No Street GP LP
San Francisco, CA
$1.7bn in 32 US stocks at the end of 30 June 2026. The top 10 are 56.9% of the money. It changed about 13.1% of the portfolio this quarter.
Value
$1.7bn
Stocks
32
Top 10 share
56.9%
Turnover
13.1%
What changed this quarter
New
Bought for the first time this quarter.
- United RentalsURI2.2% of the fund
- Unity SoftwareU2.0% of the fund
- Taiwan Semiconductor ManufacturingTSM1.5% of the fund
- ForbrightFRBT0.5% of the fund
Added
Bought more of a stock they already held.
- Uber TechnologiesUBER8.2% of the fund+9%
- TrimbleTRMB4.4% of the fund+27%
- Rocket CompaniesRKT2.9% of the fund+41%
- Somnigroup InternationalSGI2.5% of the fund+4%
- Grand Canyon EducationLOPE2.4% of the fund+22%
- ElasticESTC2.3% of the fund+13%
- ServiceTitanTTAN2.0% of the fund+15%
- RxSightRXST0.6% of the fund+3%
Cut
Sold some of their stake.
- Generac HoldingsGNRC7.5% of the fund-23%
- TwilioTWLO6.3% of the fund-29%
- CrocsCROX5.9% of the fund-6%
- AppLovinAPP5.2% of the fund-7%
- CarvanaCVNA4.8% of the fund-13%
- Enova InternationalENVA4.0% of the fund-4%
- EtsyETSY3.0% of the fund-7%
- Clear SecureYOU2.4% of the fund-14%
- Solstice Advanced MaterialsSOLS1.7% of the fund-35%
- American Public EducationAPEI1.6% of the fund-22%
- Apollo Commercial Real Estate FinanceARI1.6% of the fund-27%
- CelaneseCE1.4% of the fund-9%
- Solaris Energy InfrastructureSEI0.7% of the fund-31%
Sold out
Sold their entire stake.
- WorkdayWDAY-100%
- MagniteMGNI-100%
- SitimeSITM-100%
Holdings
- ForbrightFRBT
- Share
- 0.5%
- Value
- $9m
- Shares
- 465,081
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Uber TechnologiesUBER | 8.2% | $137m | 1,900,000 | +9% |
| Generac HoldingsGNRC | 7.5% | $124m | 425,000 | -23% |
| TwilioTWLO | 6.3% | $105m | 510,000 | -29% |
| CrocsCROX | 5.9% | $99m | 820,000 | -6% |
| Fair IsaacFICO | 5.9% | $98m | 81,750 | Held |
| AppLovinAPP | 5.2% | $87m | 169,000 | -7% |
| CarvanaCVNA | 4.8% | $79m | 1,201,343 | -13% |
| Darling IngredientsDAR | 4.7% | $78m | 1,425,000 | Held |
| TrimbleTRMB | 4.4% | $73m | 1,430,000 | +27% |
| Enova InternationalENVA | 4.0% | $66m | 275,000 | -4% |
| Green DOTGDOT | 3.4% | $57m | 4,250,000 | Held |
| OpenlaneOPLN | 3.3% | $56m | 1,350,000 | Held |
| EtsyETSY | 3.0% | $50m | 664,099 | -7% |
| Rocket CompaniesRKT | 2.9% | $49m | 3,100,000 | +41% |
| Somnigroup InternationalSGI | 2.5% | $42m | 540,000 | +4% |
| Clear SecureYOU | 2.4% | $40m | 716,090 | -14% |
| Grand Canyon EducationLOPE | 2.4% | $39m | 275,000 | +22% |
| ElasticESTC | 2.3% | $38m | 675,000 | +13% |
| United RentalsURI | 2.2% | $36m | 32,000 | New |
| Mobile InfrastructureBEEP | 2.0% | $34m | 24,296,528 | Held |
| Unity SoftwareU | 2.0% | $33m | 1,164,529 | New |
| ServiceTitanTTAN | 2.0% | $33m | 467,352 | +15% |
| DanaosDAC | 1.8% | $31m | 250,000 | Held |
| Solstice Advanced MaterialsSOLS | 1.7% | $29m | 325,000 | -35% |
| American Public EducationAPEI | 1.6% | $27m | 507,283 | -22% |
| Apollo Commercial Real Estate FinanceARI | 1.6% | $26m | 2,440,900 | -27% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $26m | 53,691 | New |
| CelaneseCE | 1.4% | $23m | 500,000 | -9% |
| CerenceCRNC | 1.0% | $17m | 1,525,000 | Held |
| Solaris Energy InfrastructureSEI | 0.7% | $12m | 155,000 | -31% |
| RxSightRXST | 0.6% | $10m | 2,055,000 | +3% |
| ForbrightFRBT | 0.5% | $9m | 465,081 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.4% since 30 June 2025.
Where the money is
Technology30.9%
Retail & consumer20.6%
Industrials20.5%
Financial services10.9%
Media & telecom5.2%
Everyday goods4.7%
Real estate3.6%
Materials3.1%
Health care0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.