SRS Investment Management, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings19 positions
AVIS BUDGET GROUP INC COM | 17.4M | $3.1B | 45.2% | $32.26 | +429.18% | 19 qtrssince 2019-Q1 | Decreased 0 |
Netflix, Inc. | 2.3M | $883.5M | 12.7% | $33.06 | +14.22% | 19 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC | 1.7M | $513.5M | 7.4% | $160.80 | +84.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
SNAP INC | 52.7M | $469.2M | 6.8% | $11.68 | -23.72% | 2 qtrssince 2023-Q2 | Unchanged 0 |
PINDUODUO INC | 4.3M | $420.8M | 6.1% | $81.62 | +20.15% | 3 qtrssince 2023-Q1 | Increased 95 |
PLANET FITNESS INC | 7M | $342.1M | 4.9% | $59.79 | -17.75% | 16 qtrssince 2019-Q4 | Unchanged 0 |
SPOTIFY TECHNOLOGY S A | 1.7M | $262.1M | 3.8% | $133.62 | +15.73% | 3 qtrssince 2023-Q1 | Decreased 0 |
ATLASSIAN CORPORATION CL A | 1.1M | $217.1M | 3.1% | $165.30 | +21.90% | 2 qtrssince 2023-Q2 | Increased 65 |
STELLANTIS N.V SHS | 8.5M | $162M | 2.3% | $10.24 | +60.64% | 5 qtrssince 2022-Q3 | Unchanged 0 |
Datadog Inc | 1.5M | $133.3M | 1.9% | $80.58 | +13.04% | 3 qtrssince 2023-Q1 | Decreased 0 |
LITHIA MTRS INC | 362,367 | $107M | 1.5% | $232.43 | +25.02% | 4 qtrssince 2022-Q4 | Unchanged 0 |
NVIDIA Corp. | 225,372 | $98M | 1.4% | $42.17 | +2.84% | 2 qtrssince 2023-Q2 | Unchanged 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $66.7M | 1.0% | $96.46 | -13.45% | 2 qtrssince 2023-Q2 | Unchanged 0 |
10X GENOMICS INC | 1M | $43.3M | 0.6% | $52.11 | -20.83% | 9 qtrssince 2021-Q3 | Decreased 0 |
COMCAST CORP NEW | 969,699 | $43M | 0.6% | $37.38 | -1.93% | 19 qtrssince 2019-Q1 | Unchanged 0 |
TRIPADVISOR INC | 1.3M | $21.5M | 0.3% | $16.56 | +0.12% | 2 qtrssince 2023-Q2 | Unchanged 0 |
MGM RESORTS INTERNATIONAL | 279,970 | $10.3M | 0.1% | $32.30 | +13.81% | 15 qtrssince 2020-Q1 | Unchanged 0 |
SEA LTD SPONSORD ADS | 88,264 | $3.9M | 0.1% | $123.44 | -64.40% | 7 qtrssince 2022-Q1 | Unchanged 0 |
Shopify Inc | 4,066 | $221,882 | 0.0% | $35.17 | +55.17% | 7 qtrssince 2022-Q1 | Unchanged 0 |
SRS Investment Management, LLC manages $6.9B across 19 positions as of Q3 2023. Top holdings: CAR (45.2%), NFLX (12.7%), META (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 3, increased 2, trimmed 5. Top move: PDD (INCREASED, conviction 95). Portfolio: $6.9B across 19 positions.
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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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