Holders — by stockHoldings — by fund
No Street GP LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1765774
$1.66B
disclosed book value
32
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 1.9M | $137.1M | 8.2% |
| 2 | GNRCGENERAC HLDGS INC | 425,000 | $124.4M | 7.5% |
| 3 | TWLOTWILIO INC | 510,000 | $105.2M | 6.3% |
| 4 | CROXCROCS INC | 820,000 | $98.9M | 5.9% |
| 5 | FICOFAIR ISAAC CORP | 81,750 | $97.7M | 5.9% |
| 6 | APPAPPLOVIN CORP | 169,000 | $87.1M | 5.2% |
| 7 | CVNACARVANA CO | 1.2M | $79.1M | 4.8% |
| 8 | DARDARLING INGREDIENTS INC | 1.4M | $77.8M | 4.7% |
| 9 | TRMBTRIMBLE INC | 1.4M | $73.2M | 4.4% |
| 10 | ENVAENOVA INTL INC | 275,000 | $66.2M | 4% |
| 11 | GDOTGREEN DOT CORP | 4.3M | $57.4M | 3.4% |
| 12 | OPLNOPENLANE INC | 1.4M | $55.7M | 3.3% |
| 13 | ETSYETSY INC | 664,099 | $50.0M | 3% |
| 14 | RKTROCKET COS INC | 3.1M | $48.8M | 2.9% |
| 15 | SGISOMNIGROUP INTERNATIONAL INC | 540,000 | $42.3M | 2.5% |
| 16 | YOUCLEAR SECURE INC | 716,090 | $39.9M | 2.4% |
| 17 | LOPEGRAND CANYON ED INC | 275,000 | $39.4M | 2.4% |
| 18 | ELASTIC N V | 675,000 | $38.5M | 2.3% |
| 19 | URIUNITED RENTALS INC | 32,000 | $36.3M | 2.2% |
| 20 | BEEPMOBILE INFRASTRUCTURE CORP | 24.3M | $33.5M | 2% |
| 21 | UUNITY SOFTWARE INC | 1.2M | $33.3M | 2% |
| 22 | TTANSERVICETITAN INC | 467,352 | $33.0M | 2% |
| 23 | DANAOS CORPORATION | 250,000 | $30.6M | 1.8% |
| 24 | SOLSSOLSTICE ADVANCED MATLS INC | 325,000 | $28.8M | 1.7% |
| 25 | APEIAMERICAN PUB ED INC | 507,283 | $27.2M | 1.6% |
| 26 | ARIAPOLLO COML REAL ESTATE FIN | 2.4M | $26.1M | 1.6% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 53,691 | $25.6M | 1.5% |
| 28 | CECELANESE CORP DEL | 500,000 | $23.0M | 1.4% |
| 29 | CRNCCERENCE INC | 1.5M | $17.3M | 1% |
| 30 | SEISOLARIS ENERGY INFRAS INC | 155,000 | $12.5M | 0.7% |
| 31 | RXSTRXSIGHT INC | 2.1M | $9.9M | 0.6% |
| 32 | FRBTFORBRIGHT INC | 465,081 | $8.5M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.