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NEW YORK, NY · CIK 0001503174
New positions
8
Added to
7
Trimmed
4
Exited
2
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $9.05B across 30 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 86.7% 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 | $4.85B | 53.62% | - |
| 2 | PLNTPLANET FITNESS INC | $587.71M | 6.49% | - |
| 3 | NFLXNETFLIX INC | $550.57M | 6.08% | - |
| 4 | METAMETA PLATFORMS INC | $347.75M | 3.84% | +2260.8% |
| 5 | CMCSACOMCAST CORP NEW | $307.53M | 3.40% | -8.6% |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | $305.91M | 3.38% | +23.2% |
| 7 | TWTRUSDTWITTER INC | $276.85M | 3.06% | +39.6% |
| 8 | MGMMGM RESORTS INTERNATIONAL | $239.04M | 2.64% | -44.1% |
| 9 | DTDYNATRACE INC | $200.10M | 2.21% | +13.4% |
| 10 | FVRRFIVERR INTL LTD | $180.63M | 2.00% | +39.1% |
| Stock | Value | Shares |
|---|---|---|
| SHOPSHOPIFY INC | $105.07M | 155,438 |
| ETSYETSY INC | $66.64M | 536,197 |
| AMZNAMAZON COM INC | $32.29M | 9,905 |
| SPOTSPOTIFY TECHNOLOGY S A | $28.22M | 186,880 |
| TMUST-MOBILE US INC | $16.27M | 126,749 |
| ALGNALIGN TECHNOLOGY INC | $15.98M | 36,650 |
| MAMASTERCARD INCORPORATED | $12.49M | 34,947 |
| SESEA LTD | $10.57M | 88,264 |
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