SRS Investment Management as of March 31, 2021
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 32 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 21.0 | $1.3B | 18M | 72.54 | |
| Netflix (NFLX) | 17.0 | $1.1B | 2.1M | 521.66 | |
| Zillow Group Cl C Cap Stk (Z) | 14.9 | $947M | 7.3M | 129.64 | |
| Planet Fitness Cl A (PLNT) | 8.6 | $545M | 7.0M | 77.30 | |
| 7.0 | $444M | 7.0M | 63.63 | ||
| MGM Resorts International. (MGM) | 6.3 | $402M | 11M | 37.99 | |
| Dynatrace Com New (DT) | 4.6 | $293M | 6.1M | 48.24 | |
| Fiverr Intl Ord Shs (FVRR) | 2.9 | $186M | 854k | 217.18 | |
| O'reilly Automotive (ORLY) | 1.9 | $120M | 236k | 507.25 | |
| Under Armour Cl A (UAA) | 1.8 | $116M | 5.2M | 22.16 | |
| Baidu Spon Adr Rep A (BIDU) | 1.7 | $111M | 510k | 217.55 | |
| Upwork (UPWK) | 1.7 | $109M | 2.4M | 44.77 | |
| Under Armour CL C (UA) | 1.6 | $99M | 5.4M | 18.46 | |
| Mongodb Cl A (MDB) | 1.5 | $93M | 348k | 267.43 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $90M | 1.7M | 54.11 | |
| Datadog Cl A Com (DDOG) | 1.4 | $88M | 1.1M | 83.34 | |
| Anaplan | 1.2 | $74M | 1.4M | 53.85 | |
| Zoom Video Communications In Cl A (ZM) | 0.7 | $45M | 140k | 321.29 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $29M | 500k | 56.98 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $28M | 150k | 187.94 | |
| Altice Usa Cl A (ATUS) | 0.4 | $25M | 754k | 32.53 | |
| Facebook Cl A (META) | 0.3 | $20M | 66k | 294.53 | |
| Zhihu Ads (ZH) | 0.3 | $17M | 2.1M | 8.11 | |
| Nike CL B (NKE) | 0.2 | $16M | 119k | 132.89 | |
| Zendesk | 0.2 | $16M | 118k | 132.62 | |
| Doordash Cl A (DASH) | 0.1 | $9.2M | 70k | 131.13 | |
| 1life Healthcare | 0.1 | $6.6M | 170k | 39.08 | |
| Walt Disney Company (DIS) | 0.1 | $5.1M | 28k | 184.51 | |
| Acv Auctions Com Cl A (ACVA) | 0.0 | $2.6M | 75k | 34.61 | |
| Yatsen Hldg Ads | 0.0 | $1.9M | 150k | 12.35 | |
| Signify Health Cl A Com | 0.0 | $1.5M | 50k | 29.26 | |
| Zillow Group Cl A (ZG) | 0.0 | $13k | 100.00 | 130.00 |
