SRS Investment Management, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$5.1B
Holdings
22
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $2.7T | 53119.47% | |
| 2 | METAMETA PLATFORMS INC | 3,296,499 | $531.6B | 10416.15% | Call |
| 3 | PLNTPLANET FITNESS INC | 6,956,803 | $473.1B | 9271.21% | |
| 4 | NFLXNETFLIX INC | 1,469,789 | $257.0B | 5036.45% | |
| 5 | SHOPSHOPIFY INC | 6,906,720 | $215.8B | 4228.02% | |
| 6 | GTMZOOMINFO TECHNOLOGIES INC | 5,120,615 | $170.2B | 3335.31% | |
| 7 | PINSPINTEREST INC | 7,285,205 | $132.3B | 2592.45% | |
| 8 | TXG10X GENOMICS INC | 2,758,245 | $124.8B | 2445.72% | |
| 9 | MGMMGM RESORTS INTERNATIONAL | 3,588,718 | $103.9B | 2035.82% | |
| 10 | ETSYETSY INC | 1,375,260 | $100.7B | 1972.92% | |
| 11 | DDOGDATADOG INC | 831,854 | $79.2B | 1552.46% | |
| 12 | MDBMONGODB INC | 202,254 | $52.5B | 1028.46% | |
| 13 | CMCSACOMCAST CORP NEW | 969,699 | $38.1B | 745.62% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 325,924 | $30.6B | 599.25% | |
| 15 | AFWALIGN TECHNOLOGY INC | 107,049 | $25.3B | 496.45% | |
| 16 | AMZNAMAZON COM INC | 198,100 | $21.0B | 412.29% | |
| 17 | NKENIKE INC | 118,967 | $12.2B | 238.24% | |
| 18 | MAMASTERCARD INCORPORATED | 34,947 | $11.0B | 216.04% | |
| 19 | SESEA LTD | 88,264 | $5.9B | 115.63% | |
| 20 | TWTRUSDTWITTER INC | 125,226 | $4.7B | 91.75% | |
| 21 | —1LIFE HEALTHCARE INC | 169,741 | $1.3B | 26.08% | |
| 22 | ABNBAIRBNB INC | 13,869 | $1.2B | 24.20% |