13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001956
Total Value
$7.46B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 2,034,454 | $1.90B | 25.44% |
| 2 | AVIS BUDGET GROUP | CAR | 17,430,882 | $1.32B | 17.74% |
| 3 | SNAP INC | SNAP | 73,723,115 | $642.1M | 8.61% |
| 4 | PDD HOLDINGS INC | PDD | 4,064,381 | $481.0M | 6.45% |
| 5 | PLANET FITNESS INC | PLNT | 4,702,165 | $454.3M | 6.09% |
| 6 | META PLATFORMS INC | META | 743,500 | $428.5M | 5.75% |
| 7 | TAPESTRY INC | TPR | 4,743,824 | $334.0M | 4.48% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 586,729 | $307.3M | 4.12% |
| 9 | BURLINGTON STORES INC | BURL | 1,270,421 | $302.8M | 4.06% |
| 10 | MONGODB INC | MDB | 1,396,718 | $245.0M | 3.29% |
| 11 | ATLASSIAN CORPORATION | TEAM | 1,011,588 | $214.7M | 2.88% |
| 12 | UNITED AIRLS HLDGS INC | UNTCW | 2,901,113 | $200.3M | 2.69% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 792,859 | $131.6M | 1.76% |
| 14 | HIMS & HERS HEALTH INC | HIMS | 4,000,000 | $118.2M | 1.59% |
| 15 | CVS HEALTH CORP | CVS | 1,217,492 | $82.5M | 1.11% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 147,109 | $80.9M | 1.09% |
| 17 | ELEVANCE HEALTH INC | ELV | 146,376 | $63.7M | 0.85% |
| 18 | TRIP COM GROUP LTD | TRPCF | 756,185 | $48.1M | 0.64% |
| 19 | COMCAST CORP NEW | CCZ | 969,699 | $35.8M | 0.48% |
| 20 | HUMANA INC | HUM | 123,293 | $32.6M | 0.44% |
| 21 | TRIPADVISOR INC | TRIP | 1,293,952 | $18.3M | 0.25% |
| 22 | RIGETTI COMPUTING INC | RGTIW | 1,215,490 | $9.6M | 0.13% |
| 23 | GLOBAL E ONLINE LTD | GLBE | 163,357 | $5.8M | 0.08% |