SRS Investment Management as of Dec. 31, 2024
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 25.8 | $1.8B | 2.0M | 891.32 | |
| Avis Budget (CAR) | 19.6 | $1.4B | 17M | 80.61 | |
| Snap Cl A (SNAP) | 11.3 | $794M | 74M | 10.77 | |
| Meta Platforms Cl A (META) | 7.0 | $495M | 846k | 585.51 | |
| Planet Fitness Cl A (PLNT) | 6.6 | $465M | 4.7M | 98.87 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.6 | $394M | 4.1M | 96.99 | |
| Burlington Stores (BURL) | 5.1 | $362M | 1.3M | 285.06 | |
| Atlassian Corporation Cl A (TEAM) | 4.5 | $318M | 1.3M | 243.38 | |
| Hldgs (UAL) | 4.0 | $282M | 2.9M | 97.10 | |
| Spotify Technology S A SHS (SPOT) | 2.5 | $178M | 398k | 447.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $152M | 768k | 197.49 | |
| UnitedHealth (UNH) | 2.1 | $148M | 292k | 505.86 | |
| NVIDIA Corporation (NVDA) | 1.0 | $73M | 540k | 134.29 | |
| Victorias Secret And Common Stock (VSCO) | 0.5 | $37M | 894k | 41.42 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $36M | 970k | 37.53 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $34M | 165k | 203.09 | |
| Humana (HUM) | 0.4 | $31M | 123k | 253.71 | |
| Tripadvisor (TRIP) | 0.3 | $19M | 1.3M | 14.77 | |
| Western Digital (WDC) | 0.2 | $17M | 286k | 59.63 | |
| Global E Online SHS (GLBE) | 0.1 | $8.9M | 163k | 54.53 |
