SRS Investment Management, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$8.7T
Holdings
22
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $4.2T | 48.41% | |
| 2 | NFLXNETFLIX INC | 2,339,868 | $1.0T | 11.84% | |
| 3 | SNAPSNAP INC | 52,662,317 | $623.5B | 7.16% | |
| 4 | METAMETA PLATFORMS INC | 1,988,619 | $570.7B | 6.55% | |
| 5 | PLNTPLANET FITNESS INC | 6,956,803 | $469.2B | 5.39% | |
| 6 | SPOTSPOTIFY TECHNOLOGY S A | 2,205,383 | $354.1B | 4.07% | |
| 7 | DDOGDATADOG INC | 2,351,748 | $231.4B | 2.66% | |
| 8 | TWLOTWILIO INC | 2,715,939 | $172.8B | 1.98% | |
| 9 | PDDPDD HOLDINGS INC | 2,446,402 | $169.1B | 1.94% | |
| 10 | TEAMATLASSIAN CORPORATION | 978,402 | $164.2B | 1.89% | |
| 11 | STLASTELLANTIS N.V | 8,467,789 | $148.5B | 1.71% | |
| 12 | TXG10X GENOMICS INC | 2,174,113 | $121.4B | 1.39% | |
| 13 | LADLITHIA MTRS INC | 362,367 | $110.2B | 1.27% | |
| 14 | NVDANVIDIA CORPORATION | 225,372 | $95.3B | 1.09% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $77.5B | 0.89% | |
| 16 | MSFTMICROSOFT CORP | 188,660 | $64.2B | 0.74% | |
| 17 | CMCSACOMCAST CORP NEW | 969,699 | $40.3B | 0.46% | |
| 18 | TRIPTRIPADVISOR INC | 1,293,952 | $21.3B | 0.25% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $12.3B | 0.14% | |
| 20 | RBLXROBLOX CORP | 250,318 | $10.1B | 0.12% | |
| 21 | SESEA LTD | 88,264 | $5.1B | 0.06% | |
| 22 | SHOPSHOPIFY INC | 4,066 | $262.7M | 0.00% |