SRS Investment Management as of Sept. 30, 2017
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 21 positions in its portfolio as reported in 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 (META) | 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 | 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 | 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 |
