SRS Investment Management, LLC Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$8.5B

Holdings

24

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
CUCAAVIS BUDGET GROUP
18,430,882$3.8T45227.07%
2
NFLXNETFLIX INC
1,469,789$885.5B10477.93%
3
PLNTPLANET FITNESS INC
6,956,803$630.1B7456.73%
4
MGMMGM RESORTS INTERNATIONAL
10,189,254$457.3B5411.30%
5
CMCSACOMCAST CORP NEW
7,187,614$361.8B4280.74%
6
ZZILLOW GROUP INC
5,107,370$326.1B3858.91%
7
GTMZOOMINFO TECHNOLOGIES INC
4,154,773$266.7B3156.37%
8
DTDYNATRACE INC
3,746,804$226.1B2675.75%
9
TWTRUSDTWITTER INC
5,126,260$221.6B2621.75%
10
GLBEGLOBAL E ONLINE LTD
3,392,701$215.1B2544.91%
11
FVRRFIVERR INTL LTD
1,706,954$194.1B2296.62%
12
DDOGDATADOG INC
831,854$148.2B1753.25%
13
RIVNRIVIAN AUTOMOTIVE INC
1,250,000$129.6B1533.75%
14
UAAUNDER ARMOUR INC
5,627,511$119.2B1411.09%
15
MDBMONGODB INC
202,254$107.1B1266.91%
16
UAUNDER ARMOUR INC
5,844,962$105.4B1247.74%
17
SNOWSNOWFLAKE INC
289,450$98.1B1160.27%
18
PTONPELOTON INTERACTIVE INC
997,766$35.7B422.21%
19
TXG10X GENOMICS INC
209,865$31.3B369.92%
20
METAMETA PLATFORMS INC
66,245$22.3B263.67%
21
PINSPINTEREST INC
581,425$21.1B250.10%
22
NKENIKE INC
118,967$19.8B234.63%
23
MCWMISTER CAR WASH INC
200,000$3.6B43.10%
24
1LIFE HEALTHCARE INC
169,741$3.0B35.29%