Srs Investment Management, LLC Portfolio Holdings by Sector

Srs Investment Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services SNAP META SPOT 3 stocks	$1.53 Million 23.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$1.5 Million 23.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.48 Million 22.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD GLBE 2 stocks	$592,950 9.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$381,909 5.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL 1 stocks	$302,089 4.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$241,968 3.76% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA 2 stocks	$198,983 3.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$106,503 1.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$40,514 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$26,152 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP 1 stocks	$18,723 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical FIVE 1 stocks	$13,106 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SHOP 1 stocks	$325 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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