Investor Details
| Filer Name: | NO STREET GP LP |
|---|---|
| CIK: | 1765774 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 31 |
| Portfolio Value: | $1.48B |
No Street Gp Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GTLS | US | CHART INDUSTRIES INC | 1,075,000 | $205M | 13.58% | -5.3% | - |
| APP | US | APPLOVIN CORP-CLASS A | 430,000 | $139M | 9.22% | -41.5% | - |
| BEEP | US | MOBILE INFRASTRUCTURE CORP | 24,296,528 | $109M | 7.24% | 49.1% | - |
| UBER | US | UBER TECHNOLOGIES INC | 1,525,000 | $92M | 6.09% | 238.9% | - |
| DESP | US | DESPEGAR.COM CORP | 4,630,000 | $89M | 5.90% | -0.6% | - |
| TWLO | US | TWILIO INC - A | 816,386 | $88M | 5.84% | - | - |
| KMPR | US | KEMPER CORP | 1,100,000 | $73M | 4.84% | 5.3% | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 325,000 | $72M | 4.76% | 100.0% | - |
| CVNA | US | CARVANA CO | 350,000 | $71M | 4.71% | 66.7% | - |
| PGR | US | PROGRESSIVE CORP | 290,000 | $69M | 4.60% | - | - |
| TRMB | US | TRIMBLE INC | 800,000 | $57M | 3.74% | 4.9% | - |
| CROX | US | CROCS INC | 499,273 | $55M | 3.62% | -10.9% | - |
| COOP | US | MR COOPER GROUP INC | 550,000 | $53M | 3.50% | 29.4% | - |
| FUN | US | SIX FLAGS ENTERTAINMENT CORP | 805,722 | $39M | 2.57% | 25.8% | - |
| ESTC | US | ELASTIC NV | 340,000 | $34M | 2.23% | 100.0% | - |
| EFX | US | EQUIFAX INC | 118,582 | $30M | 2.00% | 12.9% | - |
| LAZ | US | LAZARD INC | 575,000 | $30M | 1.96% | -10.8% | - |
| ENVA | US | ENOVA INTERNATIONAL INC | 275,000 | $26M | 1.75% | -15.4% | - |
| DOCU | US | DOCUSIGN INC | 290,000 | $26M | 1.73% | 100.0% | - |
| CARG | US | CARGURUS INC | 700,000 | $26M | 1.69% | 100.0% | - |