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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
4
Trimmed
4
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.09B across 22 positions in their Q3 2022 SEC 13F filing (period ending 2022-09-30). The top 10 positions account for 96.9% 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 | $2.74B | 53.78% | - |
| 2 | METAMETA PLATFORMS INC | $442.01M | 8.69% | -1.2% |
| 3 | NFLXNETFLIX INC | $407.15M | 8.00% | +17.7% |
| 4 | PLNTPLANET FITNESS INC | $401.13M | 7.88% | - |
| 5 | SHOPSHOPIFY INC | $282.27M | 5.55% | +51.7% |
| 6 | PINSPINTEREST INC | $209.93M | 4.13% | +23.7% |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | $195.38M | 3.84% | -8.4% |
| 8 | ETSYETSY INC | $114.93M | 2.26% | -16.5% |
| 9 | TXG10X GENOMICS INC | $85.59M | 1.68% | +9.0% |
| 10 | STLASTELLANTIS N.V | $54.74M | 1.08% | New |
| Stock | Value | Shares |
|---|---|---|
| STLASTELLANTIS N.V | $54.74M | 4,623,336 |
| TWLOTWILIO INC | $34.08M | 492,948 |
| AAPLAPPLE INC | $2.76M | 20,000 |
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