In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), No Street GP LP reported 31 stock positions worth $1.5 billion . Its top holding was Uber Technologies (UBER) at 8.4% of the portfolio, followed by Generac (GNRC, 7.2% ) and Twilio Class A (TWLO, 6.0% ). Compared with Q4 2025, it opened 7 new positions, sold out of 9, added to 16 and reduced 6. The biggest buy was a new position in Crocs (CROX) and the biggest sale an exit from Progressive (PGR).
Location San Francisco, CA
CIK 0001765774
Portfolio Value $1.5B (Q1 2026) Holdings 31 stocks · $1.5B 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 2025 UBER Uber Technologies Inc. 1,750,000 $125.9M Add +25.0% GNRC Generac Holdings Inc. 550,000 $107.4M Add +48.6% TWLO Twilio Inc. Class A 718,993 $90.5M Reduce -7.0% FICO Fair Isaac Corp. 81,750 $87.3M Add +24.8% CVNA Carvana Co. 277,000 $87.1M Add +15.7% DAR Darling Ingredients Inc. 1,400,000 $86.6M Reduce -26.3% TRMB Trimble Inc. 1,125,000 $73.4M Add +66.7% CROX Crocs Inc. 875,000 $72.6M New APP AppLovin Corp. Class A 181,000 $72.0M Add +27.9% BEEP Mobile Infrastructure Corp. 24,296,528 $54.4M No change GDOT Green Dot Corp. Class A 4,250,000 $47.7M Add +25.0% YOU Clear Secure Inc. Class A 836,090 $40.5M New OPLN Openlane Inc. 1,350,000 $39.4M Add +58.6% ENVA Enova International Inc. 287,500 $39.1M Add +15.0% SGI Somnigroup International Inc. 520,000 $38.4M Add +57.6% LOPE Grand Canyon Education Inc. 225,000 $38.3M Reduce -10.0% SOLS Solstice Adv Materials Inc. 500,000 $38.1M Add +33.3% APEI American Public Education 647,588 $36.8M Reduce -30.0% CE Celanese Corp. 550,000 $36.2M New ETSY Etsy Inc. 715,000 $35.7M New ARI Apollo Commercial Real Estat 3,350,000 $35.4M Add +3.7% RKT Rocket Cos Inc. Class A 2,200,000 $31.4M Reduce -22.8% ESTC Elastic NV 600,000 $30.0M Add +1.4% DAC Danaos Corp. 250,000 $28.2M No change WDAY Workday Inc. Class A 200,000 $26.0M New TTAN Servicetitan Inc. Class A 405,000 $25.7M New MGNI Magnite Inc. 1,628,248 $19.3M Add +10.4% SITM Sitime Corp. 55,000 $19.0M New SEI Solaris Energy Infrastructur 225,000 $12.7M Reduce -40.0% RXST Rxsight Inc. 2,000,000 $12.3M Add +1.3% CRNC Cerence Inc. 1,525,000 $9.6M Add +8.9%
Options reported separately and not counted above: SOFI puts ($2.4M).
Portfolio Sells Q4 2025 → Q1 2026 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 2025 % Of Portfolio Change To Portfolio ▲ PGR Progressive Corp. Sold out 0.00% −5.52 WIX Wix.com Ltd. Sold out 0.00% −3.50 CARG Cargurus Inc. Sold out 0.00% −1.90 GAP The Gap Inc. Sold out 0.00% −1.81 RKT Rocket Cos Inc. Class A Reduce -22.8% 2.09% −1.62 GTLS Chart Industries Inc. Sold out 0.00% −1.53 TWLO Twilio Inc. Class A Reduce -7.0% 6.04% −1.36 FSLR First Solar Inc. Sold out 0.00% −1.32 CSGP Costar Group Inc. Sold out 0.00% −1.09 CRSP Crispr Therapeutics AG Sold out 0.00% −0.44 SEI Solaris Energy Infrastructur Reduce -40.0% 0.85% −0.31 LOPE Grand Canyon Education Inc. Reduce -10.0% 2.56% −0.24 SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.13 APEI American Public Education Reduce -30.0% 2.46% +0.11 DAR Darling Ingredients Inc. Reduce -26.3% 5.78% +1.18
Portfolio Buys Q4 2025 → Q1 2026 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 2025 % Of Portfolio Change To Portfolio ▼ CROX Crocs Inc. New 4.85% +4.85 GNRC Generac Holdings Inc. Add +48.6% 7.18% +3.78 YOU Clear Secure Inc. Class A New 2.70% +2.70 CE Celanese Corp. New 2.42% +2.42 ETSY Etsy Inc. New 2.39% +2.39 WDAY Workday Inc. Class A New 1.74% +1.74 TTAN Servicetitan Inc. Class A New 1.72% +1.72 TRMB Trimble Inc. Add +66.7% 4.90% +1.34 SOLS Solstice Adv Materials Inc. Add +33.3% 2.54% +1.32 SITM Sitime Corp. New 1.27% +1.27 OPLN Openlane Inc. Add +58.6% 2.63% +0.92 UBER Uber Technologies Inc. Add +25.0% 8.41% +0.71 SGI Somnigroup International Inc. Add +57.6% 2.57% +0.58 ARI Apollo Commercial Real Estat Add +3.7% 2.36% +0.26 GDOT Green Dot Corp. Class A Add +25.0% 3.19% +0.25 ENVA Enova International Inc. Add +15.0% 2.61% −0.04 MGNI Magnite Inc. Add +10.4% 1.29% −0.32 CRNC Cerence Inc. Add +8.9% 0.64% −0.36 RXST Rxsight Inc. Add +1.3% 0.82% −0.56 CVNA Carvana Co. Add +15.7% 5.82% −0.99 ESTC Elastic NV Add +1.4% 2.00% −1.00 APP AppLovin Corp. Class A Add +27.9% 4.81% −1.61 FICO Fair Isaac Corp. Add +24.8% 5.83% −1.63
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ SOFI Sofi Technologies Inc. put New 150,000 $2.4M
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