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Michael Moscuzza

@No Street Gp Lp

Latest period2024 - Q3ReportedManaged Assets$1.297BTotal holdings36
Assets growth rate-20.28%Assets growth rate (2-Q avg)-0.12%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in No Street Gp Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of No Street Gp Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.297B in assets, with a quarterly growth rate of -20.28% and a 2-quarter average growth rate of -0.12%. The portfolio is managed by Michael Moscuzza, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APPApplovin Corp
Recent Activity
Decreased -13.52%
7.4%
$95.954M
735,000 shares@ $130.55 avg price
WDCWestern Digital Corp.
Recent Activity
Decreased -16.21%
4.09%
$52.925M
775,000 shares@ $68.29 avg price
NEMNewmont Corp
Recent Activity
Decreased -5%
3.92%
$50.778M
950,000 shares@ $53.45 avg price
COOPMr Cooper Group Inc
Recent Activity
Decreased -22.72%
3.03%
$39.177M
425,000 shares@ $92.18 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -28%
2.61%
$33.822M
450,000 shares@ $75.16 avg price
LAZLazard Inc
Recent Activity
Decreased -14.08%
2.51%
$32.464M
644,392 shares@ $50.39 avg price
WIXWix Com Ltd
Recent Activity
Decreased -14.7%
1.87%
$24.24M
145,000 shares@ $167.17 avg price
CRTOCriteo S A
Recent Activity
Decreased -21.59%
1.83%
$23.662M
588,018 shares@ $40.24 avg price
RNGRingcentral Inc
Recent Activity
Decreased -36.84%
1.47%
$18.978M
600,000 shares@ $31.63 avg price
FNFabrinet
Recent Activity
Decreased -40.74%
1.46%
$18.915M
80,000 shares@ $236.44 avg price