13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003639
Total Value
$7.24B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,430,882 | $2.13B | 29.49% |
| 2 | NETFLIX INC | NFLX | 2,182,023 | $1.33B | 18.31% |
| 3 | SNAP INC | SNAP | 65,114,732 | $747.5M | 10.33% |
| 4 | META PLATFORMS INC | META | 1,064,555 | $516.9M | 7.14% |
| 5 | PDD HOLDINGS INC | PDD | 3,647,247 | $424.0M | 5.86% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 2,155,394 | $389.0M | 5.37% |
| 7 | PLANET FITNESS INC | PLNT | 6,111,508 | $382.8M | 5.29% |
| 8 | AMERICAN AIRLS GROUP INC | 02376R102 | 21,642,207 | $332.2M | 4.59% |
| 9 | ATLASSIAN CORPORATION | TEAM | 1,077,437 | $210.2M | 2.90% |
| 10 | DATADOG INC | DDOG | 1,480,255 | $183.0M | 2.53% |
| 11 | NVIDIA CORPORATION | NVDA | 169,719 | $153.4M | 2.12% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 398,180 | $105.1M | 1.45% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $104.5M | 1.44% |
| 14 | BURLINGTON STORES INC | BURL | 207,960 | $48.3M | 0.67% |
| 15 | LITHIA MTRS INC | 536797103 | 142,831 | $43.0M | 0.59% |
| 16 | COMCAST CORP NEW | CCZ | 969,699 | $42.0M | 0.58% |
| 17 | TRIPADVISOR INC | TRIP | 1,293,952 | $36.0M | 0.50% |
| 18 | GLOBAL E ONLINE LTD | GLBE | 632,621 | $23.0M | 0.32% |
| 19 | CONFLUENT INC | 20717M103 | 516,375 | $15.8M | 0.22% |
| 20 | MGM RESORTS INTERNATIONAL | MGM | 279,970 | $13.2M | 0.18% |
| 21 | PAYPAL HLDGS INC | PYPL | 140,077 | $9.4M | 0.13% |
| 22 | SHOPIFY INC | SHOP | 4,066 | $313,773 | 0.00% |