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NEW YORK, NY · CIK 0001503174
New positions
5
Added to
2
Trimmed
7
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $7.24B across 22 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 91.8% 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 | $2.13B | 29.49% | +1.8% |
| 2 | NFLXNETFLIX INC | $1.33B | 18.31% | -2.2% |
| 3 | SNAPSNAP INC | $747.52M | 10.33% | - |
| 4 | METAMETA PLATFORMS INC | $516.93M | 7.14% | -37.8% |
| 5 | PDDPDD HOLDINGS INC | $423.99M | 5.86% | -15.0% |
| 6 | AMDADVANCED MICRO DEVICES INC | $389.03M | 5.37% | New |
| 7 | PLNTPLANET FITNESS INC | $382.76M | 5.29% | -12.2% |
| 8 | AALAMERICAN AIRLS GROUP INC | $332.21M | 4.59% | New |
| 9 | TEAMATLASSIAN CORPORATION | $210.22M | 2.90% | - |
| 10 | DDOGDATADOG INC | $182.96M | 2.53% | +22.0% |
| Stock | Value | Shares |
|---|---|---|
| AMDADVANCED MICRO DEVICES INC | $389.03M | 2,155,394 |
| AALAMERICAN AIRLS GROUP INC | $332.21M | 21,642,207 |
| BURLBURLINGTON STORES INC | $48.29M | 207,960 |
| 8QRCONFLUENT INC | $15.76M | 516,375 |
| PYPLPAYPAL HLDGS INC | $9.38M | 140,077 |
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