NO STREET GP LP 13F Portfolio
NO STREET GP LP runs NO STREET GP LP and currently holds 32 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.66B. Their top holdings are UBER, GNRC, TWLO, CROX, FICO. The top five represent 33.8% of reported portfolio weight. NO STREET GP LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NO STREET GP LP initiated 3 new positions. They added to 9 existing positions. They trimmed 12 positions. Their current best-performing preview position is CRNC with returns of +79.40%.
Portfolio Value
$1.66B
Alpha Score
91.1
#0 of 1000
Holdings
32
NO STREET GP LP Current 13F Holdings
Reported holdings from NO STREET GP LP's latest SEC 13F filing, ranked by portfolio weight.
32 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 UBER UBER TECHNOLOGIES INC | 8.24% | $64.34 | $71.51 | +11.14% | Added +8.57% |
 GNRC GENERAC HLDGS INC | 7.48% | $155.67 | $224.98 | +44.52% | Trimmed -22.73% |
 TWLO TWILIO INC | 6.32% | $71.55 | $289.22 | +304.22% | Trimmed -29.07% |
 CROX CROCS INC | 5.94% | $83.02 | $114.98 | +38.50% | Trimmed -6.29% |
 FICO FAIR ISAAC CORP | 5.87% | $1,512.92 | $668.01 | -55.85% | Held |
 APP APPLOVIN CORP | 5.23% | $108.47 | $277.04 | +155.41% | Trimmed -6.63% |
 CVNA CARVANA CO | 4.75% | $37.93 | $63.73 | +68.02% | Added +333.70% |
 DAR DARLING INGREDIENTS INC | 4.68% | $31.29 | $60.27 | +92.62% | Added +1.79% |
 TRMB TRIMBLE INC | 4.40% | $58.49 | $60.09 | +2.74% | Added +27.11% |
 ENVA ENOVA INTL INC | 3.98% | $76.36 | $178.01 | +133.11% | Trimmed -4.35% |
Showing 1-10 of 32