13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006610
Total Value
$6.72B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,130,882 | $1.50B | 22.34% |
| 2 | NETFLIX INC | NFLX | 2,081,511 | $1.48B | 21.98% |
| 3 | SNAP INC | SNAP | 72,721,483 | $778.1M | 11.59% |
| 4 | META PLATFORMS INC | META | 1,064,555 | $609.4M | 9.07% |
| 5 | PDD HOLDINGS INC | PDD | 4,351,517 | $586.6M | 8.74% |
| 6 | PLANET FITNESS INC | PLNT | 4,702,165 | $381.9M | 5.69% |
| 7 | BURLINGTON STORES INC | BURL | 1,146,448 | $302.1M | 4.50% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,770,979 | $281.2M | 4.19% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 398,180 | $146.7M | 2.19% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 241,693 | $141.3M | 2.10% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $133.4M | 1.99% |
| 12 | UNITED AIRLS HLDGS INC | UNTCW | 1,866,513 | $106.5M | 1.59% |
| 13 | ELEVANCE HEALTH INC | ELV | 193,569 | $100.7M | 1.50% |
| 14 | NVIDIA CORPORATION | NVDA | 540,235 | $65.6M | 0.98% |
| 15 | COMCAST CORP NEW | CCZ | 969,699 | $40.5M | 0.60% |
| 16 | KE HLDGS INC | BEKE | 1,313,561 | $26.2M | 0.39% |
| 17 | TRIPADVISOR INC | TRIP | 1,293,952 | $18.7M | 0.28% |
| 18 | FIVE BELOW INC | FIVE | 148,377 | $13.1M | 0.20% |
| 19 | GLOBAL E ONLINE LTD | GLBE | 163,357 | $6.3M | 0.09% |
| 20 | SHOPIFY INC | SHOP | 4,066 | $325,849 | 0.00% |