Srs Investment Management, LLC Portfolio Holdings by Sector

Srs Investment Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services NFLX 1 stocks	$1.81 Million 26.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP META SPOT 3 stocks	$1.47 Million 21.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$1.38 Million 20.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$464,903 6.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD GLBE 2 stocks	$403,111 6.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL VSCO 2 stocks	$399,156 5.94% of portfolio	2	-	1	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$281,698 4.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA 2 stocks	$224,225 3.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH HUM 2 stocks	$178,980 2.66% of portfolio	2	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$36,392 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$33,569 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP 1 stocks	$19,111 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$17,044 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts

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