# No Street GP LP: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 1765774.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.66bn
- Positions: 32 (32 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1765774/000176577426000009/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $137.1m | 8.2% | 1,900,000 |  | Added +150,000 |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $124.4m | 7.5% | 425,000 |  | Reduced −125,000 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $105.2m | 6.3% | 510,000 |  | Reduced −208,993 |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $98.9m | 5.9% | 820,000 |  | Reduced −55,000 |
| [FAIR ISAAC CORP (FICO)](/companies/fico.md) | COM | $97.7m | 5.9% | 81,750 |  | Unchanged |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $87.1m | 5.2% | 169,000 |  | Reduced −12,000 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $79.1m | 4.8% | 1,201,343 |  | Added +924,343 |
| [DARLING INGREDIENTS INC (DAR)](/companies/dar.md) | COM | $77.8m | 4.7% | 1,425,000 |  | Added +25,000 |
| [TRIMBLE INC (TRMB)](/companies/trmb.md) | COM | $73.2m | 4.4% | 1,430,000 |  | Added +305,000 |
| [ENOVA INTL INC (ENVA)](/companies/enva.md) | COM | $66.2m | 4.0% | 275,000 |  | Reduced −12,500 |
| [GREEN DOT CORP (GDOT)](/companies/gdot.md) | CL A | $57.4m | 3.4% | 4,250,000 |  | Unchanged |
| [OPENLANE INC (OPLN)](/companies/opln.md) | COM | $55.7m | 3.3% | 1,350,000 |  | Unchanged |
| [ETSY INC (ETSY)](/companies/etsy.md) | COM | $50.0m | 3.0% | 664,099 |  | Reduced −50,901 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $48.8m | 2.9% | 3,100,000 |  | Added +900,000 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $42.3m | 2.5% | 540,000 |  | Added +20,000 |
| [CLEAR SECURE INC (YOU)](/companies/you.md) | COM CL A | $39.9m | 2.4% | 716,090 |  | Reduced −120,000 |
| [GRAND CANYON ED INC (LOPE)](/companies/lope.md) | COM | $39.4m | 2.4% | 275,000 |  | Added +50,000 |
| ELASTIC N V | ORD SHS | $38.5m | 2.3% | 675,000 |  | Added +75,000 |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $36.3m | 2.2% | 32,000 |  | New +32,000 |
| [MOBILE INFRASTRUCTURE CORP (BEEP)](/companies/beep.md) | COM SHS | $33.5m | 2.0% | 24,296,528 |  | Unchanged |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $33.3m | 2.0% | 1,164,529 |  | New +1,164,529 |
| [SERVICETITAN INC (TTAN)](/companies/ttan.md) | SHS CL A | $33.0m | 2.0% | 467,352 |  | Added +62,352 |
| DANAOS CORPORATION | SHS | $30.6m | 1.8% | 250,000 |  | Unchanged |
| [SOLSTICE ADVANCED MATLS INC (SOLS)](/companies/sols.md) | COM SHS | $28.8m | 1.7% | 325,000 |  | Reduced −175,000 |
| [AMERICAN PUB ED INC (APEI)](/companies/apei.md) | COM | $27.2m | 1.6% | 507,283 |  | Reduced −140,305 |
| [APOLLO COML REAL ESTATE FIN (ARI)](/companies/ari.md) | COM | $26.1m | 1.6% | 2,440,900 |  | Reduced −909,100 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $25.6m | 1.5% | 53,691 |  | New +53,691 |
| [CELANESE CORP DEL (CE)](/companies/ce.md) | COM | $23.0m | 1.4% | 500,000 |  | Reduced −50,000 |
| [CERENCE INC (CRNC)](/companies/crnc.md) | COM | $17.3m | 1.0% | 1,525,000 |  | Unchanged |
| [SOLARIS ENERGY INFRAS INC (SEI)](/companies/sei.md) | COM CL A | $12.5m | 0.7% | 155,000 |  | Reduced −70,000 |
| [RXSIGHT INC (RXST)](/companies/rxst.md) | COM | $9.9m | 0.6% | 2,055,000 |  | Added +55,000 |
| [FORBRIGHT INC (FRBT)](/companies/frbt.md) | CL A COM | $8.5m | 0.5% | 465,081 |  | New +465,081 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MAGNITE INC (MGNI)](/companies/mgni.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,628,248 |
| [SITIME CORP (SITM)](/companies/sitm.md) | COM | $0 | 0.0% | 0 |  | Sold out −55,000 |
| [SOFI TECHNOLOGIES INC (SOFI)](/companies/sofi.md) | COM | $0 | 0.0% | 0 | Put | Sold out −150,000 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $0 | 0.0% | 0 |  | Sold out −200,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001765774-26-000009. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.