No Street GP LP: 13F holdings
CIK 17657742026Q2
| Positions | 32 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 32 (+0 vs prior quarter) |
|---|
| Reported value | $1.7bn (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| UBER UBER TECHNOLOGIES INC | 1,900,000 | $137.1m | 8.2% |
| GNRC GENERAC HLDGS INC | 425,000 | $124.4m | 7.5% |
| TWLO TWILIO INC | 510,000 | $105.2m | 6.3% |
| CROX CROCS INC | 820,000 | $98.9m | 5.9% |
| FICO FAIR ISAAC CORP | 81,750 | $97.7m | 5.9% |
| APP APPLOVIN CORP | 169,000 | $87.1m | 5.2% |
| CVNA CARVANA CO | 1,201,343 | $79.1m | 4.8% |
| DAR DARLING INGREDIENTS INC | 1,425,000 | $77.8m | 4.7% |
| TRMB TRIMBLE INC | 1,430,000 | $73.2m | 4.4% |
| ENVA ENOVA INTL INC | 275,000 | $66.2m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765774")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples