SIM
SRS Investment Management Portfolio holdings
AUM
$9.5B
1-Year Est. Return
57.65%
This Fund
S&P 500
1 Year Est. Return
+57.65%
AUM
$9.5B
AUM Growth
+$314M
(+3.4%)
Holding
36
Top Buys
| 1 | +$314M | |
| 2 | +$312M | |
| 3 | +$224M | |
| 4 |
CarMax
KMX
|
+$213M |
| 5 |
HUT
Hut 8
HUT
|
+$127M |
Top Sells
| 1 | +$203M | |
| 2 | +$108M | |
| 3 | +$83.4M | |
| 4 |
CVS Health
CVS
|
+$47.7M |
| 5 |
Align Technology
ALGN
|
+$18.3M |
Sector Composition
| 1 | Industrials | 27.5% |
| 2 | Consumer Discretionary | 25.02% |
| 3 | Communication Services | 23.87% |
| 4 | Technology | 20.83% |
| 5 | Financials | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Global E Online
GLBE
$5.88B
| $35.2M | 0.37% |
896,717
+601,168
|
|
||
27
Warby Parker
WRBY
$3.21B
| $31.3M | 0.33% |
+1,435,383
|
|
||
28
Lowe's Companies
LOW
$144B
| $30.5M | 0.32% |
126,488
|
|
||
29
Comcast
CMCSA
$111B
| $29M | 0.31% |
969,699
|
|
||
30
Credo Technology Group
CRDO
$20.6B
| $16.1M | 0.17% |
+111,678
|
|
||
|
HSAI
31
Hesai Group
HSAI
$4.31B
| $12.5M | 0.13% |
+558,767
|
|
||
|
32
Align Technology
ALGN
$13.6B
| – | – |
-146,354
|
|
||
33
Centene
CNC
$21.9B
| – | – |
-125,788
|
|
||
34
Lithia Motors
LAD
$6.63B
| – | – |
-8,705
|
|
||
35
Wolverine World Wide
WWW
$1.47B
| – | – |
-504,498
|
|
||
|
CAI
36
Caris Life Sciences
CAI
$5.83B
| – | – |
-50,000
|
|