No Street GP LP
CIK 1765774
13F filing for Q2 2026・No. 1,856
- Holdings
- US$1.66B
- Quarter change
- +US$165.14M
- Entries
- 32
- Net bought (estimate)
- −US$41.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 3
- Cut 12
- Added 10
- Corporate actions 0
- Unchanged 6
Largest holdings
32 stocks worth US$1.66B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| UBERUBER TECHNOLOGIES INCCOM | Added | 1,900,000 | US$137.1M | 8.24% |
| GNRCGENERAC HLDGS INCCOM | Cut | 425,000 | US$124.44M | 7.48% |
| TWLOTWILIO INCCL A | Cut | 510,000 | US$105.23M | 6.32% |
| CROXCROCS INCCOM | Cut | 820,000 | US$98.92M | 5.94% |
| FICOFAIR ISAAC CORPCOM | Unchanged | 81,750 | US$97.67M | 5.87% |
| APPAPPLOVIN CORPCOM CL A | Cut | 169,000 | US$87.07M | 5.23% |
| CVNACARVANA COCL A | AddedSplit 4:1 | 1,201,343 | US$79.07M | 4.75% |
| DARDARLING INGREDIENTS INCCOM | Added | 1,425,000 | US$77.83M | 4.68% |
| TRMBTRIMBLE INCCOM | Added | 1,430,000 | US$73.19M | 4.40% |
| ENOVA INTL INCCOM | Cut | 275,000 | US$66.2M | 3.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.