SRS Investment Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

SRS Investment Management, LLC

CIK Number: 0001503174

9.65B
Market Value
23
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NFLX Netflix, Inc.
1207.56
+0.30% 2.03M 0.00% 1.9B 207.53 25.44% Share
2 CAR Avis Budget Gro...
163.28
+0.99% 17.43M +1.75% 1.32B 34.84 17.74% Share
3 SNAP Snap Inc.
8.34
+1.40% 73.72M 0.00% 642.13M 13.12 8.61% Share
4 PDD PDD Holdings In...
131.01
+0.04% 4.06M 0.00% 481.02M 90.33 6.45% Share
5 PLNT Planet Fitness,...
103.40
+0.15% 4.7M 0.00% 454.28M 59.79 6.09% Share
6 META Meta Platforms,...
748.91
-1.54% 743.5K -12.11% 428.52M 162.31 5.75% Share
7 TPR Tapestry, Inc.
107.80
-4.96% 4.74M +100.00% 334.01M 70.41 4.48% Share
8 UNH UnitedHealth Gr...
345.75
-1.72% 586.73K +100.95% 307.3M 510.23 4.12% Share
9 BURL Burlington Stor...
262.53
-1.74% 1.27M 0.00% 302.78M 240.76 4.06% Share
10 MDB MongoDB, Inc.
315.32
+0.01% 1.4M +100.00% 244.98M 175.4 3.29% Share
11 TEAM Atlassian Corpo...
162.42
-0.86% 1.01M -22.52% 214.67M 169.14 2.88% Share
12 UAL United Airlines...
99.15
-2.21% 2.9M 0.00% 200.32M 69.88 2.69% Share
13 TSM Taiwan Semicond...
276.58
-1.47% 792.86K +3.23% 131.61M 102.96 1.76% Share
14 HIMS Hims & Hers Hea...
54.89
+3.08% 4M +100.00% 118.2M 29.55 1.58% Share
15 CVS CVS Health Corp...
74.60
-2.33% 1.22M +100.00% 82.49M 67.75 1.11% Share
16 SPOT Spotify Technol...
712.37
+0.52% 147.11K -63.05% 80.91M 133.62 1.08% Share
17 ELV Elevance Health...
316.47
-3.04% 146.38K +100.00% 63.67M 434.96 0.85% Share
18 TCOM Trip.com Group ...
75.71
-1.1% 756.18K +100.00% 48.08M 63.58 0.64% Share
19 CMCSA Comcast Corpora...
31.62
+0.03% 969.7K 0.00% 35.78M 47.78 0.48% Share
20 HUM Humana Inc.
254.41
-2.89% 123.29K 0.00% 32.62M 253.71 0.44% Share
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