Institutional Fund
No Street Gp LP
San Francisco, CACIK 17657745 filings on record
Portfolio Value
$1.50B
Q1 2026
Holdings
31
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.8%
from $1.48B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Uber Technologies Inc8.4%
- Generac Hldgs Inc7.2%
- Twilio Inc6.0%
- Fair Isaac Corp5.8%
- Carvana Co5.8%
- Darling Ingredients Inc5.8%
- Other60.9%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Uber Technologies Inc | 1.75M | $125.88M | 8.4% | +350.0K | Added |
| 2 | Generac Hldgs Inc | 550.0K | $107.43M | 7.2% | +180.0K | Added |
| 3 | Twilio Inc | 719.0K | $90.46M | 6.0% | −53.7K | Reduced |
| 4 | Fair Isaac Corp | 81.8K | $87.27M | 5.8% | +16.3K | Added |
| 5 | Carvana Co | 277.0K | $87.08M | 5.8% | +37.5K | Added |
| 6 | Darling Ingredients Inc | 1.40M | $86.59M | 5.8% | −500.0K | Reduced |
| 7 | Trimble Inc | 1.13M | $73.38M | 4.9% | +450.0K | Added |
| 8 | Crocs Inc | 875.0K | $72.64M | 4.9% | +875.0K | New |
| 9 | Applovin Corp | 181.0K | $72.04M | 4.8% | +39.5K | Added |
| 10 | Mobile Infrastructure Corp | 24.30M | $54.42M | 3.6% | 0 | Held |
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