No Street Gp LP

CIK Number: 0001765774

1,358.1B
Market Value
27
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GTLS Chart Industrie...
198.55
-0.12% 1.17M +8.37% 168.18M 143.84 13.11% Share
2 APP AppLovin Corpor...
433.49
-2.89% 438K +1.86% 116.06M 27.65 9.04% Share
3 UBER Uber Technologi...
91.40
+0.63% 1.52M 0.00% 111.11M 54.13 8.66% Share
4 PGR The Progressive...
250.95
+0.71% 380K +31.03% 107.54M 192.11 8.38% Share
5 BEEP Mobile Infrastr...
3.63
-2.82% 24.3M 0.00% 101.32M 4.06 7.90% Share
6 CVNA Carvana Co.
342.60
-2.08% 420K +20.00% 87.81M 170.14 6.84% Share
7 KMPR Kemper Corporat...
54.11
+2.77% 1.07M -2.27% 71.86M 54.78 5.60% Share
8 TWLO Twilio Inc.
100.79
-0.9% 643.19K -21.21% 62.98M 62.14 4.91% Share
9 COOP Mr. Cooper Grou...
193.47
-4.63% 500K -9.09% 59.8M 66.86 4.66% Share
10 CROX Crocs, Inc.
84.06
+0.80% 520K +4.15% 55.22M 100.08 4.30% Share
11 TRMB Trimble Inc.
83.67
-0.95% 725K -9.38% 47.6M 57.29 3.71% Share
12 ESTC Elastic N.V.
76.39
+0.01% 450K +32.35% 40.09M 96.64 3.12% Share
13 COMP Compass, Inc.
8.75
-1.07% 3.9M +100.00% 34.04M 8.73 2.65% Share
14 CSGP CoStar Group, I...
88.00
+0.50% 395K +11.27% 31.3M 72.36 2.44% Share
15 ENVA Enova Internati...
110.08
-0.18% 292.5K +6.36% 28.24M 59.94 2.20% Share
16 LAZ Lazard Ltd
55.32
-0.16% 650K +13.04% 28.14M 39.28 2.19% Share
17 FUN Six Flags Enter...
26.70
+1.29% 645K -19.95% 23.01M 41.92 1.79% Share
18 DAC Danaos Corporat...
93.20
-0.83% 250K 0.00% 19.51M 44.53 1.52% Share
19 EFX Equifax Inc.
248.02
-2.08% 80K -32.54% 19.48M 208.53 1.52% Share
20 PYPL PayPal Holdings...
69.35
-1.81% 250K +100.00% 16.31M 65.25 1.27% Share
21 RXST RxSight, Inc.
8.22
-1.08% 600K +20.00% 15.15M 35.19 1.18% Share
22 CRNC Cerence Inc.
12.75
-5.7% 1.5M +100.00% 11.85M 7.9 0.92% Share
23 CARG CarGurus, Inc.
31.74
-1.12% 340K -51.43% 9.9M 36.54 0.77% Share
24 RKT Rocket Companie...
18.73
-4.51% 525K +100.00% 6.34M 12.07 0.49% Share
25 NNE Nano Nuclear En...
35.20
-2.47% 200K +100.00% 5.29M 25.68 0.41% Put
26 PRPL Purple Innovati...
1.04
-0.95% 3.88M -20.9% 2.94M 3.32 0.23% Share
27 GDOT Green Dot Corpo...
13.80
-1.99% 249.72K +100.00% 2.11M 8.44 0.16% Share