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No Street GP LP - Portfolio Stock Holdings

No Street GP LP disclosed 39 stock positions in a recent SEC 13F filing. $1,484,908,736 of stock holdings were filed, with the largest holdings including UBER, FICO, and TWLO. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

We estimate the fund has a total AUM of $2,510,248,676 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

Dec. 31, 2025

No. of Stocks:

39

Est. Stock Holding Value:

$1,484,908,736

Top Stock Holdings By Sector

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Portfolio Stock Holdings - No Street GP LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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