No Street GP LP
No Street GP LP reported 32 positions worth $1.66B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: UBER (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | UBER | SH | $137.1M | 8.24% | 1,900,000 | — | — | |
| ▸ 2 | GNRC | SH | $124.4M | 7.48% | 425,000 | — | — | |
| ▸ 3 | TWLO | SH | $105.2M | 6.32% | 510,000 | — | — | |
| ▸ 4 | CROX | SH | $98.9M | 5.94% | 820,000 | — | — | |
| ▸ 5 | FICO | SH | $97.7M | 5.87% | 81,750 | — | — | |
| ▸ 6 | APP | SH | $87.1M | 5.23% | 169,000 | — | — | |
| ▸ 7 | CVNA | SH | $79.1M | 4.75% | 1,201,343 | — | — | |
| ▸ 8 | DAR | SH | $77.8M | 4.68% | 1,425,000 | — | — | |
| ▸ 9 | TRMB | SH | $73.2M | 4.40% | 1,430,000 | — | — | |
| ▸ 10 | ENVA | SH | $66.2M | 3.98% | 275,000 | — | — |
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Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does No Street GP LP hold as of Q2 2026?
No Street GP LP reported 32 positions worth $1.66B in its Q2 2026 13F filing. Largest positions: UBER (8.2%), GNRC (7.5%), TWLO (6.3%), CROX (5.9%) and FICO (5.9%).
What did No Street GP LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did No Street GP LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.