No Street GP LP
San Francisco CA · SEC CIK 0001765774
$14.99亿2026Q1 申报市值
32持仓数
57.2%前十大占比 · 第一大 8.4%
8 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CROX 新建仓+$7,264.25万
YOU 新建仓+$4,047.51万
CE 新建仓+$3,617.35万
ETSY 新建仓+$3,573.57万
GNRC 加仓+$3,515.94万
2026Q1 卖出最多 按季末市值估算
PGR 清仓-$8,197.92万
WIX 清仓-$5,194.50万
DAR 减仓-$3,092.50万
CARG 清仓-$2,818.72万
GAP 清仓-$2,688.00万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $1.26亿 | 8.40% | 1,750,000 | 350,000 | 25.0% | $2,517.55万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.07亿 | 7.17% | 550,000 | 180,000 | 48.6% | $3,515.94万 | 加仓 |
| TWLO | TWILIO INC | $9,046.37万 | 6.03% | 718,993 | -53,693 | -6.9% | -$675.57万 | 减仓 |
| FICO | FAIR ISAAC CORP | $8,727.14万 | 5.82% | 81,750 | 16,250 | 24.8% | $1,734.75万 | 加仓 |
| CVNA | CARVANA CO | $8,708.33万 | 5.81% | 277,000 | 37,500 | 15.7% | $1,178.92万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $8,659.00万 | 5.78% | 1,400,000 | -500,000 | -26.3% | -$3,092.50万 | 减仓 |
| TRMB | TRIMBLE INC | $7,338.38万 | 4.89% | 1,125,000 | 450,000 | 66.7% | $2,935.35万 | 加仓 |
| CROX | CROCS INC | $7,264.25万 | 4.85% | 875,000 | 875,000 | — | $7,264.25万 | 新建仓 |
| APP | APPLOVIN CORP | $7,203.80万 | 4.80% | 181,000 | 39,500 | 27.9% | $1,572.10万 | 加仓 |
| — | MOBILE INFRASTRUCTURE CORP | $5,442.42万 | 3.63% | 24,296,528 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $4,768.50万 | 3.18% | 4,250,000 | 850,000 | 25.0% | $953.70万 | 加仓 |
| YOU | CLEAR SECURE INC | $4,047.51万 | 2.70% | 836,090 | 836,090 | — | $4,047.51万 | 新建仓 |
| OPLN | OPENLANE INC | $3,935.25万 | 2.62% | 1,350,000 | 498,907 | 58.6% | $1,454.31万 | 加仓 |
| ENVA | ENOVA INTL INC | $3,905.11万 | 2.60% | 287,500 | 37,500 | 15.0% | $509.36万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,843.84万 | 2.56% | 520,000 | 190,000 | 57.6% | $1,404.48万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $3,825.68万 | 2.55% | 225,000 | -25,000 | -10.0% | -$425.07万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,808.00万 | 2.54% | 500,000 | 125,000 | 33.3% | $952.00万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $3,683.48万 | 2.46% | 647,588 | -277,412 | -30.0% | -$1,577.92万 | 减仓 |
| CE | CELANESE CORP DEL | $3,617.35万 | 2.41% | 550,000 | 550,000 | — | $3,617.35万 | 新建仓 |
| ETSY | ETSY INC | $3,573.57万 | 2.38% | 715,000 | 715,000 | — | $3,573.57万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $3,537.60万 | 2.36% | 3,350,000 | 118,905 | 3.7% | $125.56万 | 加仓 |
| RKT | ROCKET COS INC | $3,135.00万 | 2.09% | 2,200,000 | -650,000 | -22.8% | -$926.25万 | 减仓 |
| ESTC | ELASTIC N V | $2,999.40万 | 2.00% | 600,000 | 8,077 | 1.4% | $40.38万 | 加仓 |
| DAC | DANAOS CORPORATION | $2,816.00万 | 1.88% | 250,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $2,598.40万 | 1.73% | 200,000 | 200,000 | — | $2,598.40万 | 新建仓 |
| TTAN | SERVICETITAN INC | $2,570.13万 | 1.71% | 405,000 | 405,000 | — | $2,570.13万 | 新建仓 |
| MGNI | MAGNITE INC | $1,934.36万 | 1.29% | 1,628,248 | 153,248 | 10.4% | $182.06万 | 加仓 |
| SITM | SITIME CORP | $1,899.42万 | 1.27% | 55,000 | 55,000 | — | $1,899.42万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,271.47万 | 0.85% | 225,000 | -150,000 | -40.0% | -$847.65万 | 减仓 |
| RXST | RXSIGHT INC | $1,232.00万 | 0.82% | 2,000,000 | 25,000 | 1.3% | $15.40万 | 加仓 |
| CRNC | CERENCE INC | $962.27万 | 0.64% | 1,525,000 | 125,000 | 8.9% | $78.88万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $238.20万 | 0.16% | 150,000 | 150,000 | — | $238.20万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -360,000 | -100.0% | -$8,197.92万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -500,000 | -100.0% | -$5,194.50万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -735,000 | -100.0% | -$2,818.72万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -1,050,000 | -100.0% | -$2,688.00万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -110,000 | -100.0% | -$2,268.53万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$1,959.22万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -239,999 | -100.0% | -$1,613.75万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -125,000 | -100.0% | -$655.50万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$199.40万 | 清仓 |