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NEW YORK, NY · CIK 0001503174
New positions
1
Added to
8
Trimmed
3
Exited
9
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.10B across 22 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 94.5% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $2.71B | 53.12% | - |
| 2 | METAMETA PLATFORMS INC | $531.56M | 10.42% | +110.8% |
| 3 | PLNTPLANET FITNESS INC | $473.13M | 9.27% | - |
| 4 | NFLXNETFLIX INC | $257.02M | 5.04% | - |
| 5 | SHOPSHOPIFY INC | $215.77M | 4.23% | +4343.4% |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | $170.21M | 3.34% | - |
| 7 | PINSPINTEREST INC | $132.30M | 2.59% | +80.1% |
| 8 | TXG10X GENOMICS INC | $124.81M | 2.45% | +1214.3% |
| 9 | MGMMGM RESORTS INTERNATIONAL | $103.89M | 2.04% | -37.0% |
| 10 | ETSYETSY INC | $100.68M | 1.97% | +156.5% |
| Stock | Value | Shares |
|---|---|---|
| ABNBAIRBNB INC | $1.24M | 13,869 |
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