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NEW YORK, NY · CIK 0001503174
New positions
6
Added to
3
Trimmed
5
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $8.71B across 22 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 91.9% 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 | $4.21B | 48.41% | - |
| 2 | NFLXNETFLIX INC | $1.03B | 11.84% | -7.8% |
| 3 | SNAPSNAP INC | $623.52M | 7.16% | New |
| 4 | METAMETA PLATFORMS INC | $570.69M | 6.55% | -22.7% |
| 5 | PLNTPLANET FITNESS INC | $469.17M | 5.39% | - |
| 6 | SPOTSPOTIFY TECHNOLOGY S A | $354.07M | 4.07% | - |
| 7 | DDOGDATADOG INC | $231.36M | 2.66% | +79.8% |
| 8 | TWLOTWILIO INC | $172.79M | 1.98% | -10.1% |
| 9 | PDDPDD HOLDINGS INC | $169.14M | 1.94% | +2245.9% |
| 10 | TEAMATLASSIAN CORPORATION | $164.19M | 1.89% | New |
| Stock | Value | Shares |
|---|---|---|
| SNAPSNAP INC | $623.52M | 52,662,317 |
| TEAMATLASSIAN CORPORATION | $164.19M | 978,402 |
| NVDANVIDIA CORPORATION | $95.34M | 225,372 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $77.51M | 768,027 |
| MSFTMICROSOFT CORP | $64.25M | 188,660 |
| TRIPTRIPADVISOR INC | $21.34M | 1,293,952 |
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