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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GTLSChart Inds Inc
| 10.87% | $140.899M 1.135M shares@ $124.14 avg price | Increased 30.46% |
APPApplovin Corp
| 7.4% | $95.954M 735,000 shares@ $130.55 avg price | Decreased -13.52% |
CROXCrocs Inc
| 6.26% | $81.141M 560,326 shares@ $144.81 avg price | |
PGRProgressive Corp
| 5.68% | $73.59M 290,000 shares@ $253.76 avg price | Increased 7.41% |
KMPRKemper Corp
| 4.94% | $64.006M 1.045M shares@ $61.25 avg price | Increased 8.86% |
DESPDespegar Com Corp
| 4.46% | $57.784M 4.66M shares@ $12.4 avg price | Increased 60.69% |
BEEPMobile Infrastructure Corp
| 4.13% | $53.46M 16.299M shares@ $3.28 avg price | Increased 35.95% |
TWLOTwilio Inc
| 4.11% | $53.245M 816,386 shares@ $65.23 avg price | Increased 11.84% |
WDCWestern Digital Corp.
| 4.09% | $52.925M 775,000 shares@ $68.29 avg price | Decreased -16.21% |
NEMNewmont Corp
| 3.92% | $50.778M 950,000 shares@ $53.45 avg price | Decreased -5% |