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No Street GP LP

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13F filer, CIK 1765774, San Francisco, CA

No Street GP LP reported $1,499,231,360 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 57.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765774-26-000006

Period
2026-03-31
Reported value
$1.5B
Holdings
32
Top 10 weight
57.27%
New
8
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CROXnew+875,000$72.6M
YOUnew+836,090$40.5M
CEnew+550,000$36.2M
ETSYnew+715,000$35.7M
GNRCadded+180,000$35.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PGRexited-360,000-$82M
WIXexited-500,000-$51.9M
DARreduced-500,000-$30.9M
CARGexited-735,000-$28.2M
GAPexited-1,050,000-$26.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001765774-26-000006, largest first. % of portfolio is the value over $1,496,849,360, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 1,525,000 shares; 2025Q1: 1,525,000 shares; 2025Q2: 1,050,000 shares; 2025Q3: 1,100,000 shares; 2025Q4: 1,400,000 shares; 2026Q1: 1,750,000 shares 1,750,000$126M8.41%+350,000Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370,000 shares; 2026Q1: 550,000 shares 550,000$107M7.18%+180,000Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816,386 shares; 2024Q4: 816,386 shares; 2025Q1: 643,193 shares; 2025Q2: 668,193 shares; 2025Q3: 833,993 shares; 2025Q4: 772,686 shares; 2026Q1: 718,993 shares 718,993$90.5M6.04%-53,693Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 50,000 shares; 2025Q4: 65,500 shares; 2026Q1: 81,750 shares 81,750$87.3M5.83%+16,250Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 350,000 shares; 2025Q1: 420,000 shares; 2025Q2: 350,000 shares; 2025Q3: 295,500 shares; 2025Q4: 239,500 shares; 2026Q1: 277,000 shares 277,000$87.1M5.82%+37,500Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250,000 shares; 2025Q4: 1,900,000 shares; 2026Q1: 1,400,000 shares 1,400,000$86.6M5.78%-500,000Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,500 shares; 2024Q4: 800,000 shares; 2025Q1: 725,000 shares; 2025Q2: 725,000 shares; 2025Q3: 725,000 shares; 2025Q4: 675,000 shares; 2026Q1: 1,125,000 shares 1,125,000$73.4M4.9%+450,000Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,326 shares; 2024Q4: 499,273 shares; 2025Q1: 520,000 shares; 2025Q2: 495,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875,000 shares 875,000$72.6M4.85%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735,000 shares; 2024Q4: 430,000 shares; 2025Q1: 438,000 shares; 2025Q2: 340,000 shares; 2025Q3: 205,000 shares; 2025Q4: 141,500 shares; 2026Q1: 181,000 shares 181,000$72M4.81%+39,500Timeline
BEEPMOBILE INFRASTRUCTURE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,298,686 shares; 2024Q4: 24,296,528 shares; 2025Q1: 24,296,528 shares; 2025Q2: 24,296,528 shares; 2025Q3: 24,296,528 shares; 2025Q4: 24,296,528 shares; 2026Q1: 24,296,528 shares 24,296,528$54.4M3.64%0Timeline
GDOTGREEN DOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 249,716 shares; 2025Q2: 1,600,000 shares; 2025Q3: 4,000,000 shares; 2025Q4: 3,400,000 shares; 2026Q1: 4,250,000 shares 4,250,000$47.7M3.19%+850,000Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836,090 shares 836,090$40.5M2.7%newTimeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851,093 shares; 2026Q1: 1,350,000 shares 1,350,000$39.4M2.63%+498,907Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 275,000 shares; 2025Q1: 292,500 shares; 2025Q2: 300,000 shares; 2025Q3: 233,800 shares; 2025Q4: 250,000 shares; 2026Q1: 287,500 shares 287,500$39.1M2.61%+37,500Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330,000 shares; 2026Q1: 520,000 shares 520,000$38.4M2.57%+190,000Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: 225,000 shares 225,000$38.3M2.56%-25,000Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375,000 shares; 2026Q1: 500,000 shares 500,000$38.1M2.54%+125,000Timeline
APEIAMERICAN PUB ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820,000 shares; 2025Q4: 925,000 shares; 2026Q1: 647,588 shares 647,588$36.8M2.46%-277,412Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550,000 shares 550,000$36.2M2.42%newTimeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715,000 shares 715,000$35.7M2.39%newTimeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250,000 shares; 2025Q3: 3,000,000 shares; 2025Q4: 3,231,095 shares; 2026Q1: 3,350,000 shares 3,350,000$35.4M2.36%+118,905Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,000 shares; 2025Q2: not reported; 2025Q3: 1,100,000 shares; 2025Q4: 2,850,000 shares; 2026Q1: 2,200,000 shares 2,200,000$31.4M2.09%-650,000Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340,000 shares; 2025Q1: 450,000 shares; 2025Q2: 475,000 shares; 2025Q3: 525,000 shares; 2025Q4: 591,923 shares; 2026Q1: 600,000 shares 600,000$30M2%+8,077Timeline
DACDANAOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 250,000 shares 250,000$28.2M1.88%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000$26M1.74%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405,000 shares 405,000$25.7M1.72%newTimeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475,000 shares; 2026Q1: 1,628,248 shares 1,628,248$19.3M1.29%+153,248Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000$19M1.27%newTimeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375,000 shares; 2026Q1: 225,000 shares 225,000$12.7M0.85%-150,000Timeline
RXSTRXSIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,000 shares; 2024Q4: 500,000 shares; 2025Q1: 600,000 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,625,000 shares; 2025Q4: 1,975,000 shares; 2026Q1: 2,000,000 shares 2,000,000$12.3M0.82%+25,000Timeline
CRNCCERENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500,000 shares; 2025Q2: 1,600,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,400,000 shares; 2026Q1: 1,525,000 shares 1,525,000$9.62M0.64%+125,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SOFISOFI TECHNOLOGIES INC Stockput150,000$2.38Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGRPROGRESSIVE CORP360,000$82Mshares
WIXWIX COM LTD500,000$51.9Mshares
CARGCARGURUS INC735,000$28.2Mshares
GAPGAP INC1,050,000$26.9Mshares
GTLSCHART INDS INC110,000$22.7Mshares
FSLRFIRST SOLAR INC75,000$19.6Mshares
CSGPCOSTAR GROUP INC239,999$16.1Mshares
CRSPCRISPR THERAPEUTICS AG125,000$6.55Mshares
SOUNSOUNDHOUND AI INC200,000$1.99Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765774-26-000006 base2026-05-15acceptance time not in the bulk data set