SRS Investment Management as of Dec. 31, 2018
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 29.9 | $950M | 3.6M | 267.66 | |
| Walt Disney Company (DIS) | 11.1 | $352M | 3.2M | 109.65 | |
| Broadcom (AVGO) | 10.0 | $318M | 1.3M | 254.28 | |
| Avis Budget (CAR) | 8.5 | $270M | 12M | 22.48 | |
| Microsoft Corporation (MSFT) | 6.3 | $200M | 2.0M | 101.57 | |
| Autodesk (ADSK) | 5.8 | $183M | 1.4M | 128.61 | |
| 4.4 | $140M | 4.9M | 28.74 | ||
| Advance Auto Parts (AAP) | 4.2 | $134M | 851k | 157.46 | |
| Facebook Inc cl a (META) | 3.2 | $103M | 782k | 131.09 | |
| Tripadvisor (TRIP) | 2.8 | $90M | 1.7M | 53.94 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.8 | $89M | 2.8M | 31.58 | |
| Twenty-first Century Fox | 2.7 | $87M | 1.8M | 48.12 | |
| L Brands | 2.5 | $81M | 3.1M | 25.67 | |
| Fiat Chrysler Auto | 2.4 | $77M | 5.3M | 14.46 | |
| Zillow Group Inc Cl A (ZG) | 0.9 | $29M | 910k | 31.43 | |
| Ehi Car Svcs Ltd spon ads cl a | 0.7 | $22M | 2.1M | 10.50 | |
| Carvana Co cl a (CVNA) | 0.7 | $21M | 630k | 32.71 | |
| Alibaba Group Holding (BABA) | 0.4 | $12M | 85k | 137.07 | |
| Momo | 0.3 | $10M | 419k | 23.75 | |
| Align Technology (ALGN) | 0.2 | $5.5M | 26k | 209.45 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 6.8k | 226.25 | |
| Snap Inc cl a (SNAP) | 0.0 | $1.3M | 233k | 5.51 |
