No Street Gp LP

CIK Number: 0001765774

1.28B
Market Value
26
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 GTLS Chart Industrie...
168.19
+3.55% 1.07M -5.29% 205.15M 143.79 13.58%
2 APP AppLovin Corpor...
334.49
-3.73% 430K -41.5% 139.25M 23.24 9.22%
3 BEEP Mobile Infrastr...
4.28
+2.15% 24.3M +49.07% 109.33M 4.06 7.24%
4 UBER Uber Technologi...
91.54
-1.7% 1.52M +238.89% 91.99M 54.13 6.09%
5 TWLO Twilio Inc.
122.92
+1.23% 816.39K 0.00% 88.23M 62.14 5.84%
6 KMPR Kemper Corporat...
64.03
-0.34% 1.1M +5.26% 73.08M 54.78 4.84%
7 IWM iShares Russell...
215.57
+0.07% 325K +100.00% 71.81M 220.96 4.76%
8 CVNA Carvana Co.
319.95
+4.40% 350K +66.67% 71.18M 162.35 4.71%
9 PGR The Progressive...
263.92
+0.88% 290K 0.00% 69.49M 163.9 4.60%
10 TRMB Trimble Inc.
75.69
+0.89% 800K +4.92% 56.53M 57.29 3.74%
11 CROX Crocs, Inc.
103.11
+3.06% 499.27K -10.9% 54.69M 99.83 3.62%
12 COOP Mr. Cooper Grou...
149.48
-1.33% 550K +29.41% 52.81M 66.86 3.50%
13 FUN Six Flags Enter...
30.87
+0.75% 805.72K +25.75% 38.83M 41.92 2.57%
14 ESTC Elastic N.V.
82.75
+0.18% 340K +100.00% 33.69M 99.08 2.23%
15 EFX Equifax Inc.
256.16
+0.08% 118.58K +12.94% 30.22M 208.53 2.00%
16 LAZ Lazard Ltd
47.92
+0.69% 575K -10.77% 29.6M 38.76 1.96%
17 ENVA Enova Internati...
111.39
+5.53% 275K -15.38% 26.37M 57.61 1.75%
18 DOCU DocuSign, Inc.
76.51
+1.27% 290K +100.00% 26.08M 89.94 1.73%
19 CARG CarGurus, Inc.
33.31
+1.60% 700K +100.00% 25.58M 36.54 1.69%
20 CSGP CoStar Group, I...
80.79
-0.87% 355K +100.00% 25.41M 71.59 1.68%
21 DAC Danaos Corporat...
87.34
+0.54% 250K +11.11% 20.02M 44.53 1.33%
22 RXST RxSight, Inc.
12.66
-4.27% 500K +5.26% 17.19M 37.18 1.14%
23 PWP Perella Weinber...
19.86
+1.40% 300K -49.8% 7.15M 14.24 0.47%
24 ECPG Encore Capital ...
39.38
+0.37% 135.7K -72.86% 6.48M 46.63 0.43%
25 SOUN SoundHound AI, ...
9.82
-1.01% 300K +100.00% 5.95M 19.84 0.39%
26 PRPL Purple Innovati...
0.74
-2.25% 4.9M -25.13% 3.83M 3.32 0.25%