SRS Investment Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$7.0T
Holdings
20
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 2,034,454 | $1.8T | 25.77% | |
| 2 | CUCAAVIS BUDGET GROUP | 17,130,882 | $1.4T | 19.62% | |
| 3 | SNAPSNAP INC | 73,723,115 | $794.0B | 11.28% | |
| 4 | METAMETA PLATFORMS INC | 845,988 | $495.3B | 7.04% | |
| 5 | PLNTPLANET FITNESS INC | 4,702,165 | $464.9B | 6.61% | |
| 6 | PDDPDD HOLDINGS INC | 4,064,381 | $394.2B | 5.60% | |
| 7 | BURLBURLINGTON STORES INC | 1,270,421 | $362.1B | 5.15% | |
| 8 | TEAMATLASSIAN CORPORATION | 1,305,595 | $317.8B | 4.52% | |
| 9 | UALUNITED AIRLS HLDGS INC | 2,901,113 | $281.7B | 4.00% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 398,180 | $178.1B | 2.53% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 768,027 | $151.7B | 2.16% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 291,979 | $147.7B | 2.10% | |
| 13 | NVDANVIDIA CORPORATION | 540,235 | $72.5B | 1.03% | |
| 14 | VSCOVICTORIAS SECRET AND CO | 893,542 | $37.0B | 0.53% | |
| 15 | CMCSACOMCAST CORP NEW | 969,699 | $36.4B | 0.52% | |
| 16 | DECKDECKERS OUTDOOR CORP | 165,294 | $33.6B | 0.48% | |
| 17 | HUMHUMANA INC | 123,293 | $31.3B | 0.44% | |
| 18 | TRIPTRIPADVISOR INC | 1,293,952 | $19.1B | 0.27% | |
| 19 | WDCWESTERN DIGITAL CORP | 285,837 | $17.0B | 0.24% | |
| 20 | GLBEGLOBAL E ONLINE LTD | 163,357 | $8.9B | 0.13% |