SRS Investment Management as of March 31, 2024
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 29.5 | $2.1B | 17M | 122.46 | |
| Netflix (NFLX) | 18.3 | $1.3B | 2.2M | 607.33 | |
| Snap Cl A (SNAP) | 10.3 | $748M | 65M | 11.48 | |
| Meta Platforms Cl A (META) | 7.1 | $517M | 1.1M | 485.58 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.9 | $424M | 3.6M | 116.25 | |
| Advanced Micro Devices (AMD) | 5.4 | $389M | 2.2M | 180.49 | |
| Planet Fitness Cl A (PLNT) | 5.3 | $383M | 6.1M | 62.63 | |
| American Airls (AAL) | 4.6 | $332M | 22M | 15.35 | |
| Atlassian Corporation Cl A (TEAM) | 2.9 | $210M | 1.1M | 195.11 | |
| Datadog Cl A Com (DDOG) | 2.5 | $183M | 1.5M | 123.60 | |
| NVIDIA Corporation (NVDA) | 2.1 | $153M | 170k | 903.56 | |
| Spotify Technology S A SHS (SPOT) | 1.5 | $105M | 398k | 263.90 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $105M | 768k | 136.05 | |
| Burlington Stores (BURL) | 0.7 | $48M | 208k | 232.19 | |
| Lithia Motors (LAD) | 0.6 | $43M | 143k | 300.86 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $42M | 970k | 43.35 | |
| Tripadvisor (TRIP) | 0.5 | $36M | 1.3M | 27.79 | |
| Global E Online SHS (GLBE) | 0.3 | $23M | 633k | 36.35 | |
| Confluent Class A Com (CFLT) | 0.2 | $16M | 516k | 30.52 | |
| MGM Resorts International. (MGM) | 0.2 | $13M | 280k | 47.21 | |
| Paypal Holdings (PYPL) | 0.1 | $9.4M | 140k | 66.99 | |
| Shopify Cl A (SHOP) | 0.0 | $314k | 4.1k | 77.17 |
