Q1 2025 · 13F-HR
SRS Investment Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-001956
$7.46B
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110L106 | NFLX | NETFLIX INC | $1.90B | 25.4% | 2,034,454 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $1.32B | 17.7% | 17,430,882 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $642.1M | 8.61% | 73,723,115 | Common | NONE |
| 722304102 | PDD | PDD HOLDINGS INC | $481.0M | 6.45% | 4,064,381 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $454.3M | 6.09% | 4,702,165 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $428.5M | 5.75% | 743,500 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $334.0M | 4.48% | 4,743,824 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $307.3M | 4.12% | 586,729 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $302.8M | 4.06% | 1,270,421 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $245.0M | 3.29% | 1,396,718 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $214.7M | 2.88% | 1,011,588 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $200.3M | 2.69% | 2,901,113 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $131.6M | 1.76% | 792,859 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $118.2M | 1.59% | 4,000,000 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $82.5M | 1.11% | 1,217,492 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $80.9M | 1.09% | 147,109 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $63.7M | 0.85% | 146,376 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $48.1M | 0.64% | 756,185 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $35.8M | 0.48% | 969,699 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $32.6M | 0.44% | 123,293 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $18.3M | 0.25% | 1,293,952 | Common | SOLE |
| 76655K103 | RGTI | RIGETTI COMPUTING INC | $9.6M | 0.13% | 1,215,490 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $5.8M | 0.08% | 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.