Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
3
Added to
4
Trimmed
8
Exited
6
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $8.45B across 24 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 87.7% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $3.82B | 45.23% | - |
| 2 | NFLXNETFLIX INC | $885.46M | 10.48% | - |
| 3 | PLNTPLANET FITNESS INC | $630.15M | 7.46% | -1.3% |
| 4 | MGMMGM RESORTS INTERNATIONAL | $457.29M | 5.41% | -10.4% |
| 5 | CMCSACOMCAST CORP NEW | $361.75M | 4.28% | +162.9% |
| 6 | ZZILLOW GROUP INC | $326.11M | 3.86% | -30.1% |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | $266.74M | 3.16% | - |
| 8 | DTDYNATRACE INC | $226.12M | 2.68% | -13.4% |
| 9 | TWTRUSDTWITTER INC | $221.56M | 2.62% | -23.4% |
| 10 | GLBEGLOBAL E ONLINE LTD | $215.06M | 2.54% | +1207.2% |
| Stock | Value | Shares |
|---|---|---|
| RIVNRIVIAN AUTOMOTIVE INC | $129.61M | 1,250,000 |
| PTONPELOTON INTERACTIVE INC | $35.68M | 997,766 |
| PINSPINTEREST INC | $21.14M | 581,425 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.