13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000902664-24-005141
Total Value
$7.35B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,130,882 | $1.79B | 24.37% |
| 2 | NETFLIX INC | NFLX | 2,143,370 | $1.45B | 19.69% |
| 3 | SNAP INC | SNAP | 72,721,483 | $1.21B | 16.44% |
| 4 | META PLATFORMS INC | META | 1,064,555 | $536.8M | 7.31% |
| 5 | PDD HOLDINGS INC | PDD | 3,647,247 | $484.9M | 6.60% |
| 6 | PLANET FITNESS INC | PLNT | 6,111,508 | $449.7M | 6.12% |
| 7 | BURLINGTON STORES INC | BURL | 1,006,019 | $241.4M | 3.29% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,348,446 | $238.5M | 3.25% |
| 9 | NVIDIA CORPORATION | NVDA | 1,697,190 | $209.7M | 2.85% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 300,194 | $152.9M | 2.08% |
| 11 | AMERICAN AIRLS GROUP INC | 02376R102 | 13,064,028 | $148.0M | 2.01% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $133.5M | 1.82% |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | 398,180 | $124.9M | 1.70% |
| 14 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 3,000,137 | $63.5M | 0.86% |
| 15 | COMCAST CORP NEW | CCZ | 969,699 | $38.0M | 0.52% |
| 16 | UNITED AIRLS HLDGS INC | UNTCW | 486,265 | $23.7M | 0.32% |
| 17 | TRIPADVISOR INC | TRIP | 1,293,952 | $23.0M | 0.31% |
| 18 | CONFLUENT INC | 20717M103 | 516,375 | $15.2M | 0.21% |
| 19 | 10X GENOMICS INC | TXG | 504,257 | $9.8M | 0.13% |
| 20 | GLOBAL E ONLINE LTD | GLBE | 163,357 | $5.9M | 0.08% |
| 21 | ROBLOX CORP | RBLX | 67,158 | $2.5M | 0.03% |
| 22 | SHOPIFY INC | SHOP | 4,066 | $268,559 | 0.00% |