SRS Investment Management

SRS Investment Management as of March 31, 2019

Portfolio Holdings for SRS Investment Management

Companies in the SRS Investment Management portfolio as of the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 28.64 $1.27B 3.56M 356.56
Avis Budget (CAR) 12.72 $564.36M 16.19M 34.86
Broadcom (AVGO) 12.20 $541.40M 1.80M 300.71
Facebook Inc cl a (FB) 6.36 $282.14M 1.69M 166.69
Electronic Arts (EA) 5.83 $258.91M 2.55M 101.63
Microsoft Corporation (MSFT) 5.24 $232.56M 1.97M 117.94
Twitter (TWTR) 5.13 $227.61M 6.92M 32.88
Autodesk (ADSK) 5.00 $221.98M 1.42M 155.82
Advance Auto Parts (AAP) 4.18 $185.61M 1.09M 170.53
Zillow Group Inc Cl C Cap Stk (Z) 3.45 $152.99M 4.40M 34.74
Walt Disney Company (DIS) 2.95 $130.84M 1.18M 111.03
Fiat Chrysler Auto (FCAU) 1.77 $78.66M 5.30M 14.85
L Brands (LB) 1.52 $67.66M 2.45M 27.58
Comcast Corporation (CMCSA) 1.04 $46.10M 1.15M 39.98
Tripadvisor (TRIP) 1.01 $44.82M 871.21k 51.45
Carvana Co cl a (CVNA) 0.82 $36.60M 630.34k 58.06
Zillow Group Inc Cl A (ZG) 0.70 $31.11M 909.67k 34.20
Ehi Car Svcs Ltd spon ads cl a 0.56 $24.65M 2.10M 11.76
Alibaba Group Holding (BABA) 0.35 $15.52M 85.08k 182.45
Align Technology (ALGN) 0.17 $7.41M 26.06k 284.32
Levi Strauss Co New cl a com stk (LEVI) 0.16 $7.07M 300.00k 23.55
Snap Inc cl a (SNAP) 0.13 $5.98M 542.97k 11.02
Adobe Systems Incorporated (ADBE) 0.04 $1.80M 6.76k 266.50
Lyft (LYFT) 0.03 $1.17M 15.00k 78.27