No Street Gp Lp Top Holdings and 13F Report (2025) About No Street Gp LpInvestment ActivityNo Street Gp Lp has $1.28 billion in total holdings as of March 31, 2025.No Street Gp Lp owns shares of 27 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.78% of the portfolio was purchased this quarter.About 23.47% of the portfolio was sold this quarter.This quarter, No Street Gp Lp has purchased 30 new stocks and bought additional shares in 11 stocks.No Street Gp Lp sold shares of 8 stocks and completely divested from 8 stocks this quarter.Largest Holdings Chart Industries $168,179,400APPLOVIN CORP $116,056,860Uber Technologies $111,111,500Progressive $107,543,800MOBILE INFRASTRUCTURE CORP $101,316,522 Largest New Holdings this Quarter 20464U100 - Compass $34,035,677 Holding70450Y103 - PayPal $16,312,500 Holding156727109 - Cerence $11,850,000 Holding77311W101 - Rocket Companies $6,336,750 Holding39304D102 - Green Dot $2,107,603 Holding Largest Purchases this Quarter Compass 3,898,703 shares (about $34.04M)Progressive 90,000 shares (about $25.47M)PayPal 250,000 shares (about $16.31M)Carvana 70,000 shares (about $14.64M)Chart Industries 90,000 shares (about $12.99M) Largest Sales this Quarter Twilio 173,193 shares (about $16.96M)CarGurus 360,000 shares (about $10.49M)Equifax 38,582 shares (about $9.40M)Mr. Cooper Group 50,000 shares (about $5.98M)SIX FLAGS ENTERTAINMENT CORP 160,722 shares (about $5.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNo Street Gp Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGTLSChart Industries$168,179,400$12,992,400 ▲8.4%1,165,00013.1%IndustrialsAPPLOVIN CORP$116,056,860$2,119,760 ▲1.9%438,0009.0%COM CL AUBERUber Technologies$111,111,5000.0%1,525,0008.7%Computer and TechnologyPGRProgressive$107,543,800$25,470,900 ▲31.0%380,0008.4%FinanceMOBILE INFRASTRUCTURE CORP$101,316,5220.0%24,296,5287.9%COM SHSCVNACarvana$87,813,600$14,635,600 ▲20.0%420,0006.8%Retail/WholesaleKMPRKemper$71,863,750$1,671,250 ▼-2.3%1,075,0005.6%FinanceTWLOTwilio$62,975,027$16,957,327 ▼-21.2%643,1934.9%Computer and TechnologyCOOPMr. Cooper Group$59,800,000$5,980,000 ▼-9.1%500,0004.7%FinanceCROXCrocs$55,224,000$2,201,207 ▲4.2%520,0004.3%Consumer DiscretionaryTRMBTrimble$47,596,250$4,923,750 ▼-9.4%725,0003.7%IndustrialsESTCElastic$40,095,000$9,801,000 ▲32.4%450,0003.1%Computer and TechnologyCOMPCompass$34,035,677$34,035,677 ▲New Holding3,898,7032.7%Computer and TechnologyCSGPCoStar Group$31,295,850$3,169,200 ▲11.3%395,0002.4%Computer and TechnologyENVAEnova International$28,243,800$1,689,800 ▲6.4%292,5002.2%FinanceLAZARD INC$28,145,000$3,247,500 ▲13.0%650,0002.2%COMSIX FLAGS ENTERTAINMENT CORP$23,007,150$5,732,954 ▼-19.9%645,0001.8%COMDACDanaos$19,507,5000.0%250,0001.5%TransportationEFXEquifax$19,484,800$9,397,032 ▼-32.5%80,0001.5%Business ServicesPYPLPayPal$16,312,500$16,312,500 ▲New Holding250,0001.3%Business ServicesRXSTRxSight$15,150,000$2,525,000 ▲20.0%600,0001.2%MedicalCRNCCerence$11,850,000$11,850,000 ▲New Holding1,500,0000.9%Computer and TechnologyCARGCarGurus$9,904,200$10,486,800 ▼-51.4%340,0000.8%Auto/Tires/TrucksRKTRocket Companies$6,336,750$6,336,750 ▲New Holding525,0000.5%FinanceNANO NUCLEAR ENERGY INC$5,292,000$2,646,000 ▲100.0%200,0000.4%COMPRPLPURPLE INNOVATION$2,944,914$778,226 ▼-20.9%3,878,9700.2%Consumer StaplesGDOTGreen Dot$2,107,603$2,107,603 ▲New Holding249,7160.2%Business ServicesDESPDespegar.com$0$89,127,500 ▼-100.0%00.0%TransportationIWMiShares Russell 2000 ETF$0$71,812,000 ▼-100.0%00.0%FinanceDOCUDocusign$0$26,082,600 ▼-100.0%00.0%Computer and TechnologySOUNSoundHound AI$0$18,848,000 ▼-100.0%00.0%Computer and TechnologyQUBTQuantum Computing$0$14,067,500 ▼-100.0%00.0%Computer and TechnologyFLAGSTAR FINANCIAL INC$0$11,662,500 ▼-100.0%00.0%COM NEWPWPPerella Weinberg Partners$0$7,152,000 ▼-100.0%00.0%FinanceECPGEncore Capital Group$0$6,482,293 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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