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NEW YORK, NY · CIK 0001503174
New positions
6
Added to
3
Trimmed
3
Exited
10
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.75B across 28 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 84.0% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $1.44B | 21.28% | - |
| 2 | ZZILLOW GROUP INC | $892.76M | 13.23% | - |
| 3 | NFLXNETFLIX INC | $776.36M | 11.51% | -28.8% |
| 4 | TWTRUSDTWITTER INC | $583.03M | 8.64% | +21.5% |
| 5 | PLNTPLANET FITNESS INC | $530.37M | 7.86% | - |
| 6 | MGMMGM RESORTS INTERNATIONAL | $485.21M | 7.19% | +7.4% |
| 7 | DTDYNATRACE INC | $354.38M | 5.25% | - |
| 8 | FVRRFIVERR INTL LTD | $220.51M | 3.27% | +6.5% |
| 9 | BKNGBOOKING HOLDINGS INC | $218.81M | 3.24% | New |
| 10 | UBERUBER TECHNOLOGIES INC | $172.42M | 2.56% | New |
| Stock | Value | Shares |
|---|---|---|
| BKNGBOOKING HOLDINGS INC | $218.81M | 100,000 |
| UBERUBER TECHNOLOGIES INC | $172.42M | 3,440,101 |
| SNOWSNOWFLAKE INC | $92.85M | 384,006 |
| MCWMISTER CAR WASH INC | $4.31M | 200,000 |
| YMMFULL TRUCK ALLIANCE CO LTD | $1.02M | 50,000 |
| DOCSDOXIMITY INC | $873.00K | 15,000 |
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