SRS Investment Management, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings22 positions
AVIS BUDGET GROUP INC COM | 17.1M | $3B | 36.8% | $32.26 | +449.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
SNAP INC | 65.1M | $1.1B | 13.3% | $12.68 | +33.48% | 3 qtrssince 2023-Q2 | Increased 76 |
Netflix, Inc. | 2.2M | $1.1B | 13.2% | $33.06 | +47.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
PINDUODUO INC | 4.3M | $627.7M | 7.6% | $81.62 | +79.26% | 4 qtrssince 2023-Q1 | Unchanged 0 |
Meta Platforms Inc | 1.7M | $605.4M | 7.3% | $160.80 | +118.04% | 20 qtrssince 2019-Q1 | Unchanged 0 |
PLANET FITNESS INC | 7M | $507.8M | 6.1% | $59.79 | +22.09% | 17 qtrssince 2019-Q4 | Unchanged 0 |
ATLASSIAN CORPORATION CL A | 1.1M | $256.3M | 3.1% | $165.30 | +43.89% | 3 qtrssince 2023-Q2 | Unchanged 0 |
STELLANTIS N.V SHS | 8.5M | $197.5M | 2.4% | $10.24 | -56.25% | 6 qtrssince 2022-Q3 | Unchanged 0 |
SPOTIFY TECHNOLOGY S A | 1M | $188M | 2.3% | $133.62 | +40.63% | 4 qtrssince 2023-Q1 | Decreased 0 |
Datadog Inc | 1.2M | $147.3M | 1.8% | $80.58 | +50.63% | 4 qtrssince 2023-Q1 | Decreased 0 |
LITHIA MTRS INC | 362,367 | $119.3M | 1.4% | $232.43 | +39.65% | 5 qtrssince 2022-Q4 | Unchanged 0 |
NVIDIA Corp. | 225,372 | $111.6M | 1.4% | $42.17 | +17.09% | 3 qtrssince 2023-Q2 | Unchanged 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $79.9M | 1.0% | $96.46 | +4.07% | 3 qtrssince 2023-Q2 | Unchanged 0 |
COMCAST CORP NEW | 969,699 | $42.5M | 0.5% | $37.38 | -2.37% | 20 qtrssince 2019-Q1 | Unchanged 0 |
10X GENOMICS INC | 683,893 | $38.3M | 0.5% | $52.11 | +7.40% | 10 qtrssince 2021-Q3 | Decreased 0 |
GENERAL MTRS CO | 925,397 | $33.2M | 0.4% | $35.19 | +135.10% | 1 qtr | New 49 |
TRIPADVISOR INC | 1.3M | $27.9M | 0.3% | $16.56 | +30.01% | 3 qtrssince 2023-Q2 | Unchanged 0 |
GLOBAL E ONLINE LTD SHS | 632,621 | $25.1M | 0.3% | $39.63 | 0.00% | 1 qtr | New 48 |
MGM RESORTS INTERNATIONAL | 279,970 | $12.5M | 0.2% | $32.30 | +38.33% | 16 qtrssince 2020-Q1 | Unchanged 0 |
BILL COM HLDGS INC | 121,208 | $9.9M | 0.1% | $81.59 | -45.05% | 1 qtr | New 47 |
SRS Investment Management, LLC manages $8.3B across 22 positions as of Q4 2023. Top holdings: CAR (36.8%), SNAP (13.3%), NFLX (13.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 3 new positions, increased 1, trimmed 5. Top move: SNAP (INCREASED, conviction 76). Portfolio: $8.3B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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