13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001577
Total Value
$5.53B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 18,430,882 | $3.02B | 54.63% |
| 2 | META PLATFORMS INC | META | 5,362,896 | $645.4M | 11.67% |
| 3 | PLANET FITNESS INC | PLNT | 6,956,803 | $548.2M | 9.91% |
| 4 | NETFLIX INC | NFLX | 1,806,678 | $532.8M | 9.63% |
| 5 | PINTEREST INC | PINS | 9,497,862 | $230.6M | 4.17% |
| 6 | STELLANTIS N.V | STLA | 8,463,989 | $120.2M | 2.17% |
| 7 | 10X GENOMICS INC | TXG | 3,005,427 | $109.5M | 1.98% |
| 8 | ETSY INC | ETSY | 885,626 | $106.1M | 1.92% |
| 9 | COMCAST CORP NEW | CCZ | 969,699 | $33.9M | 0.61% |
| 10 | TWILIO INC | TWLO | 605,993 | $29.7M | 0.54% |
| 11 | LITHIA MTRS INC | 536797103 | 122,838 | $25.1M | 0.45% |
| 12 | BURLINGTON STORES INC | BURL | 123,436 | $25.0M | 0.45% |
| 13 | AIRBNB INC | ABNB | 268,570 | $23.0M | 0.42% |
| 14 | ZOOMINFO TECHNOLOGIES INC | GTM | 675,356 | $20.3M | 0.37% |
| 15 | MATCH GROUP INC NEW | MTCH | 390,690 | $16.2M | 0.29% |
| 16 | NIKE INC | NKE | 118,967 | $13.9M | 0.25% |
| 17 | MASTERCARD INCORPORATED | MA | 34,947 | $12.2M | 0.22% |
| 18 | MGM RESORTS INTERNATIONAL | MGM | 279,970 | $9.4M | 0.17% |
| 19 | SEA LTD | SE | 88,264 | $4.6M | 0.08% |
| 20 | 1LIFE HEALTHCARE INC | 68269G107 | 169,741 | $2.8M | 0.05% |
| 21 | SHOPIFY INC | SHOP | 4,066 | $141,131 | 0.00% |