SRS Investment Management as of Sept. 30, 2024
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 22.3 | $1.5B | 17M | 87.59 | |
| Netflix (NFLX) | 22.0 | $1.5B | 2.1M | 709.27 | |
| Snap Cl A (SNAP) | 11.6 | $778M | 73M | 10.70 | |
| Meta Platforms Cl A (META) | 9.1 | $609M | 1.1M | 572.44 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.7 | $587M | 4.4M | 134.81 | |
| Planet Fitness Cl A (PLNT) | 5.7 | $382M | 4.7M | 81.22 | |
| Burlington Stores (BURL) | 4.5 | $302M | 1.1M | 263.48 | |
| Atlassian Corporation Cl A (TEAM) | 4.2 | $281M | 1.8M | 158.81 | |
| Spotify Technology S A SHS (SPOT) | 2.2 | $147M | 398k | 368.53 | |
| UnitedHealth (UNH) | 2.1 | $141M | 242k | 584.68 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $133M | 768k | 173.67 | |
| Hldgs (UAL) | 1.6 | $107M | 1.9M | 57.06 | |
| Anthem (ELV) | 1.5 | $101M | 194k | 520.00 | |
| NVIDIA Corporation (NVDA) | 1.0 | $66M | 540k | 121.44 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $41M | 970k | 41.77 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $26M | 1.3M | 19.91 | |
| Tripadvisor (TRIP) | 0.3 | $19M | 1.3M | 14.49 | |
| Five Below (FIVE) | 0.2 | $13M | 148k | 88.35 | |
| Global E Online SHS (GLBE) | 0.1 | $6.3M | 163k | 38.44 | |
| Shopify Cl A (SHOP) | 0.0 | $326k | 4.1k | 80.14 |
