No Street Gp LP Portfolio Holdings by Sector
No Street Gp LP
- $1.4 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP UBER FICO ESTC CRNC 5 stocks |
$386,710
27.67% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP RKT 2 stocks |
$116,173
8.31% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO CARG 2 stocks |
$114,561
8.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR KMPR 2 stocks |
$113,426
8.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$111,474
7.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
WIX 1 stocks |
$97,696
6.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS FLS 2 stocks |
$93,655
6.7% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
GDOT ENVA 2 stocks |
$80,628
5.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
DAR 1 stocks |
$69,457
4.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$59,196
4.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$37,966
2.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
APEI 1 stocks |
$32,365
2.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI 1 stocks |
$30,390
2.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
DAC 1 stocks |
$22,452
1.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
RXST 1 stocks |
$14,608
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI 1 stocks |
$8,937
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Capital Markets | Financial Services
IREN 1 stocks |
$6,871
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$814
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|