SRS Investment Management as of Dec. 31, 2021
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 24 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 45.2 | $3.8B | 18M | 207.37 | |
| Netflix (NFLX) | 10.5 | $886M | 1.5M | 602.44 | |
| Planet Fitness Cl A (PLNT) | 7.5 | $630M | 7.0M | 90.58 | |
| MGM Resorts International. (MGM) | 5.4 | $457M | 10M | 44.88 | |
| Comcast Corp Cl A (CMCSA) | 4.3 | $362M | 7.2M | 50.33 | |
| Zillow Group Cl C Cap Stk (Z) | 3.9 | $326M | 5.1M | 63.85 | |
| Zoominfo Technologies Com Cl A (ZI) | 3.2 | $267M | 4.2M | 64.20 | |
| Dynatrace Com New (DT) | 2.7 | $226M | 3.7M | 60.35 | |
| 2.6 | $222M | 5.1M | 43.22 | ||
| Global E Online SHS (GLBE) | 2.5 | $215M | 3.4M | 63.39 | |
| Fiverr Intl Ord Shs (FVRR) | 2.3 | $194M | 1.7M | 113.70 | |
| Datadog Cl A Com (DDOG) | 1.8 | $148M | 832k | 178.11 | |
| Rivian Automotive Com Cl A (RIVN) | 1.5 | $130M | 1.3M | 103.69 | |
| Under Armour Cl A (UAA) | 1.4 | $119M | 5.6M | 21.19 | |
| Mongodb Cl A (MDB) | 1.3 | $107M | 202k | 529.35 | |
| Under Armour CL C (UA) | 1.2 | $105M | 5.8M | 18.04 | |
| Snowflake Cl A (SNOW) | 1.2 | $98M | 290k | 338.75 | |
| Peloton Interactive Cl A Com (PTON) | 0.4 | $36M | 998k | 35.76 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $31M | 210k | 148.96 | |
| Meta Platforms Cl A (META) | 0.3 | $22M | 66k | 336.36 | |
| Pinterest Cl A (PINS) | 0.3 | $21M | 581k | 36.35 | |
| Nike CL B (NKE) | 0.2 | $20M | 119k | 166.67 | |
| Mister Car Wash (MCW) | 0.0 | $3.6M | 200k | 18.21 | |
| 1life Healthcare | 0.0 | $3.0M | 170k | 17.57 |
