Srs Investment Management, Llc
Basic Stats
Market Value
7.46B
Top 10 (%)
86.0%
Portfolio Size (Change from Prev.)
23 (2)
Avg. Holding Period
10 years
Turnover
0.4%
Industry Breakdown
Services-video Tape Rental
25.4%
Services-auto Rental & Leasing (no Drivers)
17.7%
Services-computer Programming, Data Processing, Etc.
14.6%
Services-business Services, Nec
7.1%
Services-prepackaged Software
6.2%
Services-membership Sports & Recreation Clubs
6.1%
Hospital & Medical Service Plans
5.4%
Leather & Leather Products
4.5%
Retail-department Stores
4.1%
Air Transportation, Scheduled
2.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 NFLX | Netflix Inc | 1.90B | 25.4% | 2.0M | — | — | 933.00 | 0.5% |
 CAR | Avis Budget Group | 1.32B | 17.7% | 17.4M | 1.8% | 300.0K | 76.00 | 49.1% |
 SNAP | Snap Inc | 642.13M | 8.6% | 73.7M | — | — | 9.00 | 4.3% |
 PDD | Pdd Holdings Inc | 481.02M | 6.5% | 4.1M | — | — | 118.00 | 0.1% |
 PLNT | Planet Fitness Inc | 454.28M | 6.1% | 4.7M | — | — | 97.00 | 5.6% |
 META | Meta Platforms Inc | 428.52M | 5.7% | 743.5K | -12.1% | -102.5K | 576.00 | 0.0% |
 TPR | Tapestry Inc | 334.01M | 4.5% | 4.7M | New Buy | 4.7M | 70.00 | 2.3% |
 UNH | Unitedhealth Group Inc | 307.30M | 4.1% | 586.7K | 100.9% | 294.8K | 524.00 | 0.1% |
 BURL | Burlington Stores Inc | 302.78M | 4.1% | 1.3M | — | — | 238.00 | 2.0% |
 MDB | Mongodb Inc | 244.98M | 3.3% | 1.4M | New Buy | 1.4M | 175.00 | 1.8% |
 TEAM | Atlassian Corporation | 214.67M | 2.9% | 1.0M | -22.5% | -294.0K | 212.00 | 0.4% |
 UAL | United Airls Hldgs Inc | 200.32M | 2.7% | 2.9M | — | — | 69.00 | 0.9% |
 TSM | Taiwan Semiconductor Mfg Ltd | 131.61M | 1.8% | 792.9K | 3.2% | 24.8K | 166.00 | 0.0% |
 HIMS | Hims & Hers Health Inc | 118.20M | 1.6% | 4.0M | New Buy | 4.0M | 30.00 | 1.8% |
 CVS | Cvs Health Corp | 82.49M | 1.1% | 1.2M | New Buy | 1.2M | 68.00 | 0.1% |