Stock Taper 
NO STREET GP LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Grand Canyon Education, Inc. | LOPE | 275K | $39.36M |
 Enova International, Inc. | ENVA | 275K | $66.2M |
 Danaos Corporation | DAC | 250K | $30.59M |
 AppLovin Corporation | APP | 169K | $87.07M |
 Solaris Energy Infrastructure, Inc. | SEI | 155K | $12.47M |
 Fair Isaac Corporation | FICO | 81.75K | $97.67M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 53.69K | $25.64M |
 United Rentals, Inc. | URI | 32K | $36.25M |