SRS Investment Management, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$7.2T
Holdings
22
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,430,882 | $2.1T | 29.49% | |
| 2 | NFLXNETFLIX INC | 2,182,023 | $1.3T | 18.31% | |
| 3 | SNAPSNAP INC | 65,114,732 | $747.5B | 10.33% | |
| 4 | METAMETA PLATFORMS INC | 1,064,555 | $516.9B | 7.14% | |
| 5 | PDDPDD HOLDINGS INC | 3,647,247 | $424.0B | 5.86% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 2,155,394 | $389.0B | 5.37% | |
| 7 | PLNTPLANET FITNESS INC | 6,111,508 | $382.8B | 5.29% | |
| 8 | AALAMERICAN AIRLS GROUP INC | 21,642,207 | $332.2B | 4.59% | |
| 9 | TEAMATLASSIAN CORPORATION | 1,077,437 | $210.2B | 2.90% | |
| 10 | DDOGDATADOG INC | 1,480,255 | $183.0B | 2.53% | |
| 11 | NVDANVIDIA CORPORATION | 169,719 | $153.4B | 2.12% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 398,180 | $105.1B | 1.45% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $104.5B | 1.44% | |
| 14 | BURLBURLINGTON STORES INC | 207,960 | $48.3B | 0.67% | |
| 15 | LADLITHIA MTRS INC | 142,831 | $43.0B | 0.59% | |
| 16 | CMCSACOMCAST CORP NEW | 969,699 | $42.0B | 0.58% | |
| 17 | TRIPTRIPADVISOR INC | 1,293,952 | $36.0B | 0.50% | |
| 18 | GLBEGLOBAL E ONLINE LTD | 632,621 | $23.0B | 0.32% | |
| 19 | CFLTCONFLUENT INC | 516,375 | $15.8B | 0.22% | |
| 20 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $13.2B | 0.18% | |
| 21 | PYPLPAYPAL HLDGS INC | 140,077 | $9.4B | 0.13% | |
| 22 | SHOPSHOPIFY INC | 4,066 | $313.8M | 0.00% |