13F HOLDINGS REPORT
No Street GP LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001765774-26-000002
Total Value
$1.48B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | UBER | 1,400,000 | $114.4M | 7.70% |
| 2 | FAIR ISAAC CORP | FICO | 65,500 | $110.7M | 7.46% |
| 3 | TWILIO INC | TWLO | 772,686 | $109.9M | 7.40% |
| 4 | CARVANA CO | CVNA | 239,500 | $101.1M | 6.81% |
| 5 | APPLOVIN CORP | APP | 141,500 | $95.3M | 6.42% |
| 6 | PROGRESSIVE CORP | 743315103 | 360,000 | $82.0M | 5.52% |
| 7 | DARLING INGREDIENTS INC | DAR | 1,900,000 | $68.4M | 4.61% |
| 8 | MOBILE INFRASTRUCTURE CORP | BEEP | 24,296,528 | $62.0M | 4.17% |
| 9 | ROCKET COS INC | 77311W101 | 2,850,000 | $55.2M | 3.72% |
| 10 | TRIMBLE INC | TRMB | 675,000 | $52.9M | 3.56% |
| 11 | WIX COM LTD | WIX | 500,000 | $51.9M | 3.50% |
| 12 | GENERAC HLDGS INC | GNRC | 370,000 | $50.5M | 3.40% |
| 13 | ELASTIC N V | ESTC | 591,923 | $44.7M | 3.01% |
| 14 | GREEN DOT CORP | GDOT | 3,400,000 | $43.6M | 2.93% |
| 15 | GRAND CANYON ED INC | LOPE | 250,000 | $41.6M | 2.80% |
| 16 | ENOVA INTL INC | 29357K103 | 250,000 | $39.3M | 2.65% |
| 17 | AMERICAN PUB ED INC | 02913V103 | 925,000 | $35.0M | 2.35% |
| 18 | APOLLO COML REAL EST FIN INC | 03762U105 | 3,231,095 | $31.3M | 2.11% |
| 19 | SOMNIGROUP INTERNATIONAL INC | SGI | 330,000 | $29.5M | 1.98% |
| 20 | CARGURUS INC | CARG | 735,000 | $28.2M | 1.90% |
| 21 | GAP INC | GAP | 1,050,000 | $26.9M | 1.81% |
| 22 | OPENLANE INC | OPLN | 851,093 | $25.3M | 1.71% |
| 23 | MAGNITE INC | MGNI | 1,475,000 | $23.9M | 1.61% |
| 24 | DANAOS CORPORATION | DAC | 250,000 | $23.5M | 1.59% |
| 25 | CHART INDS INC | 16115Q308 | 110,000 | $22.7M | 1.53% |
| 26 | RXSIGHT INC | RXST | 1,975,000 | $20.6M | 1.39% |
| 27 | FIRST SOLAR INC | FSLR | 75,000 | $19.6M | 1.32% |
| 28 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 375,000 | $18.2M | 1.23% |
| 29 | SOLARIS ENERGY INFRAS INC | SEI | 375,000 | $17.2M | 1.16% |
| 30 | COSTAR GROUP INC | CSGP | 239,999 | $16.1M | 1.09% |
| 31 | CERENCE INC | CRNC | 1,400,000 | $15.0M | 1.01% |
| 32 | CRISPR THERAPEUTICS AG | CRSP | 125,000 | $6.6M | 0.44% |
| 33 | SOUNDHOUND AI INC | SOUNW | 200,000 | $2.0M | 0.13% |