No Street GP LP

Hedge Fund • Long/Short

No Street GP LP is a Long/Short Hedge Fund based in San Francisco, CA led by Jeffrey Bryan Osher, reporting $2.2B in AUM as of Q3 2025 with 36% Technology concentration and 64% concentrated in top 10 holdings.

FounderJeffrey Bryan Osher

Portfolio Value: $1.5B
Positions: 29
Top Holding: APP at 9.79%
Last Reported: Q3 2025

Address505 Montgomery Street, Suite 1250, San Francisco, CA, 94111, United States

Top Holdings

Largest long holdings in No Street GP LP's portfolio (64.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Applovin Corporation APP	Software - Application Technology	$147.3M	9.79%	-$97.0M Sold	0.06% 205.0K shares	Q3 2021 Held for 4y 2m
2 Carvana CVNA	Specialty Retail Consumer Cyclical	$111.5M	7.41%	-$20.6M Sold	0.21% 295.5K shares	Q2 2024 Held for 1y 5m
3 Uber Technologies UBER	Software - Application Technology	$107.8M	7.16%	+$4.9M Bought	0.05% 1.1M shares	Q1 2022 Held for 3y 8m
4 Wix.com WIX	Software - Infrastructure Technology	$97.7M	6.49%	+$97.7M Bought	0.99% 550.0K shares	Q3 2025 Held for 2 months
5 Mr. Cooper Group Inc. COOP	Financial - Mortgages Financial Services	$94.9M	6.30%	-$10.5M Sold	0.70% 450.0K shares	Q3 2023 Held for 2y 2m
6 Progressive PGR	Insurance - Property & Casualty Financial Services	$88.9M	5.91%	+$12.3M Bought	0.06% 360.0K shares	Q2 2023 Held for 2y 5m
7 Mobile Infrastructure BEEP	Industrial - Infrastructure Operations Industrials	$85.5M	5.68%	—	56.90% 24.3M shares	Q4 2023 Held for 1y 11m
8 Twilio TWLO	Internet Content & Information Communication Services	$83.5M	5.55%	+$16.6M Bought	0.54% 834.0K shares	Q3 2023 Held for 2y 2m
9 Chart Industries GTLS	Industrial - Machinery Industrials	$75.1M	4.99%	-$113.1M Sold	0.83% 375.0K shares	Q2 2023 Held for 2y 5m
10 Fair Isaac FICO	Software - Application Technology	$74.8M	4.97%	+$50.9M Bought	0.21% 50.0K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in No Street GP LP's latest filing

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Market Value

$1.5B

Prior: $1.3B

Q/Q Change

+12.47%

+$166.8M

Net Flows % of MV

-8.06%

Turnover Ratio

26.2%

New Purchases

3 stocks

$120.4M

Added To

11 stocks

+$153.2M

Sold Out Of

3 stocks

$97.7M

Reduced Holdings

9 stocks

-$297.1M

Increased Positions

Position	Shares Δ	Change
1 Darling Ingredients Inc. DAR	New	0 → 2.3M +$69.5M
2 American Public Education APEI	New	0 → 820.0K +$32.4M
3 Flowserve FLS	New	0 → 350.0K +$18.6M
4 Fair Isaac FICO	+212.5%	16.0K → 50.0K +$50.9M
5 Green Dot GDOT	+150.0%	1.6M → 4.0M +$32.2M

Decreased Positions

Position	Shares Δ	Change
1 Crocs CROX	Sold	495.0K → 0 −$50.1M
2 Lazard LAZ	Sold	550.0K → 0 −$26.4M
3 Compass COMP	Sold	3.4M → 0 −$21.2M
4 Purple Innovation, Inc. PRPL	-76.17%	3.6M → 857.8K −$2.6M
5 JCAP Jernigan Capital JCAP	-74.43%	675.0K → 172.6K −$8.7M