Hedge Fund - No Street Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GTLS | 700,000 | $95,431,000 | +65% | 9.52% | ||
| 2. | APP | 1,990,000 | $79,301,500 | -1% | 7.91% | ||
| 3. | AYX | 1,525,000 | $71,919,000 | 7.18% | |||
| 4. | TWLO | 695,000 | $52,729,650 | +27% | 5.26% | ||
| 5. | RNG | 1,500,000 | $50,925,000 | -19% | 5.08% |
