SRS Investment Management as of June 30, 2018
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 35.5 | $1.9B | 4.9M | 391.43 | |
| Walt Disney Company (DIS) | 13.1 | $700M | 6.7M | 104.81 | |
| Facebook Inc cl a (META) | 11.3 | $609M | 3.1M | 194.32 | |
| Avis Budget (CAR) | 7.3 | $390M | 12M | 32.50 | |
| Broadcom (AVGO) | 5.7 | $303M | 1.3M | 242.64 | |
| Tripadvisor (TRIP) | 5.0 | $270M | 4.8M | 55.71 | |
| Twenty-first Century Fox | 3.3 | $175M | 3.5M | 49.69 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.1 | $166M | 2.8M | 59.06 | |
| L Brands | 2.3 | $122M | 3.3M | 36.88 | |
| Autodesk (ADSK) | 1.9 | $103M | 787k | 131.09 | |
| Advance Auto Parts (AAP) | 1.9 | $101M | 745k | 135.70 | |
| Fiat Chrysler Auto | 1.9 | $100M | 5.3M | 18.89 | |
| Iqiyi (IQ) | 1.6 | $83M | 2.6M | 32.30 | |
| Foot Locker (FL) | 1.2 | $64M | 1.2M | 52.65 | |
| Snap Inc cl a (SNAP) | 1.1 | $57M | 4.3M | 13.09 | |
| Zillow Group Inc Cl A (ZG) | 1.0 | $54M | 910k | 59.75 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $30M | 125k | 243.81 | |
| Symantec Corporation | 0.5 | $28M | 1.4M | 20.65 | |
| Ehi Car Svcs Ltd spon ads cl a | 0.5 | $27M | 2.1M | 12.96 | |
| Carvana Co cl a (CVNA) | 0.5 | $26M | 630k | 41.60 | |
| Ctrip.com International | 0.3 | $17M | 359k | 47.63 | |
| Microsoft Corporation (MSFT) | 0.3 | $16M | 160k | 98.61 | |
| Adt (ADT) | 0.2 | $12M | 1.4M | 8.65 | |
| Groupon | 0.1 | $5.1M | 1.2M | 4.30 |
