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NEW YORK, NY · CIK 0001503174
New positions
7
Added to
3
Trimmed
10
Exited
6
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.35B across 32 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 86.0% 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 | CARAVIS BUDGET GROUP | $1.34B | 21.05% | - |
| 2 | NFLXNETFLIX INC | $1.08B | 16.95% | -15.7% |
| 3 | ZZILLOW GROUP INC | $946.96M | 14.91% | -6.2% |
| 4 | PLNTPLANET FITNESS INC | $544.82M | 8.58% | - |
| 5 | TWTRUSDTWITTER INC | $443.70M | 6.99% | -8.9% |
| 6 | MGMMGM RESORTS INTERNATIONAL | $402.38M | 6.33% | +242.6% |
| 7 | DTDYNATRACE INC | $292.63M | 4.61% | -3.1% |
| 8 | FVRRFIVERR INTL LTD | $185.49M | 2.92% | -24.1% |
| 9 | ORLYOREILLY AUTOMOTIVE INC | $119.55M | 1.88% | -12.6% |
| 10 | UAAUNDER ARMOUR INC | $116.25M | 1.83% | +369.5% |
| Stock | Value | Shares |
|---|---|---|
| BIDUBAIDU INC | $110.89M | 509,736 |
| UAUNDER ARMOUR INC | $99.39M | 5,383,844 |
| DDOGDATADOG INC | $88.20M | 1,058,280 |
| ZMZOOM VIDEO COMMUNICATIONS IN | $44.96M | 139,939 |
| ZHZHIHU INC | $17.03M | 2,100,000 |
| ACVAACV AUCTIONS INC | $2.60M | 75,000 |
| SGFYGBPSIGNIFY HEALTH INC | $1.46M | 50,000 |
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