No Street GP LP 13F 持仓 · 2026年Q2
No Street GP 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 16.64 亿美元。前几大持仓：UBER（8.24%）、GNRC（7.48%）、TWLO（6.32%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $137.1M | 8.24% | 1.9M | 增持 |
| 2 | GNRC | GENERAC HLDGS INC | $124.4M | 7.48% | 425,000 | 减持 |
| 3 | TWLO | TWILIO INC | $105.2M | 6.32% | 510,000 | 减持 |
| 4 | CROX | CROCS INC | $98.9M | 5.94% | 820,000 | 减持 |
| 5 | FICO | FAIR ISAAC CORP | $97.7M | 5.87% | 81,750 | 持平 |
| 6 | APP | APPLOVIN CORP | $87.1M | 5.23% | 169,000 | 减持 |
| 7 | CVNA | CARVANA CO | $79.1M | 4.75% | 1.2M | 增持 |
| 8 | DAR | DARLING INGREDIENTS INC | $77.8M | 4.68% | 1.4M | 增持 |
| 9 | TRMB | TRIMBLE INC | $73.2M | 4.40% | 1.4M | 增持 |
| 10 | ENVA | ENOVA INTL INC | $66.2M | 3.98% | 275,000 | 减持 |
| 11 | GDOT | GREEN DOT CORP | $57.4M | 3.45% | 4.2M | 持平 |
| 12 | OPLN | OPENLANE INC | $55.7M | 3.35% | 1.4M | 持平 |
| 13 | ETSY | ETSY INC | $50.0M | 3.01% | 664,099 | 减持 |
| 14 | RKT | ROCKET COS INC | $48.8M | 2.93% | 3.1M | 增持 |
| 15 | SGI | SOMNIGROUP INTERNATIONAL INC | $42.3M | 2.54% | 540,000 | 增持 |
| 16 | YOU | CLEAR SECURE INC | $39.9M | 2.40% | 716,090 | 减持 |
| 17 | LOPE | GRAND CANYON ED INC | $39.4M | 2.36% | 275,000 | 增持 |
| 18 | ESTC | ELASTIC N V | $38.5M | 2.31% | 675,000 | 增持 |
| 19 | URI | UNITED RENTALS INC | $36.3M | 2.18% | 32,000 | 新建仓 |
| 20 | BEEP | MOBILE INFRASTRUCTURE CORP | $33.5M | 2.01% | 24.3M | 持平 |
| 21 | U | UNITY SOFTWARE INC | $33.3M | 2.00% | 1.2M | 新建仓 |
| 22 | TTAN | SERVICETITAN INC | $33.0M | 1.99% | 467,352 | 增持 |
| 23 | DAC | DANAOS CORPORATION | $30.6M | 1.84% | 250,000 | 持平 |
| 24 | SOLS | SOLSTICE ADVANCED MATLS INC | $28.8M | 1.73% | 325,000 | 减持 |
| 25 | APEI | AMERICAN PUB ED INC | $27.2M | 1.64% | 507,283 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR