SRS Investment Management, LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$6.7T
Holdings
28
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $1.4T | 21.28% | |
| 2 | ZZILLOW GROUP INC | 7,304,499 | $892.8B | 13.23% | |
| 3 | NFLXNETFLIX INC | 1,469,789 | $776.4B | 11.51% | |
| 4 | TWTRUSDTWITTER INC | 8,473,067 | $583.0B | 8.64% | Call |
| 5 | PLNTPLANET FITNESS INC | 7,048,131 | $530.4B | 7.86% | |
| 6 | MGMMGM RESORTS INTERNATIONAL | 11,376,600 | $485.2B | 7.19% | |
| 7 | DTDYNATRACE INC | 6,066,021 | $354.4B | 5.25% | |
| 8 | FVRRFIVERR INTL LTD | 909,374 | $220.5B | 3.27% | |
| 9 | BKNGBOOKING HOLDINGS INC | 100,000 | $218.8B | 3.24% | Call |
| 10 | UBERUBER TECHNOLOGIES INC | 3,440,101 | $172.4B | 2.56% | |
| 11 | ORLYOREILLY AUTOMOTIVE INC | 235,675 | $133.4B | 1.98% | |
| 12 | MDBMONGODB INC | 329,629 | $119.2B | 1.77% | |
| 13 | UPWKUPWORK INC | 2,013,840 | $117.4B | 1.74% | |
| 14 | UAAUNDER ARMOUR INC | 5,246,113 | $111.0B | 1.64% | |
| 15 | DDOGDATADOG INC | 1,058,280 | $110.1B | 1.63% | |
| 16 | UAUNDER ARMOUR INC | 5,383,844 | $100.0B | 1.48% | |
| 17 | CMCSACOMCAST CORP NEW | 1,666,783 | $95.0B | 1.41% | |
| 18 | SNOWSNOWFLAKE INC | 384,006 | $92.9B | 1.38% | |
| 19 | PLANUSDANAPLAN INC | 1,372,505 | $73.2B | 1.08% | |
| 20 | ZMZOOM VIDEO COMMUNICATIONS IN | 139,939 | $54.2B | 0.80% | |
| 21 | METAFACEBOOK INC | 66,245 | $23.0B | 0.34% | |
| 22 | NKENIKE INC | 118,967 | $18.4B | 0.27% | |
| 23 | ZEN1EURZENDESK INC | 117,957 | $17.0B | 0.25% | |
| 24 | —1LIFE HEALTHCARE INC | 169,741 | $5.6B | 0.08% | |
| 25 | MCWMISTER CAR WASH INC | 200,000 | $4.3B | 0.06% | |
| 26 | YMMFULL TRUCK ALLIANCE CO LTD | 50,000 | $1.0B | 0.02% | |
| 27 | DOCSDOXIMITY INC | 15,000 | $873.0M | 0.01% | |
| 28 | ZGZILLOW GROUP INC | 100 | $12.0M | 0.00% |