SRS Investment Management, LLC Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$5.5B
Holdings
21
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 18,430,882 | $3.0T | 54632.27% | |
| 2 | METAMETA PLATFORMS INC | 5,362,896 | $645.4B | 11669.55% | |
| 3 | PLNTPLANET FITNESS INC | 6,956,803 | $548.2B | 9912.44% | |
| 4 | NFLXNETFLIX INC | 1,806,678 | $532.8B | 9633.20% | |
| 5 | PINSPINTEREST INC | 9,497,862 | $230.6B | 4169.84% | |
| 6 | STLASTELLANTIS N.V | 8,463,989 | $120.2B | 2173.24% | |
| 7 | TXG10X GENOMICS INC | 3,005,427 | $109.5B | 1980.29% | |
| 8 | ETSYETSY INC | 885,626 | $106.1B | 1918.14% | |
| 9 | CMCSACOMCAST CORP NEW | 969,699 | $33.9B | 613.16% | |
| 10 | TWLOTWILIO INC | 605,993 | $29.7B | 536.48% | |
| 11 | LADLITHIA MTRS INC | 122,838 | $25.1B | 454.76% | |
| 12 | BURLBURLINGTON STORES INC | 123,436 | $25.0B | 452.55% | |
| 13 | ABNBAIRBNB INC | 268,570 | $23.0B | 415.21% | |
| 14 | GTMZOOMINFO TECHNOLOGIES INC | 675,356 | $20.3B | 367.70% | |
| 15 | MTCHMATCH GROUP INC NEW | 390,690 | $16.2B | 293.10% | |
| 16 | NKENIKE INC | 118,967 | $13.9B | 251.71% | |
| 17 | MAMASTERCARD INCORPORATED | 34,947 | $12.2B | 219.73% | |
| 18 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $9.4B | 169.74% | |
| 19 | SESEA LTD | 88,264 | $4.6B | 83.04% | |
| 20 | —1LIFE HEALTHCARE INC | 169,741 | $2.8B | 51.29% | |
| 21 | SHOPSHOPIFY INC | 4,066 | $141.1M | 2.55% |