No Street GP LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.5T
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 205,000 | $147.3B | 9.69% | |
| 2 | CVNACARVANA CO | 295,500 | $111.5B | 7.33% | |
| 3 | UBERUBER TECHNOLOGIES INC | 1,100,000 | $107.8B | 7.09% | |
| 4 | WIXWIX COM LTD | 550,000 | $97.7B | 6.42% | |
| 5 | 07WAMR COOPER GROUP INC | 450,000 | $94.9B | 6.24% | |
| 6 | PGRPROGRESSIVE CORP | 360,000 | $88.9B | 5.85% | |
| 7 | BEEPMOBILE INFRASTRUCTURE CORP | 24,296,528 | $85.5B | 5.62% | |
| 8 | TWLOTWILIO INC | 833,993 | $83.5B | 5.49% | |
| 9 | GTLSCHART INDS INC | 375,000 | $75.1B | 4.94% | |
| 10 | FICOFAIR ISAAC CORP | 50,000 | $74.8B | 4.92% | |
| 11 | DARDARLING INGREDIENTS INC | 2,250,000 | $69.5B | 4.57% | |
| 12 | TRMBTRIMBLE INC | 725,000 | $59.2B | 3.89% | |
| 13 | GDOTGREEN DOT CORP | 4,000,000 | $53.7B | 3.53% | |
| 14 | ESTCELASTIC N V | 525,000 | $44.4B | 2.92% | |
| 15 | CSGPCOSTAR GROUP INC | 450,000 | $38.0B | 2.50% | |
| 16 | LIFLIFE360 INC | 315,237 | $33.5B | 2.20% | |
| 17 | 51AAMERICAN PUB ED INC | 820,000 | $32.4B | 2.13% | |
| 18 | CARGCARGURUS INC | 835,000 | $31.1B | 2.04% | |
| 19 | ARIAPOLLO COML REAL EST FIN INC | 3,000,000 | $30.4B | 2.00% | |
| 20 | ENVAENOVA INTL INC | 233,800 | $26.9B | 1.77% | |
| 21 | UI2KEMPER CORP | 475,734 | $24.5B | 1.61% | |
| 22 | DACDANAOS CORPORATION | 250,000 | $22.5B | 1.48% | |
| 23 | RKTROCKET COS INC | 1,100,000 | $21.3B | 1.40% | |
| 24 | FLSFLOWSERVE CORP | 350,000 | $18.6B | 1.22% | |
| 25 | RXSTRXSIGHT INC | 1,625,000 | $14.6B | 0.96% | |
| 26 | CRNCCERENCE INC | 1,000,000 | $12.5B | 0.82% | |
| 27 | RGTIRIGETTI COMPUTING INC | 300,000 | $8.9B | 0.59% | Put |
| 28 | IRENIREN LIMITED | 150,000 | $7.0B | 0.46% | Put |
| 29 | JCAPJEFFERSON CAPITAL INC | 172,625 | $3.0B | 0.20% | |
| 30 | LVOLIVEONE INC | 299,999 | $1.2B | 0.08% | |
| 31 | PRPLPURPLE INNOVATION INC | 857,768 | $801.3M | 0.05% |