No Street GP LP
CIK: 0001765774SEC EDGAR →
Portfolio Value
$1.5B
Holdings
33
As of
Q4 2025
New Positions
8
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | 1,400,000 | $114.4M | 7.70% |
| 2 | FAIR ISAAC CORP | 65,500 | $110.7M | 7.46% |
| 3 | TWILIO INC | 772,686 | $109.9M | 7.40% |
| 4 | CARVANA CO | 239,500 | $101.1M | 6.81% |
| 5 | APPLOVIN CORP | 141,500 | $95.3M | 6.42% |
| 6 | PROGRESSIVE CORP | 360,000 | $82.0M | 5.52% |
| 7 | DARLING INGREDIENTS INC | 1,900,000 | $68.4M | 4.61% |
| 8 | MOBILE INFRASTRUCTURE CORP | 24,296,528 | $62.0M | 4.17% |
| 9 | ROCKET COS INC | 2,850,000 | $55.2M | 3.72% |
| 10 | TRIMBLE INC | 675,000 | $52.9M | 3.56% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $486.9M | 32.8% |
| Financial Services | 4 | $220.0M | 14.8% |
| Consumer Cyclical | 4 | $181.5M | 12.2% |
| Communication Services | 2 | $133.8M | 9.0% |
| Real Estate | 3 | $109.4M | 7.4% |
| Unknown | 3 | $106.0M | 7.1% |
| Industrials | 3 | $96.7M | 6.5% |
| Consumer Defensive | 1 | $68.4M | 4.6% |
| Energy | 2 | $36.8M | 2.5% |
| Healthcare | 2 | $27.1M | 1.8% |
| Basic Materials | 1 | $18.2M | 1.2% |