SRS Investment Management, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$9.1T
Holdings
30
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $4.9T | 53.62% | |
| 2 | PLNTPLANET FITNESS INC | 6,956,803 | $587.7B | 6.49% | |
| 3 | NFLXNETFLIX INC | 1,469,789 | $550.6B | 6.08% | |
| 4 | METAMETA PLATFORMS INC | 1,563,895 | $347.7B | 3.84% | |
| 5 | CMCSACOMCAST CORP NEW | 6,568,309 | $307.5B | 3.40% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 5,120,615 | $305.9B | 3.38% | |
| 7 | TWTRUSDTWITTER INC | 7,155,661 | $276.9B | 3.06% | |
| 8 | MGMMGM RESORTS INTERNATIONAL | 5,699,638 | $239.0B | 2.64% | |
| 9 | DTDYNATRACE INC | 4,248,406 | $200.1B | 2.21% | |
| 10 | FVRRFIVERR INTL LTD | 2,374,540 | $180.6B | 2.00% | |
| 11 | ZZILLOW GROUP INC | 3,597,984 | $177.3B | 1.96% | |
| 12 | GLBEGLOBAL E ONLINE LTD | 3,989,461 | $134.8B | 1.49% | |
| 13 | DDOGDATADOG INC | 831,854 | $126.0B | 1.39% | |
| 14 | SHOPSHOPIFY INC | 155,438 | $105.1B | 1.16% | |
| 15 | PINSPINTEREST INC | 4,045,694 | $99.6B | 1.10% | |
| 16 | UAAUNDER ARMOUR INC | 5,627,511 | $95.8B | 1.06% | |
| 17 | UAUNDER ARMOUR INC | 5,844,962 | $90.9B | 1.00% | |
| 18 | MDBMONGODB INC | 202,254 | $89.7B | 0.99% | |
| 19 | ETSYETSY INC | 536,197 | $66.6B | 0.74% | |
| 20 | RIVNRIVIAN AUTOMOTIVE INC | 1,250,000 | $62.8B | 0.69% | |
| 21 | AMZNAMAZON COM INC | 9,905 | $32.3B | 0.36% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 186,880 | $28.2B | 0.31% | |
| 23 | TMUST-MOBILE US INC | 126,749 | $16.3B | 0.18% | |
| 24 | NKENIKE INC | 118,967 | $16.0B | 0.18% | |
| 25 | AFWALIGN TECHNOLOGY INC | 36,650 | $16.0B | 0.18% | |
| 26 | TXG10X GENOMICS INC | 209,865 | $16.0B | 0.18% | |
| 27 | MAMASTERCARD INCORPORATED | 34,947 | $12.5B | 0.14% | |
| 28 | SESEA LTD | 88,264 | $10.6B | 0.12% | |
| 29 | SNOWSNOWFLAKE INC | 17,088 | $3.9B | 0.04% | |
| 30 | —1LIFE HEALTHCARE INC | 169,741 | $1.9B | 0.02% |