account_balance
Investment manager · 13F filer · SEC CIK 1765774
No Street GP LP
Reported value$1.66Bas of Jun 30, 2026
Positions32 4 new, 3 sold out
Top 10 weight57%UBER alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
UBER
Uber Technologies INC
8.2%Added
GNRC
Generac Hldgs INC
7.5%Trimmed
TWLO
Twilio INC
6.3%Trimmed
CROX
Crocs INC
5.9%Trimmed
FICO
Fair Isaac Corp
5.9%
APP
Applovin Corp
5.2%Trimmed
CVNA
Carvana CO
4.8%Added
DAR
Darling Ingredients INC
4.7%
TRMB
Trimble INC
4.4%Added
ENVA
Enova Intl INC
4.0%Trimmed
22 others
43.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed