Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
10
Added to
7
Trimmed
9
Exited
10
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.05B across 31 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 84.2% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.32B | 21.87% | -11.5% |
| 2 | ZZILLOW GROUP INC | $1.01B | 16.70% | -9.2% |
| 3 | CARAVIS BUDGET GROUP | $687.47M | 11.36% | +2.1% |
| 4 | PLNTPLANET FITNESS INC | $547.15M | 9.04% | +20.2% |
| 5 | TWTRUSDTWITTER INC | $414.50M | 6.85% | -2.0% |
| 6 | DTDYNATRACE INC | $270.99M | 4.48% | +57.5% |
| 7 | OPTUALTICE USA INC | $221.29M | 3.66% | -27.6% |
| 8 | FVRRFIVERR INTL LTD | $219.67M | 3.63% | +14.1% |
| 9 | MSFTMICROSOFT CORP | $212.37M | 3.51% | -20.7% |
| 10 | BKNGBOOKING HOLDINGS INC | $185.97M | 3.07% | +13.8% |
| Stock | Value | Shares |
|---|---|---|
| MDBMONGODB INC | $178.54M | 497,259 |
| UPWKUPWORK INC | $37.68M | 1,091,644 |
| ABNBAIRBNB INC | $22.02M | 150,000 |
| UAAUNDER ARMOUR INC | $19.18M | 1,117,326 |
| ZEN1EURZENDESK INC | $16.88M | 117,957 |
| TRIPTRIPADVISOR INC | $12.60M | 437,688 |
| DASHDOORDASH INC | $9.99M | 70,000 |
| 1LIFE HEALTHCARE INC | $7.41M | 169,741 |
| YATSEN HLDG LTD | $2.55M | 150,000 |
| ZGZILLOW GROUP INC | $14.00K | 100 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.