SRS Investment Management as of Sept. 30, 2018
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 25.6 | $1.2B | 3.3M | 374.13 | |
| Walt Disney Company (DIS) | 18.4 | $890M | 7.6M | 116.94 | |
| Facebook Inc cl a (META) | 10.6 | $515M | 3.1M | 164.46 | |
| Avis Budget (CAR) | 8.0 | $386M | 12M | 32.14 | |
| Broadcom (AVGO) | 6.4 | $309M | 1.3M | 246.73 | |
| Apple (AAPL) | 5.8 | $282M | 1.3M | 225.74 | |
| Tripadvisor (TRIP) | 4.5 | $220M | 4.3M | 51.07 | |
| Autodesk (ADSK) | 3.4 | $163M | 1.0M | 156.11 | |
| Twenty-first Century Fox | 3.4 | $163M | 3.5M | 46.33 | |
| Advance Auto Parts (AAP) | 2.6 | $125M | 745k | 168.33 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.6 | $125M | 2.8M | 44.25 | |
| Fiat Chrysler Auto | 1.9 | $93M | 5.3M | 17.51 | |
| L Brands | 1.6 | $76M | 2.5M | 30.30 | |
| Iqiyi (IQ) | 1.4 | $70M | 2.6M | 27.07 | |
| Zillow Group Inc Cl A (ZG) | 0.8 | $40M | 910k | 44.20 | |
| Carvana Co cl a (CVNA) | 0.8 | $37M | 630k | 59.09 | |
| Snap Inc cl a (SNAP) | 0.8 | $37M | 4.3M | 8.48 | |
| Ehi Car Svcs Ltd spon ads cl a | 0.5 | $24M | 2.1M | 11.35 | |
| Microsoft Corporation (MSFT) | 0.4 | $18M | 160k | 114.37 | |
| Momo | 0.4 | $18M | 419k | 43.80 | |
| Pinduoduo (PDD) | 0.3 | $16M | 600k | 26.29 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8M | 6.8k | 269.90 |
