SRS Investment Management, LLC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$7.1B

Holdings

27

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
CUCAAVIS BUDGET GROUP
18,430,882$2.1T30191.53%
2
NFLXNETFLIX INC
1,469,789$897.1B12612.54%
3
ZZILLOW GROUP INC
7,304,499$643.8B9051.90%
4
PLNTPLANET FITNESS INC
7,048,131$553.6B7783.88%
5
MGMMGM RESORTS INTERNATIONAL
11,376,600$490.9B6901.90%
6
TWTRUSDTWITTER INC
6,693,236$404.2B5683.00%
7
DTDYNATRACE INC
4,327,595$307.1B4318.14%
8
GTMZOOMINFO TECHNOLOGIES INC
4,154,773$254.2B3574.41%
9
BKNGBOOKING HOLDINGS INC
96,737$229.6B3228.68%
10
FVRRFIVERR INTL LTD
1,221,271$223.1B3136.75%
11
CMCSACOMCAST CORP NEW
2,733,508$152.9B2149.52%
12
DDOGDATADOG INC
1,058,280$149.6B2103.16%
13
MDBMONGODB INC
281,744$132.8B1867.76%
14
SNOWSNOWFLAKE INC
399,333$120.8B1697.99%
15
UAAUNDER ARMOUR INC
5,627,511$113.6B1596.66%
16
UAUNDER ARMOUR INC
5,844,962$102.4B1439.77%
17
UPWKUPWORK INC
1,668,414$75.1B1056.29%
18
PLANUSDANAPLAN INC
379,155$23.1B324.60%
19
METAFACEBOOK INC
66,245$22.5B316.10%
20
GLBEGLOBAL E ONLINE LTD
259,537$18.6B262.00%
21
FFORD MTR CO DEL
1,284,487$18.2B255.72%
22
NKENIKE INC
118,967$17.3B242.92%
23
TXG10X GENOMICS INC
40,451$5.9B82.80%
24
MCWMISTER CAR WASH INC
200,000$3.6B51.32%
25
1LIFE HEALTHCARE INC
169,741$3.4B48.32%
26
ORLYOREILLY AUTOMOTIVE INC
2,587$1.6B22.23%
27
ZGZILLOW GROUP INC
100$9.0M0.13%