SRS Investment Management

Companies in the SRS Investment Management portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 28.64 3.56M 356.56
Avis Budget (CAR) 12.72 16.19M 34.86
Broadcom Ltd 12.20 1.80M 300.71
Facebook Inc cl a 6.36 1.69M 166.69
Electronic Arts (ERTS) 5.83 2.55M 101.63
Microsoft Corporation (MSFT) 5.24 1.97M 117.94
Twitter 5.13 6.92M 32.88
Autodesk (ADSK) 5.00 1.42M 155.82
Advance Auto Parts (AAP) 4.18 1.09M 170.53
Zillow Group Inc Cl C Cap Stk stock 3.45 4.40M 34.74
Walt Disney Company (DIS) 2.95 1.18M 111.03
Fiat Chrysler Auto 1.77 5.30M 14.85
L Brands 1.52 2.45M 27.58
Comcast Corporation (CMCSA) 1.04 1.15M 39.98
Tripadvisor 1.01 871205 51.45
Carvana Co cl a 0.82 630336 58.06
Zillow Group Inc Cl A stock 0.70 909666 34.20
Ehi Car Svcs Ltd spon ads cl a 0.56 2.10M 11.76
Alibaba Group Holding Ltd Spon 0.35 85085 182.45
Align Technology (ALGN) 0.17 26059 284.32
Levi Strauss Co New cl a com stk 0.16 300000 23.55
Snap Inc cl a 0.13 542967 11.02
Adobe Systems Incorporated (ADBE) 0.04 6758 266.50
Lyft Inc 0.03 15000 78.27