SRS Investment Management as of March 31, 2019
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.6 | $1.3B | 3.6M | 356.56 | |
| Avis Budget (CAR) | 12.7 | $564M | 16M | 34.86 | |
| Broadcom (AVGO) | 12.2 | $541M | 1.8M | 300.71 | |
| Facebook Inc cl a (META) | 6.4 | $282M | 1.7M | 166.69 | |
| Electronic Arts (EA) | 5.8 | $259M | 2.5M | 101.63 | |
| Microsoft Corporation (MSFT) | 5.2 | $233M | 2.0M | 117.94 | |
| 5.1 | $228M | 6.9M | 32.88 | ||
| Autodesk (ADSK) | 5.0 | $222M | 1.4M | 155.82 | |
| Advance Auto Parts (AAP) | 4.2 | $186M | 1.1M | 170.53 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.5 | $153M | 4.4M | 34.74 | |
| Walt Disney Company (DIS) | 3.0 | $131M | 1.2M | 111.03 | |
| Fiat Chrysler Auto | 1.8 | $79M | 5.3M | 14.85 | |
| L Brands | 1.5 | $68M | 2.5M | 27.58 | |
| Comcast Corporation (CMCSA) | 1.0 | $46M | 1.2M | 39.98 | |
| Tripadvisor (TRIP) | 1.0 | $45M | 871k | 51.45 | |
| Carvana Co cl a (CVNA) | 0.8 | $37M | 630k | 58.06 | |
| Zillow Group Inc Cl A (ZG) | 0.7 | $31M | 910k | 34.20 | |
| Ehi Car Svcs Ltd spon ads cl a | 0.6 | $25M | 2.1M | 11.76 | |
| Alibaba Group Holding (BABA) | 0.3 | $16M | 85k | 182.45 | |
| Align Technology (ALGN) | 0.2 | $7.4M | 26k | 284.32 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.2 | $7.1M | 300k | 23.55 | |
| Snap Inc cl a (SNAP) | 0.1 | $6.0M | 543k | 11.02 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8M | 6.8k | 266.50 | |
| Lyft (LYFT) | 0.0 | $1.2M | 15k | 78.27 |
