Srs Investment Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

SRS Investment Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $7.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 23
Total Value: 7457358521
Accession Number: 0001172661-25-001956
Form Type: 13F-HR
CIK: 0001503174
Manager Name: Srs Investment Management, LLC

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $7,457,358.521K total value

23 positions

Manager:

SEC FilingSEC DataHachi Filing

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NETFLIX INC

NFLX|64110L106

2034454(+0.0%)

Value:

$1.9T(+4.6%)

AVIS BUDGET GROUP, INC.

CAR|053774105

17430882(+1.8%)

Value:

$1.3T(-4.2%)

Snap Inc

SNAP|83304A106

73723115(+0.0%)

Value:

$642.1B(-19.1%)

PDD Holdings Inc.

PDD|722304102

4064381(+0.0%)

Value:

$481.0B(+22.0%)

Planet Fitness, Inc.

PLNT|72703H101

4702165(+0.0%)

Value:

$454.3B(-2.3%)

Meta Platforms, Inc.

META|30303M102

743500(-12.1%)

Value:

$428.5B(-13.5%)

TAPESTRY, INC.

TPR|876030107

4743824

Value:

$334.0B

UNITEDHEALTH GROUP INC

UNH|91324P102

586729(+100.9%)

Value:

$307.3B(+108.0%)

Burlington Stores, Inc.

BURL|122017106

1270421(+0.0%)

Value:

$302.8B(-16.4%)

MongoDB, Inc.

MDB|60937P106

1396718

Value:

$245.0B

Atlassian Corp

TEAM|049468101

1011588(-22.5%)

Value:

$214.7B(-32.4%)

United Airlines Holdings, Inc.

UAL|910047109

2901113(+0.0%)

Value:

$200.3B(-28.9%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

792859(+3.2%)

Value:

$131.6B(-13.2%)

Hims & Hers Health, Inc.

HIMS|433000106

4000000

Value:

$118.2B

CVS HEALTH Corp

CVS|126650100

1217492

Value:

$82.5B

Spotify Technology S.A.

SPOT|L8681T102

147109(-63.0%)

Value:

$80.9B(-54.6%)

Elevance Health, Inc.

ELV|036752103

146376

Value:

$63.7B

Trip.com Group Ltd

TCOM|89677Q107

756185

Value:

$48.1B

COMCAST CORP

CMCSA|20030N101

969699(+0.0%)

Value:

$35.8B(-1.7%)

HUMANA INC

HUM|444859102

123293(+0.0%)

Value:

$32.6B(+4.3%)

Instrument	Shares		Other Manager	Value
Netflix Inc(NFLXcusip64110L106)	2.0M	QoQ 0.00% (+0) YoY -6.76% (-147.6K)	All Managers (Combined)	$1.9B	QoQ +4.62% (+$83.8M) YoY +43.16% (-$572.0M)
Avis Budget Group, Inc.(CARcusip053774105)	17.4M	QoQ +1.75% (-300.0K) YoY 0.00% (-0)	All Managers (Combined)	$1.3B	QoQ -4.19% (-$57.9M) YoY -38.02% (-$811.6M)
Snap Inc(SNAPcusip83304A106)	73.7M	QoQ 0.00% (-0) YoY +13.22% (-8.6M)	All Managers (Combined)	$642.1M	QoQ -19.12% (-$151.9M) YoY -14.09% (-$105.4M)
Pdd Holdings Inc.(PDDcusip722304102)	4.1M	QoQ 0.00% (+0) YoY +11.43% (+417.1K)	All Managers (Combined)	$481.0M	QoQ +22.02% (+$86.8M) YoY +13.45% (+$57.0M)
Planet Fitness, Inc.(PLNTcusip72703H101)	4.7M	QoQ 0.00% (-0) YoY -23.06% (-1.4M)	All Managers (Combined)	$454.3M	QoQ -2.28% (-$10.6M) YoY +18.68% (-$71.5M)
Meta Platforms, Inc.(METAcusip30303M102)	743.5K	QoQ -12.11% (-102.5K) YoY -30.15% (-321.1K)	All Managers (Combined)	$428.5M	QoQ -13.48% (-$66.8M) YoY -17.10% (-$88.4M)
Tapestry, Inc.(TPRcusip876030107)	4.7M	QoQ NEW(+4.7M) YoY NEW(+4.7M)	All Managers (Combined)	$334.0M	QoQ NEW(+$334.0M) YoY NEW(+$334.0M)
Unitedhealth Group Inc(UNHcusip91324P102)	586.7K	QoQ +100.94% (+294.8K) YoY NEW(+586.7K)	All Managers (Combined)	$307.3M	QoQ +108.05% (+$159.6M) YoY NEW(+$307.3M)
Burlington Stores, Inc.(BURLcusip122017106)	1.3M	QoQ 0.00% (-0) YoY +510.89% (+1.1M)	All Managers (Combined)	$302.8M	QoQ -16.39% (-$59.4M) YoY +527.05% (+$254.5M)
Mongodb, Inc.(MDBcusip60937P106)	1.4M	QoQ NEW(+1.4M) YoY NEW(+1.4M)	All Managers (Combined)	$245.0M	QoQ NEW(+$245.0M) YoY NEW(+$245.0M)
Atlassian Corp(TEAMcusip049468101)	1.0M	QoQ -22.51% (-294.0K) YoY -6.11% (-65.8K)	All Managers (Combined)	$214.7M	QoQ -32.44% (-$103.1M) YoY +2.11% (-$4.5M)
United Airlines Holdings, Inc.(UALcusip910047109)	2.9M	QoQ 0.00% (-0) YoY NEW(+2.9M)	All Managers (Combined)	$200.3M	QoQ -28.88% (-$81.4M) YoY NEW(+$200.3M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	792.9K	QoQ +3.23% (-24.8K) YoY +3.23% (+24.8K)	All Managers (Combined)	$131.6M	QoQ -13.22% (-$20.1M) YoY +25.95% (+$27.1M)
Hims & Hers Health, Inc.(HIMScusip433000106)	4.0M	QoQ NEW(+4.0M) YoY NEW(+4.0M)	All Managers (Combined)	$118.2M	QoQ NEW(+$118.2M) YoY NEW(+$118.2M)
Cvs Health Corp(CVScusip126650100)	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$82.5M	QoQ NEW(+$82.5M) YoY NEW(+$82.5M)
Spotify Technology S.A.(SPOTcusipL8681T102)	147.1K	QoQ -63.05% (-251.1K) YoY -63.05% (-251.1K)	All Managers (Combined)	$80.9M	QoQ -54.57% (-$97.2M) YoY -22.99% (-$24.2M)
Elevance Health, Inc.(ELVcusip036752103)	146.4K	QoQ NEW(+146.4K) YoY NEW(+146.4K)	All Managers (Combined)	$63.7M	QoQ NEW(+$63.7M) YoY NEW(+$63.7M)
Trip.Com Group Ltd(TCOMcusip89677Q107)	756.2K	QoQ NEW(+756.2K) YoY NEW(+756.2K)	All Managers (Combined)	$48.1M	QoQ NEW(+$48.1M) YoY NEW(+$48.1M)
Comcast Corp(CMCSAcusip20030N101)	969.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$35.8M	QoQ -1.67% (-$610.9K) YoY -14.87% (-$6.3M)
Humana Inc(HUMcusip444859102)	123.3K	QoQ 0.00% (+0) YoY NEW(+123.3K)	All Managers (Combined)	$32.6M	QoQ +4.29% (+$1.3M) YoY NEW(+$32.6M)