No Street GP LP
San Francisco CA · SEC CIK 0001765774
$16.64亿2026Q2 申报市值
32持仓数
56.9%前十大占比 · 第一大 8.2%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
URI 新建仓+$3,625.25万
U 新建仓+$3,328.22万
TSM 新建仓+$2,564.12万
TRMB 加仓+$1,560.99万
RKT 加仓+$1,417.50万
2026Q2 卖出最多 按季末市值估算
TWLO 减仓-$4,312.15万
GNRC 减仓-$3,660.12万
WDAY 清仓-$2,598.40万
MGNI 清仓-$1,934.36万
SITM 清仓-$1,899.42万
2026Q2 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 | $1.37亿 | 8.24% | 1,900,000 | 150,000 | 8.6% | $1,082.40万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.24亿 | 7.48% | 425,000 | -125,000 | -22.7% | -$3,660.12万 | 减仓 |
| TWLO | TWILIO INC | $1.05亿 | 6.32% | 510,000 | -208,993 | -29.1% | -$4,312.15万 | 减仓 |
| CROX | CROCS INC | $9,892.48万 | 5.94% | 820,000 | -55,000 | -6.3% | -$663.52万 | 减仓 |
| FICO | FAIR ISAAC CORP | $9,767.33万 | 5.87% | 81,750 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $8,707.39万 | 5.23% | 169,000 | -12,000 | -6.6% | -$618.28万 | 减仓 |
| CVNA | CARVANA CO | $7,907.24万 | 4.75% | 1,201,343 | -183,657 | -13.3% | -$1,208.83万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $7,783.35万 | 4.68% | 1,425,000 | 25,000 | 1.8% | $136.55万 | 加仓 |
| TRMB | TRIMBLE INC | $7,318.74万 | 4.40% | 1,430,000 | 305,000 | 27.1% | $1,560.99万 | 加仓 |
| ENVA | ENOVA INTL INC | $6,620.07万 | 3.98% | 275,000 | -12,500 | -4.3% | -$300.91万 | 减仓 |
| GDOT | GREEN DOT CORP | $5,741.75万 | 3.45% | 4,250,000 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC | $5,567.40万 | 3.35% | 1,350,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $5,002.66万 | 3.01% | 664,099 | -50,901 | -7.1% | -$383.44万 | 减仓 |
| RKT | ROCKET COS INC | $4,882.50万 | 2.93% | 3,100,000 | 900,000 | 40.9% | $1,417.50万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4,233.60万 | 2.54% | 540,000 | 20,000 | 3.8% | $156.80万 | 加仓 |
| YOU | CLEAR SECURE INC | $3,990.77万 | 2.40% | 716,090 | -120,000 | -14.4% | -$668.76万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $3,935.53万 | 2.36% | 275,000 | 50,000 | 22.2% | $715.55万 | 加仓 |
| ESTC | ELASTIC N V | $3,848.85万 | 2.31% | 675,000 | 75,000 | 12.5% | $427.65万 | 加仓 |
| URI | UNITED RENTALS INC | $3,625.25万 | 2.18% | 32,000 | 32,000 | — | $3,625.25万 | 新建仓 |
| — | MOBILE INFRASTRUCTURE CORP | $3,352.92万 | 2.01% | 24,296,528 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $3,328.22万 | 2.00% | 1,164,529 | 1,164,529 | — | $3,328.22万 | 新建仓 |
| TTAN | SERVICETITAN INC | $3,304.65万 | 1.99% | 467,352 | 62,352 | 15.4% | $440.89万 | 加仓 |
| DAC | DANAOS CORPORATION | $3,059.25万 | 1.84% | 250,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,879.50万 | 1.73% | 325,000 | -175,000 | -35.0% | -$1,550.50万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $2,724.11万 | 1.64% | 507,283 | -140,305 | -21.7% | -$753.44万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $2,606.88万 | 1.57% | 2,440,900 | -909,100 | -27.1% | -$970.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,564.12万 | 1.54% | 53,691 | 53,691 | — | $2,564.12万 | 新建仓 |
| CE | CELANESE CORP DEL | $2,300.00万 | 1.38% | 500,000 | -50,000 | -9.1% | -$230.00万 | 减仓 |
| CRNC | CERENCE INC | $1,726.30万 | 1.04% | 1,525,000 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,247.13万 | 0.75% | 155,000 | -70,000 | -31.1% | -$563.22万 | 减仓 |
| RXST | RXSIGHT INC | $990.51万 | 0.60% | 2,055,000 | 55,000 | 2.8% | $26.51万 | 加仓 |
| FRBT | FORBRIGHT INC | $850.63万 | 0.51% | 465,081 | 465,081 | — | $850.63万 | 新建仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$2,598.40万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -1,628,248 | -100.0% | -$1,934.36万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -55,000 | -100.0% | -$1,899.42万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$238.20万 | 清仓 |