SRS Investment Management as of March 31, 2023
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 51.5 | $3.6B | 18M | 194.80 | |
| Netflix (NFLX) | 12.6 | $877M | 2.5M | 345.48 | |
| Meta Platforms Cl A (META) | 7.8 | $545M | 2.6M | 211.94 | |
| Planet Fitness Cl A (PLNT) | 7.8 | $540M | 7.0M | 77.67 | |
| Spotify Technology S A SHS (SPOT) | 4.2 | $295M | 2.2M | 133.62 | |
| Twilio Cl A (TWLO) | 2.9 | $201M | 3.0M | 66.63 | |
| 10x Genomics Cl A Com (TXG) | 2.4 | $168M | 3.0M | 55.79 | |
| Pinterest Cl A (PINS) | 2.2 | $156M | 5.7M | 27.27 | |
| Stellantis SHS (STLA) | 2.2 | $154M | 8.5M | 18.19 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $136M | 80k | 1708.29 | |
| Datadog Cl A Com (DDOG) | 1.4 | $95M | 1.3M | 72.66 | |
| Lithia Motors (LAD) | 0.9 | $63M | 276k | 228.93 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $37M | 970k | 37.91 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $33M | 269k | 124.40 | |
| Roblox Corp Cl A (RBLX) | 0.3 | $22M | 492k | 44.98 | |
| Match Group (MTCH) | 0.2 | $15M | 391k | 38.39 | |
| Nike CL B (NKE) | 0.2 | $15M | 119k | 122.64 | |
| MGM Resorts International. (MGM) | 0.2 | $12M | 280k | 44.42 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $7.9M | 104k | 75.90 | |
| Sea Sponsord Ads (SE) | 0.1 | $7.6M | 88k | 86.55 | |
| Shopify Cl A (SHOP) | 0.0 | $195k | 4.1k | 47.94 |
