SRS Investment Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), SRS Investment Management, LLC reported 22 stock positions worth $7.2 billion. Its top holding was Avis Budget (CAR) at 29.5% of the portfolio, followed by Netflix (NFLX, 18.3%) and Snap Class A (SNAP, 10.3%). Compared with Q4 2023, it opened 5 new positions, sold out of 5, added to 2 and reduced 7. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale an exit from Stellantis (STLA).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001503174
- Portfolio Value
- $7.2B (Q1 2024)
- SEC Filing
- 0000902664-24-003639 ↗ filed May 15, 2024
Holdings Value
Holdings 22 stocks · $7.2B
| CAR Avis Budget Group Inc. | 29.49% | 17,430,882 | $2.1B | Add +1.8% |
| NFLX Netflix Inc. | 18.31% | 2,182,023 | $1.3B | Reduce -2.2% |
| SNAP Snap Inc. Class A | 10.33% | 65,114,732 | $747.5M | No change |
| META Meta Platforms Inc. Class A | 7.14% | 1,064,555 | $516.9M | Reduce -37.8% |
| PDD PDD Holdings Inc. | 5.86% | 3,647,247 | $424.0M | Reduce -15.0% |
| AMD Advanced Micro Devices | 5.37% | 2,155,394 | $389.0M | New |
| PLNT Planet Fitness Inc. Class A | 5.29% | 6,111,508 | $382.8M | Reduce -12.2% |
| AAL American Airlines Group Inc. | 4.59% | 21,642,207 | $332.2M | New |
| TEAM Atlassian Corp. Class A | 2.90% | 1,077,437 | $210.2M | No change |
| DDOG Datadog Inc. Class A | 2.53% | 1,480,255 | $183.0M | Add +22.0% |
| NVDA Nvidia Corp. | 2.12% | 169,719 | $153.4M | Reduce -24.7% |
| SPOT Spotify Technology SA | 1.45% | 398,180 | $105.1M | Reduce -60.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.44% | 768,027 | $104.5M | No change |
| BURL Burlington Stores Inc. | 0.67% | 207,960 | $48.3M | New |
| LAD Lithia Motors Inc. | 0.59% | 142,831 | $43.0M | Reduce -60.6% |
| CMCSA Comcast Corp. Class A | 0.58% | 969,699 | $42.0M | No change |
| TRIP Tripadvisor Inc. | 0.50% | 1,293,952 | $36.0M | No change |
| GLBE Global-E Online Ltd. | 0.32% | 632,621 | $23.0M | No change |
| CFLT Confluent Inc. Class A | 0.22% | 516,375 | $15.8M | New |
| MGM MGM Resorts International | 0.18% | 279,970 | $13.2M | No change |
| PYPL PayPal Holdings Inc. | 0.13% | 140,077 | $9.4M | New |
| SHOP Shopify Inc. Class A | 0.00% | 4,066 | $314K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| STLA Stellantis NV | Sold out | 0.00% | −2.39 |
| PDD PDD Holdings Inc. | Reduce -15.0% | 5.86% | −1.74 |
| PLNT Planet Fitness Inc. Class A | Reduce -12.2% | 5.29% | −0.86 |
| LAD Lithia Motors Inc. | Reduce -60.6% | 0.59% | −0.85 |
| SPOT Spotify Technology SA | Reduce -60.2% | 1.45% | −0.82 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.46 |
| GM General Motors Co. | Sold out | 0.00% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -37.8% | 7.14% | −0.19 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.12 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.04 |
| NVDA Nvidia Corp. | Reduce -24.7% | 2.12% | +0.77 |
| NFLX Netflix Inc. | Reduce -2.2% | 18.31% | +5.15 |
Portfolio Buys Q4 2023 → Q1 2024
| AMD Advanced Micro Devices | New | 5.37% | +5.37 |
| AAL American Airlines Group Inc. | New | 4.59% | +4.59 |
| DDOG Datadog Inc. Class A | Add +22.0% | 2.53% | +0.74 |
| BURL Burlington Stores Inc. | New | 0.67% | +0.67 |
| CFLT Confluent Inc. Class A | New | 0.22% | +0.22 |
| PYPL PayPal Holdings Inc. | New | 0.13% | +0.13 |
| CAR Avis Budget Group Inc. | Add +1.8% | 29.49% | −7.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $10.7B | CAR, NFLX, RBLX, CRDO, TPR |
| Q1 2026 | 29 | $9.5B | CAR, NFLX, TPR, NVDA, META |
| Q4 2025 | 31 | $9.5B | CAR, NFLX, TPR, NVDA, PLNT |
| Q3 2025 | 28 | $9.2B | CAR, NFLX, NVDA, TPR, META |
| Q2 2025 | 26 | $9.7B | CAR, NFLX, META, PLNT, TPR |
| Q1 2025 | 23 | $7.5B | NFLX, CAR, SNAP, PDD, PLNT |
| Q4 2024 | 20 | $7.0B | NFLX, CAR, SNAP, META, PLNT |
| Q3 2024 | 20 | $6.7B | CAR, NFLX, SNAP, META, PDD |
| Q2 2024 | 22 | $7.3B | CAR, NFLX, SNAP, META, PDD |
| Q1 2024 | 22 | $7.2B | CAR, NFLX, SNAP, META, PDD |