No Street Gp Lp Top Holdings and 13F Report (2025) About No Street Gp LpInvestment ActivityNo Street Gp Lp has $1.51 billion in total holdings as of December 31, 2024.No Street Gp Lp owns shares of 30 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.15% of the portfolio was purchased this quarter.About 30.12% of the portfolio was sold this quarter.This quarter, No Street Gp Lp has purchased 36 new stocks and bought additional shares in 10 stocks.No Street Gp Lp sold shares of 10 stocks and completely divested from 14 stocks this quarter.Largest Holdings Chart Industries $205,153,000APPLOVIN CORP $139,246,900MOBILE INFRASTRUCTURE CORP $109,334,376Uber Technologies $91,988,000Despegar.com $89,127,500 Largest New Holdings this Quarter iShares Russell 2000 ETF $71,812,000 HoldingElastic $33,687,200 HoldingDocuSign $26,082,600 HoldingCarGurus $25,578,000 HoldingCoStar Group $25,414,450 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 325,000 shares (about $71.81M)Uber Technologies 1,075,000 shares (about $64.84M)MOBILE INFRASTRUCTURE CORP 7,997,842 shares (about $35.99M)Elastic 340,000 shares (about $33.69M)Carvana 140,000 shares (about $28.47M) Largest Sales this Quarter APPLOVIN CORP 305,000 shares (about $98.77M)Encore Capital Group 364,302 shares (about $17.40M)Chart Industries 60,000 shares (about $11.45M)Perella Weinberg Partners 297,615 shares (about $7.10M)FLAGSTAR FINANCIAL INC 750,000 shares (about $7.00M) 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$205,153,000$11,450,400 ▼-5.3%1,075,00013.6%Industrial ProductsAPPLOVIN CORP$139,246,900$98,768,150 ▼-41.5%430,0009.2%COM CL AMOBILE INFRASTRUCTURE CORP$109,334,376$35,990,289 ▲49.1%24,296,5287.2%COM SHSUBERUber Technologies$91,988,000$64,844,000 ▲238.9%1,525,0006.1%Computer and TechnologyDESPDespegar.com$89,127,500$577,500 ▼-0.6%4,630,0005.9%TransportationTWLOTwilio$88,234,9990.0%816,3865.8%Computer and TechnologyKMPRKemper$73,084,000$3,654,200 ▲5.3%1,100,0004.8%FinanceIWMiShares Russell 2000 ETF$71,812,000$71,812,000 ▲New Holding325,0004.8%FinanceCVNACarvana$71,176,000$28,470,400 ▲66.7%350,0004.7%Retail/WholesalePGRProgressive$69,486,9000.0%290,0004.6%FinanceTRMBTrimble$56,528,000$2,649,750 ▲4.9%800,0003.7%Industrial ProductsCROXCrocs$54,685,372$6,687,135 ▼-10.9%499,2733.6%Consumer DiscretionaryCOOPMr. Cooper Group$52,805,500$12,001,250 ▲29.4%550,0003.5%FinanceSIX FLAGS ENTERTAINMENT CORP$38,827,743$7,951,350 ▲25.8%805,7222.6%COMESTCElastic$33,687,200$33,687,200 ▲New Holding340,0002.2%Computer and TechnologyEFXEquifax$30,220,623$3,461,373 ▲12.9%118,5822.0%Business ServicesLAZARD INC$29,601,000$3,572,300 ▼-10.8%575,0002.0%COMENVAEnova International$26,367,000$4,794,000 ▼-15.4%275,0001.7%FinanceDOCUDocuSign$26,082,600$26,082,600 ▲New Holding290,0001.7%Computer and TechnologyCARGCarGurus$25,578,000$25,578,000 ▲New Holding700,0001.7%Auto/Tires/TrucksCSGPCoStar Group$25,414,450$25,414,450 ▲New Holding355,0001.7%Computer and TechnologyDACDanaos$20,017,500$2,001,750 ▲11.1%250,0001.3%TransportationSOUNSoundHound AI$18,848,000$18,848,000 ▲New Holding950,0001.2%Computer and TechnologyRXSTRxSight$17,190,000$859,500 ▲5.3%500,0001.1%MedicalQUBTQuantum Computing$14,067,500$14,067,500 ▲New Holding850,0000.9%Computer and TechnologyFLAGSTAR FINANCIAL INC$11,662,500$6,997,500 ▼-37.5%1,250,0000.8%COM NEWPWPPerella Weinberg Partners$7,152,000$7,095,142 ▼-49.8%300,0000.5%FinanceECPGEncore Capital Group$6,482,293$17,402,705 ▼-72.9%135,6980.4%FinancePRPLPurple Innovation$3,825,143$1,283,856 ▼-25.1%4,904,0300.3%Consumer StaplesNANO NUCLEAR ENERGY INC$2,489,500$2,489,500 ▲New Holding100,0000.2%COMWDCWestern Digital$0$52,924,750 ▼-100.0%00.0%Computer and TechnologyNEMNewmont$0$50,777,500 ▼-100.0%00.0%Basic MaterialsMAPLEBEAR INC$0$26,355,562 ▼-100.0%00.0%COMWIXWix.com$0$24,239,650 ▼-100.0%00.0%Computer and TechnologyCRTOCriteo$0$23,661,844 ▼-100.0%00.0%Computer and TechnologyUWMCUWM$0$20,165,681 ▼-100.0%00.0%FinanceRNGRingCentral$0$18,978,000 ▼-100.0%00.0%Computer and TechnologyFNFabrinet$0$18,915,200 ▼-100.0%00.0%Computer and TechnologyGOGOGogo$0$14,980,151 ▼-100.0%00.0%Computer and TechnologyBGCGeneral Cable$0$13,081,500 ▼-100.0%00.0%FinanceNCNOnCino$0$12,636,000 ▼-100.0%00.0%Computer and TechnologyFLRFluor$0$9,542,000 ▼-100.0%00.0%ConstructionGPREGreen Plains$0$9,476,159 ▼-100.0%00.0%Basic MaterialsLVOLiveOne$0$569,280 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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