SRS Investment Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$7.5T
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 2,034,454 | $1.9T | 25.44% | |
| 2 | CUCAAVIS BUDGET GROUP | 17,430,882 | $1.3T | 17.74% | |
| 3 | SNAPSNAP INC | 73,723,115 | $642.1B | 8.61% | |
| 4 | PDDPDD HOLDINGS INC | 4,064,381 | $481.0B | 6.45% | |
| 5 | PLNTPLANET FITNESS INC | 4,702,165 | $454.3B | 6.09% | |
| 6 | METAMETA PLATFORMS INC | 743,500 | $428.5B | 5.75% | |
| 7 | TPRTAPESTRY INC | 4,743,824 | $334.0B | 4.48% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 586,729 | $307.3B | 4.12% | |
| 9 | BURLBURLINGTON STORES INC | 1,270,421 | $302.8B | 4.06% | |
| 10 | MDBMONGODB INC | 1,396,718 | $245.0B | 3.29% | |
| 11 | TEAMATLASSIAN CORPORATION | 1,011,588 | $214.7B | 2.88% | |
| 12 | UALUNITED AIRLS HLDGS INC | 2,901,113 | $200.3B | 2.69% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 792,859 | $131.6B | 1.76% | |
| 14 | HIMSHIMS & HERS HEALTH INC | 4,000,000 | $118.2B | 1.59% | |
| 15 | CVSCVS HEALTH CORP | 1,217,492 | $82.5B | 1.11% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 147,109 | $80.9B | 1.09% | |
| 17 | ELVELEVANCE HEALTH INC | 146,376 | $63.7B | 0.85% | |
| 18 | CLVTRIP COM GROUP LTD | 756,185 | $48.1B | 0.64% | |
| 19 | CMCSACOMCAST CORP NEW | 969,699 | $35.8B | 0.48% | |
| 20 | HUMHUMANA INC | 123,293 | $32.6B | 0.44% | |
| 21 | TRIPTRIPADVISOR INC | 1,293,952 | $18.3B | 0.25% | |
| 22 | RGTIRIGETTI COMPUTING INC | 1,215,490 | $9.6B | 0.13% | |
| 23 | GLBEGLOBAL E ONLINE LTD | 163,357 | $5.8B | 0.08% |