13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004400
Total Value
$8.71B
Positions
22
Other Managers
1
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 18,430,882 | $4.21B | 48.41% |
| 2 | NETFLIX INC | NFLX | 2,339,868 | $1.03B | 11.84% |
| 3 | SNAP INC | SNAP | 52,662,317 | $623.5M | 7.16% |
| 4 | META PLATFORMS INC | META | 1,988,619 | $570.7M | 6.55% |
| 5 | PLANET FITNESS INC | PLNT | 6,956,803 | $469.2M | 5.39% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 2,205,383 | $354.1M | 4.07% |
| 7 | DATADOG INC | DDOG | 2,351,748 | $231.4M | 2.66% |
| 8 | TWILIO INC | TWLO | 2,715,939 | $172.8M | 1.98% |
| 9 | PDD HOLDINGS INC | PDD | 2,446,402 | $169.1M | 1.94% |
| 10 | ATLASSIAN CORPORATION | TEAM | 978,402 | $164.2M | 1.89% |
| 11 | STELLANTIS N.V | STLA | 8,467,789 | $148.5M | 1.71% |
| 12 | 10X GENOMICS INC | TXG | 2,174,113 | $121.4M | 1.39% |
| 13 | LITHIA MTRS INC | 536797103 | 362,367 | $110.2M | 1.27% |
| 14 | NVIDIA CORPORATION | NVDA | 225,372 | $95.3M | 1.09% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $77.5M | 0.89% |
| 16 | MICROSOFT CORP | MSFT | 188,660 | $64.2M | 0.74% |
| 17 | COMCAST CORP NEW | CCZ | 969,699 | $40.3M | 0.46% |
| 18 | TRIPADVISOR INC | TRIP | 1,293,952 | $21.3M | 0.25% |
| 19 | MGM RESORTS INTERNATIONAL | MGM | 279,970 | $12.3M | 0.14% |
| 20 | ROBLOX CORP | RBLX | 250,318 | $10.1M | 0.12% |
| 21 | SEA LTD | SE | 88,264 | $5.1M | 0.06% |
| 22 | SHOPIFY INC | SHOP | 4,066 | $262,664 | 0.00% |