EdgeMarket › What No Street Gp Lp reported owning
What No Street Gp Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
32Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UBER Uber Technologies, Inc | 125.9M | 8.4% | 1.8M | 78.80 | -15.9% |
| GNRC GENERAC HOLDINGS INC. | 107.4M | 7.2% | 550.0K | 205.98 | +8.6% |
| TWLO TWILIO INC | 90.5M | 6.0% | 719.0K | 225.30 | +121.0% |
| FICO FAIR ISAAC CORP | 87.3M | 5.8% | 81.8K | 1,172.67 | -12.8% |
| CVNA CARVANA CO. | 87.1M | 5.8% | 277.0K | 69.91 | +3.2% |
| DAR DARLING INGREDIENTS INC. | 86.6M | 5.8% | 1.4M | 65.74 | +113.4% |
| TRMB TRIMBLE INC. | 73.4M | 4.9% | 1.1M | 60.25 | -24.9% |
| CROX Crocs, Inc. | 72.6M | 4.8% | 875.0K | 122.11 | +45.9% |
| APP AppLovin Corp | 72.0M | 4.8% | 181.0K | 305.77 | -25.9% |
| BEEP Mobile Infrastructure Corp | 54.4M | 3.6% | 24.3M | 2.73 | -28.7% |
| GDOT GREEN DOT CORP | 47.7M | 3.2% | 4.2M | 13.44 | -1.3% |
| YOU Clear Secure, Inc. | 40.5M | 2.7% | 836.1K | 43.29 | +28.9% |
| OPLN OPENLANE, Inc. | 39.4M | 2.6% | 1.4M | 33.40 | +19.5% |
| ENVA Enova International, Inc. | 39.1M | 2.6% | 287.5K | 242.93 | +125.5% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 38.4M | 2.6% | 520.0K | 64.71 | -20.1% |
| LOPE Grand Canyon Education, Inc. | 38.3M | 2.6% | 225.0K | 147.46 | -26.8% |
| SOLS Solstice Advanced Materials Inc. | 38.1M | 2.5% | 500.0K | 56.16 | — |
| APEI AMERICAN PUBLIC EDUCATION INC | 36.8M | 2.5% | 647.6K | 45.61 | +50.7% |
| CE Celanese Corp | 36.2M | 2.4% | 550.0K | 46.80 | +3.1% |
| ETSY ETSY INC | 35.7M | 2.4% | 715.0K | 81.03 | +24.7% |
| ARI Apollo Commercial Real Estate Finance, Inc. | 35.4M | 2.4% | 3.4M | 6.93 | -32.5% |
| RKT Rocket Companies, Inc. | 31.4M | 2.1% | 2.2M | 13.93 | -21.6% |
| ESTC Elastic N.V. | 30.0M | 2.0% | 600.0K | 85.94 | +11.5% |
| DAC Danaos Corp | 28.2M | 1.9% | 250.0K | 149.75 | +62.5% |
| WDAY Workday, Inc. | 26.0M | 1.7% | 200.0K | 200.01 | -12.1% |
| TTAN ServiceTitan, Inc. | 25.7M | 1.7% | 405.0K | 94.87 | -7.5% |
| MGNI MAGNITE, INC. | 19.3M | 1.3% | 1.6M | 23.50 | +7.6% |
| SITM SITIME Corp | 19.0M | 1.3% | 55.0K | 614.83 | +177.5% |
| SEI Solaris Energy Infrastructure, Inc. | 12.7M | 0.8% | 225.0K | 53.28 | +96.2% |
| RXST RxSight, Inc. | 12.3M | 0.8% | 2.0M | 6.25 | -26.0% |
| CRNC Cerence Inc. | 9.6M | 0.6% | 1.5M | 8.06 | -23.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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