SIM

SRS Investment Management Portfolio holdings

AUM $9.5B
1-Year Est. Return 57.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$89.3M
3
+$32.5M
4
FVRR icon
Fiverr
FVRR
+$11.5M
5
MCW icon
Mister Car Wash
MCW
+$4.25M

Top Sells

1
+$304M
2
+$111M
3
+$28.5M
4
ABNB icon
Airbnb
ABNB
+$28.2M
5
OPTU
Optimum Communications Inc
OPTU
+$24.5M

Sector Composition

1 Communication Services 40.55%
2 Industrials 22.35%
3 Consumer Discretionary 21.52%
4 Technology 15.48%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.44B 22.35%
18,430,882
2
$893M 13.9%
7,304,499
3
$776M 12.09%
14,697,890
-5,945,800
4
$530M 8.26%
7,048,131
5
$485M 7.55%
11,376,600
+785,000
6
$480M 7.47%
6,973,067
7
$354M 5.52%
6,066,021
8
$221M 3.43%
909,374
+55,278
9
$172M 2.68%
+3,440,101
10
$133M 2.08%
3,535,125
11
$119M 1.86%
329,629
-18,670
12
$117M 1.83%
2,013,840
-429,315
13
$111M 1.73%
5,246,113
14
$110M 1.71%
1,058,280
15
$100M 1.56%
5,383,844
16
$95M 1.48%
1,666,783
17
$92.9M 1.45%
+384,006
18
$73.2M 1.14%
1,372,505
19
$54.2M 0.84%
139,939
20
$23M 0.36%
66,245
21
$18.4M 0.29%
118,967
22
$17M 0.27%
117,957
23
$5.61M 0.09%
169,741
24
$4.31M 0.07%
+200,000
25
$1.02M 0.02%
+50,000
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