Investor
No Street GP LP
CIK 0001765774 · filed 2026-05-15 · SEC filing
13F book
$1.5B
Positions
31
7 new · 9 sold
Largest name
8.4%
Uber Technologies, Inc · UBER
Est. mark
−$119.8M
Price effect on 24 names still held. Flow $131.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Uber Technologies, Inc | UBER | 1.75M | $125.9M | 8.4% | −$13.7M | Added$11.5M |
| Generac Hldgs Inc | — | 550K | $107.4M | 7.2% | $21.8M | Added$57M |
| Twilio Inc | TWLO | 719K | $90.5M | 6.0% | −$11.8M | Cut−$19.4M |
| Fair Isaac Corp | FICO | 81.8K | $87.3M | 5.8% | −$40.8M | Added−$23.5M |
| Carvana Co. | CVNA | 277K | $87.1M | 5.8% | −$25.8M | Added−$14M |
| Darling Ingredients Inc. | DAR | 1.4M | $86.6M | 5.8% | $36.2M | Cut$18.2M |
| Trimble Inc. | TRMB | 1.13M | $73.4M | 4.9% | −$8.86M | Added$20.5M |
| Crocs, Inc. | CROX | 875K | $72.6M | 4.8% | — | New |
| Applovin Corp | APP | 181K | $72M | 4.8% | −$39M | Added−$23.3M |
| Mobile Infrastructure Corp | BEEP | 24.3M | $54.4M | 3.6% | −$7.53M | Held |
| Green Dot Corp | GDOT | 4.25M | $47.7M | 3.2% | −$5.41M | Added$4.13M |
| Clear Secure, Inc. | YOU | 836.1K | $40.5M | 2.7% | — | New |
| OPENLANE, Inc. | OPLN | 1.35M | $39.4M | 2.6% | −$536.2K | Added$14M |
| Enova Intl Inc | — | 287.5K | $39.1M | 2.6% | −$5.34M | Added−$248.9K |
| Somnigroup International Inc. | SGI | 520K | $38.4M | 2.6% | −$5.07M | Added$8.98M |
| Grand Canyon Ed Inc | — | 225K | $38.3M | 2.6% | $837K | Cut−$3.32M |
| Solstice Advanced Matls Inc | — | 500K | $38.1M | 2.5% | $10.3M | Added$19.9M |
| American Pub Ed Inc | — | 647.6K | $36.8M | 2.5% | $12.4M | Cut$1.87M |
| Celanese Corp Del | — | 550K | $36.2M | 2.4% | — | New |
| Etsy Inc | ETSY | 715K | $35.7M | 2.4% | — | New |
| Apollo Coml Real Est Fin Inc | — | 3.35M | $35.4M | 2.4% | $2.84M | Added$4.1M |
| Rocket Cos Inc | — | 2.2M | $31.4M | 2.1% | −$11.2M | Cut−$23.8M |
| Elastic N.V. | ESTC | 600K | $30M | 2.0% | −$15.1M | Added−$14.7M |
| Danaos Corp | DAC | 250K | $28.2M | 1.9% | $4.61M | Held |
| Workday, Inc. | WDAY | 200K | $26M | 1.7% | — | New |
| ServiceTitan, Inc. | TTAN | 405K | $25.7M | 1.7% | — | New |
| Magnite, Inc. | MGNI | 1.63M | $19.3M | 1.3% | −$6.42M | Added−$4.6M |
| Sitime Corp | SITM | 55K | $19M | 1.3% | — | New |
| Solaris Energy Infras Inc | — | 225K | $12.7M | 0.8% | $2.37M | Cut−$4.52M |
| RxSight, Inc. | RXST | 2M | $12.3M | 0.8% | −$8.41M | Added−$8.26M |
| Cerence Inc. | CRNC | 1.52M | $9.62M | 0.6% | −$6.13M | Added−$5.34M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.