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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
1
Trimmed
5
Exited
0
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $8.26B across 22 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 93.9% 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 | $3.04B | 36.76% | -1.7% |
| 2 | SNAPSNAP INC | $1.10B | 13.35% | +23.6% |
| 3 | NFLXNETFLIX INC | $1.09B | 13.15% | -4.6% |
| 4 | PDDPDD HOLDINGS INC | $627.74M | 7.60% | - |
| 5 | METAMETA PLATFORMS INC | $605.40M | 7.33% | - |
| 6 | PLNTPLANET FITNESS INC | $507.85M | 6.15% | - |
| 7 | TEAMATLASSIAN CORPORATION | $256.28M | 3.10% | - |
| 8 | STLASTELLANTIS N.V | $197.47M | 2.39% | - |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | $188.00M | 2.28% | -41.0% |
| 10 | DDOGDATADOG INC | $147.27M | 1.78% | -17.1% |
| Stock | Value | Shares |
|---|---|---|
| GMGENERAL MTRS CO | $33.24M | 925,397 |
| GLBEGLOBAL E ONLINE LTD | $25.07M | 632,621 |
| BILLBILL HOLDINGS INC | $9.89M | 121,208 |
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