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NEW YORK, NY · CIK 0001503174
Portfolio Value
$7.04B
Positions
20
New
4
Increased
4
Decreased
4
Sold Out
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $7.04B across 20 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 92.1% 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 | NFLXNETFLIX INC | $1.81B | 25.77% | -2.3% |
| 2 | CARAVIS BUDGET GROUP | $1.38B | 19.62% | - |
| 3 | SNAPSNAP INC | $794.00M | 11.28% | +1.4% |
| 4 | METAMETA PLATFORMS INC | $495.33M | 7.04% | -20.5% |
| 5 | PLNTPLANET FITNESS INC | $464.90M | 6.61% | - |
| 6 | PDDPDD HOLDINGS INC | $394.20M | 5.60% | -6.6% |
| 7 | BURLBURLINGTON STORES INC | $362.15M | 5.15% | +10.8% |
| 8 | TEAMATLASSIAN CORPORATION | $317.76M | 4.52% | -26.3% |
| 9 | UALUNITED AIRLS HLDGS INC | $281.70M | 4.00% | +55.4% |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | $178.14M | 2.53% | - |
| Stock | Value | Shares |
|---|---|---|
| VSXYVICTORIAS SECRET AND CO | $37.01M | 893,542 |
| DECKDECKERS OUTDOOR CORP | $33.57M | 165,294 |
| HUMHUMANA INC | $31.28M | 123,293 |
| WDCWESTERN DIGITAL CORP | $17.04M | 285,837 |
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