SRS Investment Management as of Sept. 30, 2023
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 45.2 | $3.1B | 17M | 179.69 | |
| Netflix (NFLX) | 12.7 | $884M | 2.3M | 377.60 | |
| Meta Platforms Cl A (META) | 7.4 | $514M | 1.7M | 300.21 | |
| Snap Cl A (SNAP) | 6.8 | $469M | 53M | 8.91 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.1 | $421M | 4.3M | 98.07 | |
| Planet Fitness Cl A (PLNT) | 4.9 | $342M | 7.0M | 49.18 | |
| Spotify Technology S A SHS (SPOT) | 3.8 | $262M | 1.7M | 154.64 | |
| Atlassian Corporation Cl A (TEAM) | 3.1 | $217M | 1.1M | 201.51 | |
| Stellantis SHS (STLA) | 2.3 | $162M | 8.5M | 19.13 | |
| Datadog Cl A Com (DDOG) | 1.9 | $133M | 1.5M | 91.09 | |
| Lithia Motors (LAD) | 1.5 | $107M | 362k | 295.33 | |
| NVIDIA Corporation (NVDA) | 1.4 | $98M | 225k | 434.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $67M | 768k | 86.90 | |
| 10x Genomics Cl A Com (TXG) | 0.6 | $43M | 1.0M | 41.25 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $43M | 970k | 44.34 | |
| Tripadvisor (TRIP) | 0.3 | $22M | 1.3M | 16.58 | |
| MGM Resorts International. (MGM) | 0.1 | $10M | 280k | 36.76 | |
| Sea Sponsored Ads (SE) | 0.1 | $3.9M | 88k | 43.95 | |
| Shopify Cl A (SHOP) | 0.0 | $222k | 4.1k | 54.57 |
