SI
| |
SRS Investment Management, LLC13F | |
| SRS Investment Management, LLC | |
| Last update 2025-05-15 | 23 Stocks (7 new) |
| Value $7.46 Bil | Turnover 15 % |
SRS Investment Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 2,034,454 | 1,897,189.4 | 0% | 25.440 | 0% | 0.480 | +12.12% | +32.03% | 500,044.8 | Media - Diversified | |
CAR | Avis Budget Group Inc | 17,430,882 | 1,323,003.9 | +1.75% | 17.740 | +0.31% | 49.530 | +140.40% | +157.40% | 7,302.0 | Business Services | |
SNAP | Snap Inc | 73,723,115 | 642,128.3 | 0% | 8.610 | 0% | 4.410 | +26.19% | -6.50% | 16,941.3 | Interactive Media | |
PDD | PDD Holdings Inc | 4,064,381 | 481,019.5 | 0% | 6.450 | 0% | 0.290 | +17.95% | +22.14% | 168,171.7 | Retail - Cyclical | |
PLNT | Planet Fitness Inc | 4,702,165 | 454,276.2 | 0% | 6.090 | 0% | 5.610 | +16.52% | +14.29% | 9,475.2 | Travel & Leisure | |
META | Meta Platforms Inc | 743,500 | 428,523.7 | -12.11% | 5.750 | -0.85% | 0.030 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
TPR | Tapestry Inc | 4,743,824 | 334,012.7 | New Holding | 4.480 | +4.48% | 2.280 | +64.70% | +68.57% | 22,673.5 | Retail - Cyclical | |
UNH | UnitedHealth Group Inc | 586,729 | 307,299.3 | +100.95% | 4.120 | +2.07% | 0.060 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
BURL | Burlington Stores Inc | 1,270,421 | 302,779.4 | 0% | 4.060 | 0% | 2.020 | +28.46% | -1.80% | 17,659.2 | Retail - Cyclical | |
MDB | MongoDB Inc | 1,396,718 | 244,984.3 | New Holding | 3.290 | +3.29% | 1.720 | +40.32% | -1.96% | 18,651.3 | Software |
SRS Investment Management, LLC's Historical Top Holdings Breakdowns
SRS Investment Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TPR | Tapestry Inc | 2025-03-31 | New Buy New Buy | +4.48% | 65.63 ($75.68) 89.21 | $109.17 | 44.25% | New holding | 4,743,824 | 4,743,824 | |
MDB | MongoDB Inc | 2025-03-31 | New Buy New Buy | +3.29% | 175.4 ($243.68) 298.52 | $228.25 | -6.33% | New holding | 1,396,718 | 1,396,718 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +2.07% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Add 100.95% | 586,729 | 294,750 | |
SPOT | Spotify Technology SA | 2025-03-31 | Reduce Reduce | -1.60% | 457.79 ($558.87) 648.32 | $674.46 | 20.68% | Reduce -63.05% | 147,109 | -251,071 | |
HIMS | Hims & Hers Health Inc | 2025-03-31 | New Buy New Buy | +1.59% | 25.2 ($37.15) 68.74 | $58.02 | 56.18% | New holding | 4,000,000 | 4,000,000 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +1.11% | 44.22 ($59.84) 68.64 | $61.85 | 3.36% | New holding | 1,217,492 | 1,217,492 | |
NVDA | NVIDIA Corp | 2025-03-31 | Sold Out Sold Out | -1.03% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Sold Out | 0 | -540,235 | |
TEAM | Atlassian Corp | 2025-03-31 | Reduce Reduce | -1.02% | 208 ($263.86) 322.94 | $202.57 | -23.23% | Reduce -22.52% | 1,011,588 | -294,007 | |
ELV | Elevance Health Inc | 2025-03-31 | New Buy New Buy | +0.85% | 365.83 ($401.43) 436.25 | $296.60 | -26.11% | New holding | 146,376 | 146,376 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.85% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Reduce -12.11% | 743,500 | -102,488 |
SRS Investment Management, LLC Total Holding History ($B)
SRS Investment Management, LLC's Asset Allocation
SRS Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SRS Investment Management, LLC's Hypothetical Growth since 2025-03-31
SRS Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SRS Investment Management, LLC's Holdings Heat Map
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SRS Investment Management, LLC's Holdings Bubble Chart
SRS Investment Management, LLC News
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