SRS Investment Management as of June 30, 2017
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 34.1 | $1.4B | 9.5M | 149.41 | |
| Facebook Inc cl a (META) | 13.6 | $563M | 3.7M | 150.98 | |
| Avis Budget (CAR) | 5.6 | $232M | 8.5M | 27.27 | |
| Tripadvisor (TRIP) | 5.6 | $232M | 6.1M | 38.20 | |
| Twenty-first Century Fox | 5.3 | $221M | 7.8M | 28.34 | |
| Cognizant Technology Solutions (CTSH) | 5.0 | $209M | 3.1M | 66.40 | |
| salesforce (CRM) | 4.9 | $202M | 2.3M | 86.60 | |
| Comcast Corporation (CMCSA) | 4.8 | $201M | 5.2M | 38.92 | |
| Signet Jewelers (SIG) | 4.6 | $191M | 3.0M | 63.24 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.1 | $172M | 3.5M | 49.01 | |
| Metropcs Communications (TMUS) | 2.9 | $121M | 2.0M | 60.62 | |
| Fiat Chrysler Auto | 2.8 | $116M | 11M | 10.63 | |
| Carter's (CRI) | 1.6 | $67M | 757k | 88.95 | |
| Zillow Group Inc Cl A (ZG) | 1.4 | $59M | 1.2M | 48.84 | |
| Dick's Sporting Goods (DKS) | 1.1 | $47M | 1.2M | 39.83 | |
| Ehi Car Svcs Ltd spon ads cl a | 1.0 | $42M | 4.2M | 9.98 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $31M | 218k | 141.44 | |
| Carvana Co cl a (CVNA) | 0.3 | $13M | 630k | 20.47 | |
| Snap Inc cl a (SNAP) | 0.1 | $6.1M | 343k | 17.77 | |
| Marvell Technology Group | 0.1 | $5.0M | 304k | 16.52 |
