SRS Investment Management, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$6.4B
Holdings
32
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $1.3T | 21048.89% | |
| 2 | NFLXNETFLIX INC | 2,064,369 | $1.1T | 16954.33% | |
| 3 | ZZILLOW GROUP INC | 7,304,499 | $947.0B | 14908.53% | |
| 4 | PLNTPLANET FITNESS INC | 7,048,131 | $544.8B | 8577.47% | |
| 5 | TWTRUSDTWITTER INC | 6,973,067 | $443.7B | 6985.40% | |
| 6 | MGMMGM RESORTS INTERNATIONAL | 10,591,600 | $402.4B | 6334.85% | |
| 7 | DTDYNATRACE INC | 6,066,021 | $292.6B | 4606.99% | |
| 8 | FVRRFIVERR INTL LTD | 854,096 | $185.5B | 2920.34% | |
| 9 | ORLYOREILLY AUTOMOTIVE INC | 235,675 | $119.5B | 1882.09% | |
| 10 | UAAUNDER ARMOUR INC | 5,246,113 | $116.3B | 1830.26% | |
| 11 | BIDUNBAIDU INC | 509,736 | $110.9B | 1745.86% | |
| 12 | UPWKUPWORK INC | 2,443,155 | $109.4B | 1722.04% | |
| 13 | UAUNDER ARMOUR INC | 5,383,844 | $99.4B | 1564.70% | |
| 14 | MDBMONGODB INC | 348,299 | $93.1B | 1466.46% | |
| 15 | CMCSACOMCAST CORP NEW | 1,666,783 | $90.2B | 1419.92% | |
| 16 | DDOGDATADOG INC | 1,058,280 | $88.2B | 1388.54% | |
| 17 | PLANUSDANAPLAN INC | 1,372,505 | $73.9B | 1163.60% | |
| 18 | ZMZOOM VIDEO COMMUNICATIONS IN | 139,939 | $45.0B | 707.85% | |
| 19 | BEKEKE HLDGS INC | 500,000 | $28.5B | 448.54% | |
| 20 | ABNBAIRBNB INC | 150,000 | $28.2B | 443.83% | |
| 21 | OPTUALTICE USA INC | 753,979 | $24.5B | 386.14% | |
| 22 | METAFACEBOOK INC | 66,245 | $19.5B | 307.17% | |
| 23 | ZHZHIHU INC | 2,100,000 | $17.0B | 268.13% | |
| 24 | NKENIKE INC | 118,967 | $15.8B | 248.91% | |
| 25 | ZEN1EURZENDESK INC | 117,957 | $15.6B | 246.28% | |
| 26 | DASHDOORDASH INC | 70,000 | $9.2B | 144.51% | |
| 27 | —1LIFE HEALTHCARE INC | 169,741 | $6.6B | 104.43% | |
| 28 | DISDISNEY WALT CO | 27,766 | $5.1B | 80.65% | |
| 29 | ACVAACV AUCTIONS INC | 75,000 | $2.6B | 40.87% | |
| 30 | —YATSEN HLDG LTD | 150,000 | $1.9B | 29.17% | |
| 31 | SGFYGBPSIGNIFY HEALTH INC | 50,000 | $1.5B | 23.03% | |
| 32 | ZGZILLOW GROUP INC | 100 | $13.0M | 0.20% |