Michael Moscuzza

No Street Gp Lp

Assets Managed

$1.499B

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

0.97%(2Q avg: -0.69%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in No Street Gp Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.499B in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of -0.69%. The portfolio is managed by Michael Moscuzza, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
UBER Uber Technologies Inc Recent Activity Increased 25%	8.4%	$125.877M 1.75M shares@ $71.93 avg price	Increased 25%
GNRC Generac Holdings Inc Recent Activity Increased 48.65%	7.17%	$107.431M 550,000 shares@ $195.33 avg price	Increased 48.65%
TWLO Twilio Inc - A Recent Activity Decreased -6.94%	6.04%	$90.464M 718,993 shares@ $125.82 avg price	Decreased -6.94%
FICO Fair Isaac Corp Recent Activity Increased 24.81%	5.83%	$87.271M 81,750 shares@ $1067.54 avg price	Increased 24.81%
CVNA Carvana Co Recent Activity Increased 15.66%	5.81%	$87.083M 277,000 shares@ $314.38 avg price	Increased 15.66%
DAR Darling Ingredients Inc Recent Activity Decreased -26.31%	5.78%	$86.59M 1.4M shares@ $61.85 avg price	Decreased -26.31%
TRMB Trimble Inc Recent Activity Increased 66.67%	4.9%	$73.384M 1.125M shares@ $65.23 avg price	Increased 66.67%
CROX Crocs Inc Recent Activity New Position	4.85%	$72.642M 875,000 shares@ $83.02 avg price	New Position
APP Applovin Corp-class A Recent Activity Increased 27.92%	4.81%	$72.038M 181,000 shares@ $398.0 avg price	Increased 27.92%
BEEP Mobile Infrastructure Corp Recent Activity	3.64%	$54.424M 24.297M shares@ $2.25 avg price

1-10 of 32