SRS INVESTMENT MANAGEMENT, LLC

AUM: $10.93 B
13-F Portfolio Value: $6.93 B
Last 13-F Filed: Q3 2023
Concentration in top 10: 94.31%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CARAVIS BUDGET GROUP45.2%17,430,882$3,132,155,187-1,000,000-5.43%$179.6913F
NFLXNETFLIX INC12.75%2,339,868$883,534,157No Change$377.613F
METAMETA PLATFORMS INC7.41%1,710,352$513,464,774-278,267-13.99%$300.2113F
SNAPSNAP INC6.77%52,662,317$469,221,244No Change$8.9113F
PDDPDD HOLDINGS INC6.07%4,290,513$420,770,6101,844,11175.38%$98.0713F
PLNTPLANET FITNESS INC4.94%6,956,803$342,135,572No Change$49.1813F
SPOTSPOTIFY TECHNOLOGY S A3.78%1,695,216$262,148,202-510,167-23.13%$154.6413F
TEAMATLASSIAN CORPORATION3.13%1,077,437$217,114,33099,03510.12%$201.5113F
STLASTELLANTIS N.V2.34%8,467,789$161,988,804No Change$19.1313F
DDOGDATADOG INC1.92%1,463,587$133,318,140-888,161-37.77%$91.0913F
LADLITHIA MTRS INC1.54%362,367$107,017,846No Change$295.3313F
NVDANVIDIA CORPORATION1.41%225,372$98,034,566No Change$434.9913F
TSMTAIWAN SEMICONDUCTOR MFG LTD0.96%768,027$66,741,546No Change$86.913F
CMCSACOMCAST CORP NEW0.62%969,699$42,995,124No Change$44.3413F
TXG10X GENOMICS INC0.62%1,049,210$43,279,913-1,124,903-51.74%$41.2513F
TRIPTRIPADVISOR INC0.31%1,293,952$21,453,724No Change$16.5813F
MGMMGM RESORTS INTERNATIONAL0.15%279,970$10,291,697No Change$36.7613F
SESEA LTD0.06%88,264$3,879,203No Change$43.9513F
SHOPSHOPIFY INC0.0032%4,066$221,882No Change$54.5713F
MSFTMICROSOFT CORP-188,660Exited13F
RBLXROBLOX CORP-250,318Exited13F
TWLOTWILIO INC-2,715,939Exited13F