SRS Investment Management discloses updated portfolio positions in 13F filing: New SNAP TRIP TEAM TSM NVDA MSFT positions, Exited PINS ABNB
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: SNAP (~52.66 mln shares), TRIP (~1.29 mln), TEAM (~0.98 mln), TSM (~768K), NVDA (~225K), MSFT (~189K)
- Increased positions in: PDD (to ~2.45 mln shares from ~104K shares), DDOG (to ~2.4 mln from ~1.3 mln), LAD (to ~362K from ~275K)
- Maintained positions in: CAR (~18.4 mln shares), STLA (~8.5 mln shares), PLNT (~6.96 mln shares), SPOT (~2.2 mln shares)
- Closed positions in: PINS (from ~5.7 mln shares), MTCH (from ~391K), ABNB (from ~269K), NKE (from ~119K), CMG (from ~80K)
- Decreased positions in: TXG (to ~2.2 mln shares from ~3.0 mln shares), META (to ~2.0 mln from ~2.6 mln), TWLO (to ~2.7 mln from ~3.0 mln), RBLX (to ~250K from ~492K), NFLX (to ~2.3 mln from ~2.5 mln)