SRS Investment Management as of June 30, 2023
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 48.4 | $4.2B | 18M | 228.67 | |
| Netflix (NFLX) | 11.8 | $1.0B | 2.3M | 440.49 | |
| Snap Cl A (SNAP) | 7.2 | $624M | 53M | 11.84 | |
| Meta Platforms Cl A (META) | 6.6 | $571M | 2.0M | 286.98 | |
| Planet Fitness Cl A (PLNT) | 5.4 | $469M | 7.0M | 67.44 | |
| Spotify Technology S A SHS (SPOT) | 4.1 | $354M | 2.2M | 160.55 | |
| Datadog Cl A Com (DDOG) | 2.7 | $231M | 2.4M | 98.38 | |
| Twilio Cl A (TWLO) | 2.0 | $173M | 2.7M | 63.62 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.9 | $169M | 2.4M | 69.14 | |
| Atlassian Corporation Cl A (TEAM) | 1.9 | $164M | 978k | 167.81 | |
| Stellantis SHS (STLA) | 1.7 | $149M | 8.5M | 17.54 | |
| 10x Genomics Cl A Com (TXG) | 1.4 | $121M | 2.2M | 55.84 | |
| Lithia Motors (LAD) | 1.3 | $110M | 362k | 304.11 | |
| NVIDIA Corporation (NVDA) | 1.1 | $95M | 225k | 423.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $78M | 768k | 100.92 | |
| Microsoft Corporation (MSFT) | 0.7 | $64M | 189k | 340.54 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $40M | 970k | 41.55 | |
| Tripadvisor (TRIP) | 0.2 | $21M | 1.3M | 16.49 | |
| MGM Resorts International. (MGM) | 0.1 | $12M | 280k | 43.92 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $10M | 250k | 40.30 | |
| Sea Sponsord Ads (SE) | 0.1 | $5.1M | 88k | 58.04 | |
| Shopify Cl A (SHOP) | 0.0 | $263k | 4.1k | 64.60 |
