StockDriftsStockDriftsTop 31 No Street Gp LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 8.24% | 1.90M | $137.1M | +8.57%(+150.00K) | $69.90(+9.53%) | 2026-06-30 | |
| GNRC | GENERAC HLDGS INC | 7.48% | 425.0K | $124.4M | -22.73%(-125.00K) | $156.46(+40.17%) | 2026-06-30 | |
| TWLO | TWILIO INC | 6.32% | 510.0K | $105.2M | -29.07%(-208.99K) | $73.48(+217.02%) | 2026-06-30 | |
| CROX | CROCS INC | 5.94% | 820.0K | $98.9M | -6.29%(-55.00K) | $88.22(+49.32%) | 2026-06-30 | |
| FICO | FAIR ISAAC CORP | 5.87% | 81.8K | $97.7M | +0.00%(+0) | $1626.08(-33.23%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 5.23% | 169.0K | $87.1M | -6.63%(-12.00K) | $142.05(+119.83%) | 2026-06-30 | |
| CVNA | CARVANA CO | 4.75% | 1.20M | $79.1M | -13.26%(-183.66K) | $36.96(+104.54%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 4.68% | 1.43M | $77.8M | +1.79%(+25.00K) | $34.81(+92.59%) | 2026-06-30 | |
| TRMB | TRIMBLE INC | 4.4% | 1.43M | $73.2M | +27.11%(+305.00K) | $63.17(-8.82%) | 2026-06-30 | |
| ENVA | ENOVA INTL INC | 3.98% | 275.0K | $66.2M | -4.35%(-12.50K) | $74.61(+255.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.93% | +114.30% | +13.33% | +86.91% |
| Top 20 Holdings Unweighted | +23.55% | +88.58% | +10.05% | +61.44% |
No Street Gp LP reports $1.66B in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are UBER (8.2%), GNRC (7.5%) and TWLO (6.3%). The top 20 holdings account for 83.43% of reported assets. Its disclosed equity book has returned +114.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from No Street Gp LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765774). View No Street Gp LP’s 13F filings on SEC