SRS Investment Management, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings27 positions
AVIS BUDGET GROUP INC | 18.4M | $2.1B | 30.2% | $32.26 | +243.12% | 11 qtrssince 2019-Q1 | Unchanged 0 |
NETFLIX INC. | 1.5M | $897.1M | 12.6% | $34.19 | +78.52% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ZILLOW GROUP INC | 7.3M | $643.8M | 9.1% | $38.52 | +122.37% | 11 qtrssince 2019-Q1 | Unchanged 0 |
PLANET FITNESS INC | 7M | $553.6M | 7.8% | $59.79 | +31.38% | 8 qtrssince 2019-Q4 | Unchanged 0 |
MGM RESORTS INTERNATIONAL | 11.4M | $490.9M | 6.9% | $32.30 | +35.70% | 7 qtrssince 2020-Q1 | Unchanged 0 |
TWITTER INC | 6.7M | $404.2M | 5.7% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 |
DYNATRACE INC | 4.3M | $307.1M | 4.3% | $42.12 | +66.52% | 5 qtrssince 2020-Q3 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC | 4.2M | $254.2M | 3.6% | $61.26 | 0.00% | 1 qtr | New 86 |
BOOKING HOLDINGS INC | 96,737 | $229.6M | 3.2% | $92.76 | +1.07% | 1 qtr | New 86 |
FIVERR INTL LTD | 1.2M | $223.1M | 3.1% | $161.17 | +10.21% | 5 qtrssince 2020-Q3 | Increased 74 |
COMCAST CORP NEW | 2.7M | $152.9M | 2.1% | $33.69 | +30.15% | 11 qtrssince 2019-Q1 | Increased 77 |
DATADOG INC | 1.1M | $149.6M | 2.1% | $77.37 | +78.54% | 3 qtrssince 2021-Q1 | Unchanged 0 |
MONGODB INC | 281,744 | $132.8M | 1.9% | $359.04 | +31.33% | 4 qtrssince 2020-Q4 | Decreased 0 |
SNOWFLAKE INC | 399,333 | $120.8M | 1.7% | $247.64 | +18.64% | 2 qtrssince 2021-Q2 | Increased 50 |
UNDER ARMOUR INC | 5.6M | $113.6M | 1.6% | $21.04 | -4.06% | 4 qtrssince 2020-Q4 | Increased 52 |
UNDER ARMOUR INC | 5.8M | $102.4M | 1.4% | $18.39 | -4.71% | 3 qtrssince 2021-Q1 | Increased 52 |
UPWORK INC | 1.7M | $75.1M | 1.1% | $40.19 | -15.00% | 4 qtrssince 2020-Q4 | Decreased 0 |
ANAPLAN INC | 379,155 | $23.1M | 0.3% | — | — | 7 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC | 66,245 | $22.5M | 0.3% | $166.24 | +102.22% | 11 qtrssince 2019-Q1 | Unchanged 0 |
GLOBAL E ONLINE LTD | 259,537 | $18.6M | 0.3% | $71.80 | 0.00% | 1 qtr | New 48 |
SRS Investment Management, LLC manages $7.1B across 27 positions as of Q3 2021. Top holdings: CAR (30.2%), NFLX (12.6%), Z (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Added 5 new positions, exited 5, increased 5, trimmed 6. Top move: GTM (NEW, conviction 86). Portfolio: $7.1B across 27 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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