No Street Gp LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chart Industries Inc with a value of $205M, App Lovin Corp with a value of $139M, Uber Technologies, Inc with a value of $92M, Despegar.Com, Corp. with a value of $89.1M, and Twilio Inc with a value of $88.2M.

Examining the 13F form we can see an increase of $196M in the current position value, from $1.12B to 1.32B.

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 $1.32 Billion
Technology: $381 Million
Industrials: $255 Million
Financial Services: $235 Million
Consumer Cyclical: $219 Million
Communication Services: $114 Million
ETFs: $71.8 Million
Real Estate: $25.4 Million
Healthcare: $17.2 Million
Other: $0

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $1.32 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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