No Street Gp LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chart Industries Inc with a value of $168M, App Lovin Corp with a value of $116M, Uber Technologies, Inc with a value of $111M, Progressive Corp with a value of $108M, and Carvana Co. with a value of $87.8M.

Examining the 13F form we can see an decrease of $194M in the current position value, from $1.32B to 1.13B.

No Street Gp LP is based out at San Francisco, CA

Below you can find more details about No Street Gp LP portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
Technology: $361 Million
Financial Services: $292 Million
Industrials: $207 Million
Consumer Cyclical: $146 Million
Communication Services: $72.9 Million
Real Estate: $31.3 Million
Healthcare: $15.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $1.13 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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