SRS Investment Management as of Sept. 30, 2022
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 53.8 | $2.7B | 18M | 148.46 | |
| Meta Platforms Cl A (META) | 8.7 | $442M | 3.3M | 135.68 | |
| Netflix (NFLX) | 8.0 | $407M | 1.7M | 235.44 | |
| Planet Fitness Cl A (PLNT) | 7.9 | $401M | 7.0M | 57.66 | |
| Shopify Cl A (SHOP) | 5.5 | $282M | 11M | 26.94 | |
| Pinterest Cl A (PINS) | 4.1 | $210M | 9.0M | 23.30 | |
| Zoominfo Technologies Common Stock (ZI) | 3.8 | $195M | 4.7M | 41.66 | |
| Etsy (ETSY) | 2.3 | $115M | 1.1M | 100.13 | |
| 10x Genomics Cl A Com (TXG) | 1.7 | $86M | 3.0M | 28.48 | |
| Stellantis SHS (STLA) | 1.1 | $55M | 4.6M | 11.84 | |
| Twilio Cl A (TWLO) | 0.7 | $34M | 493k | 69.14 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $28M | 970k | 29.33 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $28M | 326k | 86.30 | |
| Align Technology (ALGN) | 0.4 | $22M | 107k | 207.11 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $9.9M | 35k | 284.34 | |
| Nike CL B (NKE) | 0.2 | $9.9M | 119k | 83.12 | |
| MGM Resorts International. (MGM) | 0.2 | $8.3M | 280k | 29.72 | |
| 0.1 | $5.5M | 125k | 43.84 | ||
| Sea Sponsord Ads (SE) | 0.1 | $4.9M | 88k | 56.05 | |
| 1life Healthcare | 0.1 | $2.9M | 170k | 17.15 | |
| Apple Put Option (AAPL) | 0.1 | $2.8M | 20k | 138.20 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $1.5M | 14k | 105.05 |
