1y return+17.5%S&P 500 +20.9%
3y return+120.4%S&P 500 +68.5%
5y return+101.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $434 against $232 in the S&P 500.2
No Street GP LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UBERUber Technologies Inc | $137.1M | 8.2% | +8.6% |
| GNRCGenerac Hldgs Inc | $124.4M | 7.5% | −22.7% |
| TWLOTwilio Inc | $105.2M | 6.3% | −29.1% |
| CROXCrocs Inc | $98.9M | 5.9% | −6.3% |
| FICOFair Isaac Corp | $97.7M | 5.9% | |
| APPApplovin Corp | $87.1M | 5.2% | −6.6% |
| CVNACarvana Co | $79.1M | 4.8% | −13.3% |
| DARDarling Ingredients Inc | $77.8M | 4.7% | +1.8% |
| TRMBTrimble Inc | $73.2M | 4.4% | +27.1% |
| ENVAEnova Intl Inc | $66.2M | 4.0% | −4.3% |
| GDOTGreen Dot Corp | $57.4M | 3.4% | |
| OPLNOpenlane Inc | $55.7M | 3.3% | |
| ETSYEtsy Inc | $50.0M | 3.0% | −7.1% |
| RKTRocket Cos Inc | $48.8M | 2.9% | +40.9% |
| SGISomnigroup International Inc | $42.3M | 2.5% | +3.8% |
| YOUClear Secure Inc | $39.9M | 2.4% | −14.4% |
| LOPEGrand Canyon Ed Inc | $39.4M | 2.4% | +22.2% |
| Elastic N VCUSIP N14506104 | $38.5M | 2.3% | +12.5% |
| URIUnited Rentals Inc | $36.3M | 2.2% | New |
| BEEPMobile Infrastructure Corp | $33.5M | 2.0% | |
| UUnity Software Inc | $33.3M | 2.0% | New |
| TTANServicetitan Inc | $33.0M | 2.0% | +15.4% |
| Danaos CorporationCUSIP Y1968P121 | $30.6M | 1.8% | |
| SOLSSolstice Advanced Matls Inc | $28.8M | 1.7% | −35.0% |
| APEIAmerican Pub Ed Inc | $27.2M | 1.6% | −21.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Danaos CorporationCUSIP Y1968P121 | June 30, 2020 | +3183.5% | $30.6M |
| APPApplovin Corp | September 30, 2021 | +611.9% | $87.1M |
| ENVAEnova Intl Inc | December 31, 2023 | +334.8% | $66.2M |
| TWLOTwilio Inc | September 30, 2023 | +252.5% | $105.2M |
| CVNACarvana Co | June 30, 2024 | +155.7% | $79.1M |
| GNRCGenerac Hldgs Inc | December 31, 2025 | +114.7% | $124.4M |
| UBERUber Technologies Inc | March 31, 2022 | +102.2% | $137.1M |
| SOLSSolstice Advanced Matls Inc | December 31, 2025 | +82.4% | $28.8M |
| DARDarling Ingredients Inc | September 30, 2025 | +76.9% | $77.8M |
| SEISolaris Energy Infras Inc | December 31, 2025 | +75.0% | $12.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.3% | +14.8% |
| March 31, 2026 | −9.3% | −4.6% |
| December 31, 2025 | −1.9% | +2.4% |
| September 30, 2025 | +12.5% | +7.8% |
| June 30, 2025 | +14.1% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | +20.7% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +17.0% | +10.0% |
| December 31, 2023 | +12.0% | +11.2% |
| September 30, 2023 | +1.1% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | +0.2% | −5.3% |
| June 30, 2022 | −24.0% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +0.7% | +10.7% |
| September 30, 2021 | +3.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: No Street GP LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1765774&type=13F-HR&dateb=&owner=include&count=40CIK 1765774
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1765774/000176577426000009/Filed August 14, 2026 · accession 0001765774-26-000009