13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005493
Total Value
$6.93B
Positions
19
Other Managers
1
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,430,882 | $3.13B | 45.20% |
| 2 | NETFLIX INC | NFLX | 2,339,868 | $883.5M | 12.75% |
| 3 | META PLATFORMS INC | META | 1,710,352 | $513.5M | 7.41% |
| 4 | SNAP INC | SNAP | 52,662,317 | $469.2M | 6.77% |
| 5 | PDD HOLDINGS INC | PDD | 4,290,513 | $420.8M | 6.07% |
| 6 | PLANET FITNESS INC | PLNT | 6,956,803 | $342.1M | 4.94% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 1,695,216 | $262.1M | 3.78% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,077,437 | $217.1M | 3.13% |
| 9 | STELLANTIS N.V | STLA | 8,467,789 | $162.0M | 2.34% |
| 10 | DATADOG INC | DDOG | 1,463,587 | $133.3M | 1.92% |
| 11 | LITHIA MTRS INC | 536797103 | 362,367 | $107.0M | 1.54% |
| 12 | NVIDIA CORPORATION | NVDA | 225,372 | $98.0M | 1.41% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $66.7M | 0.96% |
| 14 | 10X GENOMICS INC | TXG | 1,049,210 | $43.3M | 0.62% |
| 15 | COMCAST CORP NEW | CCZ | 969,699 | $43.0M | 0.62% |
| 16 | TRIPADVISOR INC | TRIP | 1,293,952 | $21.5M | 0.31% |
| 17 | MGM RESORTS INTERNATIONAL | MGM | 279,970 | $10.3M | 0.15% |
| 18 | SEA LTD | SE | 88,264 | $3.9M | 0.06% |
| 19 | SHOPIFY INC | SHOP | 4,066 | $221,882 | 0.00% |