NO STREET GP LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BEEP | 24.30M | $54.42M |
 | GDOT | 4.25M | $47.69M |
 | ARI | 3.35M | $35.38M |
 | RKT | 2.20M | $31.35M |
 | RXST | 2.00M | $12.32M |
 | UBER | 1.75M | $125.88M |
 | MGNI | 1.63M | $19.34M |
 | CRNC | 1.52M | $9.62M |
 | DAR | 1.40M | $86.59M |
 | TRMB | 1.13M | $73.38M |
 | CROX | 875K | $72.64M |
 | YOU | 836K | $40.48M |
 | TWLO | 719K | $90.46M |
 | ETSY | 715K | $35.74M |
 | APEI | 648K | $36.83M |
 | ESTC | 600K | $29.99M |
 | CE | 550K | $36.17M |
 | GNRC | 550K | $107.43M |
 | SGI | 520K | $38.44M |
 | SOLS | 500K | $38.08M |
Mobile Infrastructure Corporation
BEEP
Shares Held
24.30M
Value
$54.42M
Green Dot Corporation
GDOT
Shares Held
4.25M
Value
$47.69M
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
3.35M
Value
$35.38M
Rocket Companies, Inc.
RKT
Shares Held
2.20M
Value
$31.35M
RxSight, Inc.
RXST
Shares Held
2.00M
Value
$12.32M
Uber Technologies, Inc.
UBER
Shares Held
1.75M
Value
$125.88M
Magnite, Inc.
MGNI
Shares Held
1.63M
Value
$19.34M
Cerence Inc.
CRNC
Shares Held
1.52M
Value
$9.62M
Darling Ingredients Inc.
DAR
Shares Held
1.40M
Value
$86.59M
Trimble Inc.
TRMB
Shares Held
1.13M
Value
$73.38M
Crocs, Inc.
CROX
Shares Held
875K
Value
$72.64M
Clear Secure, Inc.
YOU
Shares Held
836K
Value
$40.48M
Twilio Inc.
TWLO
Shares Held
719K
Value
$90.46M
Etsy, Inc.
ETSY
Shares Held
715K
Value
$35.74M
American Public Education, Inc.
APEI
Shares Held
648K
Value
$36.83M
Elastic N.V.
ESTC
Shares Held
600K
Value
$29.99M
Celanese Corporation
CE
Shares Held
550K
Value
$36.17M
Generac Holdings Inc.
GNRC
Shares Held
550K
Value
$107.43M
Somnigroup International Inc
SGI
Shares Held
520K
Value
$38.44M
Solstice Advanced Materials Inc.
SOLS
Shares Held
500K
Value
$38.08M