SRS Investment Management as of Sept. 30, 2019
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 30.6 | $1.1B | 4.2M | 267.62 | |
| Avis Budget (CAR) | 12.3 | $458M | 16M | 28.26 | |
| Facebook Inc cl a (META) | 8.6 | $318M | 1.8M | 178.08 | |
| Microsoft Corporation (MSFT) | 7.4 | $274M | 2.0M | 139.03 | |
| 6.4 | $236M | 5.7M | 41.20 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 6.0 | $222M | 7.4M | 29.82 | |
| Electronic Arts (EA) | 5.2 | $192M | 2.0M | 97.82 | |
| Pinduoduo (PDD) | 5.0 | $186M | 5.8M | 32.22 | |
| Autodesk (ADSK) | 4.3 | $159M | 1.1M | 147.70 | |
| Citrix Systems | 3.9 | $146M | 1.5M | 96.52 | |
| World Wrestling Entertainment | 2.6 | $97M | 1.4M | 71.15 | |
| Advance Auto Parts (AAP) | 2.1 | $78M | 472k | 165.40 | |
| Comcast Corporation (CMCSA) | 1.4 | $52M | 1.2M | 45.08 | |
| Carvana Co cl a (CVNA) | 1.1 | $42M | 630k | 66.00 | |
| Zoom Video Communications In cl a (ZM) | 0.9 | $32M | 423k | 76.20 | |
| Marvell Technology Group | 0.6 | $23M | 915k | 24.97 | |
| 8x8 (EGHT) | 0.6 | $23M | 1.1M | 20.72 | |
| Talend S A ads | 0.3 | $12M | 362k | 33.98 | |
| Snap Inc cl a (SNAP) | 0.2 | $8.6M | 543k | 15.80 | |
| Align Technology (ALGN) | 0.2 | $6.0M | 33k | 180.93 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.1 | $5.7M | 300k | 19.04 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.9M | 6.8k | 276.27 |
