SRS Investment Management, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$6.1T
Holdings
31
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 2,448,159 | $1.3T | 21.87% | |
| 2 | ZZILLOW GROUP INC | 7,786,949 | $1.0T | 16.70% | |
| 3 | CUCAAVIS BUDGET GROUP | 18,430,882 | $687.5B | 11.36% | |
| 4 | PLNTPLANET FITNESS INC | 7,048,131 | $547.1B | 9.04% | |
| 5 | TWTRUSDTWITTER INC | 7,654,760 | $414.5B | 6.85% | |
| 6 | DTDYNATRACE INC | 6,262,667 | $271.0B | 4.48% | |
| 7 | OPTUALTICE USA INC | 5,843,372 | $221.3B | 3.66% | |
| 8 | FVRRFIVERR INTL LTD | 1,125,943 | $219.7B | 3.63% | |
| 9 | MSFTMICROSOFT CORP | 954,798 | $212.4B | 3.51% | |
| 10 | BKNGBOOKING HOLDINGS INC | 83,498 | $186.0B | 3.07% | |
| 11 | MDBMONGODB INC | 497,259 | $178.5B | 2.95% | |
| 12 | CMCSACOMCAST CORP NEW | 2,865,412 | $150.1B | 2.48% | |
| 13 | PLANUSDANAPLAN INC | 1,841,105 | $132.3B | 2.19% | |
| 14 | ORLYOREILLY AUTOMOTIVE INC | 269,665 | $122.0B | 2.02% | |
| 15 | MGMMGM RESORTS INTERNATIONAL | 3,091,600 | $97.4B | 1.61% | |
| 16 | EXPEEXPEDIA GROUP INC | 422,500 | $55.9B | 0.92% | |
| 17 | UPWKUPWORK INC | 1,091,644 | $37.7B | 0.62% | |
| 18 | BEKEKE HLDGS INC | 500,000 | $30.8B | 0.51% | |
| 19 | ABNBAIRBNB INC | 150,000 | $22.0B | 0.36% | |
| 20 | UAAUNDER ARMOUR INC | 1,117,326 | $19.2B | 0.32% | |
| 21 | METAFACEBOOK INC | 66,245 | $18.1B | 0.30% | |
| 22 | ZEN1EURZENDESK INC | 117,957 | $16.9B | 0.28% | |
| 23 | NKENIKE INC | 118,967 | $16.8B | 0.28% | |
| 24 | TREXTREX CO INC | 180,317 | $15.1B | 0.25% | |
| 25 | TRIPTRIPADVISOR INC | 437,688 | $12.6B | 0.21% | |
| 26 | DASHDOORDASH INC | 70,000 | $10.0B | 0.17% | |
| 27 | AFWALIGN TECHNOLOGY INC | 14,333 | $7.7B | 0.13% | |
| 28 | —1LIFE HEALTHCARE INC | 169,741 | $7.4B | 0.12% | |
| 29 | DISDISNEY WALT CO | 27,766 | $5.0B | 0.08% | |
| 30 | —YATSEN HLDG LTD | 150,000 | $2.5B | 0.04% | |
| 31 | ZGZILLOW GROUP INC | 100 | $14.0M | 0.00% |