SI

SRS Investment Management, LLC

13F
SRS Investment Management, LLC
Last update 2024-08-15 22 Stocks (5 new)
Value $7.35 Bil Turnover 8 %
Countries:
Top Holdings: CAR(24.37%)NFLX(19.69%)SNAP(16.44%)META(7.31%)PDD(6.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
SRS Investment Management, LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CAR 		Avis Budget Group Inc
17,130,882
1790519.790
-1.72%
24.370
-0.51%
48.040
+4.10%
-47.56%
3266.329
Business Services
NFLX 		Netflix Inc
2,143,370
1446517.550
-1.77%
19.690
-0.32%
0.500
+26.13%
+63.29%
339846.299
Media - Diversified
SNAP 		Snap Inc
72,721,483
1207903.830
+11.68%
16.440
+1.72%
4.380
+34.34%
-29.06%
20143.248
Interactive Media
META 		Meta Platforms Inc
1,064,555
536769.920
0%
7.310
0%
0.040
+15.78%
+67.05%
1488185.990
Interactive Media
PDD 		PDD Holdings Inc
3,647,247
484901.490
0%
6.600
0%
0.260
-14.64%
-19.48%
163610.994
Retail - Cyclical
PLNT 		Planet Fitness Inc
6,111,508
449745.870
0%
6.120
0%
7.230
+21.82%
+30.56%
8023.255
Travel & Leisure
BURL 		Burlington Stores Inc
1,006,019
241444.560
+383.76%
3.290
+2.61%
1.580
+4.36%
+35.38%
16761.662
Retail - Cyclical
TEAM 		Atlassian Corp
1,348,446
238513.130
+25.15%
3.250
+0.65%
0.520
+71.34%
-0.03%
61931.057
Software
NVDA 		NVIDIA Corp
1,697,190
209670.850
0%
2.850
0%
0.010
+40.65%
+198.17%
3621363.900
Semiconductors
UNH 		UnitedHealth Group Inc
300,194
152876.800
New Holding
2.080
+2.08%
0.030
+9.14%
+18.35%
566720.296
Healthcare Plans

SRS Investment Management, LLC's Historical Top Holdings Breakdowns

SRS Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMD 		Advanced Micro Devices Inc2024-06-30Sold Out
-5.37%
●
144.27 ($160.87) 183.34
$147.95
-8.03%
Sold Out
0
-2,155,394
BURL 		Burlington Stores Inc2024-06-30Add
+2.61%
●
177.64 ($205.79) 242.53
$263.29
27.94%
Add 383.76%
1,006,019
798,059
DDOG 		Datadog Inc2024-06-30Sold Out
-2.53%
●
108.84 ($120.98) 131.45
$124.44
2.86%
Sold Out
0
-1,480,255
UNH 		UnitedHealth Group Inc2024-06-30New Buy
+2.08%
●
439.2 ($490.13) 524.63
$615.81
25.64%
New holding
300,194
300,194
AAL 		American Airlines Group Inc2024-06-30Reduce
-1.82%
●
11.12 ($13.14) 15.41
$13.81
5.10%
Reduce -39.64%
13,064,028
-8,578,179
SNAP 		Snap Inc2024-06-30Add
+1.72%
●
10.34 ($14.35) 17.14
$12.01
-16.31%
Add 11.68%
72,721,483
7,606,751
HPE 		Hewlett Packard Enterprise Co2024-06-30New Buy
+0.86%
●
16.44 ($18.43) 21.84
$22.04
19.59%
New holding
3,000,137
3,000,137
TEAM 		Atlassian Corp2024-06-30Add
+0.65%
●
153.18 ($178.7) 214.65
$237.80
33.07%
Add 25.15%
1,348,446
271,009
LAD 		Lithia Motors Inc2024-06-30Sold Out
-0.59%
●
246.33 ($261.76) 295.77
$371.36
41.87%
Sold Out
0
-142,831
CAR 		Avis Budget Group Inc2024-06-30Reduce
-0.51%
●
94.75 ($112.13) 127.91
$92.95
-17.10%
Reduce -1.72%
17,130,882
-300,000

SRS Investment Management, LLC Total Holding History ($B)

To

SRS Investment Management, LLC's Asset Allocation

To

SRS Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SRS Investment Management, LLC's Hypothetical Growth since 2024-06-30

SRS Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SRS Investment Management, LLC's Holdings Heat Map

Size field:

SRS Investment Management, LLC's Holdings Bubble Chart

SRS Investment Management, LLC News

  • 1

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