Long-term investor

No Street Gp LP @nostreetgplp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765774).

Record

  • Tracked since 2025-06-30 (449 days), 116 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.0% · 1 year n/a · all -0.9%
  • Max drawdown n/a · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 90353T100 · 8.2% · long · since 2025-06-30
  • GNRC · 7.5% · long · since 2025-12-31
  • TWLO · 6.3% · long · since 2025-06-30
  • CROX · 5.9% · long · since 2025-06-30
  • FICO · 5.9% · long · since 2025-06-30
  • APP · 5.2% · long · since 2025-06-30
  • CVNA · 4.8% · long · since 2025-06-30
  • DAR · 4.7% · long · since 2025-09-30
  • TRMB · 4.4% · long · since 2025-06-30
  • ENVA · 4.0% · long · since 2025-06-30
  • GDOT · 3.4% · long · since 2025-06-30
  • OPLN · 3.3% · long · since 2025-12-31

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