SRS Investment Management

SRS Investment Management as of June 30, 2018

Portfolio Holdings for SRS Investment Management

Companies in the SRS Investment Management portfolio as of 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 (FB) 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 (LB) 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 (FCAU) 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