No Street GP LP
Net seller this quarter
$1.66B
32
-$91.9M
56.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 UBER | $137M | 8.24% | 0.09% | +8.6% | Q1 2022 |
 GNRC | $124M | 7.48% | 0.72% | -22.7% | Q4 2025 |
 TWLO | $105M | 6.32% | 0.34% | -29.1% | Q3 2023 |
 CROX | $98.9M | 5.94% | 1.70% | -6.3% | Q4 2019 |
 FICO | $97.7M | 5.87% | 0.38% | Not reported | Q2 2025 |
 APP | $87.1M | 5.23% | 0.05% | -6.6% | Q3 2021 |
 CVNA | $79.1M | 4.75% | Not reported | -13.3% | Q1 2021 |
 DAR | $77.8M | 4.68% | 0.90% | +1.8% | Q3 2025 |
 TRMB | $73.2M | 4.40% | 0.61% | +27.1% | Q2 2024 |
 ENVA | $66.2M | 3.98% | 1.11% | -4.4% | Q4 2023 |
 GDOT | $57.4M | 3.45% | 7.46% | Not reported | Q4 2019 |
 OPLN | $55.7M | 3.35% | 1.10% | Not reported | Q4 2021 |
 ETSY | $50M | 3.01% | 0.72% | -7.1% | Q1 2026 |
 RKT | $48.8M | 2.93% | Not reported | +40.9% | Q1 2025 |
 SGI | $42.3M | 2.54% | 0.26% | +3.9% | Q4 2019 |
 YOU | $39.9M | 2.40% | 0.82% | -14.4% | Q1 2026 |
 LOPE | $39.4M | 2.36% | 1.05% | +22.2% | Q4 2019 |
 ESTC | $38.5M | 2.31% | 0.65% | +12.5% | Q4 2024 |
 URI | $36.3M | 2.18% | 0.05% | New | Q2 2026 |
 BEEP | $33.5M | 2.01% | 61.74% | Not reported | Q4 2023 |
 U | $33.3M | 2.00% | 0.26% | New | Q2 2026 |
 TTAN | $33M | 1.99% | 1.32% | +15.4% | Q1 2026 |
 DAC | $30.6M | 1.84% | 1.37% | Not reported | Q4 2019 |
 SOLS | $28.8M | 1.73% | 0.20% | -35.0% | Q4 2025 |
 APEI | $27.2M | 1.64% | 2.76% | -21.7% | Q3 2025 |
 ARI | $26.1M | 1.57% | 1.90% | -27.1% | Q2 2025 |
 TSM | $25.6M | 1.54% | 0.00% | New | Q2 2026 |
 CE | $23M | 1.38% | 0.46% | -9.1% | Q1 2026 |
 CRNC | $17.3M | 1.04% | 3.37% | Not reported | Q1 2025 |
 SEI | $12.5M | 0.75% | Not reported | -31.1% | Q4 2025 |
 RXST | $9.91M | 0.60% | 4.94% | +2.8% | Q3 2023 |
 FRBT | $8.51M | 0.51% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| UBER | $126M | 8.40% | 0.09% | +25.0% | Q1 2022 |
| GNRC | $107M | 7.17% | 0.94% | +48.7% | Q4 2025 |
| TWLO | $90.5M | 6.03% | 0.47% | -7.0% | Q3 2023 |
| FICO | $87.3M | 5.82% | 0.35% | +24.8% | Q2 2025 |
| CVNA | $87.1M | 5.81% | Not reported | +15.7% | Q1 2021 |
| DAR | $86.6M | 5.78% | 0.88% | -26.3% | Q3 2025 |
| TRMB | $73.4M | 4.89% | 0.48% | +66.7% | Q2 2024 |
| CROX | $72.6M | 4.85% | 1.74% | Not reported | Q4 2019 |
| APP | $72M | 4.80% | 0.05% | +27.9% | Q3 2021 |
| BEEP | $54.4M | 3.63% | 61.84% | Not reported | Q4 2023 |
| GDOT | $47.7M | 3.18% | 7.50% | +25.0% | Q4 2019 |
| YOU | $40.5M | 2.70% | 0.95% | New | Q1 2026 |
| OPLN | $39.4M | 2.62% | 1.27% | +58.6% | Q4 2021 |
| ENVA | $39.1M | 2.60% | 1.15% | +15.0% | Q4 2023 |
| SGI | $38.4M | 2.56% | 0.25% | +57.6% | Q4 2019 |
| LOPE | $38.3M | 2.55% | 0.84% | -10.0% | Q4 2019 |
| SOLS | $38.1M | 2.54% | 0.31% | +33.3% | Q4 2025 |
| APEI | $36.8M | 2.46% | 3.52% | -30.0% | Q3 2025 |
| CE | $36.2M | 2.41% | 0.50% | New | Q1 2026 |
| ETSY | $35.7M | 2.38% | 0.75% | New | Q1 2026 |
| ARI | $35.4M | 2.36% | 2.45% | +3.7% | Q2 2025 |
| RKT | $31.4M | 2.09% | Not reported | -22.8% | Q1 2025 |
| ESTC | $30M | 2.00% | 0.58% | +1.4% | Q4 2024 |
| DAC | $28.2M | 1.88% | 1.37% | Not reported | Q4 2019 |
 WDAY | $26M | 1.73% | 0.09% | New | Q1 2026 |
| TTAN | $25.7M | 1.71% | 1.14% | New | Q1 2026 |
 MGNI | $19.3M | 1.29% | 1.14% | +10.4% | Q4 2025 |
 SITM | $19M | 1.27% | 0.21% | New | Q1 2026 |
| SEI | $12.7M | 0.85% | Not reported | -40.0% | Q4 2025 |
| RXST | $12.3M | 0.82% | 4.83% | +1.3% | Q3 2023 |
| CRNC | $9.62M | 0.64% | 3.38% | +8.9% | Q1 2025 |
| Q4 2025 | |||||
| UBER | $114M | 7.70% | 0.07% | +27.3% | Q1 2022 |
| FICO | $111M | 7.46% | 0.28% | +31.0% | Q2 2025 |
| TWLO | $110M | 7.40% | 0.51% | -7.4% | Q3 2023 |
| CVNA | $101M | 6.81% | Not reported | -19.0% | Q1 2021 |
| APP | $95.3M | 6.42% | 0.04% | -31.0% | Q3 2021 |
 PGR | $82M | 5.52% | 0.06% | Not reported | Q2 2023 |
| DAR | $68.4M | 4.61% | 1.20% | -15.6% | Q3 2025 |
| BEEP | $62M | 4.17% | 61.26% | Not reported | Q4 2023 |
| RKT | $55.2M | 3.72% | Not reported | +159.1% | Q1 2025 |
| TRMB | $52.9M | 3.56% | 0.28% | -6.9% | Q2 2024 |
 WIX | $51.9M | 3.50% | 0.91% | -9.1% | Q4 2023 |
| GNRC | $50.5M | 3.40% | 0.63% | New | Q4 2025 |
| ESTC | $44.7M | 3.01% | 0.56% | +12.8% | Q4 2024 |
| GDOT | $43.6M | 2.93% | 6.12% | -15.0% | Q4 2019 |
| LOPE | $41.6M | 2.80% | 0.91% | Not reported | Q4 2019 |
| ENVA | $39.3M | 2.65% | 1.01% | +6.9% | Q4 2023 |
| APEI | $35M | 2.35% | 5.10% | +12.8% | Q3 2025 |
| ARI | $31.3M | 2.11% | 2.33% | +7.7% | Q2 2025 |
| SGI | $29.5M | 1.98% | 0.16% | Not reported | Q4 2019 |
 CARG | $28.2M | 1.90% | Not reported | -12.0% | Q2 2020 |
 GAP | $26.9M | 1.81% | 0.28% | New | Q4 2025 |
| OPLN | $25.3M | 1.71% | 0.80% | Not reported | Q4 2021 |
| MGNI | $23.9M | 1.61% | 1.03% | New | Q4 2025 |
| DAC | $23.5M | 1.59% | 1.37% | Not reported | Q4 2019 |
| GTLS | $22.7M | 1.53% | 0.24% | -70.7% | Q2 2023 |
| RXST | $20.6M | 1.39% | 4.79% | +21.5% | Q3 2023 |
 FSLR | $19.6M | 1.32% | 0.07% | New | Q4 2025 |
| SOLS | $18.2M | 1.23% | 0.24% | New | Q4 2025 |
| SEI | $17.2M | 1.16% | Not reported | New | Q4 2025 |
 CSGP | $16.1M | 1.09% | 0.06% | -46.7% | Q4 2024 |
| CRNC | $15M | 1.01% | 3.11% | +40.0% | Q1 2025 |
 CRSP | $6.56M | 0.44% | 0.13% | New | Q4 2025 |
 SOUN | $1.99M | 0.13% | 0.10% | Not reported | Q1 2023 |
| Q3 2025 | |||||
| APP | $147M | 9.69% | 0.06% | -39.7% | Q3 2021 |
| CVNA | $111M | 7.33% | Not reported | -15.6% | Q1 2021 |
| UBER | $108M | 7.09% | 0.05% | +4.8% | Q1 2022 |
| WIX | $97.7M | 6.42% | 0.98% | Not reported | Q4 2023 |
| COOP | $94.9M | 6.24% | Not reported | -10.0% | Q4 2019 |
| PGR | $88.9M | 5.85% | 0.06% | +16.1% | Q2 2023 |
| BEEP | $85.5M | 5.62% | 59.87% | Not reported | Q4 2023 |
| TWLO | $83.5M | 5.49% | 0.54% | +24.8% | Q3 2023 |
| GTLS | $75.1M | 4.94% | 0.83% | -60.1% | Q2 2023 |
| FICO | $74.8M | 4.92% | 0.21% | +212.5% | Q2 2025 |
| DAR | $69.5M | 4.57% | 1.42% | New | Q3 2025 |
| TRMB | $59.2M | 3.89% | 0.30% | Not reported | Q2 2024 |
| GDOT | $53.7M | 3.53% | 7.22% | +150.0% | Q4 2019 |
| ESTC | $44.4M | 2.92% | 0.49% | +10.5% | Q4 2024 |
| CSGP | $38M | 2.50% | 0.11% | +4.7% | Q4 2024 |
 LIF | $33.5M | 2.20% | 0.40% | +8.6% | Q2 2025 |
| APEI | $32.4M | 2.13% | 4.54% | New | Q3 2025 |
| CARG | $31.1M | 2.04% | Not reported | +108.9% | Q2 2020 |
| ARI | $30.4M | 2.00% | 2.16% | +33.3% | Q2 2025 |
| ENVA | $26.9M | 1.77% | 0.94% | -22.1% | Q4 2023 |
 KMPR | $24.5M | 1.61% | 0.79% | -54.7% | Q1 2023 |
| DAC | $22.5M | 1.48% | 1.37% | Not reported | Q4 2019 |
| RKT | $21.3M | 1.40% | Not reported | Not reported | Q1 2025 |
 FLS | $18.6M | 1.22% | 0.27% | New | Q3 2025 |
| RXST | $14.6M | 0.96% | 3.96% | +35.4% | Q3 2023 |
| CRNC | $12.5M | 0.82% | 2.31% | -37.5% | Q1 2025 |
 JCAP | $2.98M | 0.20% | 0.30% | -74.4% | Q2 2025 |
 LVO | $1.24M | 0.08% | 2.62% | Not reported | Q1 2023 |
 PRPL | $801K | 0.05% | 5.36% | -76.2% | Q2 2020 |