No Street Gp Lp Top Holdings and 13F Report (2025) About No Street Gp LpInvestment ActivityNo Street Gp Lp has $1.66 billion in total holdings as of June 30, 2025.No Street Gp Lp owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 13.47% of the portfolio was purchased this quarter.About 12.83% of the portfolio was sold this quarter.This quarter, No Street Gp Lp has purchased 32 new stocks and bought additional shares in 10 stocks.No Street Gp Lp sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Uber Technologies $137,104,000Generac $124,444,250Twilio $105,228,300Crocs $98,924,800Fair Isaac $97,673,265 Largest New Holdings this Quarter 911363109 - United Rentals $36,252,480 Holding91332U101 - Unity Software $33,282,239 Holding874039100 - Taiwan Semiconductor Manufacturing $25,641,211 Holding34520K105 - FORBRIGHT INC $8,506,331 Holding Largest Purchases this Quarter Carvana 924,343 shares (about $60.84M)United Rentals 32,000 shares (about $36.25M)Unity Software 1,164,529 shares (about $33.28M)Taiwan Semiconductor Manufacturing 53,691 shares (about $25.64M)Trimble 305,000 shares (about $15.61M) Largest Sales this Quarter Twilio 208,993 shares (about $43.12M)Generac 125,000 shares (about $36.60M)SOLSTICE ADVANCED MATLS INC 175,000 shares (about $15.51M)Apollo Commercial Real Estate Finance 909,100 shares (about $9.71M)American Public Education 140,305 shares (about $7.53M) 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 PortfolioSectorUBERUber Technologies$137,104,000$10,824,000 â–²8.6%1,900,0008.2%IndustrialsGNRCGenerac$124,444,250$36,601,250 â–¼-22.7%425,0007.5%IndustrialsTWLOTwilio$105,228,300$43,121,526 â–¼-29.1%510,0006.3%TechnologyCROXCrocs$98,924,800$6,635,200 â–¼-6.3%820,0005.9%Consumer DiscretionaryFICOFair Isaac$97,673,2650.0%81,7505.9%TechnologyAPPLOVIN CORP$87,073,870$6,182,760 â–¼-6.6%169,0005.2%COM CL ACVNACarvana$79,072,396$60,840,256 â–²333.7%1,201,3434.8%Consumer DiscretionaryDARDarling Ingredients$77,833,500$1,365,500 â–²1.8%1,425,0004.7%Consumer StaplesTRMBTrimble$73,187,400$15,609,900 â–²27.1%1,430,0004.4%TechnologyENVAEnova International$66,200,750$3,009,125 â–¼-4.3%275,0004.0%FinanceGDOTGreen Dot$57,417,5000.0%4,250,0003.4%FinanceKAROPENLANE$55,674,0000.0%1,350,0003.3%IndustrialsETSY INC$50,026,578$3,834,372 â–¼-7.1%664,0993.0%COMRKTRocket Companies$48,825,000$14,175,000 â–²40.9%3,100,0002.9%FinanceSOMNIGROUP INTERNATIONAL INC$42,336,000$1,568,000 â–²3.8%540,0002.5%COMYOUCLEAR Secure$39,907,696$6,687,600 â–¼-14.4%716,0902.4%TechnologyLOPEGrand Canyon Education$39,355,250$7,155,500 â–²22.2%275,0002.4%Consumer DiscretionaryESTCElastic$38,488,500$4,276,500 â–²12.5%675,0002.3%TechnologyURIUnited Rentals$36,252,480$36,252,480 â–²New Holding32,0002.2%IndustrialsMOBILE INFRASTRUCTURE CORP$33,529,2090.0%24,296,5282.0%COM SHSUUnity Software$33,282,239$33,282,239 â–²New Holding1,164,5292.0%TechnologySERVICETITAN INC$33,046,460$4,408,910 â–²15.4%467,3522.0%SHS CL ADACDanaos$30,592,5000.0%250,0001.8%IndustrialsSOLSTICE ADVANCED MATLS INC$28,795,000$15,505,000 â–¼-35.0%325,0001.7%COM SHSAPEIAmerican Public Education$27,241,097$7,534,378 â–¼-21.7%507,2831.6%Consumer DiscretionaryARIApollo Commercial Real Estate Finance$26,068,812$9,709,188 â–¼-27.1%2,440,9001.6%FinanceTSMTaiwan Semiconductor Manufacturing$25,641,211$25,641,211 â–²New Holding53,6911.5%TechnologyCECelanese$23,000,000$2,300,000 â–¼-9.1%500,0001.4%MaterialsCRNCCerence$17,263,0000.0%1,525,0001.0%TechnologySOLARIS ENERGY INFRAS INC$12,471,300$5,632,200 â–¼-31.1%155,0000.7%COM CL ARXSTRxSight$9,905,100$265,100 â–²2.8%2,055,0000.6%HealthcareFORBRIGHT INC$8,506,331$8,506,331 â–²New Holding465,0810.5%CL A COMWDAYWorkday$0$25,984,000 â–¼-100.0%00.0%TechnologyMGNIMagnite$0$19,343,586 â–¼-100.0%00.0%Communication ServicesSITMSiTime$0$18,994,250 â–¼-100.0%00.0%TechnologySOFISoFi Technologies$0$2,382,000 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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