SIM

SRS Investment Management Portfolio holdings

AUM $9.65B
1-Year Est. Return 66.8%
This Quarter Est. Return
1 Year Est. Return
+66.8%
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
+$172M
2
+$92.9M
3
+$33.5M
4
FVRR icon
Fiverr
FVRR
+$13.4M
5
MCW icon
Mister Car Wash
MCW
+$4.31M

Top Sells

1
+$314M
2
+$111M
3
+$28.5M
4
ABNB icon
Airbnb
ABNB
+$28.2M
5
UPWK icon
Upwork
UPWK
+$25M

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 21.28%
18,430,882
2
$893M 13.23%
7,304,499
3
$776M 11.51%
1,469,789
-594,580
4
$530M 7.86%
7,048,131
5
$485M 7.19%
11,376,600
+785,000
6
$480M 7.11%
6,973,067
7
$354M 5.25%
6,066,021
8
$221M 3.27%
909,374
+55,278
9
$172M 2.56%
+3,440,101
10
$133M 1.98%
3,535,125
11
$119M 1.77%
329,629
-18,670
12
$117M 1.74%
2,013,840
-429,315
13
$111M 1.64%
5,246,113
14
$110M 1.63%
1,058,280
15
$100M 1.48%
5,383,844
16
$95M 1.41%
1,666,783
17
$92.9M 1.38%
+384,006
18
$73.2M 1.08%
1,372,505
19
$54.2M 0.8%
139,939
20
$23M 0.34%
66,245
21
$18.4M 0.27%
118,967
22
$17M 0.25%
117,957
23
$5.61M 0.08%
169,741
24
$4.31M 0.06%
+200,000
25
$1.02M 0.02%
+50,000
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