SI

SRS Investment Management, LLC

13F
SRS Investment Management, LLC
Last update 2025-05-15 23 Stocks (7 new)
Value $7.46 Bil Turnover 15 %
Countries:
Top Holdings: NFLX(25.44%)CAR(17.74%)SNAP(8.61%)PDD(6.45%)PLNT(6.09%)
Summary Stock Picks Current Portfolio
SRS Investment Management, LLC... Top Holdings of 2025-03-31 View Full List
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
+23.12%
+35.44%
513,762.4
Media - Diversified
CAR 		Avis Budget Group Inc
17,430,882
1,323,003.9
+1.75%
17.740
+0.31%
49.530
+54.16%
+51.10%
4,286.4
Business Services
SNAP 		Snap Inc
73,723,115
642,128.3
0%
8.610
0%
4.410
-19.51%
-23.40%
13,787.2
Interactive Media
PDD 		PDD Holdings Inc
4,064,381
481,019.5
0%
6.450
0%
0.290
-15.11%
-0.49%
137,010.4
Retail - Cyclical
PLNT 		Planet Fitness Inc
4,702,165
454,276.2
0%
6.090
0%
5.610
+11.11%
+4.01%
8,622.4
Travel & Leisure
META 		Meta Platforms Inc
743,500
428,523.7
-12.11%
5.750
-0.85%
0.030
-3.01%
+10.68%
1,628,001.8
Interactive Media
TPR 		Tapestry Inc
4,743,824
334,012.7
New Holding
4.480
+4.48%
2.280
-7.64%
+20.76%
16,314.1
Retail - Cyclical
UNH 		UnitedHealth Group Inc
586,729
307,299.3
+100.95%
4.120
+2.07%
0.060
-36.16%
-40.06%
273,874.8
Healthcare Plans
BURL 		Burlington Stores Inc
1,270,421
302,779.4
0%
4.060
0%
2.020
-8.45%
-19.92%
14,400.8
Retail - Cyclical
MDB 		MongoDB Inc
1,396,718
244,984.3
New Holding
3.290
+3.29%
1.720
-29.39%
-18.89%
15,430.1
Software

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
TPR 		Tapestry Inc2025-03-31New Buy
+4.48%
●
65.63 ($75.68) 89.21
$78.55
3.79%
New holding
4,743,824
4,743,824
MDB 		MongoDB Inc2025-03-31New Buy
+3.29%
●
175.4 ($243.68) 298.52
$188.83
-22.51%
New holding
1,396,718
1,396,718
UNH 		UnitedHealth Group Inc2025-03-31Add
+2.07%
●
461.52 ($511.2) 548.18
$301.91
-40.94%
Add 100.95%
586,729
294,750
SPOT 		Spotify Technology SA2025-03-31Reduce
-1.60%
●
457.79 ($558.87) 648.32
$665.14
19.02%
Reduce -63.05%
147,109
-251,071
HIMS 		Hims & Hers Health Inc2025-03-31New Buy
+1.59%
●
25.2 ($37.15) 68.74
$56.56
52.25%
New holding
4,000,000
4,000,000
CVS 		CVS Health Corp2025-03-31New Buy
+1.11%
●
44.22 ($59.84) 68.64
$64.04
7.02%
New holding
1,217,492
1,217,492
NVDA 		NVIDIA Corp2025-03-31Sold Out
-1.03%
●
106.98 ($126.74) 149.43
$135.13
6.62%
Sold Out
0
-540,235
TEAM 		Atlassian Corp2025-03-31Reduce
-1.02%
●
208 ($263.86) 322.94
$207.63
-21.31%
Reduce -22.52%
1,011,588
-294,007
ELV 		Elevance Health Inc2025-03-31New Buy
+0.85%
●
365.83 ($401.43) 436.25
$383.84
-4.38%
New holding
146,376
146,376
META 		Meta Platforms Inc2025-03-31Reduce
-0.85%
●
576.36 ($645.17) 736.67
$647.49
0.36%
Reduce -12.11%
743,500
-102,488

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 2025-03-31

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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