In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), No Street GP LP reported 26 stock positions worth $1.3 billion . Its top holding was Chart Industries (GTLS) at 13.2% of the portfolio, followed by AppLovin Class A (APP, 9.1% ) and Uber Technologies (UBER, 8.7% ). Compared with Q4 2024, it opened 5 new positions, sold out of 7, added to 10 and reduced 8. The biggest buy was Progressive (PGR, shares +31% ) and the biggest sale an exit from Despegar.com (DESP).
Location San Francisco, CA
CIK 0001765774
Portfolio Value $1.3B (Q1 2025) Holdings 26 stocks · $1.3B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 GTLS Chart Industries Inc. 1,165,000 $168.2M Add +8.4% APP AppLovin Corp. Class A 438,000 $116.1M Add +1.9% UBER Uber Technologies Inc. 1,525,000 $111.1M No change PGR Progressive Corp. 380,000 $107.5M Add +31.0% BEEP Mobile Infrastructure Corp. 24,296,528 $101.3M No change CVNA Carvana Co. 420,000 $87.8M Add +20.0% KMPR Kemper Corp. 1,075,000 $71.9M Reduce -2.3% TWLO Twilio Inc. Class A 643,193 $63.0M Reduce -21.2% COOP Mr Cooper Group Inc. 500,000 $59.8M Reduce -9.1% CROX Crocs Inc. 520,000 $55.2M Add +4.2% TRMB Trimble Inc. 725,000 $47.6M Reduce -9.4% ESTC Elastic NV 450,000 $40.1M Add +32.4% COMP Compass Inc. Class A 3,898,703 $34.0M New CSGP Costar Group Inc. 395,000 $31.3M Add +11.3% ENVA Enova International Inc. 292,500 $28.2M Add +6.4% LAZ Lazard Inc. 650,000 $28.1M Add +13.0% FUN Six Flags Entertainment Corp. 645,000 $23.0M Reduce -19.9% DAC Danaos Corp. 250,000 $19.5M No change EFX Equifax Inc. 80,000 $19.5M Reduce -32.5% PYPL PayPal Holdings Inc. 250,000 $16.3M New RXST Rxsight Inc. 600,000 $15.2M Add +20.0% CRNC Cerence Inc. 1,500,000 $11.8M New CARG Cargurus Inc. 340,000 $9.9M Reduce -51.4% RKT Rocket Cos Inc. Class A 525,000 $6.3M New PRPL Purple Innovation Inc. 3,878,970 $2.9M Reduce -20.9% GDOT Green Dot Corp. Class A 249,716 $2.1M New
Options reported separately and not counted above: NNE puts ($5.3M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ DESP Despegar.com Corp. Sold out 0.00% −6.02 IWM iShares Russell 2000 ETF Sold out 0.00% −4.85 DOCU Docusign Inc. Sold out 0.00% −1.76 TWLO Twilio Inc. Class A Reduce -21.2% 4.93% −1.03 CARG Cargurus Inc. Reduce -51.4% 0.78% −0.95 FUN Six Flags Entertainment Corp. Reduce -19.9% 1.80% −0.82 FLG Flagstar Bank NA Sold out 0.00% −0.79 EFX Equifax Inc. Reduce -32.5% 1.52% −0.52 PWP Perella Weinberg Partners Sold out 0.00% −0.48 ECPG Encore Capital Group Inc. Sold out 0.00% −0.44 SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.40 TRMB Trimble Inc. Reduce -9.4% 3.72% −0.09 PRPL Purple Innovation Inc. Reduce -20.9% 0.23% −0.03 KMPR Kemper Corp. Reduce -2.3% 5.62% +0.69 COOP Mr Cooper Group Inc. Reduce -9.1% 4.68% +1.11
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ PGR Progressive Corp. Add +31.0% 8.42% +3.72 COMP Compass Inc. Class A New 2.66% +2.66 CVNA Carvana Co. Add +20.0% 6.87% +2.06 PYPL PayPal Holdings Inc. New 1.28% +1.28 CRNC Cerence Inc. New 0.93% +0.93 ESTC Elastic NV Add +32.4% 3.14% +0.86 CSGP Costar Group Inc. Add +11.3% 2.45% +0.73 CROX Crocs Inc. Add +4.2% 4.32% +0.63 RKT Rocket Cos Inc. Class A New 0.50% +0.50 ENVA Enova International Inc. Add +6.4% 2.21% +0.43 LAZ Lazard Inc. Add +13.0% 2.20% +0.20 GDOT Green Dot Corp. Class A New 0.16% +0.16 RXST Rxsight Inc. Add +20.0% 1.19% +0.02 APP AppLovin Corp. Class A Add +1.9% 9.08% −0.32 GTLS Chart Industries Inc. Add +8.4% 13.16% −0.69
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ QUBT Quantum Computing Inc. put Sold out 850,000 $14.1Mbefore exit SOUN Soundhound AI Inc. Class A put Sold out 650,000 $12.9Mbefore exit NNE Nano Nuclear Energy Inc. put Add +100.0% 200,000 $5.3M
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