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NEW YORK, NY · CIK 0001503174
Portfolio Value
$7.46B
Positions
23
New
7
Increased
3
Decreased
3
Sold Out
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $7.46B across 23 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 86.0% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.90B | 25.44% | - |
| 2 | CARAVIS BUDGET GROUP | $1.32B | 17.74% | +1.8% |
| 3 | SNAPSNAP INC | $642.13M | 8.61% | - |
| 4 | PDDPDD HOLDINGS INC | $481.02M | 6.45% | - |
| 5 | PLNTPLANET FITNESS INC | $454.28M | 6.09% | - |
| 6 | METAMETA PLATFORMS INC | $428.52M | 5.75% | -12.1% |
| 7 | TPRTAPESTRY INC | $334.01M | 4.48% | New |
| 8 | UNHUNITEDHEALTH GROUP INC | $307.30M | 4.12% | +100.9% |
| 9 | BURLBURLINGTON STORES INC | $302.78M | 4.06% | - |
| 10 | MDBMONGODB INC | $244.98M | 3.29% | New |
| Stock | Value | Shares |
|---|---|---|
| TPRTAPESTRY INC | $334.01M | 4,743,824 |
| MDBMONGODB INC | $244.98M | 1,396,718 |
| HIMSHIMS & HERS HEALTH INC | $118.20M | 4,000,000 |
| CVSCVS HEALTH CORP | $82.49M | 1,217,492 |
| ELVELEVANCE HEALTH INC | $63.67M | 146,376 |
| TCOMTRIP COM GROUP LTD | $48.08M | 756,185 |
| RGTIRIGETTI COMPUTING INC | $9.63M | 1,215,490 |
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