SRS Investment Management, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$7.3B

Holdings

22

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (22 positions)

#StockSharesValue% PortfolioType
1
CUCAAVIS BUDGET GROUP
17,130,882$1790.5T24369911.53%
2
NFLXNETFLIX INC
2,143,370$1446.5T19687860.96%
3
SNAPSNAP INC
72,721,483$1207.9T16440203.43%
4
METAMETA PLATFORMS INC
1,064,555$536.8T7305719.60%
5
PDDPDD HOLDINGS INC
3,647,247$484.9T6599763.08%
6
PLNTPLANET FITNESS INC
6,111,508$449.7T6121276.76%
7
BURLBURLINGTON STORES INC
1,006,019$241.4T3286186.84%
8
TEAMATLASSIAN CORPORATION
1,348,446$238.5T3246288.52%
9
NVDANVIDIA CORPORATION
1,697,190$209.7T2853730.06%
10
UNHUNITEDHEALTH GROUP INC
300,194$152.9T2080733.22%
11
AALAMERICAN AIRLS GROUP INC
13,064,028$148.0T2014567.57%
12
TSMTAIWAN SEMICONDUCTOR MFG LTD
768,027$133.5T1816879.29%
13
SPOTSPOTIFY TECHNOLOGY S A
398,180$124.9T1700565.52%
14
HPEHEWLETT PACKARD ENTERPRISE C
3,000,137$63.5T864443.81%
15
CMCSACOMCAST CORP NEW
969,699$38.0T516838.03%
16
UALUNITED AIRLS HLDGS INC
486,265$23.7T322047.51%
17
TRIPTRIPADVISOR INC
1,293,952$23.0T313658.39%
18
CFLTCONFLUENT INC
516,375$15.2T207540.80%
19
TXG10X GENOMICS INC
504,257$9.8T133489.28%
20
GLBEGLOBAL E ONLINE LTD
163,357$5.9T80641.78%
21
RBLXROBLOX CORP
67,158$2.5T34012.00%
22
SHOPSHOPIFY INC
4,066$268.6B3655.23%