Q2 2026 13F · SEC CIK 1765774

No Street GP LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 32
Top holdings a year, 3 yrs: +26.3%
Assets under management: $2.5B

No Street GP LP is a hedge fund that reported 32 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Uber Technologies Inc (UBER, 8.2%), Generac Hldgs Inc (GNRC, 7.5%), Twilio Inc (TWLO, 6.3%). A portfolio copying its top holdings returned 26.3% a year over the last 3 years, against 22.3% for the S&P 500.

No Street GP LP holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

No Street GP LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UBERUber Technologies Inc	8.2%	8.4%	1,900,000	+8.6%	$137.1M
GNRCGenerac Hldgs Inc	7.5%	7.2%	425,000	-22.7%	$124.4M
TWLOTwilio Inc	6.3%	6.0%	510,000	-29.1%	$105.2M
CROXCrocs Inc	5.9%	4.9%	820,000	-6.3%	$98.9M
FICOFair Isaac Corp	5.9%	5.8%	81,750	+0.0%	$97.7M
APPApplovin Corp	5.2%	4.8%	169,000	-6.6%	$87.1M
CVNACarvana Co	4.8%	5.8%	1,201,343	+333.7%	$79.1M
DARDarling Ingredients Inc	4.7%	5.8%	1,425,000	+1.8%	$77.8M
TRMBTrimble Inc	4.4%	4.9%	1,430,000	+27.1%	$73.2M
ENVAEnova Intl Inc	4.0%	2.6%	275,000	-4.3%	$66.2M
GDOTGreen Dot Corp	3.5%	3.2%	4,250,000	+0.0%	$57.4M
KAROpenlane Inc	3.3%	2.6%	1,350,000	+0.0%	$55.7M
ETSYEtsy Inc	3.0%	2.4%	664,099	-7.1%	$50.0M
RKTRocket Cos Inc	2.9%	2.1%	3,100,000	+40.9%	$48.8M
TPXSomnigroup International Inc	2.5%	2.6%	540,000	+3.8%	$42.3M
YOUClear Secure Inc	2.4%	2.7%	716,090	-14.4%	$39.9M
LOPEGrand Canyon Ed Inc	2.4%	2.6%	275,000	+22.2%	$39.4M
ESTCElastic N V	2.3%	2.0%	675,000	+12.5%	$38.5M
URIUnited Rentals Inc	2.2%	New	32,000	—	$36.3M
BEEPMobile Infrastructure Corp	2.0%	3.6%	24,296,528	+0.0%	$33.5M
UUnity Software Inc Com	2.0%	New	1,164,529	—	$33.3M
TTANServicetitan Inc	2.0%	1.7%	467,352	+15.4%	$33.0M
DACDanaos Corp	1.8%	1.9%	250,000	+0.0%	$30.6M
SOLSSolstice Advanced Matls Inc	1.7%	2.5%	325,000	-35.0%	$28.8M
APEIAmerican Pub Ed Inc	1.6%	2.5%	507,283	-21.7%	$27.2M
ARIApollo Commercial Real Estate	1.6%	2.4%	2,440,900	-27.1%	$26.1M
TSMTaiwan Semiconductor Manufac	1.5%	New	53,691	—	$25.6M
CECelanese Corp Del	1.4%	2.4%	500,000	-9.1%	$23.0M
CRNCCerence Inc.	1.0%	0.6%	1,525,000	+0.0%	$17.3M
SOISolaris Energy Infrastructure Inc	0.7%	0.8%	155,000	-31.1%	$12.5M
RXSTRxsight Inc	0.6%	0.8%	2,055,000	+2.8%	$9.9M
FRBTForbright Inc	0.5%	New	465,081	—	$8.5M

What No Street GP LP bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -11.4% /yr; S&P 500 +11.7%
3 years: +26.3% /yr; S&P 500 +22.3%
5 years: +9.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	32
Q1 2026	$1.5B	31
Q4 2025	$1.5B	33
Q3 2025	$1.5B	29
Q2 2025	$1.3B	26
Q1 2025	$1.3B	26
Q4 2024	$1.5B	28
Q3 2024	$1.3B	36
Q2 2024	$1.2B	35
Q1 2024	$1.1B	32
Q4 2023	$1.0B	30
Q3 2023	$828.8M	29

Questions about No Street GP LP's portfolio

What stocks does No Street GP LP own?

No Street GP LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $1.7B. The largest are Uber Technologies Inc (UBER) at 8.2%, Generac Hldgs Inc (GNRC) at 7.5%, Twilio Inc (TWLO) at 6.3%, Crocs Inc (CROX) at 5.9% and Fair Isaac Corp (FICO) at 5.9%.

What did No Street GP LP buy last quarter?

In Q2 2026, No Street GP LP added a new position in United Rentals Inc (URI), a new position in Unity Software Inc Com (U), a new position in Taiwan Semiconductor Manufac (TSM), a new position in Forbright Inc (FRBT), Carvana Co (CVNA) (+333.7% shares), Rocket Cos Inc (RKT) (+40.9% shares) and Trimble Inc (TRMB) (+27.1% shares), compared with its Q1 2026 filing.

What did No Street GP LP sell last quarter?

In Q2 2026, No Street GP LP sold all of Workday Inc Cl A (WDAY), sold all of Magnite Inc (MGNI), sold all of Sitime Corp (SITM), Solstice Advanced Matls Inc (SOLS) (-35.0% shares), Solaris Energy Infrastructure Inc (SOI) (-31.1% shares) and Twilio Inc (TWLO) (-29.1% shares), compared with its Q1 2026 filing.

How has No Street GP LP's portfolio performed?

A portfolio copying No Street GP LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.3% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -11.4% against +11.7%. Over 5 years: +9.3% a year against +10.6%.

When is No Street GP LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. No Street GP LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does No Street GP LP manage?

No Street GP LP reported $2.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.