NO STREET GP LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BEEP | 24.30M | $85.52M |
 | GDOT | 4.00M | $53.72M |
 | ARI | 3.00M | $30.39M |
 | DAR | 2.25M | $69.46M |
 | RXST | 1.63M | $14.61M |
 | RKT | 1.10M | $21.32M |
 | UBER | 1.10M | $107.77M |
 | CRNC | 1.00M | $12.46M |
 | PRPL | 858K | $801.33K |
 | CARG | 835K | $31.09M |
 | TWLO | 834K | $83.47M |
 | APEI | 820K | $32.37M |
 | TRMB | 725K | $59.20M |
 | WIX | 550K | $97.70M |
 | ESTC | 525K | $44.36M |
 | KMPR | 476K | $24.52M |
 | COOP | 450K | $94.86M |
 | CSGP | 450K | $37.97M |
 | GTLS | 375K | $75.06M |
 | PGR | 360K | $88.90M |
Mobile Infrastructure Corporation
BEEP
Shares Held
24.30M
Value
$85.52M
Green Dot Corporation
GDOT
Shares Held
4.00M
Value
$53.72M
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
3.00M
Value
$30.39M
Darling Ingredients Inc.
DAR
Shares Held
2.25M
Value
$69.46M
RxSight, Inc.
RXST
Shares Held
1.63M
Value
$14.61M
Rocket Companies, Inc.
RKT
Shares Held
1.10M
Value
$21.32M
Uber Technologies, Inc.
UBER
Shares Held
1.10M
Value
$107.77M
Cerence Inc.
CRNC
Shares Held
1.00M
Value
$12.46M
Purple Innovation, Inc.
PRPL
Shares Held
858K
Value
$801.33K
CarGurus, Inc.
CARG
Shares Held
835K
Value
$31.09M
Twilio Inc.
TWLO
Shares Held
834K
Value
$83.47M
American Public Education, Inc.
APEI
Shares Held
820K
Value
$32.37M
Trimble Inc.
TRMB
Shares Held
725K
Value
$59.20M
Wix.com Ltd.
WIX
Shares Held
550K
Value
$97.70M
Elastic N.V.
ESTC
Shares Held
525K
Value
$44.36M
Kemper Corporation
KMPR
Shares Held
476K
Value
$24.52M
Mr. Cooper Group Inc.
COOP
Shares Held
450K
Value
$94.86M
CoStar Group, Inc.
CSGP
Shares Held
450K
Value
$37.97M
Chart Industries, Inc.
GTLS
Shares Held
375K
Value
$75.06M
The Progressive Corporation
PGR
Shares Held
360K
Value
$88.90M