Stock Taper 
NO STREET GP LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 32K | $36.25M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 53.69K | $25.64M |
 Fair Isaac Corporation | FICO | 81.75K | $97.67M |
 Solaris Energy Infrastructure, Inc. | SEI | 155K | $12.47M |
 AppLovin Corporation | APP | 169K | $87.07M |
 Danaos Corporation | DAC | 250K | $30.59M |
 Grand Canyon Education, Inc. | LOPE | 275K | $39.36M |
 Enova International, Inc. | ENVA | 275K | $66.2M |
 Solstice Advanced Materials Inc. | SOLS | 325K | $28.8M |
 Generac Holdings Inc. | GNRC | 425K | $124.44M |
 ServiceTitan, Inc. | TTAN | 467.35K | $33.05M |
 Celanese Corporation | CE | 500K | $23M |
 American Public Education, Inc. | APEI | 507.28K | $27.24M |
 Twilio Inc. | TWLO | 510K | $105.23M |
 Somnigroup International Inc | SGI | 540K | $42.34M |
 Etsy, Inc. | ETSY | 664.1K | $50.03M |
 Elastic N.V. | ESTC | 675K | $38.49M |
 Clear Secure, Inc. | YOU | 716.09K | $39.91M |
 Crocs, Inc. | CROX | 820K | $98.92M |
 Unity Software Inc. | U | 1.16M | $33.28M |