Latest No Street GP LP Stock Portfolio

$1.50Billion | No. of Holdings #31

No Street GP LP Performance

2026 Q1-7.43%

YTD-7.43%

2025+12.32%

About No Street GP LP and 13F Hedge Fund Stock Holdings

No Street GP LP is a hedge fund based in San Francisco, CA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, No Street GP LP reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of No Street GP LP are UBER, GNRC, TWLO. The fund has invested 8.4% of it's portfolio in UBER TECHNOLOGIES INC and 7.2% of portfolio in GENERAC HLDGS INC. <br><br> The fund managers got completely rid off PROGRESSIVE CORP (PGR), WIX COM LTD (WIX) and CARGURUS INC (CARG) stocks. They significantly reduced their stock positions in SOLARIS ENERGY INFRAS INC (SOI), AMERICAN PUB ED INC (APEI) and DARLING INGREDIENTS INC (DAR). No Street GP LP opened new stock positions in CROCS INC (CROX), CLEAR SECURE INC (YOU) and CELANESE CORP DEL (CE). The fund showed a lot of confidence in some stocks as they added substantially to TRIMBLE INC (TRMB), OPENLANE INC (KAR) and SOMNIGROUP INTERNATIONAL INC (TPX).

No Street GP LP Equity Portfolio Value

Last Reported on: 15 May, 2026

$1.50Billion

as of May 15, 2026

No Street GP LP Annual Return Estimates Vs S&P 500

Our best estimate is that No Street GP LP made a return of -7.43% in the last quarter. In trailing 12 months, it's portfolio return was 9.84%.

Performance
S&P 500

New Buys

Ticker	$ Bought
crocs inc	72,642,500
clear secure inc	40,475,100
celanese corp del	36,173,500
etsy inc	35,735,700
workday inc	25,984,000
servicetitan inc	25,701,300
sitime corp	18,994,200

New stocks bought by No Street GP LP

Additions

Ticker	% Inc.
trimble inc	66.67
openlane inc	58.62
somnigroup international inc	57.58
generac hldgs inc	48.65
solstice advanced matls inc	33.33
applovin corp	27.92
green dot corp	25.00
uber technologies inc	25.00

Additions to existing portfolio by No Street GP LP

Reductions

Ticker	% Reduced
solaris energy infras inc	-40.00
american pub ed inc	-29.99
darling ingredients inc	-26.32
rocket cos inc	-22.81
grand canyon ed inc	-10.00
twilio inc	-6.95

No Street GP LP reduced stake in above stock

Sold off

Ticker	$ Sold
gap inc	-26,880,000
cargurus inc	-28,187,200
wix com ltd	-51,945,000
progressive corp	-81,979,200
costar group inc	-16,137,500
soundhound ai inc	-1,994,000
crispr therapeutics ag	-6,555,000
chart inds inc	-22,685,300

No Street GP LP got rid off the above stocks

Sector Distribution

No Street GP LP has about 32.3% of it's holdings in Technology sector.

Technology
Consumer Cyclical
Consumer Defensive
Others
Financial Services
Communication Services
Industrials
Real Estate
Basic Materials

Sector	%
Technology	32.3
Consumer Cyclical	18.3
Consumer Defensive	10.8
Others	9.8
Financial Services	7.9
Communication Services	7.3
Industrials	7.2
Real Estate	2.4
Basic Materials	2.4

Market Cap. Distribution

No Street GP LP has about 45.8% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MID-CAP
UNALLOCATED
SMALL-CAP

Category	%
LARGE-CAP	45.8
MID-CAP	27.9
UNALLOCATED	14.7
SMALL-CAP	11.6

Stocks belong to which Index?

About 46.9% of the stocks held by No Street GP LP either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000
S&P 500

Index	%
Others	53.1
RUSSELL 2000	24.2
S&P 500	22.7

Top 5 Winners (%)		%
DAR	darling ingredients inc	62.4 %
	solstice advanced matls inc	46.4 %
APEI	american pub ed inc	42.9 %
GNRC	generac hldgs inc	33.8 %
DAC	danaos corporation	19.6 %

Top 5 Winners ($)		$
DAR	darling ingredients inc	42.7 M
GNRC	generac hldgs inc	27.1 M
APEI	american pub ed inc	15.0 M
	solstice advanced matls inc	12.1 M
DAC	danaos corporation	4.6 M

Top 5 Losers (%)		%
RXST	rxsight inc	-40.7 %
CRNC	cerence inc	-40.0 %
APP	applovin corp	-38.2 %
FICO	fair isaac corp	-34.5 %
ESTC	elastic n v	-33.6 %

Top 5 Losers ($)		$
FICO	fair isaac corp	-45.9 M
APP	applovin corp	-44.5 M
CVNA	carvana co	-27.8 M
UBER	uber technologies inc	-15.4 M
ESTC	elastic n v	-15.2 M

No Street GP LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of No Street GP LP

No Street GP LP has 31 stocks in it's portfolio. About 57.2% of the portfolio is in top 10 stocks. FICO proved to be the most loss making stock for the portfolio. DAR was the most profitable stock for No Street GP LP last quarter.

$1.50BTotal Value

40.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of No Street GP LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
APEI American Pub Ed Inc American Pub Ed IncAPEI No Street GP LP's holding in American Pub Ed Inc over time	2.46%	647,588	$36.83M 2.46%	decreased 29.99 percentreduced

APP Applovin Corp Applovin CorpAPP No Street GP LP's holding in Applovin Corp over time	4.8%	181,000	$72.04M 4.8%	increased 27.92 percentadded

ARI Apollo Coml Real Estate Fin Apollo Coml Real Estate FinARI No Street GP LP's holding in Apollo Coml Real Estate Fin over time	2.36%	3,350,000	$35.38M 2.36%	increased 3.68 percentadded

CARG Cargurus Inc Cargurus IncCARG No Street GP LP's holding in Cargurus Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CE Celanese Corp Del Celanese Corp DelCE No Street GP LP's holding in Celanese Corp Del over time	2.41%	550,000	$36.17M 2.41%	new position

CRNC Cerence Inc Cerence IncCRNC No Street GP LP's holding in Cerence Inc over time	0.64%	1,525,000	$9.62M 0.64%	increased 8.93 percentadded

CROX Crocs Inc Crocs IncCROX No Street GP LP's holding in Crocs Inc over time	4.84%	875,000	$72.64M 4.84%	new position

CRSP Crispr Therapeutics Ag Crispr Therapeutics AgCRSP No Street GP LP's holding in Crispr Therapeutics Ag over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CSGP Costar Group Inc Costar Group IncCSGP No Street GP LP's holding in Costar Group Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CVNA Carvana Co Carvana CoCVNA No Street GP LP's holding in Carvana Co over time	5.81%	277,000	$87.08M 5.81%	increased 15.66 percentadded

DAC Danaos Corporation Danaos Corporation DAC No Street GP LP's holding in Danaos Corporation over time	1.88%	250,000	$28.16M 1.88%	unchanged 0 percentunchanged

DAR Darling Ingredients Inc Darling Ingredients IncDAR No Street GP LP's holding in Darling Ingredients Inc over time	5.78%	1,400,000	$86.59M 5.78%	decreased 26.32 percentreduced

ENVA Enova Intl Inc Enova Intl IncENVA No Street GP LP's holding in Enova Intl Inc over time	2.6%	287,500	$39.05M 2.6%	increased 15 percentadded

ESTC Elastic N V Elastic N VESTC No Street GP LP's holding in Elastic N V over time	2%	600,000	$29.99M 2%	increased 1.36 percentadded

ETSY Etsy Inc Etsy IncETSY No Street GP LP's holding in Etsy Inc over time	2.38%	715,000	$35.74M 2.38%	new position

FICO Fair Isaac Corp Fair Isaac CorpFICO No Street GP LP's holding in Fair Isaac Corp over time	5.82%	81,750	$87.27M 5.82%	increased 24.81 percentadded

FSLR First Solar Inc First Solar IncFSLR No Street GP LP's holding in First Solar Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

GDOT Green Dot Corp Green Dot CorpGDOT No Street GP LP's holding in Green Dot Corp over time	3.18%	4,250,000	$47.69M 3.18%	increased 25 percentadded

GNRC Generac Hldgs Inc Generac Hldgs IncGNRC No Street GP LP's holding in Generac Hldgs Inc over time	7.17%	550,000	$107.43M 7.17%	increased 48.65 percentadded

GPS Gap Inc Gap IncGPS No Street GP LP's holding in Gap Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off