No Street GP LP

CIK 0001765774 · Q2 2026

13F Equity AUM

$1.7B

+11.0% QoQ

Positions

0 QoQ

AUM Rank

#1,744

Top 20%

Skill Alpha (FF)

+9.1%/yr^ns

No Clear Edge

Rank #406 · Top 5%

vs S&P +5.9%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 33.9%Top 10: 56.9%Top 20: 83.4%

UBER8.2%

GNRC7.5%

TWLO6.3%

CROX5.9%

FICO5.9%

APP5.2%

CVNA4.8%

DAR4.7%

TRMB4.4%

ENVA4.0%

Others (22)43.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology35.0%

Consumer Cyclical19.6%

Industrials15.5%

Financial Services10.4%

Communication Services6.3%

Consumer Defensive4.7%

Real Estate3.6%

Basic Materials3.1%

Other1.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 32Median: 2.38%Avg: 3.13%

0–0.5%

0(0.0%)

0.5–1%

3(1.9%)

1–3%

16(31.5%)

3–5%

7(27.6%)

5%+

6(39.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 32vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased10Decreased12Exited4

New Positions

URI2.2%

+32K

U2.0%

+1.2M

TSM1.5%

+54K

FORBRIGHT INC0.5%

+465K

Increased

CVNA4.8%

+924K(+334%)

RKT2.9%

+900K(+41%)

TRMB4.4%

+305K(+27%)

UBER8.2%

+150K(+9%)

ESTC2.3%

+75K(+13%)

TTAN2.0%

+62K(+15%)

RXST0.6%

+55K(+3%)

GKD2.4%

+50K(+22%)

DAR4.7%

+25K(+2%)

TPD2.5%

+20K(+4%)

Decreased

ARI1.6%

-909,100(-27%)

TWLO6.3%

-208,993(-29%)

SOLS1.7%

-175,000(-35%)

51A1.6%

-140,305(-22%)

GNRC7.5%

-125,000(-23%)

YOU2.4%

-120,000(-14%)

SEI0.8%

-70,000(-31%)

CROX5.9%

-55,000(-6%)

ETSY3.0%

-50,901(-7%)

CE1.4%

-50,000(-9%)

Exited

-200,000

-1,628,248

-55,000

-150,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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