SRS Investment Management as of June 30, 2019
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 28 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 27.8 | $1.3B | 3.5M | 367.32 | |
| Facebook Cl A Call Option (META) | 16.6 | $774M | 4.0M | 193.00 | |
| Avis Budget (CAR) | 12.2 | $569M | 16M | 35.16 | |
| Broadcom (AVGO) | 6.7 | $312M | 1.1M | 287.86 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $277M | 6.0M | 46.39 | |
| Microsoft Corporation (MSFT) | 5.7 | $264M | 2.0M | 133.96 | |
| Electronic Arts (EA) | 5.0 | $234M | 2.3M | 101.26 | |
| 4.3 | $200M | 5.7M | 34.90 | ||
| Disney Walt Com Disney (DIS) | 3.5 | $165M | 1.2M | 139.64 | |
| Autodesk (ADSK) | 1.7 | $79M | 487k | 162.90 | |
| Advance Auto Parts (AAP) | 1.6 | $73M | 472k | 154.14 | |
| L Brands | 1.4 | $64M | 2.5M | 26.10 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $49M | 1.2M | 42.28 | |
| Baidu Spon Adr Rep A (BIDU) | 1.0 | $48M | 409k | 117.36 | |
| Zillow Group Cl A (ZG) | 0.9 | $42M | 910k | 45.76 | |
| Carvana Cl A (CVNA) | 0.8 | $40M | 630k | 62.59 | |
| Zoom Video Communications In Cl A (ZM) | 0.8 | $38M | 423k | 88.79 | |
| Tripadvisor (TRIP) | 0.8 | $36M | 782k | 46.29 | |
| Fiat Chrysler Automobiles N SHS | 0.8 | $36M | 2.6M | 13.82 | |
| 8x8 (EGHT) | 0.6 | $27M | 1.1M | 24.10 | |
| Talend S A Ads | 0.3 | $14M | 362k | 38.59 | |
| Align Technology (ALGN) | 0.2 | $9.1M | 33k | 273.69 | |
| Snap Cl A (SNAP) | 0.2 | $7.8M | 543k | 14.30 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $6.3M | 300k | 20.88 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $6.1M | 90k | 68.29 | |
| Pinterest Cl A (PINS) | 0.1 | $4.1M | 150k | 27.22 | |
| Pinduoduo Sponsored Ads (PDD) | 0.1 | $3.4M | 163k | 20.63 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.0M | 6.8k | 294.61 |
