13FBOX
No Street GP LP · 13F 持仓分析
期权收益计算器 机构排行

No Street GP LP

No.1989 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.64亿
环比变动 Q1 2026
+$1.65亿+11.0%
持仓股票数
32
新买入
4
加仓
10
减仓
12
清仓
4
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
优步UBER
8.24%8.4%$1.37亿190.0万股$1.26亿175.0万股+15.0万股+8.57%加仓
GeneracGNRC
7.48%7.17%$1.24亿42.5万股$1.07亿55.0万股-12.5万股-22.73%减仓
TwilioTWLO
6.32%6.03%$1.05亿51.0万股$9,046.4万71.9万股-20.9万股-29.07%减仓
CROCSCROX
5.94%4.85%$9,892.5万82.0万股$7,264.3万87.5万股-5.5万股-6.29%减仓
FICOFICO
5.87%5.82%$9,767.3万8.2万股$8,727.1万8.2万股00.00%持仓不变
AAPPLOVINAPP
5.23%4.8%$8,707.4万16.9万股$7,203.8万18.1万股-1.2万股-6.63%减仓
CCARVANA CL ACVNA
4.75%5.81%$7,907.2万120.1万股$8,708.3万27.7万股+92.4万股+333.70%加仓
DDARLING INGREDIENTSDAR
4.68%5.78%$7,783.4万142.5万股$8,659.0万140.0万股+2.5万股+1.79%加仓
TRIMBLE COMTRMB
4.4%4.89%$7,318.7万143.0万股$7,338.4万112.5万股+30.5万股+27.11%加仓
ENOVA INTLENVA
3.98%2.6%$6,620.1万27.5万股$3,905.1万28.8万股-1.3万股-4.35%减仓
GREEN DOT CORP CL AGDOT
3.45%3.18%$5,741.8万425.0万股$4,768.5万425.0万股00.00%持仓不变
OOPENLANEOPLN
3.35%2.62%$5,567.4万135.0万股$3,935.3万135.0万股00.00%持仓不变
ETSY COMETSY
3.01%2.38%$5,002.7万66.4万股$3,573.6万71.5万股-5.1万股-7.12%减仓
ROCKET COS COM CL ARKT
2.93%2.09%$4,882.5万310.0万股$3,135.0万220.0万股+90.0万股+40.91%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
2.54%2.56%$4,233.6万54.0万股$3,843.8万52.0万股+2.0万股+3.85%加仓
CCLEAR SECUREYOU
2.4%2.7%$3,990.8万71.6万股$4,047.5万83.6万股-12.0万股-14.35%减仓
GRAND CANYON EDLOPE
2.36%2.55%$3,935.5万27.5万股$3,825.7万22.5万股+5.0万股+22.22%加仓
EELASTICESTC
2.31%2%$3,848.9万67.5万股$2,999.4万60.0万股+7.5万股+12.50%加仓
UNITED RENTALSURI
2.18%$3,625.2万3.2万股$00股+3.2万股新买入
MMOBILE INFRASTRUCTURE CORP COM SHSBEEP
2.01%3.63%$3,352.9万2,429.7万股$5,442.4万2,429.7万股00.00%持仓不变
UUnityU
2%$3,328.2万116.5万股$00股+116.5万股新买入
SSERVICETITAN INC SHS CL ATTAN
1.99%1.71%$3,304.6万46.7万股$2,570.1万40.5万股+6.2万股+15.40%加仓
EntergyETR
1.84%1.88%$3,059.3万25.0万股$2,816.0万25.0万股00.00%持仓不变
SSOLSTICE ADVANCED MATLSSOL
1.73%2.54%$2,879.5万32.5万股$3,808.0万50.0万股-17.5万股-35.00%减仓
AAMERICAN PUB EDAPEI
1.64%2.46%$2,724.1万50.7万股$3,683.5万64.8万股-14.0万股-21.67%减仓
AAPOLLO COML REAL ESTATE FINARI
1.57%2.36%$2,606.9万244.1万股$3,537.6万335.0万股-90.9万股-27.14%减仓
台积电TSM
1.54%$2,564.1万5.4万股$00股+5.4万股新买入
CELANESE DELCE
1.38%2.41%$2,300.0万50.0万股$3,617.4万55.0万股-5.0万股-9.09%减仓
CCERENCE INC COMCRNC
1.04%0.64%$1,726.3万152.5万股$962.3万152.5万股00.00%持仓不变
SSOLARIS ENERGY INFRASSEI
0.75%0.85%$1,247.1万15.5万股$1,271.5万22.5万股-7.0万股-31.11%减仓
RRXSIGHT COMRXST
0.6%0.82%$990.5万205.5万股$1,232.0万200.0万股+5.5万股+2.75%加仓
FFORBRIGHT INCFRBT
0.51%$850.6万46.5万股$00股+46.5万股新买入

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