13F HOLDINGS REPORT
No Street GP LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001765774-25-000005
Total Value
$1.52B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 205,000 | $147.3M | 9.69% |
| 2 | CARVANA CO | CVNA | 295,500 | $111.5M | 7.33% |
| 3 | UBER TECHNOLOGIES INC | UBER | 1,100,000 | $107.8M | 7.09% |
| 4 | WIX COM LTD | WIX | 550,000 | $97.7M | 6.42% |
| 5 | MR COOPER GROUP INC | 62482R107 | 450,000 | $94.9M | 6.24% |
| 6 | PROGRESSIVE CORP | 743315103 | 360,000 | $88.9M | 5.85% |
| 7 | MOBILE INFRASTRUCTURE CORP | BEEP | 24,296,528 | $85.5M | 5.62% |
| 8 | TWILIO INC | TWLO | 833,993 | $83.5M | 5.49% |
| 9 | CHART INDS INC | 16115Q308 | 375,000 | $75.1M | 4.94% |
| 10 | FAIR ISAAC CORP | FICO | 50,000 | $74.8M | 4.92% |
| 11 | DARLING INGREDIENTS INC | DAR | 2,250,000 | $69.5M | 4.57% |
| 12 | TRIMBLE INC | TRMB | 725,000 | $59.2M | 3.89% |
| 13 | GREEN DOT CORP | GDOT | 4,000,000 | $53.7M | 3.53% |
| 14 | ELASTIC N V | ESTC | 525,000 | $44.4M | 2.92% |
| 15 | COSTAR GROUP INC | CSGP | 450,000 | $38.0M | 2.50% |
| 16 | LIFE360 INC | LIFX | 315,237 | $33.5M | 2.20% |
| 17 | AMERICAN PUB ED INC | 02913V103 | 820,000 | $32.4M | 2.13% |
| 18 | CARGURUS INC | CARG | 835,000 | $31.1M | 2.04% |
| 19 | APOLLO COML REAL EST FIN INC | 03762U105 | 3,000,000 | $30.4M | 2.00% |
| 20 | ENOVA INTL INC | 29357K103 | 233,800 | $26.9M | 1.77% |
| 21 | KEMPER CORP | KMPB | 475,734 | $24.5M | 1.61% |
| 22 | DANAOS CORPORATION | DAC | 250,000 | $22.5M | 1.48% |
| 23 | ROCKET COS INC | 77311W101 | 1,100,000 | $21.3M | 1.40% |
| 24 | FLOWSERVE CORP | FLS | 350,000 | $18.6M | 1.22% |
| 25 | RXSIGHT INC | RXST | 1,625,000 | $14.6M | 0.96% |
| 26 | CERENCE INC | CRNC | 1,000,000 | $12.5M | 0.82% |
| 27 | RIGETTI COMPUTING INC | RGTIW | 300,000 | $8.9M | 0.59% |
| 28 | IREN LIMITED | IREN | 150,000 | $7.0M | 0.46% |
| 29 | JEFFERSON CAPITAL INC | JCAP | 172,625 | $3.0M | 0.20% |
| 30 | LIVEONE INC | LVO | 299,999 | $1.2M | 0.08% |
| 31 | PURPLE INNOVATION INC | PRPL | 857,768 | $801,327 | 0.05% |