13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003082
Total Value
$6.97B
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 18,430,882 | $3.59B | 51.50% |
| 2 | NETFLIX INC | NFLX | 2,537,708 | $876.7M | 12.58% |
| 3 | META PLATFORMS INC | META | 2,572,789 | $545.3M | 7.82% |
| 4 | PLANET FITNESS INC | PLNT | 6,956,803 | $540.3M | 7.75% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 2,205,383 | $294.7M | 4.23% |
| 6 | TWILIO INC | TWLO | 3,019,695 | $201.2M | 2.89% |
| 7 | 10X GENOMICS INC | TXG | 3,005,427 | $167.7M | 2.41% |
| 8 | PINTEREST INC | PINS | 5,731,713 | $156.3M | 2.24% |
| 9 | STELLANTIS N.V. | STLA | 8,467,789 | $154.0M | 2.21% |
| 10 | CHIPOTLE MEXICAN GRILL INC | CMG | 79,737 | $136.2M | 1.95% |
| 11 | DATADOG INC | DDOG | 1,307,643 | $95.0M | 1.36% |
| 12 | LITHIA MTRS INC | 536797103 | 275,473 | $63.1M | 0.90% |
| 13 | COMCAST CORP NEW | CCZ | 969,699 | $36.8M | 0.53% |
| 14 | AIRBNB INC | ABNB | 268,570 | $33.4M | 0.48% |
| 15 | ROBLOX CORP | RBLX | 492,110 | $22.1M | 0.32% |
| 16 | MATCH GROUP INC NEW | MTCH | 390,690 | $15.0M | 0.22% |
| 17 | NIKE INC | NKE | 118,967 | $14.6M | 0.21% |
| 18 | MGM RESORTS INTERNATIONAL | MGM | 279,970 | $12.4M | 0.18% |
| 19 | PDD HOLDINGS INC | PDD | 104,283 | $7.9M | 0.11% |
| 20 | SEA LTD | SE | 88,264 | $7.6M | 0.11% |
| 21 | SHOPIFY INC | SHOP | 4,066 | $194,924 | 0.00% |