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NEW YORK, NY · CIK 0001503174
New positions
0
Added to
2
Trimmed
5
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.93B across 19 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 94.3% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $3.13B | 45.20% | -5.4% |
| 2 | NFLXNETFLIX INC | $883.53M | 12.75% | - |
| 3 | METAMETA PLATFORMS INC | $513.46M | 7.41% | -14.0% |
| 4 | SNAPSNAP INC | $469.22M | 6.77% | - |
| 5 | PDDPDD HOLDINGS INC | $420.77M | 6.07% | +75.4% |
| 6 | PLNTPLANET FITNESS INC | $342.14M | 4.94% | - |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | $262.15M | 3.78% | -23.1% |
| 8 | TEAMATLASSIAN CORPORATION | $217.11M | 3.13% | +10.1% |
| 9 | STLASTELLANTIS N.V | $161.99M | 2.34% | - |
| 10 | DDOGDATADOG INC | $133.32M | 1.92% | -37.8% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| PDDPDD HOLDINGS INC | $420.77M | 4,290,513 | +75.4% |
| TEAMATLASSIAN CORPORATION | $217.11M | 1,077,437 | +10.1% |
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