SRS Investment Management, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$8.3T
Holdings
22
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,130,882 | $3.0T | 36.76% | |
| 2 | SNAPSNAP INC | 65,114,732 | $1.1T | 13.35% | |
| 3 | NFLXNETFLIX INC | 2,231,647 | $1.1T | 13.15% | |
| 4 | PDDPDD HOLDINGS INC | 4,290,513 | $627.7B | 7.60% | |
| 5 | METAMETA PLATFORMS INC | 1,710,352 | $605.4B | 7.33% | |
| 6 | PLNTPLANET FITNESS INC | 6,956,803 | $507.8B | 6.15% | |
| 7 | TEAMATLASSIAN CORPORATION | 1,077,437 | $256.3B | 3.10% | |
| 8 | STLASTELLANTIS N.V | 8,467,789 | $197.5B | 2.39% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 1,000,502 | $188.0B | 2.28% | |
| 10 | DDOGDATADOG INC | 1,213,283 | $147.3B | 1.78% | |
| 11 | LADLITHIA MTRS INC | 362,367 | $119.3B | 1.44% | |
| 12 | NVDANVIDIA CORPORATION | 225,372 | $111.6B | 1.35% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $79.9B | 0.97% | |
| 14 | CMCSACOMCAST CORP NEW | 969,699 | $42.5B | 0.51% | |
| 15 | TXG10X GENOMICS INC | 683,893 | $38.3B | 0.46% | |
| 16 | GMGENERAL MTRS CO | 925,397 | $33.2B | 0.40% | |
| 17 | TRIPTRIPADVISOR INC | 1,293,952 | $27.9B | 0.34% | |
| 18 | GLBEGLOBAL E ONLINE LTD | 632,621 | $25.1B | 0.30% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 279,970 | $12.5B | 0.15% | |
| 20 | BILLBILL HOLDINGS INC | 121,208 | $9.9B | 0.12% | |
| 21 | SESEA LTD | 88,264 | $3.6B | 0.04% | |
| 22 | SHOPSHOPIFY INC | 4,066 | $316.7M | 0.00% |