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NEW YORK, NY · CIK 0001503174
New positions
5
Added to
4
Trimmed
2
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.97B across 21 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 95.6% 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 | $3.59B | 51.50% | - |
| 2 | NFLXNETFLIX INC | $876.73M | 12.58% | +40.5% |
| 3 | METAMETA PLATFORMS INC | $545.28M | 7.82% | -52.0% |
| 4 | PLNTPLANET FITNESS INC | $540.33M | 7.75% | - |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | $294.68M | 4.23% | New |
| 6 | TWLOTWILIO INC | $201.20M | 2.89% | +398.3% |
| 7 | TXG10X GENOMICS INC | $167.67M | 2.41% | - |
| 8 | PINSPINTEREST INC | $156.30M | 2.24% | -39.7% |
| 9 | STLASTELLANTIS N.V. | $154.03M | 2.21% | +0.0% |
| 10 | CMGCHIPOTLE MEXICAN GRILL INC | $136.21M | 1.95% | New |
| Stock | Value | Shares |
|---|---|---|
| SPOTSPOTIFY TECHNOLOGY S A | $294.68M | 2,205,383 |
| CMGCHIPOTLE MEXICAN GRILL INC | $136.21M | 79,737 |
| DDOGDATADOG INC | $95.01M | 1,307,643 |
| RBLXROBLOX CORP | $22.14M | 492,110 |
| PDDPDD HOLDINGS INC | $7.92M | 104,283 |
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