13F-HR filed by No Street GP LP
No Street GP LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 32 holding rows worth $1,664,367,794.
- Accession
- 0001765774-26-000009
- Filer
- CIK 1765774
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 32 entries on the cover page, a total value of $1,664,367,794 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,664,367,794 with VALUE read as dollars as filed, 13F file number 028-20132. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Uber Technologies | 90353T100 | COM | 1,900,000 | $137,104,000 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 425,000 | $124,444,250 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 510,000 | $105,228,300 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 820,000 | $98,924,800 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 81,750 | $97,673,265 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 169,000 | $87,073,870 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 1,201,343 | $79,072,396 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 1,425,000 | $77,833,500 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 1,430,000 | $73,187,400 | dollars as filed | |
| ENOVA INTL INC | 29357K103 | COM | 275,000 | $66,200,750 | dollars as filed | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 4,250,000 | $57,417,500 | dollars as filed | |
| OPENLANE INC | 48238T109 | COM | 1,350,000 | $55,674,000 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 664,099 | $50,026,578 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 3,100,000 | $48,825,000 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 540,000 | $42,336,000 | dollars as filed | |
| CLEAR SECURE INC | 18467V109 | COM CL A | 716,090 | $39,907,696 | dollars as filed | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 275,000 | $39,355,250 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 675,000 | $38,488,500 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 32,000 | $36,252,480 | dollars as filed | |
| MOBILE INFRASTRUCTURE CORP | 60739N101 | COM SHS | 24,296,528 | $33,529,209 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,164,529 | $33,282,239 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 467,352 | $33,046,460 | dollars as filed | |
| DANAOS CORPORATION SHS | Y1968P121 | Stock | 250,000 | $30,592,500 | dollars as filed | |
| SOLS | 83443Q103 | COM | 325,000 | $28,795,000 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 507,283 | $27,241,097 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 2,440,900 | $26,068,812 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 53,691 | $25,641,211 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 500,000 | $23,000,000 | dollars as filed | |
| CERENCE INC COM | 156727109 | Stock | 1,525,000 | $17,263,000 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 155,000 | $12,471,300 | dollars as filed | |
| RXSIGHT INC | 78349D107 | COM | 2,055,000 | $9,905,100 | dollars as filed | |
| FORBRIGHT INC | 34520K105 | CL A COM | 465,081 | $8,506,331 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765774-26-000009 | this filing | 2026-08-14 | acceptance time not in the bulk data set |