SRS Investment Management as of March 31, 2025
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 25.4 | $1.9B | 2.0M | 932.53 | |
| Avis Budget (CAR) | 17.7 | $1.3B | 17M | 75.90 | |
| Snap Cl A (SNAP) | 8.6 | $642M | 74M | 8.71 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.5 | $481M | 4.1M | 118.35 | |
| Planet Fitness Cl A (PLNT) | 6.1 | $454M | 4.7M | 96.61 | |
| Meta Platforms Cl A (META) | 5.7 | $429M | 744k | 576.36 | |
| Tapestry (TPR) | 4.5 | $334M | 4.7M | 70.41 | |
| UnitedHealth (UNH) | 4.1 | $307M | 587k | 523.75 | |
| Burlington Stores (BURL) | 4.1 | $303M | 1.3M | 238.33 | |
| Mongodb Cl A (MDB) | 3.3 | $245M | 1.4M | 175.40 | |
| Atlassian Corporation Cl A (TEAM) | 2.9 | $215M | 1.0M | 212.21 | |
| Hldgs (UAL) | 2.7 | $200M | 2.9M | 69.05 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $132M | 793k | 166.00 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.6 | $118M | 4.0M | 29.55 | |
| CVS Caremark Corporation (CVS) | 1.1 | $83M | 1.2M | 67.75 | |
| Spotify Technology S A SHS (SPOT) | 1.1 | $81M | 147k | 550.03 | |
| Anthem (ELV) | 0.9 | $64M | 146k | 434.96 | |
| Trip Com Group Ads (TCOM) | 0.6 | $48M | 756k | 63.58 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $36M | 970k | 36.90 | |
| Humana (HUM) | 0.4 | $33M | 123k | 264.60 | |
| Tripadvisor (TRIP) | 0.2 | $18M | 1.3M | 14.17 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $9.6M | 1.2M | 7.92 | |
| Global E Online SHS (GLBE) | 0.1 | $5.8M | 163k | 35.65 |
