NO STREET GP LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BEEP | 24.30M | $61.96M |
 | GDOT | 3.40M | $43.55M |
 | ARI | 3.23M | $31.28M |
 | RKT | 2.85M | $55.18M |
 | RXST | 1.98M | $20.58M |
 | DAR | 1.90M | $68.40M |
 | MGNI | 1.48M | $23.94M |
 | UBER | 1.40M | $114.39M |
 | CRNC | 1.40M | $14.97M |
 | APEI | 925K | $34.97M |
 | KAR | 851K | $25.35M |
 | TWLO | 773K | $109.91M |
 | CARG | 735K | $28.19M |
 | TRMB | 675K | $52.89M |
 | ESTC | 592K | $44.65M |
 | WIX | 500K | $51.95M |
 | SEI | 375K | $17.24M |
 | SOLS | 375K | $18.22M |
 | GNRC | 370K | $50.46M |
 | PGR | 360K | $81.98M |
Mobile Infrastructure Corporation
BEEP
Shares Held
24.30M
Value
$61.96M
Green Dot Corporation
GDOT
Shares Held
3.40M
Value
$43.55M
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
3.23M
Value
$31.28M
Rocket Companies, Inc.
RKT
Shares Held
2.85M
Value
$55.18M
RxSight, Inc.
RXST
Shares Held
1.98M
Value
$20.58M
Darling Ingredients Inc.
DAR
Shares Held
1.90M
Value
$68.40M
Magnite, Inc.
MGNI
Shares Held
1.48M
Value
$23.94M
Uber Technologies, Inc.
UBER
Shares Held
1.40M
Value
$114.39M
Cerence Inc.
CRNC
Shares Held
1.40M
Value
$14.97M
American Public Education, Inc.
APEI
Shares Held
925K
Value
$34.97M
OPENLANE, Inc.
KAR
Shares Held
851K
Value
$25.35M
Twilio Inc.
TWLO
Shares Held
773K
Value
$109.91M
CarGurus, Inc.
CARG
Shares Held
735K
Value
$28.19M
Trimble Inc.
TRMB
Shares Held
675K
Value
$52.89M
Elastic N.V.
ESTC
Shares Held
592K
Value
$44.65M
Wix.com Ltd.
WIX
Shares Held
500K
Value
$51.95M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
375K
Value
$17.24M
Solstice Advanced Materials Inc.
SOLS
Shares Held
375K
Value
$18.22M
Generac Holdings Inc.
GNRC
Shares Held
370K
Value
$50.46M
The Progressive Corporation
PGR
Shares Held
360K
Value
$81.98M