Srs Investment Management, LLC Top Holdings and 13F Report (2025) About Srs Investment Management, LLCInvestment ActivitySrs Investment Management, LLC has $7.04 billion in total holdings as of December 31, 2024.Srs Investment Management, LLC owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.13% of the portfolio was purchased this quarter.About 6.41% of the portfolio was sold this quarter.This quarter, Srs Investment Management, LLC has purchased 20 new stocks and bought additional shares in 4 stocks.Srs Investment Management, LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Netflix $1,813,349,539Avis Budget Group $1,380,920,398Snap $793,997,949Meta Platforms $495,334,434Planet Fitness $464,903,054 Largest New Holdings this Quarter Victoria's Secret & Co. $37,010,510 HoldingDeckers Outdoor $33,569,558 HoldingHumana $31,280,667 HoldingWestern Digital $17,044,460 Holding Largest Purchases this Quarter United Airlines 1,034,600 shares (about $100.46M)Victoria's Secret & Co. 893,542 shares (about $37.01M)Burlington Stores 123,973 shares (about $35.34M)Deckers Outdoor 165,294 shares (about $33.57M)Humana 123,293 shares (about $31.28M) Largest Sales this Quarter Meta Platforms 218,567 shares (about $127.97M)Atlassian 465,384 shares (about $113.27M)Netflix 47,057 shares (about $41.94M)PDD 287,136 shares (about $27.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSrs Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$1,813,349,539$41,942,845 ▼-2.3%2,034,45425.8%Consumer DiscretionaryCARAvis Budget Group$1,380,920,3980.0%17,130,88219.6%TransportationSNAPSnap$793,997,949$10,787,577 ▲1.4%73,723,11511.3%Computer and TechnologyMETAMeta Platforms$495,334,434$127,973,164 ▼-20.5%845,9887.0%Computer and TechnologyPLNTPlanet Fitness$464,903,0540.0%4,702,1656.6%Consumer DiscretionaryPDDPDD$394,204,313$27,849,321 ▼-6.6%4,064,3815.6%Retail/WholesaleBURLBurlington Stores$362,146,210$35,339,743 ▲10.8%1,270,4215.1%Retail/WholesaleTEAMAtlassian$317,755,711$113,265,158 ▼-26.3%1,305,5954.5%Computer and TechnologyUALUnited Airlines$281,698,072$100,459,660 ▲55.4%2,901,1134.0%TransportationSPOTSpotify Technology$178,137,7680.0%398,1802.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$151,677,6520.0%768,0272.2%Computer and TechnologyUNHUnitedHealth Group$147,700,497$25,437,676 ▲20.8%291,9792.1%MedicalNVDANVIDIA$72,548,1580.0%540,2351.0%Computer and TechnologyVSCOVictoria's Secret & Co.$37,010,510$37,010,510 ▲New Holding893,5420.5%Retail/WholesaleCMCSAComcast$36,392,8030.0%969,6990.5%Consumer DiscretionaryDECKDeckers Outdoor$33,569,558$33,569,558 ▲New Holding165,2940.5%Retail/WholesaleHUMHumana$31,280,667$31,280,667 ▲New Holding123,2930.4%MedicalTRIPTripadvisor$19,111,6710.0%1,293,9520.3%Retail/WholesaleWDCWestern Digital$17,044,460$17,044,460 ▲New Holding285,8370.2%Computer and TechnologyGLBEGlobal-E Online$8,907,8570.0%163,3570.1%Retail/WholesaleELVElevance Health$0$100,655,880 ▼-100.0%00.0%MedicalBEKEKE$0$26,153,000 ▼-100.0%00.0%Computer and TechnologyFIVEFive Below$0$13,109,108 ▼-100.0%00.0%Retail/WholesaleSHOPShopify$0$325,849 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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