SRS Investment Management

Companies in the SRS Investment Management portfolio as of June 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 35.48 4.86M 391.43
Walt Disney Company (DIS) 13.05 6.68M 104.81
Facebook Inc cl a 11.35 3.13M 194.32
Avis Budget (CAR) 7.27 12.00M 32.50
Broadcom Ltd 5.66 1.25M 242.64
Tripadvisor 5.03 4.84M 55.71
Twenty-first Century Fox 3.26 3.51M 49.69
Zillow Group Inc Cl C Cap Stk stock 3.10 2.82M 59.06
L Brands 2.27 3.30M 36.88
Autodesk (ADSK) 1.92 786557 131.09
Advance Auto Parts (AAP) 1.88 744622 135.70
Fiat Chrysler Auto 1.87 5.30M 18.89
Iqiyi Inc. 1.55 2.58M 32.30
Foot Locker (FL) 1.19 1.21M 52.65
Snap Inc cl a 1.06 4.34M 13.09
Zillow Group Inc Cl A stock 1.01 909666 59.75
Adobe Systems Incorporated (ADBE) 0.57 124881 243.81
Symantec Corporation (SYMC) 0.53 1.38M 20.65
Ehi Car Svcs Ltd spon ads cl a 0.51 2.10M 12.96
Carvana Co cl a 0.49 630336 41.60
Ctrip.com International (CTRP) 0.32 358845 47.63
Microsoft Corporation (MSFT) 0.29 160239 98.61
Adt Inc 0.23 1.41M 8.65
Groupon 0.09 1.18M 4.30