Filed: 2/17/2026ACC: 0001765774-26-000002
📋 What this filing means
NO STREET GP LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$1.48B
Total AUM (reported)
51.78M
Total Shares
Allocation by class
COM$825.56M55.6%
CL A$254.53M17.1%
COM CL A$195.95M13.2%
COM SHS$80.17M5.4%
SHS$75.49M5.1%
ORD SHS$44.65M3.0%
NAMEN AKT$6.55M0.4%
Portfolio Concentration
Top 3$335.04M22.6%
4–10$516.82M34.8%
11–25$517.77M34.9%
Rest$115.28M7.8%
Top 3 weight
22.6%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 51.78M
Sole
Full voting authority
51.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
UBER TECHNOLOGIES INC
SOLEShares1.40M
TypeSH
Market value$114.39M
7.70%
Sole
1.40M
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares65.50K
TypeSH
Market value$110.74M
7.46%
Sole
65.50K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares772.69K
TypeSH
Market value$109.91M
7.40%
Sole
772.69K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares239.50K
TypeSH
Market value$101.07M
6.81%
Sole
239.50K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares141.50K
TypeSH
Market value$95.35M
6.42%
Sole
141.50K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares360K
TypeSH
Market value$81.98M
5.52%
Sole
360K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares1.90M
TypeSH
Market value$68.40M
4.61%
Sole
1.90M
Shared
0.00
None
0.00
MOBILE INFRASTRUCTURE CORP
SOLEShares24.30M
TypeSH
Market value$61.96M
4.17%
Sole
24.30M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares2.85M
TypeSH
Market value$55.18M
3.72%
Sole
2.85M
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares675K
TypeSH
Market value$52.89M
3.56%
Sole
675K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares500K
TypeSH
Market value$51.95M
3.50%
Sole
500K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares370K
TypeSH
Market value$50.46M
3.40%
Sole
370K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares591.92K
TypeSH
Market value$44.65M
3.01%
Sole
591.92K
Shared
0.00
None
0.00
GREEN DOT CORP
SOLEShares3.40M
TypeSH
Market value$43.55M
2.93%
Sole
3.40M
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares250K
TypeSH
Market value$41.58M
2.80%
Sole
250K
Shared
0.00
None
0.00
ENOVA INTL INC
SOLEShares250K
TypeSH
Market value$39.30M
2.65%
Sole
250K
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares925K
TypeSH
Market value$34.97M
2.35%
Sole
925K
Shared
0.00
None
0.00
APOLLO COML REAL EST FIN INC
SOLEShares3.23M
TypeSH
Market value$31.28M
2.11%
Sole
3.23M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares330K
TypeSH
Market value$29.46M
1.98%
Sole
330K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares735K
TypeSH
Market value$28.19M
1.90%
Sole
735K
Shared
0.00
None
0.00
GAP INC
SOLEShares1.05M
TypeSH
Market value$26.88M
1.81%
Sole
1.05M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares851.09K
TypeSH
Market value$25.35M
1.71%
Sole
851.09K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares1.48M
TypeSH
Market value$23.94M
1.61%
Sole
1.48M
Shared
0.00
None
0.00
DANAOS CORPORATION
SOLEShares250K
TypeSH
Market value$23.55M
1.59%
Sole
250K
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares110K
TypeSH
Market value$22.69M
1.53%
Sole
110K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INCSOLE | COM | 1.40M | SH | $114.39M 7.70% | 1.40M | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 65.50K | SH | $110.74M 7.46% | 65.50K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 772.69K | SH | $109.91M 7.40% | 772.69K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 239.50K | SH | $101.07M 6.81% | 239.50K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 141.50K | SH | $95.35M 6.42% | 141.50K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 360K | SH | $81.98M 5.52% | 360K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 1.90M | SH | $68.40M 4.61% | 1.90M | 0.00 | 0.00 |
MOBILE INFRASTRUCTURE CORPSOLE | COM SHS | 24.30M | SH | $61.96M 4.17% | 24.30M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 2.85M | SH | $55.18M 3.72% | 2.85M | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 675K | SH | $52.89M 3.56% | 675K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 500K | SH | $51.95M 3.50% | 500K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 370K | SH | $50.46M 3.40% | 370K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 591.92K | SH | $44.65M 3.01% | 591.92K | 0.00 | 0.00 |
GREEN DOT CORPSOLE | CL A | 3.40M | SH | $43.55M 2.93% | 3.40M | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 250K | SH | $41.58M 2.80% | 250K | 0.00 | 0.00 |
ENOVA INTL INCSOLE | COM | 250K | SH | $39.30M 2.65% | 250K | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 925K | SH | $34.97M 2.35% | 925K | 0.00 | 0.00 |
APOLLO COML REAL EST FIN INCSOLE | COM | 3.23M | SH | $31.28M 2.11% | 3.23M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 330K | SH | $29.46M 1.98% | 330K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 735K | SH | $28.19M 1.90% | 735K | 0.00 | 0.00 |
GAP INCSOLE | COM | 1.05M | SH | $26.88M 1.81% | 1.05M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 851.09K | SH | $25.35M 1.71% | 851.09K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 1.48M | SH | $23.94M 1.61% | 1.48M | 0.00 | 0.00 |
DANAOS CORPORATIONSOLE | SHS | 250K | SH | $23.55M 1.59% | 250K | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 110K | SH | $22.69M 1.53% | 110K | 0.00 | 0.00 |
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