SRS Investment Management

Companies in the SRS Investment Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 39.27 10.49M 181.35
Facebook Inc cl a 13.14 3.73M 170.87
Avis Budget (CAR) 6.67 8.50M 38.06
Tripadvisor 5.44 6.51M 40.53
Twenty-first Century Fox 4.90 9.00M 26.38
Symantec Corporation (SYMC) 4.70 6.94M 32.81
salesforce (CRM) 4.57 2.37M 93.42
Fiat Chrysler Auto 4.05 10.95M 17.91
Signet Jewelers Limited 3.90 2.84M 66.55
Cognizant Technology Solutions (CTSH) 3.39 2.27M 72.54
Zillow Group Inc Cl C Cap Stk stock 2.63 3.17M 40.21
Metropcs Communications 2.54 2.00M 61.66
Snap Inc cl a 1.30 4.34M 14.54
Zillow Group Inc Cl A stock 0.99 1.20M 40.15
Microsoft Corporation (MSFT) 0.98 638407 74.49
Adobe Systems Incorporated (ADBE) 0.67 218056 149.18
Ehi Car Svcs Ltd spon ads cl a 0.42 2.10M 9.80
Carvana Co cl a 0.19 630336 14.68
Marvell Technology Group Ltd 0.11 303792 17.90
Redfin Corp 0.08 145000 25.09
Despegar Com Corp ord shs 0.05 80000 32.00