Filed: 5/15/2026ACC: 0001765774-26-000006
📋 What this filing means
NO STREET GP LP filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$1.50B
Total AUM (reported)
53.72M
Total Shares
Allocation by class
COM$915.08M61.0%
CL A$251.22M16.8%
COM CL A$156.58M10.4%
COM SHS$92.50M6.2%
ORD SHS$29.99M2.0%
SHS$28.16M1.9%
SHS CL A$25.70M1.7%
Portfolio Concentration
Top 3$323.77M21.6%
4–10$533.43M35.6%
11–25$540.95M36.1%
Rest$101.08M6.7%
Top 3 weight
21.6%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 53.57M
Sole
Full voting authority
53.57M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
UBER TECHNOLOGIES INC
SOLEShares1.75M
TypeSH
Market value$125.88M
8.40%
Sole
1.75M
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares550K
TypeSH
Market value$107.43M
7.17%
Sole
550K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares718.99K
TypeSH
Market value$90.46M
6.03%
Sole
718.99K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares81.75K
TypeSH
Market value$87.27M
5.82%
Sole
81.75K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares277K
TypeSH
Market value$87.08M
5.81%
Sole
277K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares1.40M
TypeSH
Market value$86.59M
5.78%
Sole
1.40M
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares1.13M
TypeSH
Market value$73.38M
4.89%
Sole
1.13M
Shared
0.00
None
0.00
CROCS INC
SOLEShares875K
TypeSH
Market value$72.64M
4.85%
Sole
875K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares181K
TypeSH
Market value$72.04M
4.80%
Sole
181K
Shared
0.00
None
0.00
MOBILE INFRASTRUCTURE CORP
SOLEShares24.30M
TypeSH
Market value$54.42M
3.63%
Sole
24.30M
Shared
0.00
None
0.00
GREEN DOT CORP
SOLEShares4.25M
TypeSH
Market value$47.69M
3.18%
Sole
4.25M
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares836.09K
TypeSH
Market value$40.48M
2.70%
Sole
836.09K
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.35M
TypeSH
Market value$39.35M
2.62%
Sole
1.35M
Shared
0.00
None
0.00
ENOVA INTL INC
SOLEShares287.50K
TypeSH
Market value$39.05M
2.60%
Sole
287.50K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares520K
TypeSH
Market value$38.44M
2.56%
Sole
520K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares225K
TypeSH
Market value$38.26M
2.55%
Sole
225K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares500K
TypeSH
Market value$38.08M
2.54%
Sole
500K
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares647.59K
TypeSH
Market value$36.83M
2.46%
Sole
647.59K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares550K
TypeSH
Market value$36.17M
2.41%
Sole
550K
Shared
0.00
None
0.00
ETSY INC
SOLEShares715K
TypeSH
Market value$35.74M
2.38%
Sole
715K
Shared
0.00
None
0.00
APOLLO COML REAL ESTATE FIN
SOLEShares3.35M
TypeSH
Market value$35.38M
2.36%
Sole
3.35M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares2.20M
TypeSH
Market value$31.35M
2.09%
Sole
2.20M
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares600K
TypeSH
Market value$29.99M
2.00%
Sole
600K
Shared
0.00
None
0.00
DANAOS CORPORATION
SOLEShares250K
TypeSH
Market value$28.16M
1.88%
Sole
250K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares200K
TypeSH
Market value$25.98M
1.73%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INCSOLE | COM | 1.75M | SH | $125.88M 8.40% | 1.75M | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 550K | SH | $107.43M 7.17% | 550K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 718.99K | SH | $90.46M 6.03% | 718.99K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 81.75K | SH | $87.27M 5.82% | 81.75K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 277K | SH | $87.08M 5.81% | 277K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 1.40M | SH | $86.59M 5.78% | 1.40M | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 1.13M | SH | $73.38M 4.89% | 1.13M | 0.00 | 0.00 |
CROCS INCSOLE | COM | 875K | SH | $72.64M 4.85% | 875K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 181K | SH | $72.04M 4.80% | 181K | 0.00 | 0.00 |
MOBILE INFRASTRUCTURE CORPSOLE | COM SHS | 24.30M | SH | $54.42M 3.63% | 24.30M | 0.00 | 0.00 |
GREEN DOT CORPSOLE | CL A | 4.25M | SH | $47.69M 3.18% | 4.25M | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 836.09K | SH | $40.48M 2.70% | 836.09K | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.35M | SH | $39.35M 2.62% | 1.35M | 0.00 | 0.00 |
ENOVA INTL INCSOLE | COM | 287.50K | SH | $39.05M 2.60% | 287.50K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 520K | SH | $38.44M 2.56% | 520K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 225K | SH | $38.26M 2.55% | 225K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 500K | SH | $38.08M 2.54% | 500K | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 647.59K | SH | $36.83M 2.46% | 647.59K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 550K | SH | $36.17M 2.41% | 550K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 715K | SH | $35.74M 2.38% | 715K | 0.00 | 0.00 |
APOLLO COML REAL ESTATE FINSOLE | COM | 3.35M | SH | $35.38M 2.36% | 3.35M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 2.20M | SH | $31.35M 2.09% | 2.20M | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 600K | SH | $29.99M 2.00% | 600K | 0.00 | 0.00 |
DANAOS CORPORATIONSOLE | SHS | 250K | SH | $28.16M 1.88% | 250K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 200K | SH | $25.98M 1.73% | 200K | 0.00 | 0.00 |
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