SRS Investment discloses updated portfolio positions in 13F filing: New VSCO WDC DECK HUM positions
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- New positions in: VSCO (894K), WDC (286K), DECK (165K), HUM (123K)
- Increased positions in: SNAP (73.7 mln from 72.7 mln), UAL (to 2.9 mln from 1.9 mln), BURL (to 1.3 mln from 1.1 mln), UNH (to 292K from 242K)
- Maintained positions in: CAR (17.1 mln), PLNT (4.7 mln), TSM (768K), NVDA (540K), SPOT (398K)
- Closed positions in: BEKE (from 1314K), ELV (from 194K), FIVE (from 148K)
- Decreased positions in: TEAM (to 1.3 mln from 1.7 mln), PDD (to 4.1 mln from 4.4 mln), META (to 846K from 1.1 mln), NFLX (2.03 mln from 2.08 mln)