Filed: 8/14/2026ACC: 0001765774-26-000009
📋 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 $1.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$1.66B
Total AUM (reported)
54.04M
Total Shares
Allocation by class
COM$1.04B62.2%
CL A$241.72M14.5%
COM CL A$188.28M11.3%
COM SHS$62.32M3.7%
ORD SHS$38.49M2.3%
SHS CL A$33.05M2.0%
SHS$30.59M1.8%
Portfolio Concentration
Top 3$366.78M22.0%
4–10$579.97M34.8%
11–25$594.77M35.7%
Rest$122.86M7.4%
Top 3 weight
22.0%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 54.04M
Sole
Full voting authority
54.04M
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
SOLEShares1.90M
TypeSH
Market value$137.10M
8.24%
Sole
1.90M
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares425K
TypeSH
Market value$124.44M
7.48%
Sole
425K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares510K
TypeSH
Market value$105.23M
6.32%
Sole
510K
Shared
0.00
None
0.00
CROCS INC
SOLEShares820K
TypeSH
Market value$98.92M
5.94%
Sole
820K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares81.75K
TypeSH
Market value$97.67M
5.87%
Sole
81.75K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares169K
TypeSH
Market value$87.07M
5.23%
Sole
169K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.20M
TypeSH
Market value$79.07M
4.75%
Sole
1.20M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares1.43M
TypeSH
Market value$77.83M
4.68%
Sole
1.43M
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares1.43M
TypeSH
Market value$73.19M
4.40%
Sole
1.43M
Shared
0.00
None
0.00
ENOVA INTL INC
SOLEShares275K
TypeSH
Market value$66.20M
3.98%
Sole
275K
Shared
0.00
None
0.00
GREEN DOT CORP
SOLEShares4.25M
TypeSH
Market value$57.42M
3.45%
Sole
4.25M
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.35M
TypeSH
Market value$55.67M
3.35%
Sole
1.35M
Shared
0.00
None
0.00
ETSY INC
SOLEShares664.10K
TypeSH
Market value$50.03M
3.01%
Sole
664.10K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares3.10M
TypeSH
Market value$48.83M
2.93%
Sole
3.10M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares540K
TypeSH
Market value$42.34M
2.54%
Sole
540K
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares716.09K
TypeSH
Market value$39.91M
2.40%
Sole
716.09K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares275K
TypeSH
Market value$39.36M
2.36%
Sole
275K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares675K
TypeSH
Market value$38.49M
2.31%
Sole
675K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares32K
TypeSH
Market value$36.25M
2.18%
Sole
32K
Shared
0.00
None
0.00
MOBILE INFRASTRUCTURE CORP
SOLEShares24.30M
TypeSH
Market value$33.53M
2.01%
Sole
24.30M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares1.16M
TypeSH
Market value$33.28M
2.00%
Sole
1.16M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares467.35K
TypeSH
Market value$33.05M
1.99%
Sole
467.35K
Shared
0.00
None
0.00
DANAOS CORPORATION
SOLEShares250K
TypeSH
Market value$30.59M
1.84%
Sole
250K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares325K
TypeSH
Market value$28.80M
1.73%
Sole
325K
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares507.28K
TypeSH
Market value$27.24M
1.64%
Sole
507.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INCSOLE | COM | 1.90M | SH | $137.10M 8.24% | 1.90M | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 425K | SH | $124.44M 7.48% | 425K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 510K | SH | $105.23M 6.32% | 510K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 820K | SH | $98.92M 5.94% | 820K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 81.75K | SH | $97.67M 5.87% | 81.75K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 169K | SH | $87.07M 5.23% | 169K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.20M | SH | $79.07M 4.75% | 1.20M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 1.43M | SH | $77.83M 4.68% | 1.43M | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 1.43M | SH | $73.19M 4.40% | 1.43M | 0.00 | 0.00 |
ENOVA INTL INCSOLE | COM | 275K | SH | $66.20M 3.98% | 275K | 0.00 | 0.00 |
GREEN DOT CORPSOLE | CL A | 4.25M | SH | $57.42M 3.45% | 4.25M | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.35M | SH | $55.67M 3.35% | 1.35M | 0.00 | 0.00 |
ETSY INCSOLE | COM | 664.10K | SH | $50.03M 3.01% | 664.10K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 3.10M | SH | $48.83M 2.93% | 3.10M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 540K | SH | $42.34M 2.54% | 540K | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 716.09K | SH | $39.91M 2.40% | 716.09K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 275K | SH | $39.36M 2.36% | 275K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 675K | SH | $38.49M 2.31% | 675K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 32K | SH | $36.25M 2.18% | 32K | 0.00 | 0.00 |
MOBILE INFRASTRUCTURE CORPSOLE | COM SHS | 24.30M | SH | $33.53M 2.01% | 24.30M | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 1.16M | SH | $33.28M 2.00% | 1.16M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 467.35K | SH | $33.05M 1.99% | 467.35K | 0.00 | 0.00 |
DANAOS CORPORATIONSOLE | SHS | 250K | SH | $30.59M 1.84% | 250K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 325K | SH | $28.80M 1.73% | 325K | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 507.28K | SH | $27.24M 1.64% | 507.28K | 0.00 | 0.00 |
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