0000902664-24-001746.txt : 20240214 0000902664-24-001746.hdr.sgml : 20240214 20240214164541 ACCESSION NUMBER: 0000902664-24-001746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SRS Investment Management, LLC CENTRAL INDEX KEY: 0001503174 ORGANIZATION NAME: IRS NUMBER: 208182628 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14298 FILM NUMBER: 24639637 BUSINESS ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-520-7907 MAIL ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001503174 XXXXXXXX 12-31-2023 12-31-2023 false SRS Investment Management, LLC

1 Bryant Park 39th Floor New York NY 10036

13F HOLDINGS REPORT 028-14298 000157630 801-74148 N David Zales 212-520-7928 /s/ David Zales New York NY 02-14-2024 0 22 8259620603 INFORMATION TABLE 2 infotable.xml BILL HOLDINGS INC COM 090043100 9889361 121208 SH SOLE 121208 0 0 AVIS BUDGET GROUP COM 053774105 3036620143 17130882 SH SOLE 17130882 0 0 COMCAST CORP NEW CL A 20030N101 42521301 969699 SH SOLE 969699 0 0 DATADOG INC CL A COM 23804L103 147268291 1213283 SH SOLE 1213283 0 0 GLOBAL E ONLINE LTD SHS M5216V106 25070770 632621 SH SOLE 632621 0 0 GENERAL MTRS CO COM 37045V100 33240260 925397 SH SOLE 925397 0 0 LITHIA MTRS INC COM 536797103 119320206 362367 SH SOLE 362367 0 0 META PLATFORMS INC CL A 30303M102 605396194 1710352 SH SOLE 1710352 0 0 MGM RESORTS INTERNATIONAL COM 552953101 12509060 279970 SH SOLE 279970 0 0 NETFLIX INC COM 64110L106 1086544291 2231647 SH SOLE 2231647 0 0 NVIDIA CORPORATION COM 67066G104 111608722 225372 SH SOLE 225372 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 627744957 4290513 SH SOLE 4290513 0 0 PLANET FITNESS INC CL A 72703H101 507846619 6956803 SH SOLE 6956803 0 0 SEA LTD SPONSORD ADS 81141R100 3574692 88264 SH SOLE 88264 0 0 SHOPIFY INC CL A 82509L107 316741 4066 SH SOLE 4066 0 0 SNAP INC CL A 83304A106 1102392413 65114732 SH SOLE 65114732 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 188004331 1000502 SH SOLE 1000502 0 0 STELLANTIS N.V SHS N82405106 197468839 8467789 SH SOLE 8467789 0 0 ATLASSIAN CORPORATION CL A 049468101 256279165 1077437 SH SOLE 1077437 0 0 TRIPADVISOR INC COM 896945201 27858787 1293952 SH SOLE 1293952 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 79874808 768027 SH SOLE 768027 0 0 10X GENOMICS INC CL A COM 88025U109 38270652 683893 SH SOLE 683893 0 0