13F HOLDINGS REPORT
No Street GP LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001879202-25-000036
Total Value
$1.36B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHART INDS INC | 16115Q308 | 940,000 | $154.8M | 11.40% |
| 2 | APPLOVIN CORP | APP | 340,000 | $119.0M | 8.76% |
| 3 | CARVANA CO | CVNA | 350,000 | $117.9M | 8.68% |
| 4 | MOBILE INFRASTRUCTURE CORP | BEEP | 24,296,528 | $110.1M | 8.10% |
| 5 | UBER TECHNOLOGIES INC | UBER | 1,050,000 | $98.0M | 7.21% |
| 6 | TWILIO INC | TWLO | 668,193 | $83.1M | 6.12% |
| 7 | PROGRESSIVE CORP | 743315103 | 310,000 | $82.7M | 6.09% |
| 8 | MR COOPER GROUP INC | 62482R107 | 500,000 | $74.6M | 5.49% |
| 9 | KEMPER CORP | KMPB | 1,050,000 | $67.8M | 4.99% |
| 10 | TRIMBLE INC | TRMB | 725,000 | $55.1M | 4.06% |
| 11 | CROCS INC | CROX | 495,000 | $50.1M | 3.69% |
| 12 | ELASTIC N V | ESTC | 475,000 | $40.1M | 2.95% |
| 13 | COSTAR GROUP INC | CSGP | 430,000 | $34.6M | 2.55% |
| 14 | ENOVA INTL INC | 29357K103 | 300,000 | $33.5M | 2.46% |
| 15 | FAIR ISAAC CORP | FICO | 16,000 | $29.2M | 2.15% |
| 16 | LAZARD INC | LAZ | 550,000 | $26.4M | 1.94% |
| 17 | APOLLO COML REAL EST FIN INC | 03762U105 | 2,250,000 | $21.8M | 1.60% |
| 18 | DANAOS CORPORATION | DAC | 250,000 | $21.6M | 1.59% |
| 19 | COMPASS INC | COMP | 3,375,000 | $21.2M | 1.56% |
| 20 | QUANTUM COMPUTING INC | QUBT | 1,050,000 | $20.1M | 1.48% |
| 21 | LIFE360 INC | LIFX | 290,237 | $18.9M | 1.39% |
| 22 | GREEN DOT CORP | GDOT | 1,600,000 | $17.2M | 1.27% |
| 23 | CERENCE INC | CRNC | 1,600,000 | $16.3M | 1.20% |
| 24 | RXSIGHT INC | RXST | 1,200,000 | $15.6M | 1.15% |
| 25 | CARGURUS INC | CARG | 399,660 | $13.4M | 0.98% |
| 26 | JEFFERSON CAPITAL INC | JCAP | 675,000 | $12.5M | 0.92% |
| 27 | PURPLE INNOVATION INC | PRPL | 3,600,000 | $2.6M | 0.19% |