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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
4
Trimmed
4
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $6.72B across 20 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 92.4% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $1.50B | 22.34% | - |
| 2 | NFLXNETFLIX INC | $1.48B | 21.98% | -2.9% |
| 3 | SNAPSNAP INC | $778.12M | 11.59% | - |
| 4 | METAMETA PLATFORMS INC | $609.39M | 9.07% | - |
| 5 | PDDPDD HOLDINGS INC | $586.63M | 8.74% | +19.3% |
| 6 | PLNTPLANET FITNESS INC | $381.91M | 5.69% | -23.1% |
| 7 | BURLBURLINGTON STORES INC | $302.07M | 4.50% | +14.0% |
| 8 | TEAMATLASSIAN CORPORATION | $281.25M | 4.19% | +31.3% |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | $146.74M | 2.19% | - |
| 10 | UNHUNITEDHEALTH GROUP INC | $141.31M | 2.10% | -19.5% |
| Stock | Value | Shares |
|---|---|---|
| ELVELEVANCE HEALTH INC | $100.66M | 193,569 |
| BEKEKE HLDGS INC | $26.15M | 1,313,561 |
| FIVEFIVE BELOW INC | $13.11M | 148,377 |
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