SIM

SRS Investment Management Portfolio holdings

AUM $9.18B
1-Year Est. Return 81.9%
This Quarter Est. Return
1 Year Est. Return
+81.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.18B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$125M
3
+$103M
4
HD icon
Home Depot
HD
+$73.1M
5
LOW icon
Lowe's Companies
LOW
+$31.8M

Top Sells

1
+$283M
2
+$266M
3
+$199M
4
PDD icon
Pinduoduo
PDD
+$186M
5
NFLX icon
Netflix
NFLX
+$139M

Sector Composition

1 Industrials 33.83%
2 Communication Services 27.22%
3 Consumer Discretionary 20.72%
4 Technology 16.45%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNC icon
26
Centene
CNC
$18.9B
$4.49M 0.05%
+125,788
LAD icon
27
Lithia Motors
LAD
$7.84B
$2.75M 0.03%
8,705
CAI
28
Caris Life Sciences
CAI
$7.46B
$1.51M 0.02%
50,000
HIMS icon
29
Hims & Hers Health
HIMS
$8.84B
– –
-4,000,000
MSFT icon
30
Microsoft
MSFT
$3.63T
– –
-76,174
SNAP icon
31
Snap
SNAP
$13.2B
– –
-32,531,928
TEAM icon
32
Atlassian
TEAM
$40.6B
– –
-137,534
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