No Street GP LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.3T
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTLSCHART INDS INC | 1,165,000 | $168.2B | 13.11% | |
| 2 | APPAPPLOVIN CORP | 438,000 | $116.1B | 9.04% | |
| 3 | UBERUBER TECHNOLOGIES INC | 1,525,000 | $111.1B | 8.66% | |
| 4 | PGRPROGRESSIVE CORP | 380,000 | $107.5B | 8.38% | |
| 5 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $101.3B | 7.90% | |
| 6 | CVNACARVANA CO | 420,000 | $87.8B | 6.84% | |
| 7 | UI2KEMPER CORP | 1,075,000 | $71.9B | 5.60% | |
| 8 | TWLOTWILIO INC | 643,193 | $63.0B | 4.91% | |
| 9 | 07WAMR COOPER GROUP INC | 500,000 | $59.8B | 4.66% | |
| 10 | CROXCROCS INC | 520,000 | $55.2B | 4.30% | |
| 11 | TRMBTRIMBLE INC | 725,000 | $47.6B | 3.71% | |
| 12 | ESTCELASTIC N V | 450,000 | $40.1B | 3.12% | |
| 13 | COMPCOMPASS INC | 3,898,703 | $34.0B | 2.65% | |
| 14 | CSGPCOSTAR GROUP INC | 395,000 | $31.3B | 2.44% | |
| 15 | ENVAENOVA INTL INC | 292,500 | $28.2B | 2.20% | |
| 16 | LAZLAZARD INC | 650,000 | $28.1B | 2.19% | |
| 17 | FUNSIX FLAGS ENTERTAINMENT CORP | 645,000 | $23.0B | 1.79% | |
| 18 | DACDANAOS CORPORATION | 250,000 | $19.5B | 1.52% | |
| 19 | EFXEQUIFAX INC | 80,000 | $19.5B | 1.52% | |
| 20 | PYPLPAYPAL HLDGS INC | 250,000 | $16.3B | 1.27% | |
| 21 | RXSTRXSIGHT INC | 600,000 | $15.2B | 1.18% | |
| 22 | CRNCCERENCE INC | 1,500,000 | $11.8B | 0.92% | |
| 23 | CARGCARGURUS INC | 340,000 | $9.9B | 0.77% | |
| 24 | RKTROCKET COS INC | 525,000 | $6.3B | 0.49% | |
| 25 | NNENANO NUCLEAR ENERGY INC | 200,000 | $5.3B | 0.41% | Put |
| 26 | PRPLPURPLE INNOVATION INC | 3,878,970 | $2.9B | 0.23% | |
| 27 | GDOTGREEN DOT CORP | 249,716 | $2.1B | 0.16% |