No Street GP LP
13F filer · CIK 1765774 · San Francisco, CA
Summary
No Street GP LP reported $1.66B across 32 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are UBER (8.2%), GNRC (7.5%), TWLO (6.3%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 10, trimmed 12 and sold out of 3.
Reported value$1.66B
Positions32
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added10
Trimmed12
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.2%Value $137.10MPrice $69.36Shares 1.90M +8.57%Since Jun 30 -3.88%
Weight 7.5%Value $124.44MPrice $212.22Shares 425K -22.73%Since Jun 30 -27.52%
Weight 6.3%Value $105.23MPrice $290.78Shares 510K -29.07%Since Jun 30 +40.93%
Weight 5.9%Value $98.92MPrice $122.63Shares 820K -6.29%Since Jun 30 +1.65%
Weight 5.9%Value $97.67MPrice $617.87Shares 82KSince Jun 30 -48.29%
Weight 5.2%Value $87.07MPrice $305.66Shares 169K -6.63%Since Jun 30 -40.68%
Weight 4.8%Value $79.07MPrice $63.62Shares 1.20M +333.70%Since Jun 30 -3.34%
Weight 4.7%Value $77.83MPrice $60.32Shares 1.43M +1.79%Since Jun 30 +10.44%
Weight 4.4%Value $73.19MPrice $57.34Shares 1.43M +27.11%Since Jun 30 +12.04%
Weight 4.0%Value $66.20MPrice $167.92Shares 275K -4.35%Since Jun 30 -30.25%
Weight 3.4%Value $57.42MPrice $12.28Shares 4.25MSince Jun 30 -9.10%
Weight 3.3%Value $55.67MPrice $34.61Shares 1.35MSince Jun 30 -16.08%
Weight 3.0%Value $50.03MPrice $69.28Shares 664K -7.12%Since Jun 30 -8.03%
Weight 2.9%Value $48.83MPrice $11.69Shares 3.10M +40.91%Since Jun 30 -25.78%
Weight 2.5%Value $42.34MPrice $62.26Shares 540K +3.85%Since Jun 30 -20.59%
Weight 2.4%Value $39.91MPrice $41.22Shares 716K -14.35%Since Jun 30 -26.04%
Weight 2.4%Value $39.36MPrice $147.59Shares 275K +22.22%Since Jun 30 +3.13%
Weight 2.3%Value $38.49MPrice $88.80Shares 675K +12.50%Since Jun 30 +55.73%
Weight 2.2%Value $36.25MPrice $1015Shares 32KSince Jun 30 -10.45%
Weight 2.0%Value $33.53MPrice $2.79Shares 24.30MSince Jun 30 +102.17%
Weight 2.0%Value $33.28MPrice $39.72Shares 1.16MSince Jun 30 +38.98%
Weight 2.0%Value $33.05MPrice $63.52Shares 467K +15.40%Since Jun 30 -10.17%
Weight 1.8%Value $30.59MPrice $161.19Shares 250KSince Jun 30 +31.72%
Weight 1.7%Value $28.80MPrice $56.01Shares 325K -35.00%Since Jun 30 -36.78%
Weight 1.6%Value $27.24MPrice $41.09Shares 507K -21.67%Since Jun 30 -23.48%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.2% | $137.10M | -3.88% | +8.57% | Add | |
| 7.5% | $124.44M | -27.52% | -22.73% | Trim | |
| 6.3% | $105.23M | +40.93% | -29.07% | Trim | |
| 5.9% | $98.92M | +1.65% | -6.29% | Trim | |
| 5.9% | $97.67M | -48.29% | — | Hold | |
| 5.2% | $87.07M | -40.68% | -6.63% | Trim | |
| 4.8% | $79.07M | -3.34% | +333.70% | Add | |
| 4.7% | $77.83M | +10.44% | +1.79% | Add | |
| 4.4% | $73.19M | +12.04% | +27.11% | Add | |
| 4.0% | $66.20M | -30.25% | -4.35% | Trim | |
| 3.4% | $57.42M | -9.10% | — | Hold | |
| 3.3% | $55.67M | -16.08% | — | Hold | |
| 3.0% | $50.03M | -8.03% | -7.12% | Trim | |
| 2.9% | $48.83M | -25.78% | +40.91% | Add | |
| 2.5% | $42.34M | -20.59% | +3.85% | Add | |
| 2.4% | $39.91M | -26.04% | -14.35% | Trim | |
| 2.4% | $39.36M | +3.13% | +22.22% | Add | |
| 2.3% | $38.49M | +55.73% | +12.50% | Add | |
| 2.2% | $36.25M | -10.45% | — | New | |
| 2.0% | $33.53M | +102.17% | — | Hold | |
| 2.0% | $33.28M | +38.98% | — | New | |
| 2.0% | $33.05M | -10.17% | +15.40% | Add | |
| 1.8% | $30.59M | +31.72% | — | Hold | |
| 1.7% | $28.80M | -36.78% | -35.00% | Trim | |
| 1.6% | $27.24M | -23.48% | -21.67% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.