The Analysis of No Street GP LP's Holdings
Currently, No Street GP LP holds 33 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in GNRC (+370.0K shares, valued at $50.5M), LOPE (+250.0K shares, valued at $41.6M), RKT (+1.8M shares, valued at $33.9M); decreased their positions in GTLS (-265.0K shares, valued at $54.7M), APP (-63.5K shares, valued at $42.8M), CVNA (-56.0K shares, valued at $23.6M); initiated new positions in GNRC (+370.0K shares, valued at $50.5M), LOPE (+250.0K shares, valued at $41.6M), SGI (+330.0K shares, valued at $29.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
UBER UBER TECHNOLOGIES INC1.4M shares27.27%2025-12-312026-02-17
FICO FAIR ISAAC CORP65.5K shares31.00%2025-12-312026-02-17 TWLO TWILIO INC772.7K shares-7.35%2025-12-312026-02-17 CVNA CARVANA CO239.5K shares-18.95%2025-12-312026-02-17 APP APPLOVIN CORP141.5K shares-30.98%2025-12-312026-02-17 PGR PROGRESSIVE CORP360.0K shares0.00%2025-12-312026-02-17 DAR DARLING INGREDIENTS INC1.9M shares-15.56%2025-12-312026-02-17 BEEP MOBILE INFRASTRUCTURE CORP24.3M shares0.00%2025-12-312026-02-17 RKT ROCKET COS INC2.9M shares159.09%2025-12-312026-02-17 TRMB TRIMBLE INC675.0K shares-6.90%2025-12-312026-02-17 WIX WIX COM LTD500.0K shares-9.09%2025-12-312026-02-17 GNRC GENERAC HLDGS INC370.0K sharesnew addition2025-12-312026-02-17 ESTC ELASTIC N V591.9K shares12.75%2025-12-312026-02-17 GDOT GREEN DOT CORP3.4M shares-15.00%2025-12-312026-02-17 LOPE GRAND CANYON ED INC250.0K sharesnew addition2025-12-312026-02-17 ENVA ENOVA INTL INC250.0K shares6.93%2025-12-312026-02-17 APEI AMERICAN PUB ED INC925.0K shares12.80%2025-12-312026-02-17 ARI APOLLO COML REAL EST FIN INC3.2M shares7.70%2025-12-312026-02-17 SGI SOMNIGROUP INTERNATIONAL INC330.0K sharesnew addition2025-12-312026-02-17 CARG CARGURUS INC735.0K shares-11.98%2025-12-312026-02-17 GAP GAP INC1.1M sharesnew addition2025-12-312026-02-17 KAR OPENLANE INC851.1K sharesnew addition2025-12-312026-02-17 MGNI MAGNITE INC1.5M sharesnew addition2025-12-312026-02-17 DAC DANAOS CORPORATION250.0K shares0.00%2025-12-312026-02-17 GTLS CHART INDS INC110.0K shares-70.67%2025-12-312026-02-17 RXST RXSIGHT INC2.0M shares21.54%2025-12-312026-02-17 FSLR FIRST SOLAR INC75.0K sharesnew addition2025-12-312026-02-17 SEI SOLARIS ENERGY INFRAS INC375.0K sharesnew addition2025-12-312026-02-17 CSGP COSTAR GROUP INC240.0K shares-46.67%2025-12-312026-02-17 CRNC CERENCE INC1.4M shares40.00%2025-12-312026-02-17 CRSP CRISPR THERAPEUTICS AG125.0K sharesnew addition2025-12-312026-02-17 SOUN SOUNDHOUND AI INC200.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available