Q4 2024 · 13F-HR
SRS Investment Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000874
$7.04B
Reported value
20
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110L106 | NFLX | NETFLIX INC | $1.81B | 25.8% | 2,034,454 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $1.38B | 19.6% | 17,130,882 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $794.0M | 11.3% | 73,723,115 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $495.3M | 7.04% | 845,988 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $464.9M | 6.61% | 4,702,165 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $394.2M | 5.60% | 4,064,381 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $362.1M | 5.15% | 1,270,421 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $317.8M | 4.52% | 1,305,595 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $281.7M | 4.00% | 2,901,113 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $178.1M | 2.53% | 398,180 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $151.7M | 2.16% | 768,027 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $147.7M | 2.10% | 291,979 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $72.5M | 1.03% | 540,235 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $37.0M | 0.53% | 893,542 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $36.4M | 0.52% | 969,699 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $33.6M | 0.48% | 165,294 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $31.3M | 0.44% | 123,293 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $19.1M | 0.27% | 1,293,952 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $17.0M | 0.24% | 285,837 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $8.9M | 0.13% | 163,357 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.