13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000874
Total Value
$7.04B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 2,034,454 | $1.81B | 25.77% |
| 2 | AVIS BUDGET GROUP | CAR | 17,130,882 | $1.38B | 19.62% |
| 3 | SNAP INC | SNAP | 73,723,115 | $794.0M | 11.28% |
| 4 | META PLATFORMS INC | META | 845,988 | $495.3M | 7.04% |
| 5 | PLANET FITNESS INC | PLNT | 4,702,165 | $464.9M | 6.61% |
| 6 | PDD HOLDINGS INC | PDD | 4,064,381 | $394.2M | 5.60% |
| 7 | BURLINGTON STORES INC | BURL | 1,270,421 | $362.1M | 5.15% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,305,595 | $317.8M | 4.52% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 2,901,113 | $281.7M | 4.00% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 398,180 | $178.1M | 2.53% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 768,027 | $151.7M | 2.16% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 291,979 | $147.7M | 2.10% |
| 13 | NVIDIA CORPORATION | NVDA | 540,235 | $72.5M | 1.03% |
| 14 | VICTORIAS SECRET AND CO | 926400102 | 893,542 | $37.0M | 0.53% |
| 15 | COMCAST CORP NEW | CCZ | 969,699 | $36.4M | 0.52% |
| 16 | DECKERS OUTDOOR CORP | DECK | 165,294 | $33.6M | 0.48% |
| 17 | HUMANA INC | HUM | 123,293 | $31.3M | 0.44% |
| 18 | TRIPADVISOR INC | TRIP | 1,293,952 | $19.1M | 0.27% |
| 19 | WESTERN DIGITAL CORP | WDC | 285,837 | $17.0M | 0.24% |
| 20 | GLOBAL E ONLINE LTD | GLBE | 163,357 | $8.9M | 0.13% |