Q1 2026
Positions32+1 on Q1 2026
The largest ten56.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeldTrimmed
The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 10Held 6Trimmed 12Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- United Rentals, Inc. URI$36.3 million
- Unity Software Inc. U$33.3 million
- Taiwan Semiconductor Manufacturing Company Limited TSM$25.6 million
- Forbright Inc. FRBT$8.5 million
Added to 10
- Carvana Co. CVNA+924,343 shares · +334%
- Trimble Inc. TRMB+305,000 shares · +27%
- Rocket Cos Inc. RKT+900,000 shares · +41%
- Uber Technologies, Inc. UBER+150,000 shares · +9%
- Grand Canyon Education, Inc. LOPE+50,000 shares · +22%
- Servicetitan TTAN+62,352 shares · +15%
- Elastic N V ESTC+75,000 shares · +12%
- Somnigroup International Inc. SGI+20,000 shares · +4%
and 2 more in the table below
Trimmed 12
- Twilio Inc. TWLO-208,993 shares · -29%
- Generac Holdings Inc. GNRC-125,000 shares · -23%
- Solstice Advanced Materials Inc. SOLS-175,000 shares · -35%
- Apollo Coml Real Est Fin Inc. ARI-909,100 shares · -27%
- American Pub Ed Inc. APEI-140,305 shares · -22%
- Clear Secure, Inc. YOU-120,000 shares · -14%
- Crocs, Inc. CROX-55,000 shares · -6%
- AppLovin Corp. APP-12,000 shares · -7%
and 4 more in the table below
Sold out of 3
- Workday, Inc. WDAY$26.0 million last quarter
- Magnite Inc. MGNI$19.3 million last quarter
- Sitime Corp. SITM$19.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Uber Technologies, Inc. UBER | 1,900,000 | $137.1 million | 8.24% | +150,000 |
| Generac Holdings Inc. GNRC | 425,000 | $124.4 million | 7.48% | -125,000 |
| Twilio Inc. TWLO | 510,000 | $105.2 million | 6.32% | -208,993 |
| Crocs, Inc. CROX | 820,000 | $98.9 million | 5.94% | -55,000 |
| Fair Isaac Corp. FICO | 81,750 | $97.7 million | 5.87% | no change |
| AppLovin Corp. APP | 169,000 | $87.1 million | 5.23% | -12,000 |
| Carvana Co. CVNA | 1,201,343 | $79.1 million | 4.75% | +924,343 |
| Darling Ingredients Inc. DAR | 1,425,000 | $77.8 million | 4.68% | +25,000 |
| Trimble Inc. TRMB | 1,430,000 | $73.2 million | 4.40% | +305,000 |
| Enova International, Inc. ENVA | 275,000 | $66.2 million | 3.98% | -12,500 |
| Green Dot Corp. GDOT | 4,250,000 | $57.4 million | 3.45% | no change |
| Openlane, Inc. OPLN | 1,350,000 | $55.7 million | 3.35% | no change |
| Etsy Inc. ETSY | 664,099 | $50.0 million | 3.01% | -50,901 |
| Rocket Cos Inc. RKT | 3,100,000 | $48.8 million | 2.93% | +900,000 |
| Somnigroup International Inc. SGI | 540,000 | $42.3 million | 2.54% | +20,000 |
| Clear Secure, Inc. YOU | 716,090 | $39.9 million | 2.40% | -120,000 |
| Grand Canyon Education, Inc. LOPE | 275,000 | $39.4 million | 2.36% | +50,000 |
| Elastic N V ESTC | 675,000 | $38.5 million | 2.31% | +75,000 |
| United Rentals, Inc. URI | 32,000 | $36.3 million | 2.18% | new |
| Mobile Infrastructure Corp. BEEP | 24,296,528 | $33.5 million | 2.01% | no change |
| Unity Software Inc. U | 1,164,529 | $33.3 million | 2.00% | new |
| Servicetitan TTAN | 467,352 | $33.0 million | 1.99% | +62,352 |
| Danaos Corporation DAC | 250,000 | $30.6 million | 1.84% | no change |
| Solstice Advanced Materials Inc. SOLS | 325,000 | $28.8 million | 1.73% | -175,000 |
| American Pub Ed Inc. APEI | 507,283 | $27.2 million | 1.64% | -140,305 |
| Apollo Coml Real Est Fin Inc. ARI | 2,440,900 | $26.1 million | 1.57% | -909,100 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 53,691 | $25.6 million | 1.54% | new |
| Celanese Corp. CE | 500,000 | $23.0 million | 1.38% | -50,000 |
| Cerence Inc. CRNC | 1,525,000 | $17.3 million | 1.04% | no change |
| Solaris Energy Infrastructure, Inc. SEI | 155,000 | $12.5 million | 0.75% | -70,000 |
| Rxsight Inc. RXST | 2,055,000 | $9.9 million | 0.60% | +55,000 |
| Forbright Inc. FRBT | 465,081 | $8.5 million | 0.51% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.