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NEW YORK, NY · CIK 0001503174
New positions
5
Added to
4
Trimmed
4
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $7.35B across 22 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 92.0% 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 | $1.79B | 24.37% | -1.7% |
| 2 | NFLXNETFLIX INC | $1.45B | 19.69% | -1.8% |
| 3 | SNAPSNAP INC | $1.21B | 16.44% | +11.7% |
| 4 | METAMETA PLATFORMS INC | $536.77M | 7.31% | - |
| 5 | PDDPDD HOLDINGS INC | $484.90M | 6.60% | - |
| 6 | PLNTPLANET FITNESS INC | $449.75M | 6.12% | - |
| 7 | BURLBURLINGTON STORES INC | $241.44M | 3.29% | +383.8% |
| 8 | TEAMATLASSIAN CORPORATION | $238.51M | 3.25% | +25.2% |
| 9 | NVDANVIDIA CORPORATION | $209.67M | 2.85% | +900.0% |
| 10 | UNHUNITEDHEALTH GROUP INC | $152.88M | 2.08% | New |
| Stock | Value | Shares |
|---|---|---|
| UNHUNITEDHEALTH GROUP INC | $152.88M | 300,194 |
| HPEHEWLETT PACKARD ENTERPRISE C | $63.51M | 3,000,137 |
| UALUNITED AIRLS HLDGS INC | $23.66M | 486,265 |
| TXG10X GENOMICS INC | $9.81M | 504,257 |
| RBLXROBLOX CORP | $2.50M | 67,158 |
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