SRS Investment discloses updated portfolio positions in 13F filing: New HPE TXG UAL UNH RBLX positions, Added to SNAP, Exited AMD DDOG MGM, Lowered AAL
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: HPE (3 mln shares), TXG (0.5 mln), UAL (0.49 mln), UNH (0.3 mln), RBLX (0.07 mln)
- Increased positions in: SNAP (to 72.72 mln shares from 65.11 mln shares), BURL (to 1.01 mln from 0.21 mln), TEAM (to 1.35 mln from 1.08 mln)
- Maintained positions in: CAR (17.13 mln shares), PLNT (6.11 mln shares), PDD (3.65 mln shares), NFLX (2.14 mln shares), NVDA (1.7 mln shares), META (1.06 mln shares), TSM (0.77 mln shares), SPOT (0.4 mln shares)
- Closed positions in: AMD (from 2.16 mln shares), DDOG (from 1.48 mln), MGM (from 0.28 mln), LAD (from 0.14 mln), PYPL (from 0.14 mln)
- Decreased positions in: AAL (to 13.06 mln shares from 21.64 mln shares), GLBE (to 0.16 mln from 0.63 mln)