SRS Investment Management

SRS Investment Management as of Dec. 31, 2020

Portfolio Holdings for SRS Investment Management

SRS Investment Management holds 31 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 21.9 $1.3B 2.4M 540.73
Zillow Group Cl C Cap Stk (Z) 16.7 $1.0B 7.8M 129.80
Avis Budget (CAR) 11.4 $688M 18M 37.30
Planet Fitness Cl A (PLNT) 9.0 $547M 7.0M 77.63
Twitter 6.8 $415M 7.7M 54.15
Dynatrace Com New (DT) 4.5 $271M 6.3M 43.27
Altice Usa Cl A (ATUS) 3.7 $221M 5.8M 37.87
Fiverr Intl Ord Shs (FVRR) 3.6 $220M 1.1M 195.10
Microsoft Corporation (MSFT) 3.5 $212M 955k 222.42
Booking Holdings (BKNG) 3.1 $186M 84k 2227.27
Mongodb Cl A (MDB) 2.9 $179M 497k 359.04
Comcast Corp Cl A (CMCSA) 2.5 $150M 2.9M 52.40
Anaplan 2.2 $132M 1.8M 71.85
O'reilly Automotive (ORLY) 2.0 $122M 270k 452.57
MGM Resorts International. (MGM) 1.6 $97M 3.1M 31.51
Expedia Group Com New (EXPE) 0.9 $56M 423k 132.40
Upwork (UPWK) 0.6 $38M 1.1M 34.52
Ke Hldgs Sponsored Ads (BEKE) 0.5 $31M 500k 61.54
Airbnb Com Cl A (ABNB) 0.4 $22M 150k 146.80
Under Armour Cl A (UAA) 0.3 $19M 1.1M 17.17
Facebook Cl A (META) 0.3 $18M 66k 273.15
Zendesk 0.3 $17M 118k 143.12
Nike CL B (NKE) 0.3 $17M 119k 141.47
Trex Company (TREX) 0.2 $15M 180k 83.72
Tripadvisor (TRIP) 0.2 $13M 438k 28.78
Doordash Cl A (DASH) 0.2 $10M 70k 142.76
Align Technology (ALGN) 0.1 $7.7M 14k 534.36
1life Healthcare 0.1 $7.4M 170k 43.65
Walt Disney Company (DIS) 0.1 $5.0M 28k 181.19
Yatsen Hldg Ads 0.0 $2.6M 150k 17.00
Zillow Group Cl A (ZG) 0.0 $14k 100.00 140.00