SRS Investment Management as of Dec. 31, 2023
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 36.8 | $3.0B | 17M | 177.26 | |
| Snap Cl A (SNAP) | 13.3 | $1.1B | 65M | 16.93 | |
| Netflix (NFLX) | 13.2 | $1.1B | 2.2M | 486.88 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.6 | $628M | 4.3M | 146.31 | |
| Meta Platforms Cl A (META) | 7.3 | $605M | 1.7M | 353.96 | |
| Planet Fitness Cl A (PLNT) | 6.1 | $508M | 7.0M | 73.00 | |
| Atlassian Corporation Cl A (TEAM) | 3.1 | $256M | 1.1M | 237.86 | |
| Stellantis SHS (STLA) | 2.4 | $198M | 8.5M | 23.32 | |
| Spotify Technology S A SHS (SPOT) | 2.3 | $188M | 1.0M | 187.91 | |
| Datadog Cl A Com (DDOG) | 1.8 | $147M | 1.2M | 121.38 | |
| Lithia Motors (LAD) | 1.4 | $119M | 362k | 329.28 | |
| NVIDIA Corporation (NVDA) | 1.4 | $112M | 225k | 495.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $80M | 768k | 104.00 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $43M | 970k | 43.85 | |
| 10x Genomics Cl A Com (TXG) | 0.5 | $38M | 684k | 55.96 | |
| General Motors Company (GM) | 0.4 | $33M | 925k | 35.92 | |
| Tripadvisor (TRIP) | 0.3 | $28M | 1.3M | 21.53 | |
| Global E Online SHS (GLBE) | 0.3 | $25M | 633k | 39.63 | |
| MGM Resorts International. (MGM) | 0.2 | $13M | 280k | 44.68 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $9.9M | 121k | 81.59 | |
| Sea Sponsord Ads (SE) | 0.0 | $3.6M | 88k | 40.50 | |
| Shopify Cl A (SHOP) | 0.0 | $317k | 4.1k | 77.90 |
