SRS Investment Management, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$7.0T
Holdings
21
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $3.6T | 51.50% | |
| 2 | NFLXNETFLIX INC | 2,537,708 | $876.7B | 12.58% | |
| 3 | METAMETA PLATFORMS INC | 2,572,789 | $545.3B | 7.82% | |
| 4 | PLNTPLANET FITNESS INC | 6,956,803 | $540.3B | 7.75% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 2,205,383 | $294.7B | 4.23% | |
| 6 | TWLOTWILIO INC | 3,019,695 | $201.2B | 2.89% | |
| 7 | TXG10X GENOMICS INC | 3,005,427 | $167.7B | 2.41% | |
| 8 | PINSPINTEREST INC | 5,731,713 | $156.3B | 2.24% | |
| 9 | STLASTELLANTIS N.V. | 8,467,789 | $154.0B | 2.21% | |
| 10 | CMGCHIPOTLE MEXICAN GRILL INC | 79,737 | $136.2B | 1.95% | |
| 11 | DDOGDATADOG INC | 1,307,643 | $95.0B | 1.36% | |
| 12 | LADLITHIA MTRS INC | 275,473 | $63.1B | 0.90% | |
| 13 | CMCSACOMCAST CORP NEW | 969,699 | $36.8B | 0.53% | |
| 14 | ABNBAIRBNB INC | 268,570 | $33.4B | 0.48% | |
| 15 | RBLXROBLOX CORP | 492,110 | $22.1B | 0.32% | |
| 16 | MTCHMATCH GROUP INC NEW | 390,690 | $15.0B | 0.22% | |
| 17 | NKENIKE INC | 118,967 | $14.6B | 0.21% | |
| 18 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $12.4B | 0.18% | |
| 19 | PDDPDD HOLDINGS INC | 104,283 | $7.9B | 0.11% | |
| 20 | SESEA LTD | 88,264 | $7.6B | 0.11% | |
| 21 | SHOPSHOPIFY INC | 4,066 | $194.9M | 0.00% |