13F HOLDINGS REPORT
No Street GP LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001879202-25-000021
Total Value
$1.28B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHART INDS INC | 16115Q308 | 1,165,000 | $168.2M | 13.11% |
| 2 | APPLOVIN CORP | APP | 438,000 | $116.1M | 9.04% |
| 3 | UBER TECHNOLOGIES INC | UBER | 1,525,000 | $111.1M | 8.66% |
| 4 | PROGRESSIVE CORP | 743315103 | 380,000 | $107.5M | 8.38% |
| 5 | MOBILE INFRASTRUCTURE CORP | BEEP | 24,296,528 | $101.3M | 7.90% |
| 6 | CARVANA CO | CVNA | 420,000 | $87.8M | 6.84% |
| 7 | KEMPER CORP | KMPB | 1,075,000 | $71.9M | 5.60% |
| 8 | TWILIO INC | TWLO | 643,193 | $63.0M | 4.91% |
| 9 | MR COOPER GROUP INC | 62482R107 | 500,000 | $59.8M | 4.66% |
| 10 | CROCS INC | CROX | 520,000 | $55.2M | 4.30% |
| 11 | TRIMBLE INC | TRMB | 725,000 | $47.6M | 3.71% |
| 12 | ELASTIC N V | ESTC | 450,000 | $40.1M | 3.12% |
| 13 | COMPASS INC | COMP | 3,898,703 | $34.0M | 2.65% |
| 14 | COSTAR GROUP INC | CSGP | 395,000 | $31.3M | 2.44% |
| 15 | ENOVA INTL INC | 29357K103 | 292,500 | $28.2M | 2.20% |
| 16 | LAZARD INC | LAZ | 650,000 | $28.1M | 2.19% |
| 17 | SIX FLAGS ENTERTAINMENT CORP | FUN | 645,000 | $23.0M | 1.79% |
| 18 | DANAOS CORPORATION | DAC | 250,000 | $19.5M | 1.52% |
| 19 | EQUIFAX INC | EFX | 80,000 | $19.5M | 1.52% |
| 20 | PAYPAL HLDGS INC | PYPL | 250,000 | $16.3M | 1.27% |
| 21 | RXSIGHT INC | RXST | 600,000 | $15.2M | 1.18% |
| 22 | CERENCE INC | CRNC | 1,500,000 | $11.8M | 0.92% |
| 23 | CARGURUS INC | CARG | 340,000 | $9.9M | 0.77% |
| 24 | ROCKET COS INC | 77311W101 | 525,000 | $6.3M | 0.49% |
| 25 | NANO NUCLEAR ENERGY INC | NNE | 200,000 | $5.3M | 0.41% |
| 26 | PURPLE INNOVATION INC | PRPL | 3,878,970 | $2.9M | 0.23% |
| 27 | GREEN DOT CORP | GDOT | 249,716 | $2.1M | 0.16% |