SRS Investment Management, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$5.1T
Holdings
22
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $2.7T | 53.78% | |
| 2 | METAMETA PLATFORMS INC | 3,257,778 | $442.0B | 8.69% | |
| 3 | NFLXNETFLIX INC | 1,729,317 | $407.1B | 8.00% | |
| 4 | PLNTPLANET FITNESS INC | 6,956,803 | $401.1B | 7.88% | |
| 5 | SHOPSHOPIFY INC | 10,477,704 | $282.3B | 5.55% | |
| 6 | PINSPINTEREST INC | 9,009,814 | $209.9B | 4.13% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 4,689,893 | $195.4B | 3.84% | |
| 8 | ETSYETSY INC | 1,147,839 | $114.9B | 2.26% | |
| 9 | TXG10X GENOMICS INC | 3,005,427 | $85.6B | 1.68% | |
| 10 | STLASTELLANTIS N.V | 4,623,336 | $54.7B | 1.08% | |
| 11 | TWLOTWILIO INC | 492,948 | $34.1B | 0.67% | |
| 12 | CMCSACOMCAST CORP NEW | 969,699 | $28.4B | 0.56% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 325,924 | $28.1B | 0.55% | |
| 14 | AFWALIGN TECHNOLOGY INC | 107,049 | $22.2B | 0.44% | |
| 15 | MAMASTERCARD INCORPORATED | 34,947 | $9.9B | 0.20% | |
| 16 | NKENIKE INC | 118,967 | $9.9B | 0.19% | |
| 17 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $8.3B | 0.16% | |
| 18 | TWTRUSDTWITTER INC | 125,226 | $5.5B | 0.11% | |
| 19 | SESEA LTD | 88,264 | $4.9B | 0.10% | |
| 20 | —1LIFE HEALTHCARE INC | 169,741 | $2.9B | 0.06% | |
| 21 | AAPLAPPLE INC | 20,000 | $2.8B | 0.05% | Put |
| 22 | ABNBAIRBNB INC | 13,869 | $1.5B | 0.03% |