SRS Investment Management, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings30 positions
AVIS BUDGET GROUP INC COM | 18.4M | $4.9B | 53.6% | $32.26 | +675.41% | 13 qtrssince 2019-Q1 | Unchanged 0 |
PLANET FITNESS INC | 7M | $587.7M | 6.5% | $59.79 | +41.29% | 10 qtrssince 2019-Q4 | Unchanged 0 |
Netflix, Inc. | 1.5M | $550.6M | 6.1% | $34.19 | +9.57% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Meta Platforms Inc | 1.6M | $347.7M | 3.8% | $217.96 | +1.05% | 13 qtrssince 2019-Q1 | Increased 93 |
COMCAST CORP NEW | 6.6M | $307.5M | 3.4% | $37.38 | -0.86% | 13 qtrssince 2019-Q1 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 5.1M | $305.9M | 3.4% | $60.66 | -4.24% | 3 qtrssince 2021-Q3 | Increased 70 |
TWITTER INC | 7.2M | $276.9M | 3.1% | — | — | 8 qtrssince 2020-Q2 | Increased 76 |
MGM RESORTS INTERNATIONAL | 5.7M | $239M | 2.6% | $32.30 | +33.59% | 9 qtrssince 2020-Q1 | Decreased 0 |
DYNATRACE INC | 4.2M | $200.1M | 2.2% | $42.79 | +48.39% | 7 qtrssince 2020-Q3 | Increased 60 |
FIVERR INTL LTD ORD SHS | 2.4M | $180.6M | 2.0% | $128.96 | -93.24% | 7 qtrssince 2020-Q3 | Increased 64 |
ZILLOW GROUP INC | 3.6M | $177.3M | 2.0% | $38.52 | -24.69% | 13 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL E ONLINE LTD SHS | 4M | $134.8M | 1.5% | $59.51 | -43.23% | 3 qtrssince 2021-Q3 | Increased 57 |
Datadog Inc | 831,854 | $126M | 1.4% | $77.37 | +93.43% | 5 qtrssince 2021-Q1 | Unchanged 0 |
Shopify Inc | 155,438 | $105.1M | 1.2% | $67.60 | 0.00% | 1 qtr | New 69 |
PINTEREST INC | 4M | $99.6M | 1.1% | $27.45 | -6.42% | 2 qtrssince 2021-Q4 | Increased 77 |
UNDER ARMOUR INC | 5.6M | $95.8M | 1.1% | $20.80 | -76.29% | 6 qtrssince 2020-Q4 | Unchanged 0 |
UNDER ARMOUR INC | 5.8M | $90.9M | 1.0% | $17.92 | -73.32% | 5 qtrssince 2021-Q1 | Unchanged 0 |
MongoDB Inc. | 202,254 | $89.7M | 1.0% | $359.04 | +23.55% | 6 qtrssince 2020-Q4 | Unchanged 0 |
ETSY INC | 536,197 | $66.6M | 0.7% | $134.56 | 0.00% | 1 qtr | New 59 |
RIVIAN AUTOMOTIVE INC COM CL A | 1.3M | $62.8M | 0.7% | $103.42 | -86.50% | 2 qtrssince 2021-Q4 | Unchanged 0 |
SRS Investment Management, LLC manages $9.1B across 30 positions as of Q1 2022. Top holdings: CAR (53.6%), PLNT (6.5%), NFLX (6.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Active quarter - 8 new positions, 2 exits, 7 increased. Top move: META (INCREASED, conviction 93). Portfolio: $9.1B across 30 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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