No Street GP LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), No Street GP LP reported 33 stock positions worth $1.5 billion. Its top holding was Uber Technologies (UBER) at 7.7% of the portfolio, followed by Fair Isaac (FICO, 7.5%) and Twilio Class A (TWLO, 7.4%). Compared with Q3 2025, it opened 11 new positions, sold out of 7, added to 9 and reduced 10. The biggest buy was a new position in Generac (GNRC) and the biggest sale an exit from Mr Cooper (COOP).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001765774
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001765774-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 33 stocks · $1.5B
| UBER Uber Technologies Inc. | 7.70% | 1,400,000 | $114.4M | Add +27.3% |
| FICO Fair Isaac Corp. | 7.46% | 65,500 | $110.7M | Add +31.0% |
| TWLO Twilio Inc. Class A | 7.40% | 772,686 | $109.9M | Reduce -7.3% |
| CVNA Carvana Co. | 6.81% | 239,500 | $101.1M | Reduce -18.9% |
| APP AppLovin Corp. Class A | 6.42% | 141,500 | $95.3M | Reduce -31.0% |
| PGR Progressive Corp. | 5.52% | 360,000 | $82.0M | No change |
| DAR Darling Ingredients Inc. | 4.61% | 1,900,000 | $68.4M | Reduce -15.6% |
| BEEP Mobile Infrastructure Corp. | 4.17% | 24,296,528 | $62.0M | No change |
| RKT Rocket Cos Inc. Class A | 3.72% | 2,850,000 | $55.2M | Add +159.1% |
| TRMB Trimble Inc. | 3.56% | 675,000 | $52.9M | Reduce -6.9% |
| WIX Wix.com Ltd. | 3.50% | 500,000 | $51.9M | Reduce -9.1% |
| GNRC Generac Holdings Inc. | 3.40% | 370,000 | $50.5M | New |
| ESTC Elastic NV | 3.01% | 591,923 | $44.7M | Add +12.8% |
| GDOT Green Dot Corp. Class A | 2.93% | 3,400,000 | $43.6M | Reduce -15.0% |
| LOPE Grand Canyon Education Inc. | 2.80% | 250,000 | $41.6M | New |
| ENVA Enova International Inc. | 2.65% | 250,000 | $39.3M | Add +6.9% |
| APEI American Public Education | 2.35% | 925,000 | $35.0M | Add +12.8% |
| ARI Apollo Commercial Real Estat | 2.11% | 3,231,095 | $31.3M | Add +7.7% |
| SGI Somnigroup International Inc. | 1.98% | 330,000 | $29.5M | New |
| CARG Cargurus Inc. | 1.90% | 735,000 | $28.2M | Reduce -12.0% |
| GAP The Gap Inc. | 1.81% | 1,050,000 | $26.9M | New |
| OPLN Openlane Inc. | 1.71% | 851,093 | $25.3M | New |
| MGNI Magnite Inc. | 1.61% | 1,475,000 | $23.9M | New |
| DAC Danaos Corp. | 1.59% | 250,000 | $23.5M | No change |
| GTLS Chart Industries Inc. | 1.53% | 110,000 | $22.7M | Reduce -70.7% |
| RXST Rxsight Inc. | 1.39% | 1,975,000 | $20.6M | Add +21.5% |
| FSLR First Solar Inc. | 1.32% | 75,000 | $19.6M | New |
| SOLS Solstice Adv Materials Inc. | 1.23% | 375,000 | $18.2M | New |
| SEI Solaris Energy Infrastructur | 1.16% | 375,000 | $17.2M | New |
| CSGP Costar Group Inc. | 1.09% | 239,999 | $16.1M | Reduce -46.7% |
| CRNC Cerence Inc. | 1.01% | 1,400,000 | $15.0M | Add +40.0% |
| CRSP Crispr Therapeutics AG | 0.44% | 125,000 | $6.6M | New |
| SOUN Soundhound AI Inc. Class A | 0.13% | 200,000 | $2.0M | New |
Portfolio Sells Q3 2025 → Q4 2025
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −6.30 |
| GTLS Chart Industries Inc. | Reduce -70.7% | 1.53% | −3.46 |
| APP AppLovin Corp. Class A | Reduce -31.0% | 6.42% | −3.37 |
| WIX Wix.com Ltd. | Reduce -9.1% | 3.50% | −2.99 |
| LIF LIFE360 Inc. | Sold out | 0.00% | −2.23 |
| KMPR Kemper Corp. | Sold out | 0.00% | −1.63 |
| CSGP Costar Group Inc. | Reduce -46.7% | 1.09% | −1.44 |
| FLS Flowserve Corp. | Sold out | 0.00% | −1.24 |
| GDOT Green Dot Corp. Class A | Reduce -15.0% | 2.93% | −0.64 |
| CVNA Carvana Co. | Reduce -18.9% | 6.81% | −0.60 |
| TRMB Trimble Inc. | Reduce -6.9% | 3.56% | −0.37 |
| JCAP Jefferson Capital Inc. | Sold out | 0.00% | −0.20 |
| CARG Cargurus Inc. | Reduce -12.0% | 1.90% | −0.17 |
| LVO Liveone Inc. | Sold out | 0.00% | −0.08 |
| PRPL Purple Innovation Inc. | Sold out | 0.00% | −0.05 |
| DAR Darling Ingredients Inc. | Reduce -15.6% | 4.61% | −0.01 |
| TWLO Twilio Inc. Class A | Reduce -7.3% | 7.40% | +1.85 |
Portfolio Buys Q3 2025 → Q4 2025
| GNRC Generac Holdings Inc. | New | 3.40% | +3.40 |
| LOPE Grand Canyon Education Inc. | New | 2.80% | +2.80 |
| FICO Fair Isaac Corp. | Add +31.0% | 7.46% | +2.48 |
| RKT Rocket Cos Inc. Class A | Add +159.1% | 3.72% | +2.30 |
| SGI Somnigroup International Inc. | New | 1.98% | +1.98 |
| GAP The Gap Inc. | New | 1.81% | +1.81 |
| OPLN Openlane Inc. | New | 1.71% | +1.71 |
| MGNI Magnite Inc. | New | 1.61% | +1.61 |
| FSLR First Solar Inc. | New | 1.32% | +1.32 |
| SOLS Solstice Adv Materials Inc. | New | 1.23% | +1.23 |
| SEI Solaris Energy Infrastructur | New | 1.16% | +1.16 |
| ENVA Enova International Inc. | Add +6.9% | 2.65% | +0.86 |
| UBER Uber Technologies Inc. | Add +27.3% | 7.70% | +0.54 |
| CRSP Crispr Therapeutics AG | New | 0.44% | +0.44 |
| RXST Rxsight Inc. | Add +21.5% | 1.39% | +0.42 |
| APEI American Public Education | Add +12.8% | 2.35% | +0.20 |
| CRNC Cerence Inc. | Add +40.0% | 1.01% | +0.18 |
| SOUN Soundhound AI Inc. Class A | New | 0.13% | +0.13 |
| ARI Apollo Commercial Real Estat | Add +7.7% | 2.11% | +0.09 |
| ESTC Elastic NV | Add +12.8% | 3.01% | +0.06 |
Options Activity Q3 2025 → Q4 2025
| RGTI Rigetti Computing Inc. | put | Sold out | 300,000 | $8.9Mbefore exit |
| IREN Iren Ltd. | put | Sold out | 150,000 | $7.0Mbefore 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 |