SRS Investment Management

SRS Investment Management as of Sept. 30, 2017

Portfolio Holdings for SRS Investment Management

Companies in the SRS Investment Management portfolio as of the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 39.3 $1.9B 11M 181.35
Facebook Inc cl a (FB) 13.1 $637M 3.7M 170.87
Avis Budget (CAR) 6.7 $324M 8.5M 38.06
Tripadvisor (TRIP) 5.4 $264M 6.5M 40.53
Twenty-first Century Fox 4.9 $238M 9.0M 26.38
Symantec Corporation 4.7 $228M 6.9M 32.81
salesforce (CRM) 4.6 $221M 2.4M 93.42
Fiat Chrysler Auto (FCAU) 4.0 $196M 11M 17.91
Signet Jewelers (SIG) 3.9 $189M 2.8M 66.55
Cognizant Technology Solutions (CTSH) 3.4 $164M 2.3M 72.54
Zillow Group Inc Cl C Cap Stk (Z) 2.6 $127M 3.2M 40.21
Metropcs Communications (TMUS) 2.5 $123M 2.0M 61.66
Snap Inc cl a (SNAP) 1.3 $63M 4.3M 14.54
Zillow Group Inc Cl A (ZG) 1.0 $48M 1.2M 40.15
Microsoft Corporation (MSFT) 1.0 $48M 638k 74.49
Adobe Systems Incorporated (ADBE) 0.7 $33M 218k 149.18
Ehi Car Svcs Ltd spon ads cl a 0.4 $21M 2.1M 9.80
Carvana Co cl a (CVNA) 0.2 $9.3M 630k 14.68
Marvell Technology Group (MRVL) 0.1 $5.4M 304k 17.90
Redfin Corp (RDFN) 0.1 $3.6M 145k 25.09
Despegar Com Corp ord (DESP) 0.1 $2.6M 80k 32.00