No Street GP LP
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.1ptsvs SPY
Invested
$1.5B
Holdings
32
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$UBER
UBER TECHNOLOGIES INC
Q4 2025: Exited (was 1.10M shares)
8.4%
02
$GNRC
GENERAC HLDGS INC
Held since at least Q1 2024
7.2%
03
$TWLO
TWILIO INC
Q4 2025: Exited (was 834.0k shares)
6.0%
04
$FICO
FAIR ISAAC CORP
Q4 2025: Exited (was 50.0k shares)
5.8%
05
$CVNA
CARVANA CO
Q4 2025: Exited (was 295.5k shares)
5.8%
06
$DAR
DARLING INGREDIENTS INC
Q4 2025: Exited (was 2.25M shares)
5.8%
07
$TRMB
TRIMBLE INC
Q4 2025: Exited (was 725.0k shares)
4.9%
08
$CROX
CROCS INC
Q3 2025: Exited (was 495.0k shares)
4.8%
09
$APP
APPLOVIN CORP
Q4 2025: Exited (was 205.0k shares)
4.8%
10
$BEEP
MOBILE INFRASTRUCTURE CORP
Q4 2025: Exited (was 24.30M shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:16 UTC.