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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
6
Trimmed
3
Exited
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.53B across 21 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 97.2% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $3.02B | 54.63% | - |
| 2 | METAMETA PLATFORMS INC | $645.37M | 11.67% | +64.6% |
| 3 | PLNTPLANET FITNESS INC | $548.20M | 9.91% | - |
| 4 | NFLXNETFLIX INC | $532.75M | 9.63% | +4.5% |
| 5 | PINSPINTEREST INC | $230.61M | 4.17% | +5.4% |
| 6 | STLASTELLANTIS N.V | $120.19M | 2.17% | +83.1% |
| 7 | TXG10X GENOMICS INC | $109.52M | 1.98% | - |
| 8 | ETSYETSY INC | $106.08M | 1.92% | -22.8% |
| 9 | CMCSACOMCAST CORP NEW | $33.91M | 0.61% | - |
| 10 | TWLOTWILIO INC | $29.67M | 0.54% | +22.9% |
| Stock | Value | Shares |
|---|---|---|
| LADLITHIA MTRS INC | $25.15M | 122,838 |
| BURLBURLINGTON STORES INC | $25.03M | 123,436 |
| MTCHMATCH GROUP INC NEW | $16.21M | 390,690 |
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