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No Street GP LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
33
-7
New Purchases
0
Added To
0
Closed
33
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 13 $0 0%
Mid Cap 13 $0 0%
Small Cap 5 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$23.2B
Median Market Cap
$5.7B
Avg P/E
45.7
Median P/E
23.3
Avg Dividend Yield
0.01%
Avg Beta
1.46
# Stocks
33
# ETFs / Funds
0

Top Holdings (33 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ARI —% -$31M -3,231,095 -100.0% SOLD
2 ESTC —% -$45M -591,923 -100.0% SOLD
3 PGR —% -$82M -360,000 -100.0% SOLD
4 FICO —% -$111M -65,500 -100.0% SOLD
5 GTLS —% -$23M -110,000 -100.0% SOLD
6 GNRC —% -$50M -370,000 -100.0% SOLD
7 SGI —% -$29M -330,000 -100.0% SOLD
8 RKT —% -$55M -2,850,000 -100.0% SOLD
9 SEI —% -$17M -375,000 -100.0% SOLD
10 GPS —% -$27M -1,050,000 -100.0% SOLD
11 OPLN —% -$25M -851,093 -100.0% SOLD
12 DAR —% -$68M -1,900,000 -100.0% SOLD
13 TWLO —% -$110M -772,686 -100.0% SOLD
14 GDOT —% -$44M -3,400,000 -100.0% SOLD
15 ENVA —% -$39M -250,000 -100.0% SOLD
16 DAC —% -$24M -250,000 -100.0% SOLD
17 UBER —% -$114M -1,400,000 -100.0% SOLD
18 SOUN —% -$2M -200,000 -100.0% SOLD
19 WIX —% -$52M -500,000 -100.0% SOLD
20 CVNA —% -$101M -239,500 -100.0% SOLD
21 CRSP —% -$7M -125,000 -100.0% SOLD
22 TRMB —% -$53M -675,000 -100.0% SOLD
23 RXST —% -$21M -1,975,000 -100.0% SOLD
24 CSGP —% -$16M -239,999 -100.0% SOLD
25 APEI —% -$35M -925,000 -100.0% SOLD
26 SOLS —% -$18M -375,000 -100.0% SOLD
27 FSLR —% -$20M -75,000 -100.0% SOLD
28 BEEP —% -$62M -24,296,528 -100.0% SOLD
29 CRNC —% -$15M -1,400,000 -100.0% SOLD
30 CARG —% -$28M -735,000 -100.0% SOLD
31 LOPE —% -$42M -250,000 -100.0% SOLD
32 MGNI —% -$24M -1,475,000 -100.0% SOLD
33 APP —% -$95M -141,500 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ESTC —%
UBER —%
DAC —%
ENVA —%
GDOT —%
TWLO —%
DAR —%
OPLN —%
ARI —%
SEI —%
RKT —%
SGI —%
GNRC —%
GTLS —%
FICO —%
View SEC EDGAR Filings for No Street GP LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms