SRS Investment Management, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$6.7B

Holdings

20

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
CUCAAVIS BUDGET GROUP
17,130,882$1500.5T22343614.97%
2
NFLXNETFLIX INC
2,081,511$1476.4T21984140.47%
3
SNAPSNAP INC
72,721,483$778.1T11586858.24%
4
METAMETA PLATFORMS INC
1,064,555$609.4T9074386.36%
5
PDDPDD HOLDINGS INC
4,351,517$586.6T8735383.63%
6
PLNTPLANET FITNESS INC
4,702,165$381.9T5686958.23%
7
BURLBURLINGTON STORES INC
1,146,448$302.1T4498018.16%
8
TEAMATLASSIAN CORPORATION
1,770,979$281.2T4188036.39%
9
SPOTSPOTIFY TECHNOLOGY S A
398,180$146.7T2185100.81%
10
UNHUNITEDHEALTH GROUP INC
241,693$141.3T2104270.17%
11
TSMTAIWAN SEMICONDUCTOR MFG LTD
768,027$133.4T1986188.58%
12
UALUNITED AIRLS HLDGS INC
1,866,513$106.5T1585922.56%
13
ELVELEVANCE HEALTH INC
193,569$100.7T1498850.58%
14
NVDANVIDIA CORPORATION
540,235$65.6T976930.49%
15
CMCSACOMCAST CORP NEW
969,699$40.5T603143.44%
16
BEKEKE HLDGS INC
1,313,561$26.2T389440.13%
17
TRIPTRIPADVISOR INC
1,293,952$18.7T279193.77%
18
FIVEFIVE BELOW INC
148,377$13.1T195205.63%
19
GLBEGLOBAL E ONLINE LTD
163,357$6.3T93506.18%
20
SHOPSHOPIFY INC
4,066$325.8B4852.17%