No Street GP LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NS No Street GP LP | Institutional Filer | ▲ 0.80% | $1.50B | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies, Inc. | Technology | 1.8M | $125.9M | 8.41% |
| 2 | GNRC | Generac Holdings Inc. | Industrials | 550K | $107.4M | 7.18% |
| 3 | TWLO | Twilio Inc. | Communication Services | 719K | $90.5M | 6.04% |
| 4 | FICO | Fair Isaac Corporation | Technology | 82K | $87.3M | 5.83% |
| 5 | CVNA | Carvana Co. | Consumer Cyclical | 277K | $87.1M | 5.82% |
| 6 | DAR | Darling Ingredients Inc. | Consumer Defensive | 1.4M | $86.6M | 5.78% |
| 7 | TRMB | Trimble Inc. | Technology | 1.1M | $73.4M | 4.90% |
| 8 | CROX | Crocs, Inc. | Consumer Cyclical | 875K | $72.6M | 4.85% |
| 9 | APP | AppLovin Corporation | Technology | 181K | $72.0M | 4.81% |
| 10 | BEEP | Mobile Infrastructure Corporation | Real Estate | 24.3M | $54.4M | 3.64% |
| 11 | GDOT | Green Dot Corporation | Financial Services | 4.3M | $47.7M | 3.19% |
| 12 | YOU | Clear Secure, Inc. | Technology | 836K | $40.5M | 2.70% |
| 13 | OPLN | OPENLANE INC | — | 1.4M | $39.4M | 2.63% |
| 14 | ENVA | Enova International, Inc. | Financial Services | 288K | $39.1M | 2.61% |
| 15 | SGI | Somnigroup International Inc | Consumer Defensive | 520K | $38.4M | 2.57% |
Showing 1 to 15 of 31 holdings