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NEW YORK, NY · CIK 0001503174
New positions
4
Added to
5
Trimmed
7
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $7.11B across 27 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 86.5% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $2.15B | 30.19% | - |
| 2 | NFLXNETFLIX INC | $897.07M | 12.61% | - |
| 3 | ZZILLOW GROUP INC | $643.82M | 9.05% | - |
| 4 | PLNTPLANET FITNESS INC | $553.63M | 7.78% | - |
| 5 | MGMMGM RESORTS INTERNATIONAL | $490.90M | 6.90% | - |
| 6 | TWTRUSDTWITTER INC | $404.20M | 5.68% | -21.0% |
| 7 | DTDYNATRACE INC | $307.13M | 4.32% | -28.7% |
| 8 | GTMZOOMINFO TECHNOLOGIES INC | $254.23M | 3.57% | New |
| 9 | BKNGBOOKING HOLDINGS INC | $229.64M | 3.23% | -3.3% |
| 10 | FVRRFIVERR INTL LTD | $223.10M | 3.14% | +34.3% |
| Stock | Value | Shares |
|---|---|---|
| GTMZOOMINFO TECHNOLOGIES INC | $254.23M | 4,154,773 |
| GLBEGLOBAL E ONLINE LTD | $18.64M | 259,537 |
| FFORD MTR CO DEL | $18.19M | 1,284,487 |
| TXG10X GENOMICS INC | $5.89M | 40,451 |
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