No Street GP LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), No Street GP LP reported 32 stock positions worth $1.7 billion. Its top holding was Uber Technologies (UBER) at 8.2% of the portfolio, followed by Generac (GNRC, 7.5%) and Twilio Class A (TWLO, 6.3%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 9 and reduced 13. The biggest buy was a new position in United Rentals (URI) and the biggest sale an exit from Workday Class A (WDAY).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001765774
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001765774-26-000009 ↗ filed Aug 14, 2026
Holdings Value
Holdings 32 stocks · $1.7B
| UBER Uber Technologies Inc. | 8.24% | 1,900,000 | $137.1M | Add +8.6% |
| GNRC Generac Holdings Inc. | 7.48% | 425,000 | $124.4M | Reduce -22.7% |
| TWLO Twilio Inc. Class A | 6.32% | 510,000 | $105.2M | Reduce -29.1% |
| CROX Crocs Inc. | 5.94% | 820,000 | $98.9M | Reduce -6.3% |
| FICO Fair Isaac Corp. | 5.87% | 81,750 | $97.7M | No change |
| APP AppLovin Corp. Class A | 5.23% | 169,000 | $87.1M | Reduce -6.6% |
| CVNA Carvana Co. | 4.75% | 1,201,343 | $79.1M | Reduce -13.3% |
| DAR Darling Ingredients Inc. | 4.68% | 1,425,000 | $77.8M | Add +1.8% |
| TRMB Trimble Inc. | 4.40% | 1,430,000 | $73.2M | Add +27.1% |
| ENVA Enova International Inc. | 3.98% | 275,000 | $66.2M | Reduce -4.3% |
| GDOT Green Dot Corp. Class A | 3.45% | 4,250,000 | $57.4M | No change |
| OPLN Openlane Inc. | 3.35% | 1,350,000 | $55.7M | No change |
| ETSY Etsy Inc. | 3.01% | 664,099 | $50.0M | Reduce -7.1% |
| RKT Rocket Cos Inc. Class A | 2.93% | 3,100,000 | $48.8M | Add +40.9% |
| SGI Somnigroup International Inc. | 2.54% | 540,000 | $42.3M | Add +3.9% |
| YOU Clear Secure Inc. Class A | 2.40% | 716,090 | $39.9M | Reduce -14.3% |
| LOPE Grand Canyon Education Inc. | 2.36% | 275,000 | $39.4M | Add +22.2% |
| ESTC Elastic NV | 2.31% | 675,000 | $38.5M | Add +12.5% |
| URI United Rentals Inc. | 2.18% | 32,000 | $36.3M | New |
| BEEP Mobile Infrastructure Corp. | 2.01% | 24,296,528 | $33.5M | No change |
| U Unity Software Inc. | 2.00% | 1,164,529 | $33.3M | New |
| TTAN Servicetitan Inc. Class A | 1.99% | 467,352 | $33.0M | Add +15.4% |
| DAC Danaos Corp. | 1.84% | 250,000 | $30.6M | No change |
| SOLS Solstice Adv Materials Inc. | 1.73% | 325,000 | $28.8M | Reduce -35.0% |
| APEI American Public Education | 1.64% | 507,283 | $27.2M | Reduce -21.7% |
| ARI Apollo Commercial Real Estat | 1.57% | 2,440,900 | $26.1M | Reduce -27.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.54% | 53,691 | $25.6M | New |
| CE Celanese Corp. | 1.38% | 500,000 | $23.0M | Reduce -9.1% |
| CRNC Cerence Inc. | 1.04% | 1,525,000 | $17.3M | No change |
| SEI Solaris Energy Infrastructur | 0.75% | 155,000 | $12.5M | Reduce -31.1% |
| RXST Rxsight Inc. | 0.60% | 2,055,000 | $9.9M | Add +2.8% |
| FRBT Forbright Inc. Class A | 0.51% | 465,081 | $8.5M | New |
Portfolio Sells Q1 2026 → Q2 2026
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.74 |
| MGNI Magnite Inc. | Sold out | 0.00% | −1.29 |
| SITM Sitime Corp. | Sold out | 0.00% | −1.27 |
| CVNA Carvana Co. | Reduce -13.3% | 4.75% | −1.07 |
| CE Celanese Corp. | Reduce -9.1% | 1.38% | −1.03 |
| APEI American Public Education | Reduce -21.7% | 1.64% | −0.82 |
| SOLS Solstice Adv Materials Inc. | Reduce -35.0% | 1.73% | −0.81 |
| ARI Apollo Commercial Real Estat | Reduce -27.1% | 1.57% | −0.80 |
| YOU Clear Secure Inc. Class A | Reduce -14.3% | 2.40% | −0.31 |
| SEI Solaris Energy Infrastructur | Reduce -31.1% | 0.75% | −0.10 |
| TWLO Twilio Inc. Class A | Reduce -29.1% | 6.32% | +0.28 |
| GNRC Generac Holdings Inc. | Reduce -22.7% | 7.48% | +0.30 |
| APP AppLovin Corp. Class A | Reduce -6.6% | 5.23% | +0.42 |
| ETSY Etsy Inc. | Reduce -7.1% | 3.01% | +0.62 |
| CROX Crocs Inc. | Reduce -6.3% | 5.94% | +1.09 |
| ENVA Enova International Inc. | Reduce -4.3% | 3.98% | +1.37 |
Portfolio Buys Q1 2026 → Q2 2026
| URI United Rentals Inc. | New | 2.18% | +2.18 |
| U Unity Software Inc. | New | 2.00% | +2.00 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.54% | +1.54 |
| RKT Rocket Cos Inc. Class A | Add +40.9% | 2.93% | +0.84 |
| FRBT Forbright Inc. Class A | New | 0.51% | +0.51 |
| ESTC Elastic NV | Add +12.5% | 2.31% | +0.31 |
| TTAN Servicetitan Inc. Class A | Add +15.4% | 1.99% | +0.27 |
| SGI Somnigroup International Inc. | Add +3.9% | 2.54% | −0.02 |
| UBER Uber Technologies Inc. | Add +8.6% | 8.24% | −0.17 |
| LOPE Grand Canyon Education Inc. | Add +22.2% | 2.36% | −0.19 |
| RXST Rxsight Inc. | Add +2.8% | 0.60% | −0.23 |
| TRMB Trimble Inc. | Add +27.1% | 4.40% | −0.51 |
| DAR Darling Ingredients Inc. | Add +1.8% | 4.68% | −1.11 |
Options Activity Q1 2026 → Q2 2026
| SOFI Sofi Technologies Inc. | put | Sold out | 150,000 | $2.4Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $1.7B | UBER, GNRC, TWLO, CROX, FICO |
| Q1 2026 | 31 | $1.5B | UBER, GNRC, TWLO, FICO, CVNA |
| Q4 2025 | 33 | $1.5B | UBER, FICO, TWLO, CVNA, APP |
| Q3 2025 | 29 | $1.5B | APP, CVNA, UBER, WIX, COOP |
| Q2 2025 | 26 | $1.3B | GTLS, APP, CVNA, BEEP, UBER |
| Q1 2025 | 26 | $1.3B | GTLS, APP, UBER, PGR, BEEP |
| Q4 2024 | 28 | $1.5B | GTLS, APP, BEEP, UBER, DESP |
| Q3 2024 | 36 | $1.3B | GTLS, APP, CROX, PGR, KMPR |
| Q2 2024 | 35 | $1.2B | GTLS, CROX, APP, WDC, KMPR |
| Q1 2024 | 32 | $1.1B | APP, GTLS, WDC, CROX, KMPR |