0000902664-21-003864.txt : 20210816 0000902664-21-003864.hdr.sgml : 20210816 20210816102140 ACCESSION NUMBER: 0000902664-21-003864 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SRS Investment Management, LLC CENTRAL INDEX KEY: 0001503174 IRS NUMBER: 208182628 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14298 FILM NUMBER: 211175195 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 13F-HR LIVE false false false 0001503174 XXXXXXXX 06-30-2021 06-30-2021 false SRS Investment Management, LLC

1 Bryant Park 39th Floor New York NY 10036

13F HOLDINGS REPORT 028-14298 N David Zales 212-520-7928 /s/ David Zales New York NY 08-16-2021 0 29 6745974 INFORMATION TABLE 2 infotable.xml 1LIFE HEALTHCARE INC COM 68269G107 5612 169741 SH SOLE 169741 0 0 ANAPLAN INC COM 03272L108 73155 1372505 SH SOLE 1372505 0 0 AVIS BUDGET GROUP COM 053774105 1435581 18430882 SH SOLE 18430882 0 0 COMCAST CORP NEW CL A 20030N101 95040 1666783 SH SOLE 1666783 0 0 DATADOG INC CL A COM 23804L103 110146 1058280 SH SOLE 1058280 0 0 DYNATRACE INC COM NEW 268150109 354377 6066021 SH SOLE 6066021 0 0 FACEBOOK INC CL A 30303M102 23034 66245 SH SOLE 66245 0 0 FIVERR INTL LTD ORD SHS M4R82T106 220514 909374 SH SOLE 909374 0 0 MGM RESORTS INTERNATIONAL COM 552953101 485212 11376600 SH SOLE 11376600 0 0 MONGODB INC CL A 60937P106 119167 329629 SH SOLE 329629 0 0 NETFLIX INC COM 64110L106 776357 1469789 SH SOLE 1469789 0 0 NIKE INC CL B 654106103 18379 118967 SH SOLE 118967 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 133442 235675 SH SOLE 235675 0 0 PLANET FITNESS INC CL A 72703H101 530372 7048131 SH SOLE 7048131 0 0 TWITTER INC COM 90184L102 479817 6973067 SH SOLE 6973067 0 0 UNDER ARMOUR INC CL A 904311107 110955 5246113 SH SOLE 5246113 0 0 UNDER ARMOUR INC CL C 904311206 99978 5383844 SH SOLE 5383844 0 0 UPWORK INC COM 91688F104 117387 2013840 SH SOLE 2013840 0 0 ZENDESK INC COM 98936J101 17026 117957 SH SOLE 117957 0 0 ZILLOW GROUP INC CL A 98954M101 12 100 SH SOLE 100 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 892756 7304499 SH SOLE 7304499 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 54161 139939 SH SOLE 139939 0 0 BOOKING HOLDINGS INC CALL 09857L108 218810 100000 SH Call SOLE 0 0 0 DOXIMITY INC CL A 26622P107 873 15000 SH SOLE 15000 0 0 FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 1019 50000 SH SOLE 50000 0 0 MISTER CAR WASH INC COM 60646V105 4306 200000 SH SOLE 200000 0 0 SNOWFLAKE INC CL A 833445109 92853 384006 SH SOLE 384006 0 0 TWITTER INC CALL 90184L102 103215 1500000 SH Call SOLE 0 0 0 UBER TECHNOLOGIES INC COM 90353T100 172418 3440101 SH SOLE 3440101 0 0