No Street GP LP
•CIK: 1765774•Filing: Q4 2025
**No Street GP LP** manages $1.5B across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in technology and cyclical names, highlighted by top holdings including UBER at $114.4M and FICO at $110.7M. Notable allocations also include TWLO ($109.9M) and CVNA ($101.1M), suggesting a tactical focus on high-growth and turnaround opportunities. This structure indicates a highly selective, conviction-driven investment approach.
Total AUM
$1.5B
QoQ Performance
-1.3%
Positions
33
Top 10 Concentration
57.4%
Latest Filing
Q4 2025
Top Holdings Allocation
UBER
FICO
TWLO
CVNA
APP
PGR
UBER7.7%
FICO7.5%
TWLO7.4%
CVNA6.8%
APP6.4%
PGR5.5%
DAR4.6%
BEEP4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.3%
Consumer7.7%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW11 new positions
↑9 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023