SRS Investment Management, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings32 positions
AVIS BUDGET GROUP INC COM | 18.4M | $1.3B | 21.0% | $32.26 | +113.63% | 9 qtrssince 2019-Q1 | Unchanged 0 |
Netflix, Inc. | 2.1M | $1.1B | 17.0% | $34.19 | +52.59% | 9 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC | 7.3M | $947M | 14.9% | $38.52 | +221.27% | 9 qtrssince 2019-Q1 | Decreased 0 |
PLANET FITNESS INC | 7M | $544.8M | 8.6% | $59.79 | +29.29% | 6 qtrssince 2019-Q4 | Unchanged 0 |
TWITTER INC | 7M | $443.7M | 7.0% | — | — | 4 qtrssince 2020-Q2 | Decreased 0 |
MGM RESORTS INTERNATIONAL | 10.6M | $402.4M | 6.3% | $31.57 | +20.97% | 5 qtrssince 2020-Q1 | Increased 99 |
DYNATRACE INC | 6.1M | $292.6M | 4.6% | $42.12 | +10.92% | 3 qtrssince 2020-Q3 | Decreased 0 |
FIVERR INTL LTD ORD SHS | 854,096 | $185.5M | 2.9% | $149.27 | +34.29% | 3 qtrssince 2020-Q3 | Decreased 0 |
O'Reilly Automotive Inc. | 235,675 | $119.5M | 1.9% | $22.15 | +53.22% | 5 qtrssince 2020-Q1 | Decreased 0 |
UNDER ARMOUR INC | 5.2M | $116.3M | 1.8% | $20.80 | +4.36% | 2 qtrssince 2020-Q4 | Increased 77 |
BAIDU INC | 509,736 | $110.9M | 1.7% | $218.23 | -60.90% | 1 qtr | New 70 |
UPWORK INC COM | 2.4M | $109.4M | 1.7% | $39.84 | +6.46% | 2 qtrssince 2020-Q4 | Increased 77 |
UNDER ARMOUR INC | 5.4M | $99.4M | 1.6% | $17.90 | 0.00% | 1 qtr | New 69 |
MongoDB Inc. | 348,299 | $93.1M | 1.5% | $359.04 | -25.52% | 2 qtrssince 2020-Q4 | Decreased 0 |
COMCAST CORP NEW | 1.7M | $90.2M | 1.4% | $27.19 | +54.65% | 9 qtrssince 2019-Q1 | Decreased 0 |
Datadog Inc | 1.1M | $88.2M | 1.4% | $77.37 | 0.00% | 1 qtr | New 69 |
ANAPLAN INC | 1.4M | $73.9M | 1.2% | — | — | 5 qtrssince 2020-Q1 | Decreased 0 |
ZOOM VIDEO COMMUNICATIONS IN | 139,939 | $45M | 0.7% | $313.19 | 0.00% | 1 qtr | New 58 |
KE HLDGS INC SPONSORED ADS | 500,000 | $28.5M | 0.4% | $62.04 | -13.17% | 3 qtrssince 2020-Q3 | Unchanged 0 |
AIRBNB INC COM CL A | 150,000 | $28.2M | 0.4% | $146.80 | +28.02% | 2 qtrssince 2020-Q4 | Unchanged 0 |
SRS Investment Management, LLC manages $6.4B across 32 positions as of Q1 2021. Top holdings: CAR (21.0%), NFLX (17.0%), Z (14.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 7 new positions, 6 exits, 3 increased. Top move: MGM (INCREASED, conviction 99). Portfolio: $6.4B across 32 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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